Bloor Street Capital | Jimmy Connor Growing and Protecting My Wealth

Frank Ieraci is a Senior Managing Director and Global Head of Active Equities at CPP Investments.

CPP Investments is one of the largest pension funds in the world managing over $780 billion in assets and provides a retirement foundation for more than 22 million Canadians.

00:00 Intro

00:31 Overview CPP Investments

02:47 Asset Allocation

07:52 Managing Country Risk

10:06 Canada's Economy

11:40 Resource Sector

12:55 Gold & Gold Equities

15:36 Energy Sector

17:38 AI Investments

20:47 AI Bubble

22:14 EV Investments

25:58 Norges

29:01 ETFs

29:59 Investment Timeline

31:19 Wrap Up

Listen on Spotify: https://open.spotify.com/show/33A8EgA...

Listen on Apple: https://creators.spotify.com/pod/prof...

Follow Jimmy:LinkedIn:   / jimmyconnorofficial  X (@jamesconnor1999): https://x.com/JamesConnor1999X (@BloorStreetCap): https://x.com/BloorStreetCap

*For business inquires, please reach out at [email protected]

*This video/interview is not financial advice. This channel, Bloor Street Capital, is not responsible for the performance of its guests, sponsors or affiliates. WAIVER & DISCLAIMERIf you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals’ opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of February, 2026 the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes only.

Skeena Gold + Silver (TSX: SKE | NYSE: SKE) is a gold and silver developer located in the prolific Golden Triangle area of Northwestern British Columbia. Executive Chair Walter Coles discusses the recent news of receiving the final permit for the Eskay Creek Gold + Silver project and what this means for moving the project forward to becoming one of Canada's largest gold mines and the largest silver mine. *Bloor Street Capital Inc. was paid a fee for producing this event. Bloor Street Capital Inc. and its affiliates may or may not hold investments in companies discussed or interviewed.

Want to listen instead of watch?Listen on Spotify: https://open.spotify.com/show/33A8EgA...Listen on Apple: https://creators.spotify.com/pod/prof...

Can't Get Enough of Jimmy Follow On:LinkedIn:   / jimmyconnorofficial  X (@jamesconnor1999): https://x.com/JamesConnor1999X (@BloorStreetCap): https://x.com/BloorStreetCap

*For business inquires, please reach out at [email protected]

*This video/interview is not financial advice. This channel, Bloor Street Capital, is not responsible for the performance of its guests, sponsors or affiliates. WAIVER & DISCLAIMERIf you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals’ opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of February, 2026 the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes only.

Dolly Varden Silver Corp.'s (TSXV: DV | NYSE: DVS) proposed merger with Contango ORE (NYSE: CTGO) will create a high-grade gold producer and a high-grade silver developer in two of the best jurisdictions in the world, British Columbia and Alaska. *Bloor Street Capital Inc. was paid a fee for producing this event. Bloor Street Capital Inc. and its affiliates may or may not hold investments in companies discussed or interviewed.

Gain More Insights On: Listen on Spotify When You're Pretending to Workout: https://open.spotify.com/show/33A8EgA...Listen on Apple When You're Driving: https://creators.spotify.com/pod/prof...

Can't Get Enough of Jimmy Follow On:LinkedIn:   / jimmyconnorofficial  X (@jamesconnor1999): https://x.com/JamesConnor1999X (@BloorStreetCap): https://x.com/BloorStreetCap

*For business inquires including any potential acting gigs in Hollywood Blockbusters, please reach out at [email protected]

*This video/interview is not financial advice. This channel, Bloor Street Capital, is not responsible for the performance of its guests, sponsors or affiliates. WAIVER & DISCLAIMERIf you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals’ opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of February, 2026 the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes only.

Aya Gold & Silver (TSXV: AYA) is a silver producer in Morocco and recently provided an operational update for 2026. Aya produced 5 million silver-equivalent ounces (Moz AgEq.) in 2025 and provided guidance of 6.2 to 6.8 Moz AgEq in 2026.

*Bloor Street Capital Inc. was paid a fee for producing this event. Bloor Street Capital Inc. and its affiliates may or may not hold investments in companies discussed or interviewed. Gain More Insights On: Listen on Spotify When You're Pretending to Workout: https://open.spotify.com/show/33A8EgAk8PnrECoywJ8rYj?si=xHYlCz2zTkKaKw2Aq1fZ7Q

Listen on Apple When You're Driving: https://creators.spotify.com/pod/profile/james-connor1

Can't Get Enough of Jimmy Follow On:LinkedIn: https://www.linkedin.com/in/jimmyconnorofficial/X (@jamesconnor1999): https://x.com/JamesConnor1999X (@BloorStreetCap): https://x.com/BloorStreetCap

*For business inquires including any potential acting gigs in Hollywood Blockbusters, please reach out at [email protected]

*This video/interview is not financial advice. This channel, Bloor Street Capital, is not responsible for the performance of its guests, sponsors or affiliates. WAIVER & DISCLAIMERIf you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals’ opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of February, 2026 the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes only.

Abra Silver Resource Corp (TSX:ABRA) is an advanced-stage exploration company focused on rapidly advancing its 100%-owned Diablillos silver-gold project in the mining-friendly Salta province of Argentina. Diablillos has 350 million AgEq (199 million oz of silver and 1.7 million oz of gold) and is wide open at strike and depth.

*Bloor Street Capital Inc. was paid a fee for producing this event. Bloor Street Capital Inc. and its affiliates may or may not hold investments in companies discussed or interviewed.

Gain More Insights On: Listen on Spotify When You're Pretending to Workout: https://open.spotify.com/show/33A8EgAk8PnrECoywJ8rYj?si=xHYlCz2zTkKaKw2Aq1fZ7Q

Listen on Apple When You're Driving: https://creators.spotify.com/pod/profile/james-connor1

Can't Get Enough of Jimmy Follow On:LinkedIn: https://www.linkedin.com/in/jimmyconnorofficial/X (@jamesconnor1999): https://x.com/JamesConnor1999X (@BloorStreetCap): https://x.com/BloorStreetCap

*For business inquires including any potential acting gigs in Hollywood Blockbusters, please reach out at [email protected]*This video/interview is not financial advice. This channel, Bloor Street Capital, is not responsible for the performance of its guests, sponsors or affiliates. WAIVER & DISCLAIMERIf you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals’ opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of February, 2026 the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes only. Bloor Street Capital Inc. was paid a fee for the production of this interview.

Randy Smallwood, CEO and Co-Founder of Wheaton Precious Metals, sits down with James Connor to discuss the history of the company and how it became world's largest precious metals streaming company.

*Bloor Street Capital Inc. was paid a fee for producing this event. Bloor Street Capital Inc. and its affiliates may or may not hold investments in companies discussed or interviewed.

Gain More Insights On: Listen on Spotify When You're Pretending to Workout: https://open.spotify.com/show/33A8EgA...Listen on Apple When You're Driving: https://creators.spotify.com/pod/prof...

Can't Get Enough of Jimmy Follow On:LinkedIn:   / jimmyconnorofficial  X (@jamesconnor1999): https://x.com/JamesConnor1999X (@BloorStreetCap): https://x.com/BloorStreetCap

*For business inquires including any potential acting gigs in Hollywood Blockbusters, please reach out at [email protected]

*This video/interview is not financial advice. This channel, Bloor Street Capital, is not responsible for the performance of its guests, sponsors or affiliates. WAIVER & DISCLAIMERIf you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals’ opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of January, 2026 the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes only.

Christine Van Geyn is the litigation director for the Canadian Constitution Foundation (CCF) which litigates against unconstitutional and unlawful government action. Christine discusses the recent decision by the Federal Court of Appeal stating that evoking the Emergencies Act in February of 2022 by the Federal government was unconstitutiona

Listen on Spotify When You're Pretending to Workout: https://open.spotify.com/show/33A8EgA...

Listen on Apple When You're Driving: https://creators.spotify.com/pod/prof...

Follow Jimmy Connor:LinkedIn:   / jimmyconnorofficial  X (@jamesconnor1999): https://x.com/JamesConnor1999X (@BloorStreetCap): https://x.com/BloorStreetCap

*This video/interview is not financial advice. This channel, Bloor Street Capital, is not responsible for the performance of its guests, sponsors or affiliates.

WAIVER & DISCLAIMERIf you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals’ opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of January 20, 2026, the date of these recordings, unless otherwise indicated, and is provided for information purposes only. Bloor Street Capital was paid a fee for organizing and producing this event.

Free Virtual Silver Conference Feb 14 at 8am ET Register https://bit.ly/4q5txHu

Michael Oliver discusses what investors should do now on gold, silver, lithium, uranium and oil.

To learn more about Michael check out his website https://www.olivermsa.com/

Listen on Spotify When You're Pretending to Workout: https://open.spotify.com/show/33A8EgA...Listen on Apple When You're Driving: https://creators.spotify.com/pod/prof...

Follow Jimmy Connor:LinkedIn:   / jimmyconnorofficial  X (@jamesconnor1999): https://x.com/JamesConnor1999X (@BloorStreetCap): https://x.com/BloorStreetCap

*Bloor Street Capital Inc. was paid a fee for producing this event. Bloor Street Capital Inc. and its affiliates may or may not hold investments in companies discussed or interviewed.

*This video/interview is not financial advice. This channel, Bloor Street Capital, is not responsible for the performance of its guests, sponsors or affiliates. WAIVER & DISCLAIMERIf you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals’ opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of February 9, 2026, the date of these recordings, unless otherwise indicated, and is provided for information purposes only. Bloor Street Capital was paid a fee for organizing and producing this event.

*Bloor Street Capital Inc. was paid a fee for producing this event. Bloor Street Capital Inc. and its affiliates may or may not hold investments in companies discussed or interviewed.

Osisko Development (TSXV: ODV | NYSE: ODV) is focused on developing the Caribou Gold Project in B.C., Canada. Osisko released an optimized feasibility study on the project and when up and running Caribou will produce 190k ounces of gold at an AISC of $1157 and will have a mine life of 10 years. Osisko also has the Tintic Project in the state of Utah.

To learn more https://osiskodev.com/

Listen on Spotify When You're Pretending to Workout: https://open.spotify.com/show/33A8EgA...Listen on Apple When You're Driving: https://creators.spotify.com/pod/prof...

Follow Jimmy Connor:LinkedIn:   / jimmyconnorofficial  X (@jamesconnor1999): https://x.com/JamesConnor1999X (@BloorStreetCap): https://x.com/BloorStreetCap

*This video/interview is not financial advice. This channel, Bloor Street Capital, is not responsible for the performance of its guests, sponsors or affiliates.

WAIVER & DISCLAIMERIf you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals’ opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of January 20, 2026, the date of these recordings, unless otherwise indicated, and is provided for information purposes only. Bloor Street Capital Inc. was paid a fee for organizing and producing this event.

*Bloor Street Capital Inc. was paid a fee for producing this event. Bloor Street Capital Inc. and its affiliates may or may not hold investments in companies discussed or interviewed.

Oceana Gold (TSX:OGC) has 4 producing gold mines in 3 countries and is on track to produce 450k+ ounces of gold. Oceana recently received approval to develop and operate WNP, which included a high-grade underground mine in New Zealand.

To learn more https://oceanagold.com/

Gain More Insights On: Listen on Spotify When You're Pretending to Workout: https://open.spotify.com/show/33A8EgA...Listen on Apple When You're Driving: https://creators.spotify.com/pod/prof...

Can't Get Enough of Jimmy Follow On:LinkedIn:   / jimmyconnorofficial  X (@jamesconnor1999): https://x.com/JamesConnor1999X (@BloorStreetCap): https://x.com/BloorStreetCap

*For business inquires including any potential acting gigs in Hollywood Blockbusters, please reach out at [email protected]

*This video/interview is not financial advice. This channel, Bloor Street Capital, is not responsible for the performance of its guests, sponsors or affiliates. WAIVER & DISCLAIMERIf you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals’ opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of January, 2026 the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes only. Bloor Street Capital Inc. was paid a fee for this interview.