Charles, let's talk about the operators running your CDPQ portfolio

Large institutional allocators managing over CAD 517 billion in net assets are increasingly prioritizing direct control over portfolio-level execution to secure long-term returns. This shift places immense pressure on the internal teams responsible for post-close value creation, particularly as the competition for seasoned operators intensifies across the Canadian and global markets. 

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Finding Operating Partners and Heads of Portfolio Operations who have successfully managed three to five turnarounds is becoming a primary bottleneck, especially as compensation expectations for financial leadership roles shift. These specialized profiles are scarce when mandates require both cross-border asset management experience and the ability to execute against aggressive value creation plans. 

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If you are navigating these talent scarcity issues or adjusting your hiring timelines for portfolio-ops leaders, I am happy to share what we are seeing across the private equity landscape. Let me know if a brief conversation about your current talent strategy would be useful.