CPP Investments | Frank Ieraci and Jimmy Connor

Frank Ieraci is a Senior Managing Director and Global Head of Active Equities at CPP Investments. CPP Investments is one of the largest pension funds in the world managing over $780 billion in assets and provides a retirement foundation for more than 22 million Canadians.00:00 Intro00:31 Overview CPP Investments02:47 Asset Allocation07:52 Managing Country Risk10:06 Canada's Economy 11:40 Resource Sector12:55 Gold & Gold Equities 15:36 Energy Sector17:38 AI Investments 20:47 AI Bubble22:14 EV Investments 25:58 Norges29:01 ETFs29:59 Investment Timeline31:19 Wrap UpListen on Spotify: https://open.spotify.com/show/33A8EgA...Listen on Apple: https://creators.spotify.com/pod/prof...Follow Jimmy:LinkedIn:   / jimmyconnorofficial  X (@jamesconnor1999): https://x.com/JamesConnor1999X (@BloorStreetCap): https://x.com/BloorStreetCap*For business inquires, please reach out at [email protected]*This video/interview is not financial advice. This channel, Bloor Street Capital, is not responsible for the performance of its guests, sponsors or affiliates. WAIVER & DISCLAIMERIf you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals’ opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of February, 2026 the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes only.