“The geopolitical paradigm has changed. […] The change is not something that quickly changes back; These are epochal changes. These are changes that any investor needs to take full account of and adjust, adapt, or innovate their investment strategy.”
In the latest episode of Going Long, we’re joined by Jonathan Hausman, Executive Managing Director for Global Investment Strategy at Ontario Teachers’ Pension Plan (OTPP). Join us as we explore OTPP’s focus on long-term strategies and their perspectives on the ever-evolving global economy. Topics include:
- Understanding OTPP’s Unique Investment Model: At OTPP, the key to success lies in a distinctive model for managing pension assets, which prioritizes independence, autonomy, and internal capabilities, enabling OTPP to efficiently manage assets on behalf of their clients.
- Navigating Geopolitical Challenges: Changing dynamics necessitate a strategic shift in investment focus, with OTPP favoring a targeted approach. Understanding and adapting to these complex relationships is crucial in the pursuit of long-term success.
- Adapting to a Changing Investing Era: As the investing landscape evolves, so too must institutional investors like OTPP. Hausman emphasizes the importance of embracing new approaches, particularly in the era of artificial intelligence.
- Addressing Climate Change and Social Impact: Hausman explains OTPP’s approach to addressing climate change, aiming to reduce the carbon intensity of their portfolio by engaging with the companies they own and using proxy voting and partnerships to promote value creation while lowering emissions.
About Jonathan Hausman
Jonathan Hausman leads the Global Investment Strategy department, which helps us develop conviction on strategic responses to emerging global themes, and develops and cultivates crucial investment relationships for the Fund worldwide. He is a member of the Investments Executive Team and the Global Investment Committee. Jonathan was previously head of Alternative Investments and Global Tactical Asset Allocation, where he was responsible for the Fund’s global hedge fund portfolio, as well as its internal global macro and systematic trading strategies.
Prior to joining Ontario Teachers’, Jonathan was Executive Director at Goldman Sachs, where he managed sovereign risk strategy and advised governments in its New York, Hong Kong and London offices. He is the Chair of the Canadian Council for the Americas and is a Senior Fellow at the Munk School of Global Affairs at the University of Toronto, where he lectures on global political economy. He also serves on the board of Capitalize for Kids. Before entering investment banking, Jonathan worked as Special Assistant to the Premier of Ontario.
Jonathan holds a BA (Hons.) from McGill University, an MSc. (Econ.) from the London School of Economics, and an MPA from the School of International and Public Affairs at Columbia University. He also has the ICD.D certification from the Institute of Corporate Directors.
About Ontario Teachers’ Pension Plan
Ontario Teachers’ Pension Plan is a global investor with net assets of $249.8 billion as of June 30, 2023. They invest in more than 50 countries in a broad array of assets including public and private equities, fixed income, credit, commodities, natural resources, infrastructure, real estate, and venture growth to deliver retirement income for 336,000 working members and pensioners.