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The Strategists
5 Days of Strategists - Episode 1254: The best laid pension plans
Nov 28, 2023
Corey Hogan and Stephen Carter discuss Danielle Smith's play for an Alberta Pension Plan and Doug Ford's stunning Greenbelt reversal. Topics include the potential impact of the pension plan, investing in the oil sands industry, intentional defeat strategy, and analyzing the controversial Alberta Pension Plan. They also discuss the consequences of Doug Ford's action, risks and trust in pension funds.
52:27
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Quick takeaways
- The estimate that Alberta would receive under 20% of the CPP funds suggests that their claim for over half of the funds is unlikely to be accepted.
- Doug Ford's decision to reverse the Greenbelt development in Ontario highlights his ability to rectify errors and differentiate his handling of the situation from other governments.
Deep dives
The Alberta Pension Plan proposal is likely to receive less than 20% of the Canada Pension Plan funds
The proposal to withdraw from the Canada Pension Plan and create an Alberta Pension Plan is expected to receive under 20% of the CPP funds. This estimate is based on the understanding that Alberta's claim for more than half of the CPP funds is unlikely to be accepted. Given the asymmetry of information and the fact that Alberta's contributions do not necessarily directly translate to withdrawals in the province, the final amount allocated to Alberta is likely to be closer to its share of the population, around 16-17%.
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Discover
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