Mr. Bertram is a retired pension investment executive. He was the executive vice president of Ontario Teachers’ Pension Plan Board from 1990 to 2008 where he led the Teachers’ investment program and oversaw the pension fund’s growth from $19 billion to $108 billion. Prior to that, he spent 18 years at Telus Corporation, formerly Alberta Government Telephones. Before leaving Telus, he was assistant vice president and treasurer.
With over 40 years of experience in financial roles, he brings an extensive knowledge of the regulatory environments of the industries in which funds are invested and is considered a financial expert.
Currently, Mr. Bertram is the chair of the strategic committee of Glass Lewis LLC and a director of The Cadillac Fairview Corporation, of Nexen Inc. and serves on the IRC for Funds managed by Mulvihill Investment Management. He is also a director of several not-for-profit boards and societies.
Mr. Bertram has a Bachelor of Arts degree in history from the University of Calgary and a Master of Business Administration from the University of Alberta. He is a Chartered Financial Analyst (CFA) charter holder. He also holds an ICD.D designation (Institute of Corporate Directors and the Rotman School of Business) and was appointed as a fellow in 2012 for his outstanding governance contributions to Canadian enterprises. He is an Officer of the Order of Canada.
Ian F. T. Kennedy
A geologist and mining engineer and veteran of the mining and petroleum industries, Mr. Kennedy has served in a variety of line and executive capacities in these sectors, plus has worked extensively in venture capital.
In 1968, Mr. Kennedy joined Conwest Exploration Company Ltd. as a geologist and eventually became vice president and director of Conwest and the various companies within the Conwest family. This group totaled 35 public and private companies, including Central Patricia Gold Mines Limited and International Mogul Mines Limited. This advancement led him in 1976 to the venture capital industry, initially with Conwest and then as president of The Vase Fund (Ventures in Applied Science and Engineering), one of Canada Development Corporation’s venture capital funds.
Thereafter, Mr. Kennedy joined the investment and banking firm, Sharwood and Company, in 1987 as senior vice-president and equity partner. Six-years later he co-founded Helmsdale Financial Inc., with the specific focus to carry out investment banking activities directed towards corporate restructuring and equity financing in oil and gas, hi-tech and the junior industrial sectors.
His involvement with Helmsdale has led to a variety of appointments and opportunities through the years, including being named president and director of Bayridge Resources Limited (an oil and gas company based in Calgary, Alberta); chief operating officer and lead director of Teklogix Inc. (a public wireless communications company); president and chief operating officer of Strategic Analysis; partner with Capital Canada (an independent banking firm); director of West High Yield Resources (a public, junior mining exploration company in Calgary, Alberta); president and chief executive officer of Lakota Resources Inc. (a public, junior mining company in Toronto, Ontario); and director of Enquest Energy Services Corp., parent company of Speedy Heavy Hauling Inc. based in Grand Junction, Colorado (provided oilfield services, specifically the moving of large oil and gas rigs from company terminals in six U.S. states).
Mr. Kennedy was chairman of the board of governors of Ryerson Polytechnical Institute (Ryerson University); served on the board of governors of Ridley College; was a board member of the National Ballet of Canada and Young Peoples Theatre; and has been a member of the University of Toronto’s prestigious President’s Council since its inception.
Mr. Kennedy graduated from McGill University (Montreal, Quebec) with a Hons B.Sc. degree in geology and geophysics and P. Eng. (Mining) from the Ontario APEO.
A mechanical engineer by profession, Mr. Lohnes has applied his knowledge and expertise in engineering to make significant contributions to companies for whom he has worked in the resource sector.
In 1993, Mr. Lohnes commenced his career with Monsanto Chemical Co. (Soda Springs, Idaho) where he held various positions of progressive responsibility with primary focus on the safe execution of maintenance, reliability and mechanical integrity activities. He was recruited in 2002 by Burlington Resources (Conoco Phillips) in Lysite, Wyoming as a senior staff engineer. Soon after, he was promoted to gas plant manager where he was responsible for the production and cost performance of the Lost Cabin Gas Plant. In 2007, Mr. Lohnes was invited to join Hess Corporation as its gas plant manager in Seminole, Texas (a capacity in which he served for four years) until being promoted as area manager for the Permian Business Unit, which comprised several operating units in west Texas and north-east New Mexico.
Currently, Mr. Lohnes serves as the North Dakota operations manager for Hess Corporation and is accountable for the safe, environmentally sound and cost-effective operation of all production facilities in North Dakota, an area that spans more than one million acres and includes 700 Bakken and 500 legacy wells with combined gross production of over 100,000 boepd (barrels of oil equivalent per day).
Mr. Lohnes graduated with a B.S. in Mechanical Engineering from the University of Idaho.
With more than 28-years of operations experience in the Downstream-oil business from retail to refining and chemicals, Mr. Zaugg P. Eng brings a wealth of experience to the Board.
While at Gulf Oil, he served in several capacities, including manger of Industrial Markets and manager of Implementation Planning, Chemical and Refining Sales, where he led the operation to more than one billion dollars in revenue. As a senior director at Petro Canada, responsible for Marketing, Development and R&D, Mr. Zaugg was instrumental in helping establish the company as a key international player in the oil and gas sector. His accomplishments include growing the Canadian operations from $20 million to $120 million in five years; establishing Petro Canada as the largest specialty oil supplier in the world through refinery upgrades; creating new ‘Fluids’ specialty business; and taking the company into the European Specialty Products business.
Mr. Zaugg has served on three corporate Boards including the Canadian Society of Chemical Engineering, the Strategic Leadership Forum and Diebold Canada. He has also been a guest lecturer at the Oxford College of Petroleum and Energy Studies, and has been published by the NPRA (National Petroleum Refiners Association).
A graduate of the Kelley School of Business, Executive Leadership, Indiana University, Mr. Zaugg is also a Professional Engineer, holding a BSc. in Chemical Engineering from the University of Alberta.
Mr. Murray has more than 25 years experience in the energy sector.
He was a founder in Bayridge Resources Ltd. and president when it was sold to APF Energy Trust. Additionally, he was a partner in a flow-through drilling fund that provided financing to seven junior oil and gas companies in Western Canada. As a co-founder and executive vice president with Helmsdale Financial, Inc., Mr. Murray carried out investment banking activities directed towards corporate structuring and equity financing with an emphasis on the oil and gas sector. For the past 10 years he has been involved as the senior executive in a number of small energy services companies.
Currently, Mr. Murray is president and chief executive officer for the Foothills Capital Corp. group of companies.
Mr. Murray attended the University of Calgary (Bachelor of Commerce program), majoring in finance and accounting.