Insights from CPP Investments: Canada’s Largest Global Pension Fund - With Suyi Kim

In this interview, we return to Canada. Having interviewed Jo Taylor of OTPP last year, this time we sought out one of the most well-known and successful women in private equity, someone who is also proving to be a huge role model for young women pursuing careers in the investment industry.
Suyi Kim, educated at the University of Seoul and then Stanford, explains the attraction PE had for her as she pivoted from consultancy.
She discusses sourcing the deals, when they entered and exited Alibaba, the differences in the opportunities in PE investing across continents, and importantly, how they approach China.
She discusses how PE has changed, why it remains a bottom-up process, the potential for high returns, and why it is an attractive business for young people to consider. Finally; she shares her two most important words: “Be Curious”!
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TOPICS:
0:00 - Introduction
1:16 - Suyi's Background
7:43 - What is CPP Investments?
9:41 - Investment Process
11:41 - Ad Break
12:43 - Geographic/Sector Priorities
14:44 - Investing in Alibaba
16:31 - Approach to Asia
18:59 - Approach to Europe
20:21 - Technology & AI
23:06 - Ad Break
23:55 - Energy Transition
27:03 - Debt Vs Equity
28:22 - Total Portfolio Approach
30:14 - South Korean Culture
32:48 - Mentors
34:03 - Approach to Hiring
34:51 - Lessons Learnt
35:52 - Conclusion
SPONSORS:
- Schroders is a global investment and wealth manager, with a purpose to provide excellent investment performance to clients, through active investment management. Find out more: www.schroders.com/en/global/i...
- IFM Investors are a global institutional asset manager whose purpose is to invest, protect and grow the long term retirement savings of working people. They manage investments across infrastructure, debt, listed equities and private equity assets. Find out more: ifminvestors.com/en-gb/
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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. The Money Maze Podcast is funded by third party advertising. Money Maze Curated Podcasts do not contain third party advertising, and are instead funded by the featured interviewee and/or their business.

[@Middlesecond]

Great interview. CPP is an amazing program in Canada. Grateful to all those who work there to ensure Canadians have a secure retirement.

[@moneymazepodcast]

Thank you. We're thrilled you like the interview!

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