This interview podcast features Kumar Panja of J.P. Morgan interviewing Amy Flikerski, Head of the External Portfolio Management Group at CPP Investments, about CPPIB's hedge fund investment strategies. The discussion covers three main areas: questions hedge fund managers have about approaching CPP Investments, CPPIB's long-term investment model, and current market themes. Flikerski details CPPIB's team structure, investment approach (including seeding and co-investment), and criteria for selecting managers, emphasizing a diversified, global portfolio and a long-term partnership approach. A key takeaway is CPPIB's willingness to engage with emerging managers even without extensive track records, using a triangulation method to assess individual contributions. The podcast offers valuable insights for hedge fund managers seeking to attract CPPIB's investment.
