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OPTrust private markets

Institutional investor

Toronto · Growth–Late Stage · 20 people tracked

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Investment thesis

OPTrust operates as a pension plan administrator and institutional investor, with investment returns accounting for more than 70 percent of the benefits it pays to members at retirement. It manages a globally diversified portfolio across asset classes, seeking opportunities for value creation while balancing return expectations against funding risks to ensure it can pay pensions now and in the future. The organization pursues a defined climate change strategy, publishing TCFD-aligned disclosures and building what it describes as a resilient long-term portfolio. Net assets are reported at C$27.2 billion, serving roughly 118,000 members, with a stated mission of paying pensions today while preserving pensions for tomorrow.

Source: firm website, verified Sep 27, 2026.

Stage
Growth–Late Stage
HQ
Toronto, ON, CA
Instruments
Equity
Founded
1995
Tracked investments
1

Team · 20 people

from the firm's website
Adriana Llano· Managing Director, Funding, Liquidity and Trading, Total Portfolio Management
Alison Loat· Senior Managing Director, Sustainable Investing and Innovation
Andy Alcock· Managing Director, Real Estate Group
David Ross· Senior Executive Managing Director and Global Head of Liquid Assets, Total Portfolio Management
Ian Moss· Managing Director, Private Markets Groupin
Jacky Chen· Managing Director, Completion Portfolio Strategies, Total Portfolio Management
James C. Davis· Chief Investment Officer
Kenzo King· Managing Director, Private Markets Groupin
Matthew Zhao· Managing Director, Office of the CIO
Michael Bonazza· Senior Managing Director, Office of the CIO
Morgan McCormick· Senior Managing Director & Global Head of Funds and Co-Investments
Romain Rouillon· Managing Director, Completion Portfolio Strategies, Total Portfolio Management
Sandra Bosela· Senior Executive Managing Director and Global Head of Illiquid (Private) Assets
Sean Thunem· Managing Director, Private Markets Group
Simon Moody· Senior Managing Director & Global Head of Direct Investments
Stan Kolenc· Senior Managing Director and Head of Developed Asia, Private Markets Group
Trevor Speis· Managing Director, Private Markets Group
Zarqaa Shaikh· Managing Director, Completion Portfolio Strategies, Total Portfolio Management

Investments · 1 tracked

founders shown can be your intro path

Other

Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.

Whitepaper

Frequently asked questions

What stage does OPTrust private markets invest at?
OPTrust private markets invests at the Growth, Late Stage stages.
What sectors does OPTrust private markets focus on?
OPTrust private markets focuses on Climate Tech, Impact & Social Good.
Where is OPTrust private markets located?
OPTrust private markets is headquartered in Toronto, CA.
Who does OPTrust private markets co-invest with?
OPTrust private markets most often shares deals with Capnamic, Coatue Management, Da Vinci Capital, among 4 tracked co-investors.

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