OVERVIEW & EXPERTISE

 

“Widely acknowledged as a cornerstone of the pensions and benefits market in Canada.”

 Chambers Global: The World’s Leading Lawyers for Business 2015

 

Facing an increasingly complex regulatory regime, competing stakeholder interests, a changing investment environment and the potential for legal challenge regarding their investment and fund management decisions, pension funds and other institutional investors need comprehensive and strategic advice.

 
With one of the leading Pension Fund Investment practices in Canada, Blakes has a thorough understanding of the laws and regulatory framework applicable to pensions, current market knowledge across virtually all investment products and geographies and the ability to think creatively and strategically when evaluating investment products. Our Pension Fund Investment group has broad transaction experience with some of Canada’s largest pension funds and is well versed in all aspects of pension laws and related tax and governance matters. We also act for many of Canada’s largest pension funds, numerous pension funds in the private and public sectors, and some of Canada’s largest investment managers, trustees and custodians. 
 
Our Pension Fund Investment group has unparalleled experience serving Canadian pension funds and institutional investors, having advised on all manner of investments in Canada and internationally. Our pension fund and other institutional investor clients rely on us to advise, negotiate and assist at every phase of the investment process and in post-transaction monitoring. Our lawyers are experienced in direct and fund investments in each of the major asset classes and, in particular, the alternative asset class, including commercial real estate, private equity, hedge funds, emerging markets and infrastructure, as well as public market investments and various associated investment transactions, including securities lending and securities borrowing and complex derivative arrangements. We have significant experience acting for pension fund investors accessing private debt investments directly and through fixed income, mezzanine, mortgage and other similar funds. In addition, we regularly assist our investor clients accessing investment strategies through segregated account mandates and investment management agreements.
 
Our broad experience advising our pension fund and other institutional investor clients across asset classes and geographies gives us deep market knowledge, and we apply this knowledge in advising our investor clients on market terms not only in Canada, but also worldwide. Our experience and market knowledge enable us to provide the type of guidance needed to make successful investments.
 
As the pre-eminent pension practice in Canada, we provide practical and strategic advice on pension regulatory and structuring issues, and more broadly on governance and fiduciary standards issues that arise in respect of investments and investment relationships. Our lawyers assist with establishing appropriate investment and blocker vehicles, offering invaluable guidance on related regulatory and compliance issues. Additionally, we advise on complex domestic and cross-border tax issues that arise when forming and operating pension fund investment vehicles.
 
In addition to our large Canadian pension fund client base, we frequently work with numerous other foreign and Canadian institutional investors and with investment managers and financial institutions in transacting with pension funds across Canada. Drawing on our rich experience in this area, we provide practical solutions to the challenges and issues our clients face.
 

Representative Matters:

Global Focus

  • Alberta Investment Management Corporation (AIMCo) acquisition of a 50 per cent interest in Autopista Central, a Chilean-based toll-road operator.
  • Healthcare of Ontario Pension Plan (HOOPP) on its direct investments in Ducati Motor Holding S.p.A. (Italian motorcycle manufacturer), KGS-Alpha Capital Markets (U.S. fixed income broker-dealer), St. James's Gateway (an English mixed-use real estate development) and retail developments in the U.K. and the Czech Republic. 

Private Equity/Infrastructure

  • Borealis Infrastructure and LifeLabs Medical Laboratory Services in connection with LifeLabs' acquisition of CML Healthcare Inc., a transaction valued at C$1.22-billion.
  • Teachers Private Capital in connection with its acquisition of Dynea North America (now known as Arclin), a resins/overlays business, from a Finnish private equity group.
  • Alberta Investment Management Corporation (AIMCo) on its investment in Town Shoes Limited.

Commercial Real Estate

  • Ontario Pension Board on the C$300-million purchase of an undivided 50 per cent interest in the RBC Centre, a 41-storey class AAA office tower in downtown Toronto, Ontario, and on the C$370-million purchase of Erin Mills Town Centre, an 850,000 square foot enclosed regional shopping centre in Mississauga, Ontario.
  • Healthcare of Ontario Pension Plan (HOOPP) on the C$137-million purchase of Marlborough Mall, Calgary, Alberta, and on the C$140-million purchase of Lansdowne Place, Peterborough, Ontario.

Fund and Other Investments

  • Numerous investments by public-sector, multi-employer and private-sector pension funds in a wide variety of investment funds, in Canada and abroad, including private equity, real estate, infrastructure, hedge, emerging markets, and debt funds and funds of funds.
  • Advising numerous plan administrators, financial institutions and investment managers on investment management and segregated account arrangements on all manner of mandates, including emerging markets and a variety of derivative strategies.
 

 PEOPLE

 
Page: 1 of 2       1 2        Items per page: 25 | 50 | ALL
Partner | Toronto
Toronto: 416-863-4295
Areas of Expertise: Mergers & Acquisitions, Capital Markets, Private Equity, Technology, Communications, Equity Capital Markets, Debt Capital Markets, Corporate Governance, Pension Funds Investment, Investment Funds, Investment Vehicles
Partner | Toronto
Toronto: 416-863-4284
Areas of Expertise: Financial Services Regulatory, Insurance, Mergers & Acquisitions, Investment Products & Asset Management, Banking, Consumer/Retail Financial Services, Payment Cards & Technologies, Residential Mortgage Business, Reinsurance, Financial Services, Pension Funds Investment, Investment Funds, Investment Vehicles, Enterprise Risk & Crisis Response, Government & Public Sector, Fintech, Credit Unions
Partner | Calgary
Calgary: 403-260-9720
Areas of Expertise: Corporate Governance, Mergers & Acquisitions, Corporate & Commercial, Energy, Equity Capital Markets, Debt Capital Markets, Structured Finance & Derivatives, Private Equity, REITs, Shareholder Activism, Pension Funds Investment, Investment Funds, Investment Vehicles
Partner | Montréal
Montréal: 514-982-4061
Areas of Expertise: Infrastructure, Mergers & Acquisitions, Private Equity, Energy, Corporate & Commercial, Commercial Real Estate, Plan Nord, Construction, Mining, Pension Funds Investment, Investment Funds, Investment Vehicles, Mining Lending, Mining Streaming & Royalties
Partner | Toronto
Toronto: 416-863-2633
Areas of Expertise: Pensions & Benefits, Executive Compensation, Pension Fund Investment, Pension Litigation, Tax, Pension Funds Investment, Investment Funds, Investment Vehicles, Government & Public Sector
Partner | Toronto
Toronto: 416-863-3860
Areas of Expertise: Commercial Real Estate, Restructuring & Insolvency, Hospitality & Leisure, Real Estate Financing, Europe, Pension Funds Investment, Investment Funds, Investment Vehicles
Associate | Toronto
Toronto: 416-863-2492
Areas of Expertise: Mergers & Acquisitions, Corporate & Commercial, Financial Services Regulatory, Financial Services, Life Sciences, Private Equity, Venture Capital, Technology, Mining, Insurance, Pension Funds Investment
Partner | Calgary
Calgary: 403-260-9724
Areas of Expertise: Corporate & Commercial, Capital Markets, Energy, Oil & Gas, Restructuring & Insolvency, Equity Capital Markets, Automotive, Investment Funds, Investment Vehicles, Mergers, Acquisitions & Divestitures
Partner | Toronto
Toronto: 416-863-4262
Areas of Expertise: Competition & Antitrust, Foreign Investment, China, Europe, United States, Plan Nord, Competition Litigation, Abuse of Dominance & Reviewable Matters, Cartels & Criminal Investigations, Competition Law Compliance, E-Discovery/SIRs, Merger Review & Control, Misleading Advertising, Japan, Pension Funds Investment, Investment Funds, Investment Vehicles, Cybersecurity, Government & Public Sector
Partner | Toronto
Toronto: 416-863-2393
Areas of Expertise: Mergers & Acquisitions, Capital Markets, Corporate Governance, Private Equity, Equity Capital Markets, Pension Funds Investment, Investment Funds, Investment Vehicles
Senior Counsel | Calgary
Calgary: 403-260-9608
Areas of Expertise: Corporate Governance, Mergers & Acquisitions, Energy, Oil & Gas, Private Equity, India, Equity Capital Markets, Shareholder Activism, Automotive, Investment Funds, Investment Vehicles
Counsel | Toronto
Toronto: 416-863-4293
Areas of Expertise: Mergers & Acquisitions, Private Equity, Corporate Governance, Investment Funds, Energy, China, Central Asia, Southeast Asia, Corporate & Commercial, Power, Technology
Partner | Toronto
Toronto: 416-863-3888
Areas of Expertise: Pensions & Benefits, Pension Fund Investment, Executive Compensation, Tax, Pension Funds Investment, Investment Funds, Investment Vehicles, Government & Public Sector
Partner | Toronto, New York
Toronto: 416-863-2286
New York: 212-893-8416
Areas of Expertise: Mergers & Acquisitions, Corporate Governance, Private Equity, Equity Capital Markets, Pension Funds Investment, Investment Funds, Investment Vehicles
Chair | Calgary, Toronto
Calgary: 403-260-9610
Toronto: 416-863-2150
Areas of Expertise: Capital Markets, Mergers & Acquisitions, Oil & Gas, Energy, Restructuring & Insolvency, Australia, Africa, Europe, Middle East, Latin America, Equity Capital Markets, Pension Funds Investment, Investment Funds, Investment Vehicles, Major Projects, Mergers, Acquisitions & Divestitures, Cannabis, Credit Unions
Firm Managing Partner | Toronto
Toronto: 416-863-2748
Areas of Expertise: Corporate & Commercial, Mergers & Acquisitions, Procurement, China, India, Africa, Korea, Middle East, Latin America, United States, Central Asia, Southeast Asia, Pension Funds Investment, Investment Funds, Investment Vehicles
Partner | Toronto
Toronto: 416-863-3296
Areas of Expertise: Mergers & Acquisitions, Corporate & Commercial, Private Equity, Food, Beverage & Agribusiness, Capital Markets, Pensions & Benefits, Equity Capital Markets, Pension Funds Investment, Investment Funds, Investment Vehicles
Partner | Toronto
Toronto: 416-863-4294
Areas of Expertise: Corporate & Commercial, Equipment Financing, Mergers & Acquisitions, Pension Fund Investment, Venture Capital, Investment Products & Asset Management, Power, Banking, Pension Funds Investment, Investment Funds, Investment Vehicles
Partner | Toronto
Toronto: 416-863-2929
Areas of Expertise: Financial Services, Corporate & Commercial, Infrastructure, Banking, Asset-Based Finance, Debt Finance & Lending, Equipment Financing, Project Finance, Pension Funds Investment, Investment Funds, Investment Vehicles
Partner | Toronto
Toronto: 416-863-2968
Areas of Expertise: Pensions & Benefits, Retirement & Savings Products, Executive Compensation, Tax, Pension Funds Investment, Investment Funds, Investment Vehicles
Partner | Toronto
Toronto: 416-863-2758
Areas of Expertise: Real Estate Financing, Acquisitions, Dispositions & Joint Ventures, Pension Funds Investment, Investment Funds, Investment Vehicles
Senior Counsel | Toronto
Toronto: 416-863-2226
Areas of Expertise: Capital Markets, Mergers & Acquisitions, Investment Products & Asset Management, Equity Capital Markets, Pension Funds Investment, Investment Funds, Investment Vehicles
Partner | Toronto
Toronto: 416-863-2352
Areas of Expertise: Abuse of Dominance & Reviewable Matters, Cartels & Criminal Investigations, Competition Litigation, Competition Law Compliance, Misleading Advertising, India, Marketing & Health Regulatory, Competition & Antitrust, Foreign Investment, E-Discovery/SIRs, Merger Review & Control, Pension Funds Investment, Investment Funds, Investment Vehicles, Cybersecurity, Enterprise Risk & Crisis Response, Government & Public Sector
Partner | Toronto
Toronto: 416-863-2704
Areas of Expertise: Corporate & Commercial, Equity Capital Markets, Corporate Governance, Mergers & Acquisitions, Manufacturing, Life Sciences, Mining, Private Equity, Retail & Consumer Products, Africa, Europe, India, United States, Pension Funds Investment, Investment Funds, Investment Vehicles, Mining Lending, Mining Streaming & Royalties
Partner | Montréal
Montréal: 514-982-5090
Areas of Expertise: Corporate & Commercial, Debt Finance & Lending, Acquisitions, Dispositions & Joint Ventures, Real Estate Financing, Private Equity, Banking, Pension Funds Investment, Investment Funds, Investment Vehicles
Page: 1 of 2       1 2        Items per page: 25 | 50 | ALL
​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​