Mr. Mario Therrien and Mr. Frederic Godbout of CDPQ to coming to JIAM on December 6 to talk about CDPQ’s investment philosophy, priorities and innovation.
Key takeaways were:
1) globalization – non-Canadian assets accounting for 2/3, 10 offices overseas of which 4 are in emerging economies and the strong ethos for partnering with local players
2) but at the same time servicing Quebec’s prosperity – REM metrolink project to connect airport with Montreal City Center. Being a seeder for nurturing Quebec based Emerging asset Managers.
3) a real diversity of portfolio in both geography and sector, enabled by a great mix of direct investment, co-investment through strategic partnerships and utilization of external managers.