Geoff Rubin on 60:40 Portfolios, Endowment Model and Re-Thinking Risk
Macro Hive Conversations With Bilal Hafeez
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The CPP Investments Framework
I share your skepticism on private markets. I think it's important to really look clearly at the incentive structure and the recent returns as well. Now, let me ask you then about your CPP investments approach. We've talked about public markets as allocation and endowment models. What's your framework? I mean, how do you guys go about doing things?
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