John Graham
President & CEO, CPP Investments. On 1 show, 1 appearance. The Shows tab opens the full record on each.
executiveinvestorscientistcppinvestments.com ↗
John Graham is the President and Chief Executive Officer of CPP Investments. A former research scientist with a PhD in physical chemistry, he joined CPPIB in 2008 and previously served as its Global Head of Credit Investments.
1shows
1appearances
35statements
2resolved
1supported
1contradicted
50%fully supported
Everything John Graham said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Graham: CPPIB Operates With Absolute Independence and Zero Political Interference
“It has been our experience that we operate with independence, and we don't have political interference in our decision making. That's a fact.”
Truly Transformative Technologies Can Still Be Severely Overvalued by Public Markets
“Technology can change the world and still be overvalued.”
CPPIB Largely Avoids Currency Hedging by Treating Foreign Exchange as Diversifiers
“And we have largely not hedged our currencies. We view them as diversifying assets. So while others might be more active in hedging, we haven't been as active. We still believe it's a diversifier.”
CPPIB Engineers the Exact Opposite of Founder Culture for 75-Year Longevity
“Because we have to be here 75 years from now, we're not a founder culture. We're almost the exact opposite of a founder culture. Our job is to put in place an organization that in many ways will be able to operate independently of the people who are there in t…”
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 Slightly Increased Its Passive Portfolio Over Past Few Years
“Our passive portfolio has actually grown a little bit over the past few years. We've increased it slightly from probably four or five years ago.”
CPPIB Retains Majority Ownership of Antares Capital Acquired From GE
“We have the Antares platform within our credit investments, and this was acquisition from GE about 10 years ago, and that fit right in where we are the majority owner of it, where we had a real understanding of the market, and it's very synergistic with our in…”
CPPIB Ignores Asset Class Boundaries When Staffing Data Center Investments
“Live examples are data centers. Is data center real estate? Is it infrastructure? The constraint is energy. So rather than having discussions about where it fits, the real assets team just does data centers and they staff it with people from each group.”
CPPIB Credit Teams Shift Capital Dynamically Due to Portfolio-Level Compensation
“Where I see it working really well would be within the department. So credit. Credit is, they're really good at moving capital around. We're saying, we think structured credit is more attractive than corporate credit. We think European credit or Asian credit i…”
CPPIB Sets Quantitative Review Triggers Across Almost All Investment Programs
“So we have these quantitative range of reasonableness that this is the range of outcomes that we would actually expect. If it's outside of that, then it should really generate question. We actually have it for almost all our programs.”
One line per show, most statements first. The link opens John's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
 CAPITAL ALLOCATORSLEDGER | President & CEO, CPP Investments | 1 | 35 | 50% 1/2 | full record on Capital Allocators → |