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

Finding Balance: Repositioning a Pension for a New Regime

Jon Braeutigam, CIO of the State of Michigan Department of Treasury, reflects on how a long-term, data-driven investment philosophy has helped guide the portfolio through major market cycles. In this in-depth discussion with Markets Group Deputy Editor Lauren Bailey, Braeutigam explains the fund’s shift from equity-heavy positioning in a low-rate environment to a more diversified mix of equities, fixed income, and absolute return strategies as rates rose and funding levels improved. He also shares his views on AI, fiscal risk in the U.S., and why relationships and perspective remain central to success in institutional investing.

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.