Canada
6 statements across 4 episodes · 3 bullish · 1 bearish · 4 people on the record · first statement Jun 19, 2017 by Mario Therrien · said 218 times in 85 episodes since 2017 · across every show →
Mentions by year
brought up most by Ted Seides (43), Marlene Puffer (12), Mario Therrien (11), Ashby Monk (10), Kip McDaniel (7), John Graham (6), James Aitken (6), Charlie Ellis (6)
tap a year for its mentions
2026 7 mentions in 5 episodes 1 per episode
- Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)
- Lane MacDonald – Teamwork, Alignment, and Investing at the Highest Levels at SCS (EP.483)
- Rodney Comegys – The Mechanics of Indexing at Vanguard (EP.498)
- Stephen Gilmore – CalPERS' Total Portfolio Approach (EP.486)
- Ashby Monk – Total Portfolio Approach and the Future of Asset Owners (EP.480)
- every mention in 2026, scene by scene →
2025 18 mentions in 7 episodes 3 per episode
- John Graham – Evolution of the Canadian Model at CPPIB (EP.465)
- John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)
- Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
- James Clarke – Building Enduring Partnerships at Blue Owl (EP.445)
- Striking Oil – CrownRock by Lime Rock Capital (EP.428)
- David Breach – Software Specialist Enters Private Wealth (Private Wealth 6, EP.450)
- Anthony Pompliano – Building Influence and Capital to Live an Extraordinary Life (EP.430)
- every mention in 2025, scene by scene →
2024 18 mentions in 9 episodes 2 per episode
- Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386)
- Yann Robard - Liquidity Solutions for Private Capital at Dawson (EP.392)
- Classic Deal - Burger King by 3G Capital (EP.384)
- Michael Leffell – Opening Doors to Niche Private Opportunities at 10 East (EP.373)
- Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
- Rahul Moodgal – Master Fund Raiser Returns (EP.408)
- Jase Auby - Risk, Size, and Talent at Texas Teachers (EP.404)
- Alex Abell - Lower Middle Market Buyout Investing at RCP (EP.383)
- 1 more episode that year, every mention in 2024 →
2023 33 mentions in 12 episodes 3 per episode
- Marlene Puffer – Canadian Pension Model at AIMCo (EP.337)
- Chris Sacca – Hustling to Save the Planet at Lowercarbon (Capital Allocators, EP.321)
- Marc Lasry – Avenues of Opportunity (Capital Allocators, EP.315)
- Thoma Bravo's Behind the Deal Podcast (Capital Allocators, EP.308)
- Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
- Bruce Ou – Private Market Investing at GroveStreet (EP.347)
- Sachin Khajuria and Brendan Ballou – Private Equity: Profit or Plunder? (EP.331)
- Seth Klarman – Timeless Value Investing (EP.328)
- 4 more episodes that year, every mention in 2023 →
2022 25 mentions in 9 episodes 3 per episode
- Geoffrey Rubin – The Modern Canadian Model at CPPIB (Capital Allocators, EP.280)
- Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (Capital Allocators, EP.234)
- Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
- Billy Libby – Disruptive Venture Funding at Upper90 (Capital Allocators, EP.251)
- Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
- Tom Lenehan – Taking the Helm at the Wallace Foundation (Capital Allocators, EP.246)
- James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239)
- Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)
- 1 more episode that year, every mention in 2022 →
2021 16 mentions in 9 episodes 2 per episode
- Hamish Corlett – TDM Growth Partners (Manager Meetings, EP.15)
- Ashby Monk – Innovation in Institutional Portfolios (Capital Allocators, EP.196)
- Stefan Kaluzny – Sycamore Partners [Manager Meetings, EP.16]
- Dominic Garcia – Risk-based Investing at New Mexico PERA (Capital Allocators, EP.187)
- Crypto for Institutions 4: Ari Paul – Exploiting Inefficiencies in Crypto Trading (Capital Allocators, EP.183)
- Brian Higgins - King Street Capital (Manager Meeting, EP. 21)
- Savneet Singh – The Operator/Investor whose Software is Feeding the World (Capital Allocators, EP.220)
- Greg Jensen – Bridgewater Associates (Manager Meetings, EP.06)
- 1 more episode that year, every mention in 2021 →
2020 34 mentions in 14 episodes 2 per episode
- Ted Seides – A Rational Reminder (Capital Allocators, EP.121)
- Shane Parrish – Learning to Learn at Farnam Street (Capital Allocators, EP.164)
- Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
- Luke Ellis and Mario Therrien – Best Practices in Alternatives (Capital Allocators, EP.158)
- Sustainable Investing 1: Wendy Cromwell – The $170 Trillion Opportunity (Capital Allocators, EP.139)
- Daniel Adamson – Innovation from Asset Giants at Capital Constellation (EP.136)
- Chamath Palihapitiya – The Social Capital Flywheel (Capital Allocators, EP.167)
- Taimur Hyat – After the Great Lockdown (Capital Allocators, EP.149)
- 6 more episodes that year, every mention in 2020 →
2019 16 mentions in 9 episodes 2 per episode
- Chris Ailman – CalSTRS' Venerable CIO (Capital Allocators, EP.86)
- André Bourbonnais – Blackrock Long-Term Private Capital (First Meeting, EP.04)
- Kip McDaniel – How to Get an Allocator's Attention (Capital Allocators, EP.115)
- Jason Karp – From Hedge Funds to Health and Wellness at HumanCo (First Meeting, EP.12)
- Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
- Matt Whineray – Leading New Zealand Super Fund (Capital Allocators, EP.108)
- Sam Sicilia – Seizing on a Long Time Horizon at HostPlus (EP.103)
- Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
- 1 more episode that year, every mention in 2019 →
2018 9 mentions in 6 episodes 2 per episode
- Charley Ellis - Indexing and Its Alternatives (EP.62)
- Kristian Fok – Australia's CBUS Superannuation CIO (Capital Allocators, EP.66)
- Ross Israel - Stable, Predictable Cash Flows (EP.53)
- Kim Lew – The Carnegie Way (Capital Allocators, EP.52)
- Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)
- Clare Flynn Levy and Cameron Hight - Moneyball for Managers (Capital Allocators, EP.43)
- every mention in 2018, scene by scene →
2017 42 mentions in 5 episodes 8 per episode
- Mario Therrien – The Canadian Pension Model (Capital Allocators, EP.12)
- Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20)
- Ashby Monk – Asset Giant Futurist (Capital Allocators, EP.29)
- Charley Ellis – Multiple Ways to Win (Capital Allocators, EP.08)
- Jeffrey Solomon – Vision, Tenacity, and Empathy (Capital Allocators, EP.09)
- every mention in 2017, scene by scene →
Everything said about Canada, oldest first
Jun 19, 2017
Jun 8, 2020 positive
Cromwell: Sustainable investing regulation leads in Europe, Australia, and Canada over US
“Europe is very active and hard to came up with, I will say, and some of it is by country, and some of it is at the EU level, and we see similar activity in Australia, for example, and in Canada, less so in the US.”
Jun 8, 2020 positive
Nordics are innovators and Canada, Australia are early majority in ESG
“So in that innovator category, you really do see the Nordics and the Dutch, and then the early adopters, you see Europe and UK, and then early majority, you see Canada and Australia, which is really interesting, given, given their economies and the real asset …”
Apr 25, 2022 bearish
Sep 11, 2023
Puffer: Large Canadian pensions have minimal home bias in return-seeking assets
“We don't have much of a home bias anymore in the large Canadian pension plans. Canada is, call it, three point something percent of GDP globally, and our portfolios now are closer to reflecting that in our return-seeking assets.”