In the second episode of our Super Allocator Miniseries, we travel to Australia and explore the country’s sovereign wealth fund. Ben Samild, Deputy CIO of the fund, explains: their mandate and portfolio approach, how they select external managers, predicting the post-COVID macro environment, and currency and ESG…

Marlene Puffer is the CIO of Alberta Investment Management Corporation (AIMCo), where she oversees $160 billion on behalf of 17 pensions, endowments, insurance and government funds in the province of Alberta, Canada. AIMCo is one of the “Maple 8” Canadian pension managers that together oversee $2 trillion in assets and are…

In this episode we travel to Canada as we continue our journey around the world to discuss investment approaches with the leading figures at some of the world’s top institutional allocators, dubbed the “super allocators”.

Our conversation covers David’s background and path to Baylor, the three styles of endowment management pursued in the industry, and the thematic top down approach he employs. We discuss his implementation of that approach across risk management, portfolio construction, private markets, manager selection, and turnover.

Christophe L’Ahelec, Managing Director of Public Markets at University Pension Plan Ontario, joins Alan Dunne in this episode to discuss their approach to managing the C$11bn defined benefit pension plan. We discuss the high level Strategic Asset Allocation of the plan and also how the changed macro environment in recent…

A money manager walks into the office of a prospective investor. They’ve never been more confident: a long track record of success, stellar short-term results, an ideal strategy for the times, and a first-rate team to execute. They never see it coming. Five dreaded words go unstated as the manager wonders why the check never…

This episode features a discussion with Sébastien Page, CFA, Head of Global Multi-Asset at T. Rowe Price, and three of his colleagues. They discuss how disagreement among team members spurs investment insights and better outcomes. Moreover, the Venn diagram overlap between being right and making money is much smaller than…

Yie-Hsin Hung, State Street Global Advisors President and CEO meets with Robert Pettman, Executive Vice President of Wealth Management Solutions at LPL Financial, to unpack what key themes have emerged from the proliferation of ETFs in recent years.

In this episode Richard Romer-Lee, CEO at Square Mile Investment Consulting & Research, discusses the asset management landscape, including the role of 'alternatives' and responsible investing.

Geoffrey Rubin is the Senior Managing Director and Chief Investment Strategist of Canadian Pension Plan Investment Board, or CPPIB, which oversees $520 billion Canadian ($400 billion USD) on behalf of tens of millions of its citizens. CPPIB is a prime example of the Canadian model, which features significant internal active…

Join Ray Dalio and Minouche Shafik in conversation as they deep dive into the findings of Dalio's recent book, 'Principles for Dealing with the Changing World Order: Why Nations Succeed and Fail'.

Scott Wilson is the CIO of Washington University’s endowment. Scott discusses what he looks for in good partners, what he's learned from investing in China and emerging markets, and red flags in the venture space.

Episode 2 the Quant Investing miniseries is hosted by the Robin Wigglesworth, Global Finance Correspondent at the Financial Times. Robin interviews Russell Korgaonkar, CIO of Man AHL. Man Group is one of the world’s biggest hedge fund managers, and by some distance the largest listed one, with $148.6 billion of assets under…

In an interview with Funds Europe, Cuan Coulter explains what factors asset managers should consider when choosing between the two cross-border fund domiciles, namely Ireland and Luxembourg.

Today’s guest was a key player on the George Soros team, who in 1992 helped the Quantum Fund make $1bn, shorting sterling ahead of the UK’s withdrawal from the ERM. As Soros’s CIO, he was also dubbed as ‘The Man Who Broke the Bank of Japan’ by the Wall Street Journal, making approximately $3.5bn on the Abenomics trade from…

In this episode, we speak with Essentia Analytics founder Clare Flynn Levy. Essentia has developed software to evaluate investment managers and help them improve as investors. We discuss what Clare has learned through that process and the lessons all of us can take from it.

Amy Falls is the CIO at Northwestern University, where she oversees the school’s $14.2 billion endowment that supports university operations and funds about a quarter of the University’s annual revenue. She also serves on the Board of Harvard Management Company, the Ford Foundation, Phillips Academy, and the Pete Peterson…

In this episode we talk fund selection with Joe Wiggins, author of the new book "The Intelligent Fund Investor: Practical steps for better results in active and passive funds". We take a deep dive into the process of selecting funds and the many pitfalls' investors face along the way. We discuss the dangers of…

LGIM's multi-asset experts discuss the key considerations for third-party fund manager selection.

This conversation dives in the hedge fund category of investing, covering how a leading allocator in the space thinks about strategic asset allocation, portfolio construction, risk management, manager research, decision making, and monitoring managers. Adam Blitz is the CEO and Chief Investment Officer of Evanston Capital…