Caisse de dépôt et placement du Québec, every mention

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Verbatim, from the transcripts: the passages where Caisse de dépôt et placement du Québec comes up

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▶ 28:00 Marlene Puffer We are more like BCI in British Columbia and the Caisse de Dépoux in Quebec, where we have multiple clients.

▶ 4:20 Ted Seides Luke is also the deputy chairman of the Standards Board for Alternative Investments, or SBAI, and previously joined the show to discuss the organization alongside Mario Terian from CDPQ, and that episode is replayed in the feed.

▶ 4:34 Ted Seides Mario is a two-time past guest on the show and is the head of investment funds and external management at Case Depot in Quebec, or CDPQ. 3 times in the scene
▶ 25:41 Leda Braga So you need to size it appropriately, and you need to trust it, and trust your manager to get on with it, to live the discipline, but as a CTP showed back in the day, it was a good decision, and it added a lot to the portfolio.
▶ 45:31 Mario Therrien As you know, CDPQ has been engaged in various initiatives, and I'm really glad to hear you talk about how important it is for us.

▶ 4:37 Ted Seides And Mario is the head of investment funds and external management at Canadian pension fund CDPQ, where he oversees forty five billion dollars of funds managed externally.
▶ 5:37 Ted Seides So why don't you just touch a little bit on how you're spending your time at CDP these days? 5 times in the scene
▶ 15:51 Mario Therrien We got comfortable at CDPQ with these standards, first of all, and we clearly, they were all part of how long-term we see businesses, and even with our board, with our CEO at the time, they were quite supportive to that effort for some of… 4 times in the scene
▶ 33:52 Mario Therrien Of course, gives us a good risk adjusted return, but also will help us in some ways better manage other areas of CDPQ.

▶ 7:13 André Bourbonnais And when we sold our business in 2000, I was fortunate enough to be invited by a friend of mine who was the CFO of the business, telecom business I was working on to be part of the private equity group at CDBQ. 2 times in the scene

▶ 37:08 Ted Seides So I had, I had Mario Therrien on CDP and they have their compensation set up is no, you're not going to maximize your short term comp in any year, but if you're long term and you stay around, you can get paid very nicely for a long time.
▶ 52:44 Kip McDaniel If they have the size going direct, you see it with one of the firms with the best trajectory right now is Case to Depot. 6 times in the scene

▶ 4:06 Ted Seides My guest on today's show is Mario Therrien, Senior Vice President of External Portfolio Management at Canadian Asset Manager, Caisse des Dupots et Placement du Québec, CDP. 7 times in the scene
▶ 6:23 Mario Therrien It all started, I did my BA in economics, and after my BA, I went to see for a job that was, like, just in the nineties, early nineties, and there was nothing out there really to, to really have an interesting challenge, and I went, went… 8 times in the scene
▶ 12:10 Mario Therrien CDP has more than 90% of his assets managed internally across all asset classes.
▶ 20:14 Ted Seides There are so many interesting aspects of the kind of core belief system at CDP.
▶ 20:47 Ted Seides How does that play out at CDP? 2 times in the scene
▶ 25:09 Ted Seides The strategy as espoused at CDP is great projects, great companies. 6 times in the scene
▶ 36:19 Ted Seides Because as we've spoken about, more and more of the portfolio at CDP is owning assets. 4 times in the scene
▶ 42:04 Mario Therrien So we need to see how each of these relationships can help us better manage various areas of CDP.

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