The Board delegates the day-to-day management of Ontario Teachers' to our highly skilled executive team.
- President & CEO
- Interim Chief Investment Officer
Mr. Mock has been President and CEO since January 1, 2014. He joined Ontario Teachers' in 2001 and has more than 25 years of international experience in investments and finance.
Mr. Mock previously was Senior Vice-President, Fixed Income and Alternative Investments, where he was responsible for $60 billion of Ontario Teachers' assets, including the policy mix in fixed income, credit investing, hedge fund activities and fixed income investments in emerging markets. He was also a board member of The Cadillac Fairview Corporation Limited, the pension plan's commercial real estate subsidiary, was a member of its Audit Committee and chaired its Human Resources Committee. Mr. Mock is a former board member of Maple Financial Group and Cordiant Capital.
Early in his career, Mr. Mock, an electrical engineer, held various positions at Ontario Hydro in field work, design, construction and research, including responsibility for nuclear safety and licensing at the Pickering and Bruce nuclear generating stations.
Mr. Mock then joined the investment dealer Burns Fry (now BMO Nesbitt Burns) where he directed sales and trading staff in derivatives products and held the firm's membership seat on the Chicago Board of Trade and other exchanges. He was a board member of the Montreal Exchange in the early 1990s.
As founder and CEO of Phoenix Research and Trading, Mr. Mock was responsible for all aspects of the asset management firm including investment and trading strategies, client relationships, risk and compliance.
Mr. Mock earned a B.A.Sc. in Electrical Engineering from the University of Toronto and an MBA from York University. He is member of the Corporate Advisory Board of The Learning Partnership.
- Senior Vice-President, Member Services
Tracy Abel and her team are responsible for overseeing the personalized service to Ontario Teachers' 311,000 working and retired members as well as for the Member Services division's Actuarial, Tax and Accounts Receivable Services; Employer Information Services and Strategic Initiatives.
Ms. Abel joined Ontario Teachers' in 1987 and was promoted to Vice-President, Client Services in 2012. As the leader of Client Services, she was responsible for all aspects of service delivery to members of the plan. Ms. Abel has been a key contributor in Ontario Teachers' Member Services ranking first among its peer group, and number one internationally, for exceptional pension service for three consecutive years, according to CEM Benchmarking. She was also instrumental in developing solutions that better serve the needs of our members at all stages of their career or retirement through a realignment of the Client Service department.
Ms. Abel holds an MBA from the Rotman School of Management, University of Toronto and a BA (Hons.) in Sociology from York University.
- General Counsel, Senior Vice President, Corporate Affairs and Corporate Secretary
Jeff Davis oversees the legal team, as well as compliance, corporate communications, government and public affairs, and plan policy.
Mr. Davis joined Ontario Teachers' in 2004 and was promoted to Vice-President and Associate General Counsel in 2010. A leading securities law expert, Mr. Davis led the legal team in countless transactions around the world and was instrumental in establishing Teachers' Hong Kong office in 2013.
Mr. Davis has nearly 20 years of legal experience, specializing in mergers and acquisitions and corporate finance. Before joining Ontario Teachers', he worked as Senior Vice-President, Corporate and Legal Affairs, at InsLogic Corp., and as a Corporate Associate at Torys LLP.
In 2009, Mr. Davis was recognized as one of Lexpert's Rising Stars – Leading Lawyers Under 40, and was a finalist in the Dealmaking category of the Canadian General Counsel Awards.
Mr. Davis earned an LLB from Osgoode Hall Law School and a BA from the University of Western Ontario.
- Senior Vice-President and Chief Operations Officer (COO)
Rosemarie McClean is responsible for Ontario Teachers' key operational activities: Information Technology, Enterprise Project Management and Financial Operations. She is responsible for ensuring these functions are effectively integrated and deployed across the organization.
Ms. McClean was appointed to the COO role in November 2014. Prior to that, she held the position of Senior Vice-President, Member Services. Under her leadership, the client services group was organized into self-directed work teams that dramatically improved the speed, range and quality of client services offered to the plan's 311,000 active and retired members. She introduced award-winning services, including web-based retirement planning tools that provide members with immediate access to personal pension information.
Ms. McClean serves on the boards of Illinois-headquartered Heartland Dental Care, and the Alberta Pensions Services Corporation. In 2008, she was recognized by Women's Executive Network as one of Canada's 100 Most Powerful Women.
Ms. McClean holds a BA in Economics from the University of Waterloo and an MBA from the Rotman School of Management at the University of Toronto. She holds the CPA, CMA designations and is a graduate of the Institute of Corporate Directors.
- Senior Vice-President and Chief Financial Officer
David McGraw and the Finance team are responsible for valuing and reporting on pension fund assets, providing tax oversight and operational due diligence. Finance responsibilities also include financial and management reporting; risk analytics and model valuation, enterprise/operational risk management support and the CEO/CFO internal controls certification program.
Mr. McGraw has more than 20 years of senior management experience in financial management, corporate finance, banking, and mergers and acquisitions.
Before joining Ontario Teachers' in 2004, Mr. McGraw was Chief Financial Officer of Bell ExpressVU. Prior to that, he was Vice-President, Mergers & Acquisitions/Corporate Finance, at BCE/Bell Canada and Partner-in-Charge of the Corporate Finance Group of a major international accounting firm. He currently sits on the board of BluEarth Renewables Inc.
Mr. McGraw is a Fellow of the Institute of Chartered Accountants of Ontario. He earned a Bachelor of Commerce from McGill University and an MBA from the University of Western Ontario. He is also a member of the Institute of Corporate Directors.
- Senior Vice-President, Human Resources and Facilities
Marcia Mendes-d'Abreu and her staff are responsible for human resources for Ontario Teachers', including recruitment, compensation and benefits, learning and development, labour relations and facilities.
Ms. Mendes-d'Abreu has more than 20 years of experience in human resources management and strategy in the retail, apparel, pharmaceutical and high-tech sectors. She joined Ontario Teachers' in 2008 from the Canadian Tire Corporation, where she was Vice-President, Human Resources, Corporate and Diversified Businesses.
Ms. Mendes-d'Abreu earned an M.Sc. from Pepperdine University and a BA from McGill University. She also earned a Human Resources and Compensation Committee Certified (H.R.C.C.C.) Designation in 2009.
- Senior Vice-President, Asset Mix and Risk
- Chief Investment Risk Officer
Barbara Zvan and her team of investment professionals oversee the development of the fund's long-term investment strategy based on economic outlooks, asset and liability matching, and risk analysis.
Ms. Zvan joined Ontario Teachers' in 1995 as an assistant portfolio manager and has risen steadily through positions of increasing authority.
Her Asset Mix and Risk team plays a leading role in researching and assessing new products for possible integration into the investment strategy. Ms. Zvan also oversees the development of the annual active management risk budget, economic analysis, benchmarks, investment guidelines and the design of the internal enterprise-wide risk system.
Ms. Zvan is a Fellow of the Society of Actuaries and the Canadian Institute of Actuaries, and holds an M Math from the University of Waterloo.
She was honoured as one of Canada's 2008 Top 40 Under 40.