Newsletter ⮞ May 23, 2023

Angela Rodell on Resource Economies and the Energy Transition

We are thrilled to welcome Angela Rodell – former CEO of the Alaska Permanent Fund and a member of the advisory board for Delphos — to the International Best Practices Forum later this year. As an Alaskan and an investment leader, Rodell certainly understands the challenges faced by energy economies, and she took the time to answer a few of our questions about asset owners, oil and gas companies, and the transition to a low carbon future.

Read Angela's Responses

The Future of Energy in a Net Zero World

SEIU Healthcare: Making an Impact With Members, post-COVID

SEIU Healthcare represents 60,000 frontline health professionals across Ontario. Its members experienced – indeed, continue to experience – COVID-19 in ways most of us can only imagine. The pandemic’s effect on talent retention in the sector has been widely reported. Its long-term impact on talent attraction remains to be seen.

Navigating Capital Markets at the Crossroads

Navigating The Great Resignation - The Importance of Retirement Benefits

The Great Resignation is symptomatic of a change in the employer-employee relationship. One that may be gathering momentum. It’s not widespread, but it is important for business leaders to see it for what it is – a warning sign that at least some Canadians are unprepared to go back to a pre-pandemic normal.

BEHIND THE SCENES

Canadian Leadership Congress had the opportunity to sit down with some featured speakers at the International Best Practices Forum in Vancouver and ask them one key follow-up question that arose from their presentation. Here’s what they had to say!

Rethinking the role of bonds | Marlene Puffer, CLC Advisory Board member

Pension funds are going to have to rethink the role of bonds, says Puffer, adding that a liability-driven investing strategy isn’t static. Rather, asset owners need to respond to dynamic markets and make changes when needed – especially when it comes to fixed income.

Watch the video

Investing should start with the “why” | Debby Blakey, CEO, HESTA

Speaking at the International Best Practices Forum, Blakey talked about the importance of investing with purpose as a means of moving beyond pure numerical analysis. HESTA’s holistic investment approach starts with long-term value creation and makes decisions based on a holistic set of factors that includes ESG.

Watch the video

There’s a lot of growth to come in India | Vikram Desai, President, DSP Group

As a speaker at the International Best Practices Forum, Desai discussed the top opportunities in India for Canadian pension plans, particularly digital infrastructure which is set to benefit from new incentives to get Indian businesses to move to digital platforms.

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Net Zero and Canada’s energy industry | Chief Billy Morin

Our conversation with Chief Morin covered Canada’s abundance of natural resources and energy and the growing recognition that Indigenous peoples can be a true business partner in helping to meet the goals of Net Zero by 2050.

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A digital war is brewing between China and the U.S. | Winston Ma, author, Co-Founder, CloudTree Ventures

It came as news to many of our delegates at the International Best Practices Forum that only two companies globally have more than 100 million users in both China and the U.S. - Apple and TikTok. According to Ma, this is just one example of how deep the digital divide is between China and the U.S.

Watch the video

The global economy is too big | David Suzuki, scientist, environmentalist, broadcaster

Ask David Suzuki how to transform the global economy and he’ll say it needs to get smaller. Right now nature isn’t part of our economy - and economic growth is degrading the air, water, and soil humans need to survive. Suzuki delivered this stark message at the International Best Practices Forum in Vancouver.

Watch the video

The Challenge of Change Forum

The CLC is pleased to announce information for the fourth annual Challenge of Change Forum, in‑person, with a focus on leadership, investment and governance, delving into the theme of change.

SOLD OUT!

Poll Results: Will interest rates stay higher for the long haul?

U.S. Treasury Secretary Lawrence Summers thinks that interest rates will remain higher for the long haul. To find out where Canadian institutional investors fit into this debate, we put the question to them.

See poll results

Monday Minute: Global Real Estate — Adjusting to the New Normal

As the world heads into a new era of higher inflation, interest rates, and market volatility, investors have had to recalibrate their portfolios and revisit their expectations. Real estate investors in particular have had to adjust to a new normal of economic uncertainty, working from home, and higher financing costs.

In our next Monday Minute Chat on June 12, Thomas Au will address the outlook for global real estate in 2023 and how the path of inflation could impact performance in the months ahead.

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In case you missed it – Why are asset owners are turning to direct lending? How they are integrating it into their portfolios? We discuss the opportunities, particularly post-COVID, and how can it help asset owners in today's low yield environment. Watch the session here.

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