The Allocators Playbook

OCERS CIO Molly Murphy on dynamic investing in volatile markets

OCERS CIO Molly Murphy joins Markets Group to discuss the hidden AI trade building across institutional portfolios, why OCERS favors infrastructure over private credit, and how the pension system is using technology, dynamic asset allocation and scenario testing to prepare for stagflation, geopolitical volatility and an increasingly uncertain macro environment.

Inside the Halifax Port ILA/HEA Pension Plan’s ‘Micro Maple 8’ Strategy

How did a small Canadian pension plan outperform while others abandoned defined benefit plans? Markets Group Lifetime Achievement Award winner Blair Richards shares the bold investment decisions, early move into alternatives, and “micro-Maple Model” strategy that delivered decades of strong returns that recently culminated in a landmark deal guaranteeing retirees a 4% annual COLA for life.

Harbourfront Wealth Group scales up growth strategy

In this episode of The Allocators Playbook, Danny Popescu, founder and CEO of Harbourfront Wealth Management, shares how he transformed the firm from a founder-funded startup into a nationally recognized wealth advisory firm. Hear his insights on advisor empowerment, strategic acquisitions and expanding access to alternative investments the alchemy powering Harbourfront’s rapid growth.

Thematic investing with venture-backed Savvy Wealth’s CIO Sharma, who increased AUM 4.5x in 2025

How venture-backed Savvy Wealth’s CIO Sharma increased AUM 4.5x in 2025.

Thom Williams on revamping Hawaii ERS: Governance, strategy and long-term vision

In this episode, Markets Group Deputy Editor sits down with Thom Williams, the recently retired Executive Director of the Hawaii Employees’ Retirement System (ERS), to reflect on a transformative decade at the helm of one of the nation’s most closely watched public pension funds. Williams shares how he rebuilt the organization by shifting investment decision-making from the board to a newly formed internal team, strengthening accountability and expertise across the fund. He walks through ERS’ post-2008 investment evolution, including its taking a disciplined de-risking approach centered on diversification, uncorrelated assets and the philosophy of “winning by not losing.” Beyond investments, Williams discusses his pivotal role in navigating complex legislative challenges to protect the fund’s tax status and long-term health. Watch the video below to hear Williams’ candid reflections on leadership, team building and lessons learned from a career at the intersection of markets, policy and public service.