Capital Allocators – Inside the Institutional Investment Industry5 Loka

Building the Total Portfolio at Ontario Teachers – Stephen McLennan (EP.518)

Stephen McLennan is the Co-Chief Investment Officer of the Ontario Teachers' Pension Plan, where he oversees asset allocation for the $300 billion fund responsible for the retirement security of 346,000 teachers. Stephen joined OTPP in 2003 and worked across credit, natural resources, infrastructure, and Total Fund Management, before splitting the CIO seat with Gillian Brown in 2024 — a dual-CIO structure that is unique among Canada's largest pension funds.

Our conversation traces that path and discusses OTPP's total portfolio strategy, including the balance of top-down asset allocation with bottom-up investing, role of active management, liquidity, leverage, and internal and external management. We cover where private equity, credit, infrastructure, hedge funds, and inflation-sensitive assets earn their place in the portfolio, how AI-driven concentration risk factors into portfolio resilience, and the evolution of the Canadian model, with both enduring edges and eroding competitive advantages.

Learn more about Juniper Square here.

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Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠)

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Senior Decision Makers: Erlina Yeo Terwelp, Columbia Investment Management Company (EP.520)

Our next guest on the Senior Decision Makers series is Erlina Yeo Terwelp, a Managing Director at Columbia Investment Management Company, where she oversees the endowment's private markets portfolio. ...

12 Loka 51min

Real Estate Credit Over Yield at Invesco – Charlie Rose (EP.519)

Charlie Rose is the Global Head of Real Estate Credit at Invesco, where he oversees an $85 billion global platform. Before joining Invesco, Charlie worked in real estate as an academic researcher, jac...

8 Loka 59min

Nancy Zimmerman – People, Process, and Fixed Income Arbitrage at Bracebridge (EP.517)

Nancy Zimmerman is the co-founder and Managing Partner of Bracebridge Capital, a $13 billion alternative asset manager specializing in fixed income arbitrage that she founded over 30 years ago, in 199...

28 Syys 49min

André Perold – Investing Through Exponential Change (EP.516)

André Perold is the co-founder and CIO of HighVista Strategies, an alternative asset manager overseeing $14 billion that searches for alpha opportunities in structurally inefficient markets. André has...

21 Syys 48min

[REPLAY] André Perold – Pockets of Inefficiency at HighVista Strategies (EP.169)

André Perold, the Co-Managing Partner and Chief Investment Officer of HighVista Strategies, a $4B firm with roots in endowment-style investing that searches for inefficiencies across asset classes. An...

21 Syys 54min

[REPLAY] André Perold – Academic Practitioner (EP.02)

André Perold is the Chief Investment Officer and Co-Managing Partner at HighVista Strategies, where for the last dozen years he has sat at the helm of a now $3 billion fund that takes a multi-asset cl...

21 Syys 49min

AI in the Investment Office – Abby Barlow, Laura Hill, Brian Sugrue, Jenny Heller, John Lawrence, Matt Bank, Kristin Kallergis Rowland, Jon Webster (EP.515)

AI is top of mind for everyone in the investment business. Our Summits are abuzz with curiosity about what others are doing. I asked 8 CIOs to share how they're using AI today, including what's worki...

14 Syys 1h 1min