PodcastCapital Allocators – Inside the Institutional Investment IndustryOctober 5, 2026
Building the Total Portfolio at Ontario Teachers – Stephen McLennan (EP.518)
Ontario Teachers' co-CIO Stephen McLennan discusses the fund's total portfolio strategy, asset allocation, private markets, inflation-sensitive assets, internal versus external management, and the evolving Canadian pension model.
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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
