CPPIB tenure:
I joined CPP Investments in 2009 and spent 7 years as a Portfolio Manager on the Global Tactical Asset Allocation Team, based in Toronto.
Famous for:
Early morning, late night, and weekend coding sessions. Also, for borrowing everyone’s computer to run model calculations. Of course, they used the term “hijacking” rather than “borrowing.”
Current situation:
Senior Vice President and Co-Lead of the Multi-Asset Strategies Team at Mackenzie Investments which is a member of IGM Financial Inc.
Can’t stop reading about:
The ongoing transformation in emerging markets, especially in India, driven by evolutions in globalization, trade, regulation, and geopolitical pressures.
Also, the complications of running professional sports in this environment and how the media continues to underestimate the Toronto Raptors.
People aren’t paying enough attention to:
Global regulatory trends and pressures around privacy and big data. More people should consider how that will impact the economy, as well as national security interests for the leaders in artificial intelligence.
Podcast/Long read obsession:
I just started the podcast, Hardcore History by Dan Carlin (thanks Jeff, another CPPIB alum). Also, as a function of our times, The Dose with Dr. Brian Goldman which is one of the many good CBC radio podcasts.
2020 #Goals:
Enjoy time with my family. We have a 4 and a 6-year-old and it’s a great age. The kids get excited about things we take for granted and witnessing that sense of discovery is amazing.
Also, looking to adjust my routine and introduce more outdoor exercises. Biking, hiking, canoeing, anything to get a little more sun.
Favourite Guiding Principle and why:
Partnership, because long-term success can only be achieved with repeated success and partnership is key to not only have success now, but also in the future.
More articles in the series
Taking a new approach to Credit Investing
Taking a new approach to Credit Investing
September 10th, 2020
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With six investment groups investing in credit and credit-like products across the capital structure, John Graham is building a different kind of credit department. How different? One recent hire has a PhD in Aerospace Engineering.
September 10th, 2020
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With six investment groups investing in credit and credit-like products across the capital structure, John Graham is bui...
A year that changed the world
A year that changed the world
September 10th, 2020
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Just 12 months ago, when I addressed alums of CPP Investments in this newsletter, we were coming off one of the best ten-year runs for asset returns in history. What a difference a year makes.
September 10th, 2020
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Just 12 months ago, when I addressed alums of CPP Investments in this newsletter, we were coming off one of the best ten...
3 Questions with Judy Wade – Head of San Francisco
3 Questions with Judy Wade – Head of San Francisco
September 10th, 2020
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“There are ways for us to talk about our views on twenty-first-century risk and opportunities, like diversity and inclusion, for example, or climate change…we can help young companies with best practices on a range of governance issues.”
September 10th, 2020
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“There are ways for us to talk about our views on twenty-first-century risk and opportunities, like diversity and incl...
Deal Wrap Up: The Big 5
Deal Wrap Up: The Big 5
September 10th, 2020
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From supporting self-driving technology to embracing distance learning—a look at recent deals that are charting the course for the future.
September 10th, 2020
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From supporting self-driving technology to embracing distance learning—a look at recent deals that are charting the co...
Talent on the Move: Emily Ng
Talent on the Move: Emily Ng
September 10th, 2020
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“Never overlook the importance of connection and collaboration with colleagues. I’ve learned to continue building my network throughout every phase of my career.”
September 10th, 2020
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“Never overlook the importance of connection and collaboration with colleagues. I’ve learned to continue building my...
CPPIB tenure:
I joined CPP Investments in 2009 and spent 7 years as a Portfolio Manager on the Global Tactical Asset Allocation Team, based in Toronto.
Famous for:
Early morning, late night, and weekend coding sessions. Also, for borrowing everyone’s computer to run model calculations. Of course, they used the term “hijacking” rather than “borrowing.”
Current situation:
Senior Vice President and Co-Lead of the Multi-Asset Strategies Team at Mackenzie Investments which is a member of IGM Financial Inc.
Can’t stop reading about:
The ongoing transformation in emerging markets, especially in India, driven by evolutions in globalization, trade, regulation, and geopolitical pressures.
Also, the complications of running professional sports in this environment and how the media continues to underestimate the Toronto Raptors.
People aren’t paying enough attention to:
Global regulatory trends and pressures around privacy and big data. More people should consider how that will impact the economy, as well as national security interests for the leaders in artificial intelligence.
Podcast/Long read obsession:
I just started the podcast, Hardcore History by Dan Carlin (thanks Jeff, another CPPIB alum). Also, as a function of our times, The Dose with Dr. Brian Goldman which is one of the many good CBC radio podcasts.
2020 #Goals:
Enjoy time with my family. We have a 4 and a 6-year-old and it’s a great age. The kids get excited about things we take for granted and witnessing that sense of discovery is amazing.
Also, looking to adjust my routine and introduce more outdoor exercises. Biking, hiking, canoeing, anything to get a little more sun.
Favourite Guiding Principle and why:
Partnership, because long-term success can only be achieved with repeated success and partnership is key to not only have success now, but also in the future.
