Leadership Overview
CAAT Pension Plan has 4 executives leading key functions including operations, human resources, financial management, and legal counsel.
Committed to long-term sustainability for Canadian workplaces, CAAT Pension Plan delivers secure retirement outcomes through disciplined investment strategies and robust fund management across global public equity and fixed income markets.
Committed to long-term sustainability for Canadian workplaces, CAAT Pension Plan delivers secure retirement outcomes through disciplined investment strategies and robust fund management across global public equity and fixed income markets.
Leadership Roles at CAAT Pension Plan
Laura Foster - Interim Chief Financial Officer
Laura Foster, the Interim Chief Financial Officer at CAAT Pension Plan, oversees the financial health and fiscal reporting of the pension fund. Managing the capital allocation strategies, the Interim Chief Financial Officer ensures that investments in public equity and fixed income markets align with long-term solvency requirements. This leadership role involves rigorous oversight of financial audits and the maintenance of transparent reporting standards for stakeholders. By analyzing market trends across North American and global sectors, Laura Foster drives the financial planning necessary for sustainable growth. Foster collaborates with the investment committee to mitigate risk and optimize portfolio performance. Through the precise management of fiscal assets, the Interim Chief Financial Officer supports the overall mission of providing secure retirement benefits. This financial stewardship remains critical to the ongoing success and stability of the organization within the competitive pension landscape.
Jillian Kennedy - Chief Operating Officer
Jillian Kennedy, the Chief Operating Officer at CAAT Pension Plan, directs all internal business processes and operational workflows. Overseeing the integration of administrative systems, the Chief Operating Officer ensures that pension fund management remains efficient and scalable. This leadership role involves coordinating with cross-functional teams to optimize service delivery for Canadian workplaces. By streamlining internal protocols, Jillian Kennedy directly impacts the operational resilience of the organization. Kennedy manages the infrastructure supporting global investment activities, ensuring that the firm maintains high standards of performance. Through the implementation of advanced operational frameworks, the Chief Operating Officer drives organizational excellence. This focus on operational rigor allows the firm to navigate complex market environments effectively. Ultimately, Kennedy secures the operational foundation necessary for long-term fund stability and member satisfaction across the entire enterprise.

Lynn Morrison - Executive Assistant To the Chief Human Resources Officer
Lynn Morrison, the Executive Assistant To the Chief Human Resources Officer at CAAT Pension Plan, coordinates strategic human capital initiatives and departmental communications. Managing the administrative flow for the human resources division, the Executive Assistant To the Chief Human Resources Officer facilitates alignment between talent management and organizational goals. This role involves organizing executive schedules and supporting the development of workplace culture programs that attract top-tier professionals. By maintaining high-level oversight of personnel documentation and internal policy updates, Lynn Morrison ensures that the human resources function operates with precision. Morrison supports the execution of recruitment strategies and employee engagement efforts that define the firm's professional environment. Through meticulous coordination of departmental resources, the Executive Assistant To the Chief Human Resources Officer enables the leadership team to focus on broader workforce development and organizational growth objectives.
James Fera - Chief Legal Officer & General Counsel
James Fera, the Chief Legal Officer & General Counsel at CAAT Pension Plan, directs all legal affairs and regulatory compliance initiatives. Overseeing the governance framework, the Chief Legal Officer & General Counsel ensures that all investment activities adhere to strict fiduciary standards and regional regulations. This leadership role involves managing complex legal risks associated with global market participation and protecting the interests of the pension fund. By providing strategic counsel to the board, James Fera navigates the intricate legal landscape governing Canadian and international financial markets. Fera manages external legal partnerships and internal compliance protocols to maintain the integrity of the organization. Through the proactive identification of regulatory shifts, the Chief Legal Officer & General Counsel safeguards the firm against potential liabilities. This commitment to legal excellence supports the overarching goal of maintaining trust and security for all plan members.
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