Ontario Teachers' Pension Plan

Ontario Teachers’ Pension Plan is pleased to announce that Cathy Cranston will be appointed Board Chair, effective January 1, 2027. She was appointed by the Ontario Teachers’ Federation and the Ontario Government, the Plan’s two sponsors. Cathy has been a valued member of the Board since 2019 and currently serves as Chair of the People & Compensation Committee and as a member of the Investment and Enterprise Risk Committees. She brings deep financial services, governance and leadership experience from a 32-year career at BMO Financial Group, where she most recently served as Treasurer. Cathy will succeed Steve McGirr, who will remain Board Chair until he retires from the Board at the end of 2026 after completing his full term. We thank Steve for his continued leadership and look forward to working with Cathy as she transitions into the role over the coming months. Read the full announcement: https://lnkd.in/gxjjdici

We are pleased to welcome Fireworks AI into our Teachers’ Venture Growth portfolio. Our venture team has participated in the company’s Series D Financing as they lead the shift towards open models that can be tailored to an organization’s own data, workflows, and customers. "Enterprises don't want to rent AI, they want to own it and build it around their own data and workflows. Fireworks has the infrastructure depth and the vision to make that happen. We think they're building a category-defining company." Rick Prostko, Senior Managing Director, Teachers’ Venture Growth. Read more: https://lnkd.in/gN92E2rh

On a new episode of the Drumbeats podcast, Robert Sturgeon, CFA, our Senior Managing Director of Global Strategy, talked about how opportunities with meaningful Indigenous participation are attracting investor interest. Recorded at the recent Canadian Indigenous Investment Summit at the London Stock Exchange, Robert’s conversation with JP Gladu, Mark Magnacca, and Rob Brant explore why building Indigenous relationships and deepening understanding of the investment landscape are important for investors in Canada and abroad. "Historically, people have viewed engagement with Indigenous communities through a very narrow lens. Equity participation is a completely different way of doing business. It aligns incentives, builds wealth, and is one of the most exciting developments we're seeing today." - Robert Sturgeon, CFA, Senior Managing Director Global Strategy, Strategy & Stakeholder Relations Listen to the full podcast here: https://lnkd.in/gVJV6ErP

Recently, our Senior Managing Director, Global Head of Value Creation, Equities, Erem Kassim-Lakha, joined a panel on "The Legends of Value Creation" at the Private Equity International (PEI) Conference in London alongside operating partners from Bridgepoint, Cinven and Permira to discuss the evolving role of operational value creation in private equity. The discussion highlighted how the operating partner role has become increasingly central to driving investment outcomes in today's market. As traditional sources of returns become more constrained, operational excellence, strategic execution and leadership are playing a greater role in creating long-term value. A few key takeaways: • Operational value creation has become a primary driver of investment performance, with investors increasingly relying on growth, productivity improvements, talent and execution to generate returns.  • The most effective operating partners combine pattern recognition, sound judgment and deep functional expertise to tailor value creation strategies throughout the investment lifecycle, while helping portfolio companies navigate transformations such as AI adoption.  • Delivering impact requires more than expertise alone. Strong operating partners build alignment across management teams, boards and investors, translating strategic priorities into measurable outcomes through disciplined execution and accountability.  • Together, these insights reinforce the growing importance of operational value creation, and the critical role operating partners play in helping portfolio companies build stronger, more resilient businesses. Learn more about the Teachers’ Portfolio Solutions Group here: https://lnkd.in/g_qxw9HD

We’re pleased to announce the appointment of Deb Hajara to Senior Managing Director, Infrastructure & Natural Resources (INR), Asia Pacific. In this role, Deb will lead the APAC INR business and help drive the strategy across the region.    “I am pleased to see Deb step into this leadership role as he has been instrumental to the growth of our INR business in Asia Pacific. His deep knowledge of the portfolio and region, commitment to our performance-driven culture, and strong judgement make him the ideal leader to drive the strategy forward,” said Christopher Metrakos, CFA, ICD.D, Executive Managing Director, Infrastructure & Natural Resources, Ontario Teachers’.      Congratulations on your new role, Deb! 

Global SWF has published the seventh edition of its Governance, Sustainability, and Resilience Scorecard. The global benchmark analyzes how the world’s 200 largest Sovereign Wealth Funds and Public Pension Funds are delivering long-term value for their investors and beneficiaries.   This year, Ontario Teachers’ was recognized with a perfect score. "We are pleased to be recognized by Global SWF for our governance, sustainability and resilience practices. These areas are core to how Ontario Teachers’ operates as a long-term investor. Our focus is to deliver retirement security for our members, supported by strong governance, disciplined investment practices and a portfolio built to perform through changing market conditions.” -Jo Taylor, President and CEO, Ontario Teachers'

“Local partners are key for finding and building the right portfolio. You need trusted partners with strong market connections who can identify good opportunities.” As Sweden continues to be a compelling market within our European real estate strategy, especially in residential and logistics, local relationships and good asset selection remain central to how we invest. In a recent interview with Fastighetsvärlden, Jenny Hammarlund, Executive Managing Director of Real Estate, discusses how we are approaching the market, why strong fundamentals remain key, and the importance of remaining disciplined in deploying capital. Read more about this in the full interview below.

Metals and mining royalties can play an important role in an all-weather portfolio by providing commodity-linked cash flows and offering a form of inflation protection. In a new Q&A, Jim Sikora, Managing Director, Natural Resources at Ontario Teachers’, brings us in on a recent transaction and shares how the team is thinking more broadly about royalty transactions, their benefit for institutional investors, and the markets that they are exploring. “The North American story is encouraging. We have been seeing a push south of the border and in Canada on supporting critical mineral development. On the Canadian side specifically, the team is spending a lot of time exploring potential opportunities.” – Jim Sikora, Managing Director, Natural Resources Read the full Q&A here: https://lnkd.in/ehSUGUmK

We’re pleased to announce that Teachers’ Venture Growth has invested in Vinted, backing one of Europe’s leading second-hand marketplaces. TVG has co-led the company’s secondary share transaction which values Vinted at €8 billion and reflects how Vinted has built a profitable business at scale, supported by integrated shipping and payments, and is well positioned for the continued shift toward second-hand commerce. “Vinted's marketplace is distinguished by its scale, profitability, and disciplined operating model. It has established a strong presence in many European countries, and is growing beyond there. At the same time, Vinted has broadened its reach beyond fashion into fast-growing adjacent categories such as electronics. This is a unique business with a clear focus on long-term value creation, led by an exceptional team under Thomas’s leadership. We are delighted to support Vinted as it continues its inspiring journey.” -Avid Larizadeh Duggan OBE, Senior Managing Director, TVG We look forward to working alongside Thomas Plantenga and the broader Vinted team as they execute on this next phase of growth. Read more about the investment round in our press release here: https://lnkd.in/e8U2s5ku

Proud to welcome Premier Doug Ford and Minister of Economic Development, Job Creation and Trade Victor Fedeli for a tour of Compass Datacenters. Compass is one of Ontario Teachers' portfolio companies and is a leader in developing data centres that are critical for advancing the digital economy in Canada and the U.S.