Canada's Ontario Teachers' Pension Plan - With Jo Taylor, OTPP CEO

In this episode we travel to Canada as we continue our journey around the world to discuss investment approaches with the leading figures at some of the world’s top institutional allocators, dubbed the “super allocators”.
OTPP, well known for its investments from international airports to apple orchards in the US, commercial property globally, autonomous vehicles in Asia, and even Elon Musk’s Space X, has shown that size need not be the enemy of agility and risk comes in a variety of forms.
Jo Taylor discusses his time with 3i which educated him in Venture capital and growth investing. He discusses delegating investment decisions, their appetite to be less constrained than many and their geographic and asset priorities, along with why thy have, at times, made big asset allocation switches.
In a candid and wide ranging discussion, culture, communication and ESG are all woven into this rich and varied exchange.
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TOPICS:
0:00 - Introduction & Jo's Background
5:45 - OTPP Overview
9:49 - Strategic v Tactical Allocation
12:27 - Private Assets
15:23 - Decision Making Process
17:20 - Passive v Active
20:24 - Fees & External Managers
22:44 - Commodity Allocation
24:22 - International Expansion & Impact
27:14 - Venture Capital
29:10 - Geographic Priorities
31:19 - Airports
32:50 - Branding
34:40 - Talent
38:01 - Energy Transition
41:50 - Dealing with Setbacks
44:40 - Closing General Questions
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DISCLAIMER
All content on the Money Maze Podcast is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. Guests and presenters may have positions in any of the investments discussed.