Leadership Overview
CAAT Pension Plan has 5 executives leading key functions including investment strategy, operational efficiency, human resources support, financial oversight, and legal compliance.
Committed to long-term sustainability, CAAT Pension Plan delivers secure retirement income through disciplined asset management and robust governance across Canadian and United States markets.
Committed to long-term sustainability, CAAT Pension Plan delivers secure retirement income through disciplined asset management and robust governance across Canadian and United States markets.
Leadership Roles at CAAT Pension Plan
Kevin Fahey - Chief Investment Officer & Acting Chief Executive Officer
Kevin Fahey, the Chief Investment Officer & Acting Chief Executive Officer at CAAT Pension Plan, directs global investment strategies across public equity and fixed income markets. Fahey manages the overarching portfolio architecture to ensure long-term pension fund stability for Canadian workplaces. By overseeing asset allocation and risk management frameworks, the Chief Investment Officer & Acting Chief Executive Officer maintains alignment with the broader organizational mission of secure retirement outcomes. Fahey coordinates with the Board to execute high-level strategic initiatives while monitoring market volatility across North American and international regions. This dual leadership role requires constant evaluation of economic indicators to optimize fund performance. Kevin Fahey drives the investment philosophy, ensuring that every decision supports the financial health of the plan. Through rigorous analysis and proactive market engagement, the Chief Investment Officer & Acting Chief Executive Officer secures the future of the fund.

Laura Foster - Interim Chief Financial Officer
Laura Foster, the Interim Chief Financial Officer at CAAT Pension Plan, directs financial reporting, budgeting, and fiscal planning activities. Foster oversees the integrity of financial statements and ensures compliance with regulatory standards across Canadian and United States markets. By managing capital reserves and liquidity requirements, the Interim Chief Financial Officer provides the necessary financial foundation for the organization to meet its long-term obligations. Foster collaborates with the investment team to analyze the financial impact of market trends and portfolio performance. Laura Foster drives the development of financial models that support strategic decision-making and risk mitigation. The Interim Chief Financial Officer maintains rigorous oversight of internal controls and audit processes to ensure transparency and accountability. Through precise financial management and proactive planning, Foster secures the fiscal health of the plan, enabling the organization to continue providing reliable retirement benefits to members across the country.
Jillian Kennedy - Chief Operating Officer
Jillian Kennedy, the Chief Operating Officer at CAAT Pension Plan, manages internal business processes and organizational infrastructure to support efficient pension administration. Kennedy oversees the integration of technology and service delivery models to enhance member experiences across Canada. By streamlining operational workflows, the Chief Operating Officer ensures that administrative functions remain scalable and responsive to evolving workplace needs. Kennedy collaborates with other C-suite leaders to implement strategic initiatives that improve service quality and operational transparency. Jillian Kennedy drives the execution of internal policies, focusing on process optimization and resource allocation to maximize organizational productivity. The Chief Operating Officer monitors performance metrics to identify areas for improvement, ensuring that all operational activities align with the long-term goals of the plan. Through consistent oversight of daily business functions, Kennedy maintains the operational integrity required to support the financial objectives of the organization.

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 administrative support for human capital initiatives and organizational development programs. Morrison manages scheduling, communication flows, and project tracking to ensure the Chief Human Resources Officer maintains focus on talent acquisition and employee engagement strategies. By facilitating internal meetings and preparing documentation for leadership reviews, the Executive Assistant To the Chief Human Resources Officer supports the alignment of workforce goals with the broader mission of the pension plan. Morrison organizes cross-departmental collaboration efforts, ensuring that human resources projects receive necessary attention and resources. Lynn Morrison drives the efficiency of the human resources office by managing complex administrative tasks and maintaining high standards of professional communication. The Executive Assistant To the Chief Human Resources Officer contributes to the overall success of the organization by ensuring that leadership remains organized and prepared to address the needs of the workforce.
James Fera - Chief Legal Officer & General Counsel
James Fera, the Chief Legal Officer & General Counsel at CAAT Pension Plan, directs all legal affairs, regulatory compliance, and corporate governance initiatives. Fera manages the legal framework governing pension fund operations, ensuring adherence to provincial and federal laws across Canada. By providing counsel on complex transactions and investment agreements, the Chief Legal Officer & General Counsel mitigates legal risks and protects the interests of the plan. Fera oversees the development of internal policies that promote ethical conduct and regulatory transparency. James Fera drives the resolution of legal challenges and manages relationships with external counsel to ensure consistent legal support for the organization. The Chief Legal Officer & General Counsel collaborates with the Board and executive leadership to navigate the evolving regulatory landscape. Through meticulous attention to legal detail and strategic foresight, Fera ensures that all organizational activities remain compliant and aligned with the fiduciary responsibilities of the pension plan.
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