David Petrie

David Petrie serves as Vice-President, Portfolio Construction, Strategy and Transformation, within La Caisse’s Real Estate portfolio. In this role, he plays a strategic part in defining, optimizing and implementing the allocation of La Caisse’s real estate assets. He is responsible for long-term portfolio construction and strategy, developing investment convictions, overseeing public real estate securities, and transforming management practices to maximize sustainable value creation.

Mr. Petrie joined La Caisse in 2010. He previously served as Managing Director, Public Companies and Relationship Investing for Québec, where he was responsible for transactional activities and investment strategy for the portfolio. Prior to that, he was Managing Director, Public Large Capitalizations, Québec. He has over 25 years of experience in corporate finance. Before joining the organization, he worked at BMO Capital, BDC and Edgestone Capital, among others. 

He holds a Bachelor’s and Master’s in Business Administration from HEC Montréal and is a CFA^® charterholder. He serves on the Board of Directors of JEM Workshop, which, since 1950, employs, trains and supports adults with functional limitations, creating opportunities that highlight their talents and foster their autonomy. He also sits on the Board of Fondation Tel‑jeunes, which supports the activities of Québec’s leading organization dedicated to adolescent mental health.