Everything Marlene Puffer said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Puffer: AIMCo has ~175 investment professionals and is opening Singapore, NYC offices
“I went from having 45 or so investment professionals at CN to now I have about 175, and we're located across the globe. We have offices in Edmonton, Calgary, Toronto, and London, and we're opening offices in New York and Singapore.”
AIMCo hires former GIC executive to head Singapore office
“So, for example, in Singapore, we've got a new head of Singapore starting in a couple of weeks who's coming to us from GIC”
Puffer: AIMCo's New York office focuses on growing direct private debt
“In private debt and loan, we have a strategy to grow, and that's really the impetus behind our New York office. Is expanding our investments in private debt and loan and increasing the proportion of direct investment there.”
Puffer: AIMCo is splitting alpha and beta in public equities
“In the public markets, primarily internally managed, but in our equity book, for example, we've recently taken an approach of being clearer about the strategies that we have in place for our clients that are separating out alpha and beta more clearly. So we ha…”
AIMCo expects four-to-one direct investment ratio from private credit partners
“We still work with partners, but we also expect something like a four to one ratio of direct investment opportunities. For every dollar that we're putting with a partner.”
Puffer: Opportunistic real estate is less of a direct inflation hedge
“The more opportunistic part of the real estate market is less of a direct inflation hedge.”
AIMCo accesses high-risk markets via strong rule-of-law exporters
“And being careful about gaining exposure to certain higher risk markets indirectly through jurisdictions where the rule of law is strong and perhaps where the companies that we're investing in may be exporters to regions that are a little more challenging to i…”
Puffer: Subordinates often mistake a leader's casual musings for directives
“It's easy as a leader to think out loud from time to time without noticing that people really listen to you when you think out loud, and oftentimes they'll go off and do things because they think it's what you want when all you were doing is wondering about so…”
Marlene Puffer: Fixed income investing forces focus on downside risk
“Coming up through the fixed income side is interesting because it combines the macro view where it's all the macro forces that influence interest rates with the credit view where it's very micro forces that influence credit quality. It's where macro and micro …”
Puffer: Infrastructure is AIMCo's most global, direct private asset class
“Of the private asset classes, infrastructure is the most global and has a very high proportion of direct investments.”
Puffer: AIMCo's private equity exposure is mostly fund investments
“And in private equity, we're mostly funds and some co-investment.”
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