John Porter
Showing 1–2 of 2 transcripts.
- Milken Institute33 min
Beyond Capital: How Long-Term Investors are Creating Value | Global Dialogues Toronto 2026
Amber Kanwar, Bruce Heyman, Jenny Johnson, Jack Neumark, John Porter, Tony, Tim, Heinz, Alan, Phil, Daniel Metzler
Eldridge Investment Group has solidified control over Asenco to rebuild critical mineral supply chains while simultaneously launching a proprietary AI context layer to reduce dependency on external frontier models. The firm is leveraging its strong insurance balance sheet to navigate a correcting private credit market and investing in Canadian aerospace and data center infrastructure to capitalize on domestic resource advantages. Strategic moves include acquiring the Slovakian AI firm Pseudo Labs and establishing a non-US launch facility in Nova Scotia to mitigate geopolitical risks associated with space logistics.
- Milken Institute41 min
Beyond Capital: How Long-Term Investors are Creating Value | Global Dialogues Toronto 2026
Amber Kanwar, Bruce Heyman, Jenny Johnson, Jack Neumark, John Porter
Panelists from CPP Investment Board, AGF, and Fortress Investment Group discussed the structural reinvention required for AI adoption and the urgent need to align governance with technological shifts while warning against liquidity mismatches in private credit. The discussion highlighted a convergence of geopolitical risks and US debt sustainability challenges that are driving a shift toward regional supply chains, yet Canada's unique AAA credit rating and infrastructure pipeline present a distinct investment opportunity amidst these global fractures. Experts concluded that capital deployment in North America depends on resolving regulatory headwinds and addressing talent retention to leverage a favorable investment window for renewable energy and diversified economies.