Long-term investing is shifting, but what actually separates disciplined investors from the rest?

How are leading institutions balancing performance, risk, and innovation while managing growing complexity?

In this episode, host Paul Fahey speaks with Katie Pries, Country Executive for Northern Trust Asset Servicing in Canada, about how Canadian asset owners approach private markets, governance, and emerging technologies. They explore how the Maple Eight have shaped global investing practices, why climate risk is now embedded in decision-making, and how data challenges are evolving. Katie also shares how AI is being applied to improve efficiency without replacing human judgment, and why execution and governance are now the real differentiators.

Key takeaways:

Private markets treated as core portfolio building blocks tied to long-term liabilities and cash flow stability
Data challenges shifting from scarcity to overload, with a focus on timely, decision-ready information
Climate risk is integrated into governance frameworks and viewed as a financial and execution risk
AI is improving data processing, risk monitoring, and workflow efficiency without replacing human oversight
The Canadian model stands out for disciplined execution, governance, and a long-term investment mindset
And more!

Connect with Katie Pries:

LinkedIn: Katie Pries

About Katie Pries:

Northern Trust: Katie Pries