CPPIB North America

UPDATED JUNE 2016
CPPIB North America
CPPIB total assets are over $278.9 billion as at March 31, 2016.
CPPIB is a significant investor in North America with $164 billion
invested in the region, which represents more than 58% of the CPPIB’s
total assets as at March 31, 2016.
CPPIB established its Toronto office in 1998 and opened an office in
New York City in 2014.
Overview
CPPIB is a significant investor in North America with $164.2 billion invested in the
region, which represents more than 58% of CPPIB’s total assets at March 31, 2016.
• CPPIB’s investment portfolio in the United States, is valued at $110.9 billion
with investments in equity and fixed income holdings in many public and
private companies, ownership interests in significant real estate developments
and commitments to numerous private equity and hedge funds. These
investments represented 39.7% of CPPIB’s total assets at March 31, 2016.
• Canadian investments are valued at $53.3 billion and include real estate,
public equities, private equities, real estate investment funds, direct investments
and fixed income.These investments represent 19.1% of CPPIB’s total assets
at March 31, 2016.
Headquartered in Toronto – with international offices in Hong Kong, London,
Luxembourg, Mumbai, New York and São Paulo – CPPIB is close to its targeted
markets and the local presence and talent ensure it has the knowledge and
relationships to make the best investment decisions possible.
Continued growth and change in the North American marketplace offers
excellent long-term opportunities offering stable and high returns. With
a critical mass of more than 1,000 staff in the region, CPPIB has a strong and
professional team focused on North America and CPPIB’s evolving portfolio
of investments.
All funds are Canadian dollars unless otherwise stated.
North American
Portfolio - $164.2 billion
Select Investments
ASSET DISTRIBUTION
OUR OFFICES
$ billion, as at March 31, 2016
Infrastructure
$6.5
Canadian Equities
$13.5
Some of our
Regional Partners
Foreign Developed
Market Equities
$71.5
TORONTO
WOLF
INFRASTRUCTURE
NEW YORK
OUR TEAM
1000 staff based in North America, focused on
both North American and global investments
Advent
International
CALGARY
Bonds and money
market securities
$44.4
Real Estate
$16.0
BY DEPARTMENTS (NORTH AMERICA)
$ billion, as at March 31, 2016
Real Estate
Investments
$19.6
ROYAL BANK
PLAZA
TORONTO
ANTARES
CAPITAL
50% ownership
Antares Capital
Investment
Partnerships
$43.1
Global scale and certainty of assets
407 ETR
ARES
MANAGEMENT
Publicly traded, leading
global alternative asset
manager
UNITED STATES
$1.2B Invested
BLACKSTONE
WESTFIELD
TOPANGA
SHOPPING
CENTER
WSP GLOBAL
MONTREAL
$491M Invested
CALIFORNIA
Leading global investment
firm that manages
investments across
multiple asset classes
45% Interest
300
16
Pr
oj
ec
t
Pr 20 ed
oj 20
ec *
t
20 ed
30 *
15
518
40% Ownership
INFORMATICA
ONEX
PETCO ANIMAL
SUPPLIES
SAN DIEGO
US$4.6B Invested
Wilton
Re
Strength of Experience
WILTON RE
HOLDINGS
US$1.8B Invested
AQR CAPITAL
MANAGEMENT
FISCAL YEAR ENDING MARCH 31
* Projections made 2013.
Our scale and certainty of assets provide us a long
investment horizon (20+ years in some asset
classes) and ability to fund large scale transactions.
One of Canada’s oldest
and most successful
private equity firms
CONNECTICUT
20
14
20
13
20
12
20
11
C$ BILLIONS
550
500
450
400
350
300
265 279
250
219
183
200
148 162
150
100
50
0
Leading global alternative
investment management
firm
CHICAGO
Public Market
Investments
$66.0
Private
Investments
$35.5
APOLLO GLOBAL
MANAGEMENT
US$3.9B Invested
ONTARIO
20
American global private
equity firm focused on
company buyouts
$1B Committed
Other Debt
$12.3
20
ADVENT
INTERNATIONAL
NEIMAN MARCUS
GROUP LTD INC.
TEXAS
US$650M Invested
ENTERTAINMENT
ONE
TORONTO AND
LOS ANGELES
20% Ownership
A Connecticut investment
management firm, with
offices in Chicago,
Los Angeles, London
and Sydney.
Contacts
GLOBAL CAPITAL
MARKETS
FUNDS
DIRECT PRIVATE
EQUITY
Kevin Cunningham
[email protected]
+1 416 479 5771
Jennifer Kerr
[email protected]
+1 416 868 6606
Shane Feeney
[email protected]
+1 416 868 8641
FUNDAMENTAL
INVESTING
SECONDARIES
& CO-INVESTMENTS
FINANCIAL
INSTITUTIONS
David Yuen
[email protected]
+1 416 874 5443
Michael Woolhouse
[email protected]
+1 416 874 5169
Ryan Selwood
[email protected]
+1 416 972 8430
QUANTITATIVE
INVESTING
THEMATIC
INVESTING
PRINCIPAL CREDIT
INVESTMENTS
Jay Vyas
[email protected]
+1 416 868 4673
Poul Winslow
[email protected]
+1 416 868 5052
Adam Vigna
[email protected]
+1 416 874 5391
RELATIONSHIP
INVESTMENTS
REAL ESTATE
INVESTMENTS
NATURAL
RESOURCES
Scott Lawrence
[email protected]
+1 416 868 5090
Peter Ballon
[email protected]
+1 416 868 8691
Avik Dey
[email protected]
+1 416 972 8317
EXTERNAL PORTFOLIO
MANAGEMENT
INFRASTRUCTURE
AGRICULTURE
Poul Winslow
[email protected]
+1 416 868 5052
Bruce Hogg
[email protected]
+1 416 874 5211
Angus Selby
[email protected]
+44 20 3205 3521