Tag: Institutional Investing

Private Markets, Climate Risk, and AI: Inside Canada’s Investment Model with Katie Pries

Private Markets, Climate Risk, and AI: Inside Canada’s Investment Model with Katie Pries

Long-term investing is shifting, but what actually separates disciplined investors from the rest?

How are leading institutions balancing performance, risk, and innovation while managing growing complexity?

In this episode, host Paul Fahey speaks with Katie Pries, Country Executive for Northern Trust Asset Servicing in Canada, about how Canadian asset owners approach private markets, governance, and emerging technologies. They explore how the Maple Eight have shaped global investing practices, why climate risk is now embedded in decision-making, and how data challenges are evolving. Katie also shares how AI is being applied to improve efficiency without replacing human judgment, and why execution and governance are now the real differentiators.

Key takeaways:

  • Private markets treated as core portfolio building blocks tied to long-term liabilities and cash flow stability
  • Data challenges shifting from scarcity to overload, with a focus on timely, decision-ready information
  • Climate risk is integrated into governance frameworks and viewed as a financial and execution risk
  • AI is improving data processing, risk monitoring, and workflow efficiency without replacing human oversight
  • The Canadian model stands out for disciplined execution, governance, and a long-term investment mindset
  • And more!

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The New Era of OCIO with Anwiti Bahuguna

The New Era of OCIO with Anwiti Bahuguna

The world of institutional investing continues to grow more complex, and many organizations are turning to outsourced chief investment officer (OCIO) partnerships to help them navigate that complexity.

In this episode, host Paul Fahey is joined by Anwiti Bahuguna, Global Co-Chief Investment Officer Asset Management & CIO Multi-Asset Investment, to explore how the OCIO model is evolving and why it’s becoming an essential component of modern investment governance. Drawing on her deep experience in multi-asset management, Anwiti explains how institutions can balance transparency, technology, and tailored strategy in an increasingly dynamic market environment.

Here’s what you can expect from the episode:

  • The evolution of the OCIO model from smaller mandates to billion-dollar portfolios
  • How technology, data, and transparency are redefining investment oversight
  • What distinguishes an effective OCIO partnership in today’s market
  • Where the OCIO model is heading over the next decade
  • And more!

Connect with Anwiti Bahuguna:

About Anwiti Bahuguna: