This elite group, comprised of experts in the field, personally nominates all invitees and develops the Agenda, which forms the basis of our discussions.
Forum Overview
Dates: June 7 - 9, 2026
Location: Surrey, United Kingdom
The Steering Committee welcomes up to 28 elite-level General Counsel/Chief Legal Officers from around the globe to address present-day operational, regulatory and compliance challenges as well as what may lie just around the corner. All participants will be responsible for leading the legal strategies at the world’s largest asset owners.
Through candid, seminar-style discussions, participants share their most pressing issues and examine trends and developments across jurisdictions. This collaborative approach helps them learn from each other and work together to identify effective solutions.
Steering Committee
Committee Co-Chairs
Heather L. Traeger serves as the General Counsel and Chief Compliance Officer for the Teacher Retirement System of Texas - one of the largest public pension plans in the United States with 2.1 million members and retirees and over $225 billion in trust assets.
Prior to joining TRS, she was a partner in the Financial Services Practice at O’Melveny & Myers LLP; served as Associate Counsel at the Investment Company Institute; and worked for the U.S. Securities and Exchange
Commission as Counsel to two Commissioners and Senior Counsel in the Division of Market Regulation.
Ms. Traeger serves on the FINRA Board of Governors, and the Boards of the National Society of Compliance Professionals (NSCP) and the Association of Securities and Exchange Commission Alumni (ASECA).
Ms. Traeger previously served as Chair of the FINRA National Adjudicatory Counsel and on the board of Make-A-Wish Central and South Texas.
Committee Members
Michael Kelly is the Chief Legal & Sustainability Officer of OMERS. He oversees OMERS Legal Division and is involved in various matters relating to investment and pension law, regulatory affairs and corporate governance, including working closely with the Board of Directors. Mr. Kelly leads OMERS approach to sustainable investing and ESG, having developed OMERS Sustainable Investing Framework in 2019, and is Chair of the Sustainable Investing Committee. Prior to assuming this role in 2014, Mr. Kelly served as Executive Vice President & General Counsel at Borealis Infrastructure (now OMERS Infrastructure), the infrastructure investment arm of OMERS, which he joined in 2006. In that role, he was involved in the pursuit and management of infrastructure investments, including negotiating acquisition, partnering and financing agreements, coordinating regulatory and structuring advice and managing the legal and compliance function. Prior to joining OMERS, Mr. Kelly practiced corporate, commercial and regulatory law, both in-house and with firms in Toronto, London, England and Ottawa. He sits on the boards of a number of OMERS companies, and also represents OMERS on the boards or committees of various domestic and international organizations including Canada’s Sustainable Finance Action Council, the Investor Leadership Network and the Canadian Coalition for Good Governance. Mr. Kelly was called to the Bar in Ontario in 1994. He holds a BBA from Wilfrid Laurier University (1989), an LLB from the University of Toronto (1992), and an MA (International Relations) from the University of Toronto (2004). He also holds the designation of Chartered Director (C. Dir).
Scott Senecal is the Deputy General Director of QIA, overseeing cross-border transactions (M&A, capital markets/finance/funds). Prior to QIA, Scott was a partner at Cleary Gottlieb, heading their Moscow Office for 25 years.
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