Investment Management Team

About

The Investment Management Team at OPTrust is responsible for developing and implementing investment strategies to ensure the long-term growth and stability of the pension fund's assets. They manage and optimize a diverse portfolio that includes public and private markets, real estate, and alternative investments while mitigating risk and ensuring sustainable investing practices. The team collaborates closely to analyze market trends, perform rigorous financial analysis, and innovate in investment practices to meet the fiduciary commitments of the OPSEU Pension Trust.


Team members

Alison Loat

Senior Managing Director, Sust...

AA

Amy Au

Director - Investment Finance

Andrew Michalak

Director, Funding, Liquidity &...

Arshad Ahsan

Senior Manager Investment Fina...

BP

B.eng Rajarshi Maiti...

Capital Markets Analyst

Brian Hawyrsh

Director, Program Data

Chloe Han

Senior Financial Analyst, Inve...

Christine Wang Cfa, ...

Principal, Real Estate Investm...

Daniel Raitsin

Director, Private Markets Grou...

Dara K.

Senior Analyst, Real Estate In...

Dee Ratnayake

Senior Analyst, Real Estate In...

EC

Ersi Zhou Mba, Cpa, ...

Investment Accountant

Fcpa Aazar Zafar Fca

Senior Director, Investment Ri...

FL

Frank Lyu

Financial Analyst - Alternativ...

Gavin Ingram

Co-group Head, Senior Managing...

Hamzah Saeed

Principal, Completion Portfoli...

Hassan Ahmed Cfa, Mf...

Principal, Real Estate Investm...

JD

James Davis

Chief Investment Officer

JS

Jeffery Sun

Director, Multi-strategy Inves...

JF

Jessica Figueroa

Manager, Strategy And Operatio...

JY

Joyce Yin

Principal

Julie Belair

Vice President Actuarial Servi...

Kate Zhao Cfa, Caia,...

Senior Analyst, Portfolio Cons...

Ken Choi

Vice President, Investment Ris...

Kenny Cheng Cfa, Frm...

Director, Investment Operation...

Khalisa Valani

Principal, Multi-strategy Inve...

Laura Phillips

Compliance Analyst

LS

Laura Song

Principal, Sustainable Investi...

Lindsay Saldanha

Director, Sustainable Investin...

Lisa Kelly

Capital Markets Analyst

Maja Grudniewicz

Investment Director - Private ...

Margaret Smerd Cfa, ...

Principal

Mark Klym

Director, Real Estate Investme...

Matt Lacaba

Team Lead - Financial Reportin...

MC

Michael Darcy Cpa, C...

Vice President Finance

MM

Michael Liu Cfa, Frm...

Senior Investment Risk Analyst

Michael Martin Kehoe

Investment Finance

Michelle Cheng

Senior Investment Risk Analyst

Monica Firminger

Director, Total Fund Quantitat...

Monika Molka

Senior Analyst, Office Of The ...

Olivia Lu

Multi-strategy Investment Anal...

Paulos Z.

Principal Private Markets Grou...

Rebecca Hoffer

Principal, Private Markets Gro...

Rebecca Palaria

Principal, Sustainable Investi...

RR

Romain Rouillon

Managing Director Head Total F...

RP

Ryan P.

Director, Multi-strategy Inves...

SW

Scarlett Wong

Team Lead, Performance Measure...

Sean Thunem

Managing Director, Private Mar...

SY

Shan Ye

Investment Ops Analyst

Simon Moody

Managing Director, Private Mar...

Talha Azhar Cpa, Fcc...

Team Lead, Investment Finance

Tiffany W.

Manager, Investment Finance

Tomiwa Oladapo

Sr. Analyst, Real Estate Inves...

Umair Raza Cfa

Director, Real Estate Investme...

Wancheng Wang

Investment Risk Analyst

Ximeng Chen

Investment Risk Analyst

YZ

Yangyang Zhang

Manager, Investment Risk

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