Speaker
Serge Germain, general manager, pension committee, University of Sherbrooke

Serge Germain has been managing the University of Sherbrooke pension plan since 2002, overseeing all the functions of the pension office. The university offers a single pension plan to all its regular staff and the benefits offered is a hybrid pension plan combining a DC plan with a DB floor. The total assets reached 1.4 billion for the first time in the entire history of the fund during the last year. The maturity of the plan is quite young, with less than 35% of the total liabilities linked to its pensioners. On the investment side, the assets are 100% externally managed and is deployed through a concentrated group of firms, mostly deploying specialized mandate in traditional asset classes. Recently, the fund allocation was expended into the private and alternative space, focusing on private debt and real assets. Germain is a holder of the CFA Charter.

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