Ontario Teachers CIO: We Want 64% or So in Private Assets

The transcript discusses the evolving role of hedge funds in pension fund strategies, focusing on strategic relationships and fee structures. It explores the rationale for investing in publicly traded securities, emphasizing liquidity and private equity. The conversation highlights global investment opportunities and the challenges of hiring talent. It also covers innovations in pension fund management, including the direct drive model and quantitative strategies, and addresses risk management and asset class risks.

What role does the sharing of ideas play in the relationship between pension funds and hedge funds?

How do pension funds balance their portfolios between liquid and illiquid assets?

In what ways are pension funds looking to innovate their investment strategies?

What strategies are pension funds adopting to manage risks associated with equity investments?