Ontario Teachers' Mock on Pension Fund Challenges

The video discusses the Ontario Teachers' Pension Plan's approach to long-term expectations in light of geopolitical events like Brexit and Trump's presidency. It covers infrastructure investments, particularly the challenges of Greenfield projects, and the impact of interest rates on liabilities and bond markets. The discussion also includes a comparison of public and private markets, focusing on liquidity premiums, and the balance between active and passive management, highlighting the role of external managers and hedge funds.

What are the challenges faced in private equity investments compared to public market assets?

What is the current balance between passive and active management in the Ontario Teachers' investment strategy?

What role do external active managers play in the investment strategy of the Ontario Teachers' Pension Plan?