How do pension funds balance long-term security with short-term challenges? In today’s episode, we explore the role of leadership, culture, and innovation in navigating the complexities of managing retirement assets for healthcare workers.

In this very special episode of BodhiBrew, Bodhi's Founder and CEO, Dr. Ranjan Bhaduri, is joined by Jim Keohane, former CEO of the Healthcare of Ontario Pension Plan. Together, they delve into personal insights Jim gained through over 21 years of experience leading one of Canada’s most forward-thinking pension plans including the importance of aligning investment strategies with the firm's mission, the nuances of governance from both CEO and board perspectives, and the critical role of liquidity management during market crises. Don't miss an episode packed with valuable lessons on balancing risk, reward, and responsibility in pension management, shared by a proven leader in the field.

Visit bodhiresearchgroup.com for more insights and resources on navigating financial markets.

What does it take to build a world-class pension system and sustain its success over decades? In today’s episode, we delve into the creation of the Maple Model and the principles of governance, leadership, and innovation that have defined the Canadian pension industry.

Bodhi's Founder and CEO, Ranjan Bhaduri, is joined by Claude Lamoureux, former President and CEO of the Ontario Teachers’ Pension Plan (OTPP). With a legacy of transforming OTPP into a global leader, Claude shares his insights on the importance of having an excellent board, fostering a strong organizational culture, and ensuring long-term sustainability in pension management. They discuss lessons from his tenure, the challenges of avoiding complacency in success, and how young professionals can find impactful success in the field.

Visit bodhiresearchgroup.com for more insights and resources on navigating financial markets.

What role does culture play in driving investment success? In today’s episode, we explore the often overlooked, yet critical factor, of organizational culture and its impact on investment management and decision-making.

Bodhi's Founder and CEO, Dr. Ranjan Bhaduri, is joined by Dave Finstad, former visiting researcher at Bodhi Research Group and an investment management veteran with 30 years of experience. Together, they discuss the importance of culture in manager selection, the qualities that define a strong investment team, and how organizations can foster collaboration, accountability, and innovation. Drawing on personal anecdotes and empirical research, they reveal how the right cultural framework can be the key to long-term success in finance.

Visit bodhiresearchgroup.com for more insights and resources on navigating financial markets.