Ontario Teachers' Pension Plan

Today we announced our financial results for the first half of 2026, which reflect positive performance across our portfolio. “We delivered a strong start to 2026, with a total-fund net return that is ahead of our target at this point in the year. These results were broad based with positive returns from all asset classes, with the most significant contributions coming from venture growth, public equities, and inflation-sensitive assets,” - Jo Taylor, President and CEO Explore our mid-year highlights below and read more about our results: https://lnkd.in/gg5sXihy

Proud to have welcomed Prime Minister Mark Carney for a visit of GCT Global Container Terminals, one of Ontario Teachers’ portfolio companies in our Canadian home market. GCT is an infrastructure sector leader as Canada’s largest container terminal operator, playing a critical role in strengthening both economic growth here at home and international trade with over 170 world economies.

Today, we are pleased to share that Ontario Teachers’ is entering into a joint venture with M&G to support the scaling of its multi-billion European Collateralized Loan Obligation (CLO) platform. We believe the European CLO equity market is an attractive asset class that complements and diversifies our existing CLO equity program. With a shared conviction in the opportunity, we look forward to working closely with M&G to grow Margay into one of Europe's leading CLO platforms. Read more: https://lnkd.in/gyQm8bW9

This past week, we hosted an Executive Fireside Chat as part of our Career FUNDamentals programming, connecting our intern community with senior leaders from across the organization.   Beth Tyndall, Chief People Officer; Terry Hickey, Chief Technology Officer; and Bernard Grzinic, Executive Managing Director, Capital Markets, shared perspectives on career journeys, leadership lessons, accountability, adaptability, and navigating change.   Moderated by interns Hiya Thakkar and Shaan Saggu, the discussion offered practical insight into building a career with purpose and discipline, while remaining focused on delivering long-term value for our members.   Thank you to Beth, Terry, and Bernard for sharing their perspectives, and to Hiya and Shaan for guiding the conversation.

Students preparing for 2027 internship opportunities are invited to join Ontario Teachers’ on August 20 for Invest in Your Success. This networking event will provide an opportunity to connect with professionals from our Investments and Risk teams, receive résumé feedback from recruiters, and learn more about upcoming student roles. Registration is limited: https://lnkd.in/gDthwmke

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!