Canada, every mention
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tap a year for its mentions
every year anyone Ted Seides 43Marlene Puffer 12Mario Therrien 11Ashby Monk 10Kip McDaniel 7John Graham 6James Aitken 6Charlie Ellis 6Marko Papic 5Geoffrey Rubin 5
Verbatim, from the transcripts: the passages where Canada comes up
Rodney Comegys – The Mechanics of Indexing at Vanguard (EP.498)
- ▶ 15:28 Rodney Comegys I went to Canada and helped with the launcher products there.
Stephen Gilmore – CalPERS' Total Portfolio Approach (EP.486)
- ▶ 29:11 Stephen Gilmore That has implications for liquidity because in both Australia and New Zealand and Canada, for that matter,
Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)
- ▶ 9:13 Brendan O'Connor In particular, through the nineties, the big four banks, it's a bit of an oligopoly, a little bit like the Canadian banking system.
- ▶ 17:30 Brendan O'Connor It's a safe environment for them to deploy capital that's giving them a return series, probably very diversifying to the return series they get in the US, Canada, Europe.
Lane MacDonald – Teamwork, Alignment, and Investing at the Highest Levels at SCS (EP.483)
- ▶ 10:31 Lane MacDonald To be able to accomplish what my father never could, coming from a small town in Canada where to go play juniors,
- ▶ 1:01:08 Lane MacDonald My parents are from Nova Scotia, Canada.
Ashby Monk – Total Portfolio Approach and the Future of Asset Owners (EP.480)
- ▶ 49:59 Ashby Monk That's not quite true in a place like Canada or even Australia, where those funds play an outsized role in the capital markets.
John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)
- ▶ 5:43 John Khoury My father was a Lebanese immigrant who came to Canada in the fifties with no money and a lot of siblings, 10 brothers and sisters.
- ▶ 59:09 John Khoury I grew up in Fredericton, Canada. 2 times in the scene
John Graham – Evolution of the Canadian Model at CPPIB (EP.465)
- ▶ 8:03 John Graham And this organization had the capability to be great and not just great on a Canadian scale, but great on a global scale.
- ▶ 17:03 John Graham Is to contribute to the financial security and retirement of twenty-two million Canadians, and doing that in a way which is consistent with the CPP-IB Act, which is a piece of federal legislation in Canada that defines essentially the…
- ▶ 44:00 John Graham We also have a professional board of directors, a board of directors that is largely composed of X very senior business professionals from across Canada. 2 times in the scene
- ▶ 51:36 John Graham For Canadian investors, the U.S. dollar, and one of the take it to the bank behaviors we've had is the U.S. dollar strengthening against the Canadian dollar in periods of stress, and that's provided a lot of diversification into the… 2 times in the scene
David Breach – Software Specialist Enters Private Wealth (Private Wealth 6, EP.450)
- ▶ 8:56 David Breach Well, I was actually born in a suburb of Toronto, Canada.
James Clarke – Building Enduring Partnerships at Blue Owl (EP.445)
- ▶ 33:35 James Clark How we operate in Australia is very different to Europe, is very different to the Middle East, is very different to North America and Canada.
- ▶ 44:58 James Clark Canada's a growth market.
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
- ▶ 56:11 James Aitken Well, I'll just say simplistically, Canada's a winner. 3 times in the scene
Anthony Pompliano – Building Influence and Capital to Live an Extraordinary Life (EP.430)
- ▶ 31:45 Anthony Pompliano We did a lot of work, figured out a lot of different potential opportunities, and we ended up settling on an opportunity where we sold that research business to a publicly traded company in Canada called DeFi Technologies.
Striking Oil – CrownRock by Lime Rock Capital (EP.428)
- ▶ 13:52 Jonathan Farber Returns on capital for these businesses were not good, and we saw the Canadian oil and gas sector had developed in a faster way than had it happened in the U.S.
- ▶ 44:06 John Reynolds On the opposite end of the spectrum, we owned an oil sands company in Canada, first deal we did.
Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
- ▶ 17:43 Matt Miller Saudi or Canada or something along those lines.
Rahul Moodgal – Master Fund Raiser Returns (EP.408)
- ▶ 30:47 Rahul Moodgal Now what results in that is a group of 30 female CIOs from the UK, the USA, and Canada who meet on a quarterly basis and put the world to rights.
Jase Auby - Risk, Size, and Talent at Texas Teachers (EP.404)
Yann Robard - Liquidity Solutions for Private Capital at Dawson (EP.392)
- ▶ 20:28 Yann Robard I had a hiking chapter, then I had a biking chapter, I'm in my canoeing chapter, but it always, I think in my twenties of exploring the world, probably in my mid-thirty, I was like, well, wait a second time, there's a lot to see and do in… 2 times in the scene
- ▶ 38:49 Yann Robard Call it the Canadian way of doing business.
Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386)
- ▶ 7:33 Brett Barakett I think my parents had five kids before the age of 25, and we were Canadian, and hockey was very important, and there was a lot of snow, but we had a happy childhood, and I was very close to my siblings and my parents.
- ▶ 8:40 Ted Seides How about a perspective on growing up in Canada? 4 times in the scene
Classic Deal - Burger King by 3G Capital (EP.384)
- ▶ 50:01 Alex Behring It was quite an interesting thing because Team Hortons in Canada is a gigantic thing.
- ▶ 55:09 Alex Behring Tim's went from being at retail, other than the stores where we have a 75% share of coffee out of home in Canada, but we were not the leading brand on home consumption. 2 times in the scene
Alex Abell - Lower Middle Market Buyout Investing at RCP (EP.383)
- ▶ 37:23 Alex Abell From a geography standpoint, we're pretty boring, so it's US and Canada, with 90% or more usually in any given fund being from the United States, but our main goal is to understand that different strategies will operate through cycles…
Michael Leffell – Opening Doors to Niche Private Opportunities at 10 East (EP.373)
- ▶ 7:44 Michael Leffell In the late sixties and early seventies, the separatist party began to emerge in Quebec, which wanted to separate Quebec from the rest of Canada. 2 times in the scene
Brad Jacobs – Masterclass on Leadership and Management (EP.368)
- ▶ 24:51 Brad Jacobs I talked to the 17 or so sovereign wealth funds and pension funds that I'm traditionally close to in Singapore and Canada and Middle East, and I said, hey, look, I found an industry here that is out of favor because of ESG, but it's not…
Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
- ▶ 25:33 Rick Heitzman So the Shopify East Coast company, Ottawa, Canada based.
Bruce Ou – Private Market Investing at GroveStreet (EP.347)
Marlene Puffer – Canadian Pension Model at AIMCo (EP.337)
- ▶ 18:33 Marlene Puffer So there were areas where, for example, there was a law firm that one of the few in the Canadian market that hadn't really been involved in setting up structured credit.
- ▶ 20:00 Marlene Puffer I got to know Nav Canada that runs the air navigation systems for Canada.
- ▶ 24:07 Marlene Puffer It had been run for 30 years by a man who was a bit of a legend in the Canadian pension space, Tulio Sedrowski, who really took it from investing in fixed income at its infancy to investing in Canadian equities. 3 times in the scene
- ▶ 27:54 Marlene Puffer We are not one pool of capital, like Ontario Teachers Pension Plan and others here in Canada.
- ▶ 32:25 Marlene Puffer We've learned from having the multiple offices already in Canada and then in London.
- ▶ 35:57 Marlene Puffer In real estate, we have a lot of direct investments there as well that were largely focused in Canada, and then over the years,
- ▶ 37:41 Ted Seides Why is it that that seems to work in Canada when it doesn't in a lot of places elsewhere around the world? 3 times in the scene
- ▶ 50:45 Marlene Puffer Book are good inflation hedges for Canadian investors and others less so.
- ▶ 53:04 Ted Seides What have you found about what is different with the Canadian pension funds compared to those run elsewhere around the world? 4 times in the scene
- ▶ 55:50 Marlene Puffer That may or may not be the best currency exposure if you left it unhedged for you as a Canadian pension plan. 3 times in the scene
Sachin Khajuria and Brendan Ballou – Private Equity: Profit or Plunder? (EP.331)
- ▶ 46:00 Sachin Khajuria We're going to manage ourselves in our direct investment team, whether we're based in Abu Dhabi or in Qatar or in Canada or Australia, wherever.
Seth Klarman – Timeless Value Investing (EP.328)
- ▶ 1:31:31 Seth Klarman Democracy has been the most important thing in my life that I can't imagine what my life would have been like if I didn't grow up in the United States or Britain or Canada or somewhere.
Chris Sacca – Hustling to Save the Planet at Lowercarbon (Capital Allocators, EP.321)
- ▶ 11:31 Chris Sacca I went to Canada frequently because we could literally see it from our house, so Canada was a big part of our life, and I sold a bunch of candy bars to make it to Spain on an eighth grade trip once. 2 times in the scene
Amy Falls – From Bonds to Boards to Leading Northwestern (Capital Allocators, EP.316)
Marc Lasry – Avenues of Opportunity (Capital Allocators, EP.315)
- ▶ 56:13 Marc Lasry Does that help or hurt Canada? 2 times in the scene
Thoma Bravo's Behind the Deal Podcast (Capital Allocators, EP.308)
- ▶ 12:57 Mark McClain Well, we just wanted you to say sorry to remind us of your Canadian heritage, so I feel better now. 2 times in the scene
Andy Lee – Empty Rooms: Investing in Tax Assets at Parallaxes Capital (Capital Allocators, EP.305)
Colin Campbell – The Case for Environmental Markets (Climate Solutions EP.3, Capital Allocators EP.302)
- ▶ 38:35 Colin Campbell Some of them are, are state markets in Canada, they're provincial markets and in Europe, it's an almost an entire continent, but there's still a lot of white space right now.
Anthony Scaramucci – Another Winter and Another Rebirth (Capital Allocators, EP.292)
- ▶ 39:24 Anthony Scaramucci You've got cash ETFs for Bitcoin in Canada.
Geoffrey Rubin – The Modern Canadian Model at CPPIB (Capital Allocators, EP.280)
- ▶ 4:06 Ted Seides My guest on today's show is Jeffrey Rubin, the Senior Managing Director and Chief Investment Strategist of the Canadian Pension Plan Investment Board, or CPBIB, which oversees five hundred and twenty billion dollars Canadian on behalf of… 3 times in the scene
- ▶ 13:48 Geoffrey Rubin I think they had the help of some great thinkers here within Toronto and Canada in terms of building the conviction and the appropriate governance to actively invest 2 times in the scene
- ▶ 22:32 Geoffrey Rubin That strength of governance is an enormous advantage for the Canadian model and for ourselves. 2 times in the scene
- ▶ 59:07 Geoffrey Rubin I think maybe this is just being Canadian, but we tend to be more, a little more humble around that than maybe what our track record would suggest.
- ▶ 1:06:08 Ted Seides So Jeffrey, one thing I haven't noticed over the course of this conversation is your Canadian accent. 8 times in the scene
Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
- ▶ 25:54 Louis-Vincent Gave It's the US, but it's also Europe and the UK and Australia and Canada, all across Western countries.
Billy Libby – Disruptive Venture Funding at Upper90 (Capital Allocators, EP.251)
- ▶ 27:18 Billy Libby And we really look for things like clutch with the Carvana of Canada.
Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
- ▶ 14:02 Louis-Vincent Gave Germany, you look at France, you look at Britain, you look at Canada, you look at the US, all of these bonds now offer real yields of anywhere between minus three and minus five.
Tom Lenehan – Taking the Helm at the Wallace Foundation (Capital Allocators, EP.246)
- ▶ 21:57 Tom Lenehan And what I mean by that, like in North America, we are so blessed for the United States to have a rich pot of natural resources, but also Canada and Mexico and have friendly neighbors where we can get a lot of access to energy for, you…
James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239)
- ▶ 44:44 James Aitken Tactically, and unsurprisingly, people are looking to commodity exporting countries and currencies, such as Brazil, South Africa, Australia, to some extent Canada, to hide out or to benefit from this turmoil, and I think that's probably…
Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)
- ▶ 20:04 Marko Papic Non-OPEC, non-Canada, non-US production is lagging.
Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (Capital Allocators, EP.234)
- ▶ 10:34 Aydin Senkut My wife still makes fun of me, my Canadian wife, that I have this crazy accent.
- ▶ 32:30 Aydin Senkut It's just that we're trying to find the best company in an area that we are convinced is very, very important.
Fabrice Grinda – Canvassing Seed Stage Marketplaces at FJ Labs, Venture is Eating the Investment World 4 (Capital Allocators, EP.232)
- ▶ 40:25 Fabrice Grinda Now, if you look at our portfolio to date on the 773 companies, we're 55% U.S. and Canada, 25% Europe, 10% Brazil and India, 10% the rest of the world.
Brian Higgins - King Street Capital (Manager Meeting, EP. 21)
- ▶ 22:41 Brian Higgins You're a hockey guy Canadian, you know, it's like the Gretzky skate where the puck is going to be.
Savneet Singh – The Operator/Investor whose Software is Feeding the World (Capital Allocators, EP.220)
- ▶ 20:39 Savneet Singh It's got a food delivery business, got a chopper business, got a truck business, and Lyft is in two markets, Canada and the United States.
Stefan Kaluzny – Sycamore Partners [Manager Meetings, EP.16]
- ▶ 46:42 Stefan Kaluzny So our approach was first to divide it into three parts, Canada, retail stores in the U.S., 2 times in the scene
Hamish Corlett – TDM Growth Partners (Manager Meetings, EP.15)
- ▶ 11:48 Hamish Corlett We can invest anywhere in the world, whether it's the US, Canada, Australia, Europe, doesn't really matter. 2 times in the scene
- ▶ 44:22 Hamish Corlett It was a US listed business, a Canadian tea retailer, where we lost a hell of a lot of money.
Greg Jensen – Bridgewater Associates (Manager Meetings, EP.06)
- ▶ 15:06 Greg Jensen And then as I was thinking about what I wanted to do, the combination of having been in Canada and everybody making fun of the Canadian dollar got me thinking about currency markets and global macro markets.
Ashby Monk – Innovation in Institutional Portfolios (Capital Allocators, EP.196)
- ▶ 14:20 Ashby Monk I had been at Stanford for two years and I was doing this big project up in Canada.
- ▶ 25:25 Ashby Monk You can change your organization like we've seen in Canada and Australia.
- ▶ 35:07 Ted Seides What are you seeing from the Canadian plans?
Dominic Garcia – Risk-based Investing at New Mexico PERA (Capital Allocators, EP.187)
- ▶ 12:09 Dominic Garcia And I was able to interact with a lot of the Canadian pensions,
- ▶ 14:19 Dominic Garcia And so those were the key pieces that I've seen for SWIB that were big successes for SWIB and elsewhere outside of, in Canada, frankly, the Canadian plans kind of have that same model as well.
Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
- ▶ 28:59 Jeff Hausenbold Be it in Canada or the Ukraine or China or other places.
Crypto for Institutions 4: Ari Paul – Exploiting Inefficiencies in Crypto Trading (Capital Allocators, EP.183)
Chamath Palihapitiya – The Social Capital Flywheel (Capital Allocators, EP.167)
- ▶ 5:52 Chamath Palihapitiya Long story short, at the age of seven, I moved to Canada 2 times in the scene
Shane Parrish – Learning to Learn at Farnam Street (Capital Allocators, EP.164)
- ▶ 10:16 Shane Parrish And we went from this obscure agency in Canada with no sign outside to all of a sudden there's a sign, there's funding, we have people.
- ▶ 55:48 Shane Parrish And I think being Canadian and naturally trusting at the outset, that reinforces that as well.
- ▶ 1:02:06 Shane Parrish I don't know what I'm going to do during the Canadian winter.
- ▶ 1:03:25 Shane Parrish Of course, that's the Canadian response, right?
Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
- ▶ 7:28 Marko Papic Then Texas, and then Quebec, Canada for eight years, and now I'm in California. 2 times in the scene
- ▶ 40:38 Marko Papic But even if UK concludes a Canada-style FTA instead of an Australia-style, that's still a very hard Brexit. 2 times in the scene
Luke Ellis and Mario Therrien – Best Practices in Alternatives (Capital Allocators, EP.158)
- ▶ 16:25 Mario Therrien Have discussions with our peers in Canada, for example. 2 times in the scene
- ▶ 45:40 Luke Ellis Well, we do because there's not one big buyer of hedge funds in Canada, but actually a whole bunch.
- ▶ 51:37 Mario Therrien We've been quite engaged across all regions from Canada to the U S to Asia, Europe, where we've been quite active going to the regions, reuniting investors and managers and bringing forums, panels, topics around the standards and
Diversity, Equity & Inclusion 2: Kim Lew – The Opportunity and Challenge (Capital Allocators, EP.152)
Taimur Hyat – After the Great Lockdown (Capital Allocators, EP.149)
- ▶ 24:33 Taimur Hyat And they'll reshore into Canada for the U.S. companies, into Canada, Mexico, and back into the U.S., or for European companies into Eastern Europe, or back into their home markets. 2 times in the scene
Sustainable Investing 10: Hiro Mizuno – Changing the Game (Capital Allocators, EP.148)
- ▶ 9:12 Hiro Mizuno So I try to analyze the business model of the big asset owners, ranging from the Canadian to, uh, you know, Norway and some of those, like a small state pension fund in the U.S.
Sustainable Investing 1: Wendy Cromwell – The $170 Trillion Opportunity (Capital Allocators, EP.139)
- ▶ 55:12 Wendy Cromwell And I want to spend a little bit of time on that because one of the things that I see picking up across the globe, not so much in the US, but definitely in Australia and Canada and Europe is this concept of carbon footprinting.
- ▶ 1:02:40 Wendy Cromwell 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.
- ▶ 1:05:14 Wendy Cromwell 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…
Laurence Siegel – Current Myths and Long-Term Optimism (Capital Allocators, EP.137)
- ▶ 22:24 Larry Siegel If you add up the next 20 countries, Japan, Hong Kong, France, India, Canada, the UK, and so forth, you get to 30 trillion dollars, almost exactly the same as the United States.
Daniel Adamson – Innovation from Asset Giants at Capital Constellation (EP.136)
- ▶ 14:32 Ted Seides So we hear about it with the Canadian plans and otherwise.
- ▶ 24:35 Daniel Adamson First of all, at Wafra, we do sometimes do direct deals, but I think any responsible pension CIO or CEO will tell you if they have the governance to do what the Canadians have done or the Singaporeans have done and really build what you… 2 times in the scene
James Aitken – Systemic Risk in a Crisis (Capital Allocators, EP.126)
- ▶ 38:36 James Aitken So these gigantic buy side firms don't actually have liquidity buffers, although I'm happy to report in the case of some Canadian pension plans, who, as we both know, are so enormous.
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