John Labelle Email and Phone Number

• Manage a multi-billion dollar suite of Collective Funds with global equity, fixed income, cash, and securities lending exposure• Assess fair valuation parameters and pricing sources and implement changes that align with fund operations and client expectations• Establish dividend withholding tax protocols in collaboration with tax advisors, portfolio managers and the funds' custodian • Engage business development, legal, risk management, compliance, and portfolio management teams to enhance product features and expand distribution opportunities• Work with team members to launch, close, and maintain Collective Funds• Provide Collective Fund updates to internal fund boards

• Oversee operations for a multi-billion dollar suite of Collective Funds with global equity, fixed income, cash, stable value, and securities lending exposure• Develop strategies for client onboarding, complex in-kind transitions, and defined contribution events• Lead institutional Client Order Management operations for Collective Funds and Separate Accounts• Partner with Legal, Risk, and Compliance teams to comply with banking regulations• Work with portfolio managers, product managers, and service providers to launch, close, and maintain Collective Funds• Provide Collective Fund updates to internal fund boards

• Coordinated institutional client transactions for funds and separately managed accounts with, portfolio managers, transfer agents, custodians, and recordkeepers• Established procedures to facilitate client redemptions from Collective Funds that participated in securities lending• Partnered with transition managers, client servicing, custodians, recordkeepers, and portfolio managers to develop and implement defined contribution client investment solutions• Created a cash and in-kind implementation strategy for a multi-billion dollar defined contribution client transition into proprietary target date funds while minimizing transaction costs and operational risk• Developed large trade thresholds and trade pre-notification procedures to reduce fund tracking error• Analyzed unit holder activity to establish excessive trade monitoring thresholds• Worked with technology and business teams to develop and implement system enhancements