CPP Investments
fund on 1 show · 5 statements across 1 episodes · said 91 times in 9 episodes since 2017
Mentions by year, every show
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Capital Allocators 91
2026 1 mention in 1 episode
2025 31 mentions in 2 episodes 16 per episode
2024 7 mentions in 1 episode
2023 1 mention in 1 episode
2022 43 mentions in 1 episode
2019 2 mentions in 1 episode
2017 6 mentions in 2 episodes 3 per episode
every mention on every show, scene by scene, with the transcript →
5 statements about CPP Investments, every show
Investors Cannot Diligence or Structure a Fundamentally Bad Deal Into a Good One
“One of my biggest investment pet peeves is a belief, a tendency that you can diligence a bad investment into a good investment. That if you just do enough diligence and keep working at it, that you can figure out a way to make it work. You get too committed ea…”
CPPIB Opens International Offices Strictly to Capture Alpha, Not Beta
“We have the offices to get differentiated access. It's not to get beta. We can get beta from screens in Toronto. We can get beta through swaps and ETFs. We need alpha. We open the offices to get alpha.”
Building Sizable Portfolios in India Requires Local Presence Over Fly-Ins
“If you're gonna build a reasonably sized portfolio in India, you should have feet on the ground in India. Flying in and out is often not a recipe for success.”
Investors Must Maintain Wide Deal Funnels to Maximize Opportunities to Pass
“One of my personal investment beliefs is that you want to have a really wide funnel and see as many opportunities as possible. You want to have as many opportunities to say no as you can.”