With net assets of $25 billion, OPTrust invests and manages one of Canada's largest pension funds and administers the OPSEU Pension Plan, a defined benefit plan with almost 90,000 members and retirees.OPTrust’s private equity strategy is relationship-focused, accessing the market through long-term partnerships with leading private equity funds globally as well as increasingly, through principal investments. We focus in the middle market and seek to create a diversified portfolio globally, across industry sectors that exhibit strong underlying fundamentals and offer attractive long-term growth prospects. Our capital is flexible and can take the form of debt or equity (structured or unstructured) and we have the ability to have a long term investment horizon, if that meets our partners' needs. Within our private equity portfolio, we invest in traditional buyouts and also provide acquisition financing and growth capital. We invest in lower growth, more stable cash flow businesses through our long term equities strategy, which typically has a longer term investment horizon than traditional PE. Finally, we consider private credit opportunities and other special situations in the credit market.As the global head of OPTrust's private equity group, I develop and oversee our strategy and have overall responsibility for new investments, realizations and portfolio management.Member of Private Markets Investment Committee, Chair of Private Markets Investment Committee for Infrastructure Investments. Member of additional OPTrust internal management and investment committees.Frequent speaker at industry conferences globally.

Led North American private equity strategy, as well as all acquisitions, divestitures and portfolio asset management within the Private Markets Group at OPTrust.Led team towards a more active investment approach, prioritizing strategic fund relationships and becoming a more active direct investor, through coinvestments alongside fund partners and pursuing co-sponsored direct transactions alongside known and trusted partners.

dentalcorp is Canada’s largest network of dental practices, committed to advancing the overallwell-being of Canadians by aiming to deliver superior clinical outcomes and unforgettableexperiences. dentalcorp acquires leading dental practices, uniting its network in a commongoal: to be Canada’s most trusted healthcare network. Member of the Board of DirectorsMember of the Corporate Governance, Nominating and Compensation (GN&C) Committee

BDC is Canada’s business development bank and the only financial institution dedicated exclusively to entrepreneurs. BDC's mission is to help create and develop strong Canadian businesses through financing, consulting services and securitization, with a focus on small and medium-sized enterprises.Member of the Board of DirectorsChair of the Board Investment Committee Member of the Human Resources Committee Member of the Governance/Nominating Committee

2010-2012 President and Managing Partner2006-2010 Partner2005-2006 Principal2000-2005 Vice President1999-2000 AssociateEdgeStone was one of Canada’s largest mid-market private equity funds, managing in excess of $2.5 billion on behalf of institutional and high net worth investors. One of the founding members of the firm at inception.Managed the day to day operations of the firm, provided leadership and cultivated investor relationships to support growth of EdgeStone funds.Identified, structured, negotiated and executed transactions that met the investment objectives of EdgeStone’s later-stage private equity funds, focused on middle-market North American growth capital and buyout opportunities. Member of the Investment Committee.Partnered with senior management teams to provide operational and strategic guidance and advice in order to generate long term stakeholder value. Developed short and long term business plans which identified strategic initiatives to pursue for value creation. Undertook Acting CEO role for 3 months at Specialty Catalog.Led oversight on business, financial, industry, and other due diligence. Coordinated and led diligence teams. Reviewed and negotiated all definitive transaction documentation. Structured management incentive and other compensation plans. Facilitated senior and subordinated debt financings and refinancings for portfolio companies.Managed processes for investment realizations through capital markets transactions or private sales. Actively participated in the fundraising process for EdgeStone funds, interacting with large institutional investors and high net worth investors in Canada and globally.Directed recruiting, training and development, semi-annual performance review processes and all other human capital management. Coached and mentored team of investment professionals.Member of the Board of Directors for a number of EdgeStone portfolio companies.

Formerly First Marathon Securities Limited.