HIGHLIGHTS: John Graham - CEO of CPP Investments

HIGHLIGHTS: John Graham - CEO of CPP Investments

July 9, 2026 · 10 min · Season 1 · Episode 266

About this episode

Nicolai Tangen interviews John Graham, CEO of CPP Investments, discussing institutional investing and the Canadian model.

We've curated a special 10-minute version of the podcast for those in a hurry.     Here you can listen to the full episode: https://podcasts.apple.com/us/podcast/in-good-company-with-nicolai-tangen/id1614211565 Canada's pension funds have become a blueprint for institutional investing worldwide, and John Graham runs the largest of them. Nicolai Tangen sits down with the CEO of CPP Investments, manager of $800 billion on behalf of 22 million Canadians, for a conversation spanning strategy and leadership. They explore the celebrated "Canadian model" and what imitators get wrong, why Graham calls diversification "an act of humility," and how CPP weighs private markets, the US, and China. A scientist before he was an investor, Graham reflects on leading through COVID, AI's uncertain role in investment decisions, and his belief that investing is "quantitative art" rather than science. Tune in! In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.    The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau…

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