Pension Fund Investments

Osler’s Pension Fund Investments Group is comprised of a multi-disciplinary team of leading legal professionals with extensive knowledge, expertise, and experience in investing pension assets. We pride ourselves on our creativity, practicality, and deep industry knowledge. We are known for carefully identifying potential legal risks, taking into account our client’s risk tolerances, and assisting clients in managing that risk.

Our team regularly advises pension fund and institutional investor clients on a wide range of sophisticated and strategic investment matters involving all asset classes, including public equities, bonds, private equity, private debt, real estate, infrastructure, and synthetic investments.

We are consistently sought out for our expertise on public market regulation, fund creation and architecture, M&A, club and syndicated deals, tax structuring, financings, cross-border, international and multi-national issues, pensions regulation, governance, derivatives, ESG and climate regulation, private equity, real estate, infrastructure, franchise, and competition/anti-trust. Our position as a trusted advisor to our pension fund clients has been earned through our innovative approach and ability to support the most complex transactions and key legal components of an investment strategy.

Representative Work

Our team has represented the following pension funds on a wide variety of investments, including private funds (including funds of funds, funds of one, buyout, real estate, infrastructure, private credit, venture capital, hedge funds and others), co-investments alongside fund sponsors, direct investments, investment management agreements, brokerage and marketplace agreements, securities lending relationships and derivatives transactions:

• Alberta Investment Management Corporation
• British Columbia Investment Management Corporation
• Caisse de dépôt et placement du Québec
• Canada Pension Plan Investment Board
• Healthcare of Ontario Pension Plan
• Investment Management Corporation of Ontario
• Ontario Pension Board
• OPSEU Pension Plan Trust Fund
• Ontario Municipal Employees Retirement System
• Ontario Teachers’ Pension Plan Board
• Public Service Pension Investment Board
• University Pension Plan