Thursday on INK Ultra Money: How HOOPP seeks to avoid getting hooped

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1. Managing eighty billion dollars worth of risk - Real Vision

With a record number of pension funds underfunded, the notion of having an “overfunded pension” can sound impossible. And yet that is exactly what Jim Keohane, CEO of the Healthcare of Ontario Pension Plan (HOOPP) has managed to achieve. Keohane speaks to Real Vision’s Ed Harrison about the remarkable obstacles pension funds face and how they can survive and thrive in the face of these challenges. Keohane argues that defined-benefit pensions can be sustainable if the fund manages risk the right way. Keohane articulates his process in constructing HOOPP’s portfolio, which is relied upon by its over 350,000 members, and describes how he uses derivates to manage risk for over $80 billion in assets. Filmed on February 13, 2020 in Toronto.

 

Dodged the Nortel bullet

2. Will Birchcliff finally bounce back? - INK Research

Birchcliff Energy (BIR) has been badly lagging the S&P/TSX Capped Energy Index year-to-date. But could recent lows be a buying opportunity for risk takers?

Seeks to remain free cash flow positive

3. Building the 100-year portfolio - Real Vision

Imagine being furnished with generational wealth under one condition – you must choose only one asset allocation for your portfolio and stick with it for 100 years. Where would you even start? Chris Cole, CIO and founder of Artemis Capital Management, returns to Real Vision to answer that very question. He sits down with Danielle DiMartino Booth of Quill Intelligence to discuss the optimal portfolio construction for the long run, regardless of market condition. With uncertainty everywhere despite all-highs in the market, Cole discusses how to navigate Charlie Munger’s “death of the efficient frontier.” He explains the allegory of the Hawk and Serpent and breaks down the construction of his 100-year portfolio. Cole and Booth provide viewers with the tools to traverse the “incremental death of alpha,” and markets that are increasingly subject to the amplified volatility of increasingly passive investments. This piece is a much-watch for the pension fund or endowment that has no long-volatility exposure in their portfolio. Filmed on February 7, 2020 in Austin, Texas. To find Chris’s report: https://docsend.com/view/taygkbn

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