[ Tips ]
Lerner, Josh;Satchu, Reza;Ferragamo, Alys
The Canada Pension Plan Investment Board (CPPIB) is one of the largest pools of investment capital in the world and follows a rigorous "Total Portfolio Framework" in its approach to investment management. In April of 2021, John Graham was just two months into his role as Chief Executive Officer, and he must decide how to lead the organization to outperform the increasingly competitive market. CPPIB had several structural and developed competitive advantages, but with assets under management projected to grow to C$1 trillion by 2030, Graham faced the challenge of scaling the organization''s investment strategy for the future. As Graham settled into the chief executive''s role, would he be able to lead CPPIB to meet its strategic goals?
Asset management;Credit and loans;Equity financing;Financial strategy;Investment management;Private equity
Case Teaching Note, (5-822-036), 14p, by Josh Lerner