Canada, every mention

21 scenes (2023) · ← back to Canada

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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

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Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350) Nov 13, 2023 · 1 mention

Bruce Ou – Private Market Investing at GroveStreet (EP.347) Oct 30, 2023 · 1 mention

  • ▶ 11:59 Bruce Ou So we work with very sophisticated family offices, large insurers, pensions, southern wealth funds, and they span the globe from the US and Canada to Europe, the Gulf, Asia.

Marlene Puffer – Canadian Pension Model at AIMCo (EP.337) Sep 11, 2023 · 19 mentions

  • ▶ 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) Aug 7, 2023 · 1 mention

  • ▶ 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) Jul 17, 2023 · 1 mention

  • ▶ 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) Jun 12, 2023 · 2 mentions

  • ▶ 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) May 22, 2023 · 1 mention

  • ▶ 7:16 Amy Falls Bonds became essentially government bonds in places like Sweden and Finland, and because I had the interest in government and emerging markets, I was able to push that into at least European governments, Canadian provinces, and then Asia…

Marc Lasry – Avenues of Opportunity (Capital Allocators, EP.315) May 15, 2023 · 2 mentions

Thoma Bravo's Behind the Deal Podcast (Capital Allocators, EP.308) Apr 13, 2023 · 2 mentions

  • ▶ 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) Mar 30, 2023 · 1 mention

  • ▶ 22:59 Andy Lee It's incredibly challenging for someone like myself, we study primarily federal tax, to understand anything about state tax, let alone international tax in Canada or Mexico.

Colin Campbell – The Case for Environmental Markets (Climate Solutions EP.3, Capital Allocators EP.302) Mar 20, 2023 · 1 mention

  • ▶ 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) Jan 16, 2023 · 1 mention

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