Canada, every mention
21 scenes (2023) · ← back to Canada
tap a year for its mentions
every year 2023 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
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.