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Forum Overview

The Forum is an exclusive meeting of up to 28 elite-level General Counsel/Chief Legal Officers, all of whom are responsible for leading the legal strategies at the world’s largest asset owners, to address present-day operational, regulatory and compliance challenges as well as what may lie just around the corner.

 

Using candid, seminar-style discussions participants share the most pressing issues they are facing, as well as, examine trends and developments across jurisdictions to learn how others address problems and work together to identify solutions.

2025 Steering Committee

This elite group, comprised of experts in the field, personally nominates all invitees and develops the Agenda, which forms the basis of our discussions.

Committee Co-Chairs

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Jeremy Hill
Group General Counsel USS London, United Kingdom

Group General Counsel

London, United Kingdom

Jeremy re-joined USS as Group General Counsel in 2014, having previously worked as General Counsel for the Investment Management function between 2009 and 2011. His previous experience includes responsibility for various areas of the legal coverage for the EMEA business at Morgan Stanley Investment Management, Vice President at Merrill Lynch Investment Managers and Legal Advisor at the London Stock Exchange. Jeremy was also General Counsel and a main board Director at Martin Currie Investment Management.

Jeremy re-joined USS as Group General Counsel in 2014, having previously worked as General Counsel for the Investment Management function between 2009 and 2011. His previous experience includes responsibility for various areas of the legal coverage for the EMEA business at Morgan Stanley Investment Management, Vice President at Merrill Lynch Investment Managers and Legal Advisor at the London Stock Exchange. Jeremy was also General Counsel and a main board Director at Martin Currie Investment Management.

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Heather Traeger
General Counsel and CCO Teacher Retirement System of Texas Austin, United States

General Counsel and CCO

Austin, United States

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 country with 1.9 million members and retirees and approximately $200 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 board of the National Society of Compliance Professionals (NSCP) and the Association of Securities and Exchange Commission Alumni (ASECA). She is co-chair of the NSCP’s Regulatory Advisory Committee and serves on the FINRA National Adjudicatory Council. She also serves on the board of Make-A-Wish Central and South Texas.

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 country with 1.9 million members and retirees and approximately $200 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 board of the National Society of Compliance Professionals (NSCP) and the Association of Securities and Exchange Commission Alumni (ASECA). She is co-chair of the NSCP’s Regulatory Advisory Committee and serves on the FINRA National Adjudicatory Council. She also serves on the board of Make-A-Wish Central and South Texas.

Committee Members

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Jeff Davis
Chief Legal and Corporate Affairs Officer Ontario Teachers' Pension Plan New York, United States

Chief Legal and Corporate Affairs Officer

New York, United States

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Gillian Haselden
Head Of Legal Compliance BT Pension Scheme Management London, United Kingdom

Head Of Legal Compliance

London, United Kingdom

Gillian joined us in 2014 and was appointed to the Board in February 2019. She is a member of the Executive Committee and responsible for leading and advising on all legal, compliance & governance matters for the organisation. Gillian also acts as Legal Counsel to the Board. Before joining the firm, Gillian held the role of Deputy Global General Counsel at E&Y for 10 years and, prior to that, was European Counsel for Deloitte for 5 years. She is a qualified solicitor.

Gillian joined us in 2014 and was appointed to the Board in February 2019. She is a member of the Executive Committee and responsible for leading and advising on all legal, compliance & governance matters for the organisation. Gillian also acts as Legal Counsel to the Board. Before joining the firm, Gillian held the role of Deputy Global General Counsel at E&Y for 10 years and, prior to that, was European Counsel for Deloitte for 5 years. She is a qualified solicitor.

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Matthew G. Jacobs
General Counsel CalPERS Sacramento, United States

General Counsel

Sacramento, United States

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Michael Kelly
Chief Legal & Sustainability Officer OMERS Toronto, Canada

Chief Legal & Sustainability Officer

Toronto, Canada

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).

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).

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Allen Parker
General Counsel APG Asset Management US Inc. New York, United States

General Counsel

New York, United States

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Cameron Price
General Counsel and Chief Risk Officer Future Fund Melbourne, Australia

General Counsel and Chief Risk Officer

Melbourne, Australia

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Scott Senecal
Deputy General Counsel Qatar Investment Authority Doha, Qatar

Deputy General Counsel

Doha, Qatar

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.

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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Gregory Tan
Joint Head, Legal & Regulatory Temasek International Pte Ltd Singapore, Singapore

Joint Head, Legal & Regulatory

Singapore, Singapore

Mr. Gregory Tan joined Temasek in February 2016 and is currently Deputy General Counsel, Legal & Regulatory.   Prior to joining Temasek, Greg was with Morrison & Foerster since 1998 and made partner in 2008. Greg’s legal expertise is in transactional work focusing on cross border mergers and acquisitions, joint ventures and private equity, with an extensive part of his practice spent as international counsel to clients and co-counseling with local law firms to execute and implement complex transactions. Greg started his private practice career in Singapore focusing on the South Asian market before relocating to his firm’s San Francisco office where he concentrated on debt transactional work. He also spent time in his firm’s Tokyo office working on a variety of cross border transactions before relocating to Shanghai in 2005. During his 10 years in China, Greg continued to focus on corporate work, including M&A transactions and corporate real estate work. Apart from transactional work, Greg also regularly counsels Fortune 500 companies and global MNCs on their direct investments into China and Asia, and works closely with their business teams on corporate/regulatory advisory matters, legal compliance and related risk management.   Greg has been consistently ranked by the leading legal publications. In the most recent 2016 rankings, he was listed as a leading lawyer in China by Asia Pacific Legal 500 for Private Equity/Venture Capital and Real Estate and highly recommended for Corporate/M&A. Chambers Asia-Pacific 2015 also cited him as a leading real estate lawyer in China and highly recommends him for Corporate/M&A.   Greg graduated from the University of Bristol, UK (First Class Hons) in 1994. He started his legal career in the Supreme Court of Singapore as a justices’ law clerk and completed his pupillage at Wong Partnership. He is admitted as a non-practicing barrister-at-law (Middle Temple, 1995) and is also admitted to the Singapore bar (1998) and the New York bar (2002). He is currently a senate member of the Singapore Academy of Law.

Mr. Gregory Tan joined Temasek in February 2016 and is currently Deputy General Counsel, Legal & Regulatory.   Prior to joining Temasek, Greg was with Morrison & Foerster since 1998 and made partner in 2008. Greg’s legal expertise is in transactional work focusing on cross border mergers and acquisitions, joint ventures and private equity, with an extensive part of his practice spent as international counsel to clients and co-counseling with local law firms to execute and implement complex transactions. Greg started his private practice career in Singapore focusing on the South Asian market before relocating to his firm’s San Francisco office where he concentrated on debt transactional work. He also spent time in his firm’s Tokyo office working on a variety of cross border transactions before relocating to Shanghai in 2005. During his 10 years in China, Greg continued to focus on corporate work, including M&A transactions and corporate real estate work. Apart from transactional work, Greg also regularly counsels Fortune 500 companies and global MNCs on their direct investments into China and Asia, and works closely with their business teams on corporate/regulatory advisory matters, legal compliance and related risk management.   Greg has been consistently ranked by the leading legal publications. In the most recent 2016 rankings, he was listed as a leading lawyer in China by Asia Pacific Legal 500 for Private Equity/Venture Capital and Real Estate and highly recommended for Corporate/M&A. Chambers Asia-Pacific 2015 also cited him as a leading real estate lawyer in China and highly recommends him for Corporate/M&A.   Greg graduated from the University of Bristol, UK (First Class Hons) in 1994. He started his legal career in the Supreme Court of Singapore as a justices’ law clerk and completed his pupillage at Wong Partnership. He is admitted as a non-practicing barrister-at-law (Middle Temple, 1995) and is also admitted to the Singapore bar (1998) and the New York bar (2002). He is currently a senate member of the Singapore Academy of Law.

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Patrice Walch-Watson
Senior Managing Director, General Counsel & Corporate Secretary Canada Pension Plan Investment Board Toronto, Canada

Senior Managing Director, General Counsel & Corporate Secretary

Toronto, Canada

Patrice is Senior Managing Director, General Counsel & Corporate Secretary at CPP Investments, where she serves on the senior management team and leads the global legal, compliance and corporate secretarial functions and provides oversight to the internal assurance and advisory function.   She is a seasoned business lawyer and trusted advisor with deep experience in transactions, regulation, corporate governance and providing strategic counsel.   Patrice was named one of Canada’s Top 100 Most Powerful Women by WXN in 2019 and was recognized by Chambers & Partners as one of the most influential General Counsel in Canada. In 2022, Patrice received a “Legend in Law Award” by the US-based Burton Award Program recognizing her outstanding reputation in the legal profession and a demonstrated track record of addressing complex matters of national or global significance.   Patrice is currently serving on the Board of Trustees of Queen’s University, is a member of the Advisory Council to the Dean of Queen’s University Law School and sits on the Board of Directors for the CDL Rapid Screening Consortium. She holds the ICD.D designation.  

Patrice is Senior Managing Director, General Counsel & Corporate Secretary at CPP Investments, where she serves on the senior management team and leads the global legal, compliance and corporate secretarial functions and provides oversight to the internal assurance and advisory function.   She is a seasoned business lawyer and trusted advisor with deep experience in transactions, regulation, corporate governance and providing strategic counsel.   Patrice was named one of Canada’s Top 100 Most Powerful Women by WXN in 2019 and was recognized by Chambers & Partners as one of the most influential General Counsel in Canada. In 2022, Patrice received a “Legend in Law Award” by the US-based Burton Award Program recognizing her outstanding reputation in the legal profession and a demonstrated track record of addressing complex matters of national or global significance.   Patrice is currently serving on the Board of Trustees of Queen’s University, is a member of the Advisory Council to the Dean of Queen’s University Law School and sits on the Board of Directors for the CDL Rapid Screening Consortium. She holds the ICD.D designation.  

Forum Director

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Audrey D. Lubowitz
Manager, Program Outreach Cambridge Executive Connections, Inc. Toronto, Canada

Manager, Program Outreach

Toronto, Canada

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Emma Phillips

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