Each year the SBAI holds a series of events, including institutional investor roundtables, regulatory seminars, workshops and annual stakeholders forums. These events, held in financial centres around the world, bring together managers, investors and other industry parties to tackle topical issues through practical case studies and interactive discussions.
All events are arranged on a complimentary basis. Please contact us at info@sbai.org to find out more about the events.
Feb 2021: Speakers include representatives from ATP, Elo and Veritas. Areas of focus: Asset Allocation in post Covid-19 world; Future sources of return and diversification; Role of Alternatives (private markets, alternative risk premia, etc.)
Q1 2021: Areas of focus include: How do investors benchmark performance? What benchmarks are used – drawbacks? Are factor benchmarks relevant? How did benchmarks work during times of distress? How do you adjust benchmarks to match your portfolio?
Q1 2021: details TBC
Q1 2021: details TBC
15 Dec 2020: Connecting Chinese Fund Managers with Global Investors (in Mandarin)
9 Dec 2020 (Virtual event); speakers from Acadian Asset Management, Mellon Foundation, Mount Sinai Health System, Raytheon Pension.
3 Dec 2020: (Virtual event), speakers from Caisse de dépôt et placement du Québec, CPPIB, Investment Management Corporation of Ontario, Ontario Teachers’ Pension Plan and PSP Investments.
25 Nov 2020; speakers from CDPQ Asia-Pacific Ltd, GCM Grosvenor, Han Kun Law, Minority Asset Management (HK), Springs Capital (HK) Ltd
18 Nov 2020 (Virtual event); speakers from Magnetar Capital, Man Group and Herbert Smith Freehills
17 Nov 2020: (Virtual event); speakers from ERS, Fiera Infrastructure, Future Fund, Guardians of NZ Superannuation, Hong Kong Monetary Authority, State of Wisconsin Investment Board, The State Pension Fund of Finland (VER)
10 Nov 2020 (Virtual event); speakers from Aspect Capital, CPPIB, LFIS, TRS and Welton Investment Partners
19 Oct 2020 (Virtual Event)
30 Sep 2020: (Virtual Roundtable)
22 Sep 2020 (Virtual Roundtable)
16 Sep: Update Call for SBAI APAC Stakeholders
10 Sep 2020 (Virtual Roundtable)
24 Aug 2020 (Virtual Roundtable)
21 July 2020, (APAC time zones), speakers from Acadian, Telstra and CFA Institute
15 Jul 2020: (APAC time zones), speakers from Albourne, CPPIB, HKMA, Noah Holdings Ltd and PAG
15 July 2020, (North America/Europe time zones), speakers from CDPQ, Wellington Management and CFA Institute (Virtual Roundtable)
8 July 2020, speakers from Albourne, Clearwater Capital Partners, Mitsui Pension & Co. and Victorian Funds Management Corporation
22 Jun 2020: Navigating through COVID-19 – RI Considerations during the Crisis
2 June 2020: Navigating through COVID-19: Looking at the Post-Pandemic World
28 May 2020: Navigating through COVID-19: Managing Risk and Strategic Partnerships
27 May 2020: Co-Investments in APAC (APAC timezones)
26 May 2020: Navigating through COVID-19: Looking Beyond the Lockdown
20 May 2020: Alternative Credit
19 May 2020: Navigating through COVID-19: Were You Prepared?
14 May 2020: Navigating through COVID-19: Superfunds’ Perspective (APAC timezones)
7 May 2020: Navigating through COVID-19: Implications for ODD and Monitoring
30 Apr 2020: Responsible Investment Roundtable
23 Apr 2020: Navigating through COVID-19 – APAC Industry Leaders’ Perspective (APAC timezone)
21 Apr 2020: Co-Investments
9 Apr 2020: Navigating through COVID-19 – Investors’ Perspective
1 Apr 2020: Institutional Investor Roundtable: alternative credit and responsible investment discussions. POSTPONED DUE TO CORONAVIRUS CONCERNS
26 Mar 2020: Responsible Investment Roundtable: POSTPONED DUE TO CORONAVIRUS CONCERNS
7 Feb 2020: Institutional Investor Roundtable to be hosted by Unigestion. Topics: public vs private markets and responsible investments
6 Feb 2020: Women in Finance Leadership Breakfast to be hosted by the Texas Alternative Investment Association in collaboration with the Teacher Retirement System of Texas and SBAI (by invitation only)
6 Feb 2020: New Frontiers in Investment Research: Machine learning in risk premia and ESG investing organised by Unigestion in collaboration with Imperial College London Business School, Université Paris-Dauphine and SBAI
5 Feb 2020 Institutional Investor Roundtable to be hosted by Future Fund. Topics: public vs private markets, responsible investments and innovation
4 Feb 2020: Nordic Institutional Investor Day to be hosted by Varma Mutual Pension Insurance Company. Topics: factor-investing, ILS, alternative credit, public vs private markets and responsible investments
3 Feb 2020 Institutional Investor Roundtable to be hosted by JP Morgan. Topics: public vs private markets; responsible investments and innovation
12 Dec 2019: SBAI Institutional Investor Roundtable
5 Dec 2019: Institutional Investor Roundtable to be hosted by the Hong Kong Monetary Authority
4 Dec 2019: SBAI Institutional Investor CIO Roundtable
21 Nov 2019: SBAI Institutional Investor Roundtable. The event will bring together investors and manager to explore innovation & 2020 priorities, investing into core, or diversifying the firm, or reducing cost, managing internal and external expectations and reshaping the delivery ...Read more
19 Nov 2019: SBAI Culture & Diversity in Asset Management Roundtable
19 Nov: Insurance Linked Strategies: SBAI Investor Roundtable. This lunch session willl be hosted by CPPIB and will focus on the current developments in the ILS market, institutional investor priorities in re/insurance linked investing and SBAI ILS Working Group’s memos ...Read more
21 Oct 2019: SBAI Institutional Investor Roundtable (at Albourne Annual Conference). SBAI continued its discussion of “Public vs. Private Markets”, strategic partnerships and the evolving interface between managers and investors. The panellists from CERN Pension Plan, Edgehaven Pty Ltd, Ionic ...Read more
17 Oct 2019: SBAI Institutional Investor Roundtable. The panelists from Carnegie Institution for Science, Howard Hughes Medical Institute, Orchard Global Asset Management, RockCreek and Turning Rock Partners focused on public versus private market opportunities from the point of view of ...Read more
15 Oct 2019: SBAI Culture & Diversity in Asset Management Roundtable. This roundtable was hosted by Citadel and GCM Grosvenor. The participants focused on how firms instil good culture, how the size, ownership structure and ambition of the firm influence culture, ...Read more
10 Oct 2019: Insurance Linked Strategies: SBAI Investor Roundtable. SBAI co-hosted a lunch roundtable within the framework of the annual ILS Convergence Conference. The speakers touched upon the SBAI ILS Working Group’s activities in the areas of fund valuation, side-pocketing ...Read more
26 Sep 2019: Annual General Assembly. This flagship event attracted over 100 guests representing the SBAI stakeholders. The event included panel discussions focusing on industry leaders perspectives’ on cost of innovation, founder succession planning, changing corporate culture, private vs. public ...Read more
26 Sep 2019: SBAI Emerging Manager Information Session. SBAI welcomed a group of London-based emerging managers to brief them on SBAI initiatives, the value of the Standards and how to engage in the signatory process. The speakers included senior representatives, ...Read more
16 Sep 2019: SBAI Institutional Investor Roundtable. The event was opened by a representative of the Monetary Authority of Singapore. The event discussions focused on how client demand is reshaping the alternative industry and APAC alternatives and emerging managers. Panellists included ...Read more
28 Jun 2019: SBAI Cyber Security Seminar. SBAI hosted a cyber security workshop to explore basic “cyber hygiene implementation”, due diligence of outsourced IT providers, in-house IT, responding to breaches. Speakers included security specialists from Aedile Consulting, CDAM, Context IS, ...Read more
16 May 2019: Annual North American Stakeholder Forum. This gathering was hosted by BAML New York and included panels on leaders’ perspective of evolving asset management, shaping corporate culture and redefining partnerships between asset owners and managers. Speakers included senior ...Read more
24 Apr 2019: SBAI Institutional Investor Roundtable. Panellists from Albourne, Alyeska Investment Group, ARP Americas, Dignity Health, Callan, Welton Investment Partners and San Francisco Employees’ Retirement System discussed institutional investor priorities and quantification of asset management.
23 Apr 2019: SBAI Culture and Diversity: SBAI in collaboration with Crabel Asset Management hosted another Culture and Diversity Roundtable. Participants included representatives from J. Paul Getty Trust; Martlet Asset Management; Utah Retirement Systems; Cheyne Capital; University of Southern California ...Read more
16 Apr 2019: Culture and Diversity Breakfast. SBAI co-hosted a private breakfast roundtable discussion in collaboration with State Street Global Advisors (SSGA) to discuss culture and diversity in asset management.
12 Mar 2019: Credit Working Group Launch. The SBAI launched its Alternative Credit Working Group to explore current institutional investor priorities in the credit space, as well as standards and practices. Speakers included senior representatives from Angelo Gordon, Casey Quirk, ...Read more
7 Mar 2019: SBAI Panel at the AIMA APAC Forum (third-party event)
28 Feb 2019: SBAI Culture and Diversity Roundtable was hosted in Austin, Texas, within the framework of the 3rd Annual Women in Finance Leadership Breakfast by the Teacher Retirement System of Texas (TRS) and the Texas Alternative Investment Association (TAIA). Dame ...Read more
13 Feb 2019: SBAI panel at the “Factor Investing – New Developments in Factor Investing” conference. The event is organised by Imperial College Business School in collaboration with Université Paris-Dauphine and Unigestion.
6 Feb 2019: Institutional Investor Roundtable. The panellists include senior representatives from Ionic Capital Management, Mirabaud Asset Management, Neuron Advisors, Orchard Global Asset Management, Trium Capital and Unigestion, focusing on institutional investor priorities in credit space and quantification of asset management.
4 Feb 2019: Institutional Investor Roundtable. Topics include credit investments, ILS, fund governance, quantification of asset management. Speakers are senior representatives from Aktia Asset Management, Aspect Capital, Hiscox Re Insurance Linked Strategies Ltd, Ionic Capital Management, Neuron Advisors, Northpeak Governance, Orchard Global ...Read more
23 Jan 2019: JIAM-SBAI Meeting, Tokyo: Building a leading financial centre. The event will bring together leading Japanese allocators, managers, the J-FSA and the Tokyo Metropolitan Government (TMG). Topics for discussion: “building a leading financial centre”, “importance of industry standards to ...Read more
21 Jan 2019: Institutional Investor Roundtable. Prominent speakers from Albourne Partners, CPPIB, CQS Hong Kong, Dymon Asia Capital, Myriad Asset Management and PAG, focusing on institutional investor priorities, SBAI Credit and China Working Groups.
13 Dec 2018: Institutional Investor Roundtable. Speakers include senior representatives from Aberdeen Standard Investments (Asia), Aijan Securities, Capital Corise, CPPIB, HSBC, Jasper Capital, Lujiazui Financial City, Orchard Global Asset Management, Simmons & Simmons, Springs Capital and Wind Information
28 Nov 2018: Institutional Investor Roundtable. Topics include better partnerships between managers and investors, culture and diversity and allocation priorities. The speakers include senior representatives from Alyeska Investment Group, Aon Hewitt, Citadel, GCM Grosvenor, Illinois State Board of Investments, Magnetar ...Read more
27 Nov 2018: SBAI Institutional Investor Roundtable. To be hosted by Caisse de dépôt et placement du Québec (CDPQ). Speakers include senior representatives from Bâtirente, CDPQ, CPPIB, Dechert, Eagle Alpha, Man Group, Periscope Capital, PSP Investments and Teacher Retirement System of ...Read more
15 October 2018: SBAI Institutional Investor Roundtable (at Albourne Annual Conference). Speakers: Texas Teachers, Telstra Super and University of Southern California
9 Oct 2018: Institutional Investor Roundtable focusing on culture and diversity. Speakers include senior representatives from the Council of Institutional Investors, New York State Common Retirement Fund, Keystone Group, ManFRM, Orchard Global Management, Rock Creek, 100 Women in Finance
4 Oct 2018: Investor Lunch, ILS Convergence Conference: Discussing the SBAI’s activities in the insurance linked investment area.
26 Sep 2018: Annual General Assembly. Speakers: Arrowgrass, CDP, CPPIB, Ontario Teachers’ Pension Plan, Sabre Fund Management, USS and Wadhwani Asset Management.
4 Sep 2018: Big Data & AI. Speakers: Amplitude, Hivemind, Jasper Capital, Man Alpha Technology, Marshall Wace, Nasdaq and Systematica Investments. Focus: state of innovation and applicability in asset management, legal/compliance considerations, data “onboarding” workflow, including due diligence and trial ...Read more
24 Aug 2018: SBAI Institutional Investor Roundtable. The event was hosted by New Zealand Superannuation Fund. Speakers included representatives from Annuitas, Capital Fund Management, IBM, KPMG, New Zealand Superannuation Fund and Sunsuper.
22 Aug 2018: SBAI Institutional Investor Roundtable. The roundtable was hosted by PIMCO Australia. Speakers included representatives from CAIA Association, Capital Fund Management, Dymon Asia, Edgehaven, Future Fund, PIMCO, QIC and Sunsuper. The closing remarks were made by the representative ...Read more
21 Aug 2018: SBAI Institutional Investor Roundtable. The event was hosted by Future Fund Australia. Speakers included representatives from Alyeska Investment Group, Capital Fund Management, Dymon Asia, Future Fund, Telstra Super Pty Ltd and Victorian Funds Management Corporation (VFMC).
30 May 2018: Annual North American Stakeholder Forum. Speakers include senior representatives from Alberta Investment Management Corporation, GIC, Man FRM, OMERS, Orchard Global Capital Group and The Rock Creek Group. The event also includes a regulatory panel with prominent speakers from US ...Read more
10 May 2018: SBAI Institutional Investor Roundtable. Speakers include senior representatives from Canada Pension Plan Investment Board, GCM Grosvenor, Herbert Smith Freehills, Man Group Asia, Northwest Investment Management, Springs Capital and the Securities & Futures Commission.
9 May 2018: SBAI Institutional Investor Roundtable. Speakers include senior representatives from Albourne Partners, APTA Investments, Caisse de dépôt et placement du Québec Asia Pacific, Capital Fund Management, Dymon Asia Capital, Fullerton Fund Management Company, Government of Singapore Investment Corporation Pte ...Read more
7 March 2018: SBAI Institutional Investor Roundtable in Toronto, Canada Speakers include senior representatives from Caisse de dépôt et placement du Québec, CPPIB, Fiera Capital, Ionic Capital Management, Nephila Advisors, Orchard Global Capital Group, Periscope Capital, Polar Asset Management Partners, ...Read more
6 March 2018: SBAI Big Data and Artificial Intelligence Roundtable in New York, USA. Speakers include senior representatives from BlackRock, BlueMountain Capital Management, Dechert, Hivemind, Jasper Capital International, Man Numeric, Periscope Capital and Winton Group.
8 Feb 2018. Swiss Institutional Investor Roundtable. Speakers include senior representatives from BlueBay Asset Management, Ionic Capital Management, Mirabaud Asset Management, Pictet Alternative Advisors, Systematica Investments and Unigestion.
6 Feb 2018: Nordic Institutional Investor Roundtable. Speakers include senior representatives from Aberdeen Asset Managers, AP3, BlueBay Asset Management, Church Commissioners for England, FERD, Ionic Capital Management and Varma Mutual Pension Insurance Company. The opening remarks will be made by a ...Read more
14 Dec 2017: Institutional Investor Roundtable. The event brought together the Chinese investor and manager community. Speakers include senior representatives from CPPIB, Jasper Capital, Man Group, PAAMCO Asia, Springs Capital and Wind Information. The event was hosted by Shanghai Lujiazui ...Read more
13 Dec 2017: Institutional Investor Roundtable. The event brought together Japan’s investor and manager community. Speakers include senior representatives from Albourne, CQS, Japan Post Bank, Misaki Capital, Strategic Capital, Pension Fund Association and Winton.
28 Nov 2017: Institutional Investor Roundtable. The event will bring together Canada’s investor and manager community. Speakers include senior representatives from Caisse de dépôt et placement du Québec, CN Pension Fund, Canada Pension Plan Investment Board, Fiera Capital and Innocap.
16 Oct, 2017: Institutional Investor Roundtable. Speakers from Caisse de dépôt et placement du Québec, Carlson Capital, Pepperdine University, Teacher Retirement System of Texas, University of Southern California and Victorian Funds Management Corporation.
Sep 2017: Institutional Investor Roundtable. Speakers include HealthCor Management, Maryland State Retirement and Pension System, Orchard Global Capital Group, Pennsylvania Public School Employees’ Retirement System, Tipper X and SEC.
Sep 2017: Institutional Investor Roundtable. Speakers include Alyeska Investment Group, Citadel, Magnetar Financial, Municipal Employees’ Retirement System of Michigan and SEC’s Chicago Regional Office.
7 Sep 2017: Annual General Assembly. Speakers include AlphaGen Capital, Caisse de dépôt et placement du Québec, Church Commissioners for England, Future Fund, Man Group, Nordkinn Asset Management, Utah Retirement System and Varma Mutual Pension Insurance Company.
5 Jun 2017: Institutional Investor Roundtable. Speakers from Frontlight Capital, Ionic Capital Management, KPMG, Man Muneric, MKP Capital Management and Pension Reserves Investment Management Board.
1 Jun 2017: Annual North American Stakeholder Forum. Speakers from CAM Capital, Canada Pension Plan Investment Board, Citadel, Man Group, Napier Park Global Capital, New Holland Capital, Teacher Retirement System of Texas and US Attorney’s Office, Eastern District of New York.
18 May, 2017: HFSB Panel at the ASK 2017 Global Summit
3 May 2017: Institutional Investor Roundtable. Speakers from Alyeska Investment Group, Australian Securities and Investments Commission, Bloomberg, Future Fund, Hiscox Re Insurance Linked Strategies, Ionic Capital Management and Springs Capital.
2 May 2017: Institutional Investor Roundtable. Speakers from Alyeska Investment Group, Future Fund, Hiscox Re Insurance Linked Strategies, Ionic Capital Management, MKP Capital Management, Springs Capital and Telstra Super Pty Ltd.
27 Apr 2017: Institutional Investor Roundtable “Alternative investments meet Silicon Valley”
26 April, 2017: HFSB Chairman, Dame Amelia Fawcett, will speak at Institutional Investor Public Funds Roundtable
25 April, 2017: HFSB Panel at GAIM Ops Cayman Conference
7 April 2017: Cyber-attack simulation exercise. Speakers from MAS, eSentire, Dymon Asia and Graticule Asset Management Asia
6 Apr 2017: Institutional Investor Roundtable. Speakers from HKMA, SFC, CPPIB, LIM Advisors, Northwest Investment Management, Orchard Global Asset Management and PAG.
6 Mar 2017: Institutional Investor Roundtable: speakers from CPPIB, CDP, MKP Capital Management, Periscope Capital and Orchard Global Capital Group
26 Jan 2017: Institutional Investor Roundtable. Speakers from Carlson Capital, Ferd, Man GLG, The State Pension Fund, Unigestion, Varma Mutual Pension Insurance Company and Finnish Ministry of Finance
25 Jan 2017: Institutional Investor Roundtable. Speakers from FINMA, Old Mutual Global Investors, Quantica Capital, Systematica Investments and Unigestion
23 Nov 2016 – Joint event with the Lujiazui Financial City with speakers from Albourne, AMAC, CPPIB, PAG, PAAMCO, Springs Capital, Trustbridge Partners & Winton Capital
10 Nov 2016: Speakers from Caisse de dépôt et placement du Québec, Canadian Pension Plan Investment Board, Addenda Capital, Innocap, and Fiera Capital
8 Nov 2016: Information Session for hedge fund managers. Speakers from Teacher Retirement System of Texas, New Holland Capital, MKP Capital Managements. More tbc later
19 Oct 2016: Cyber security seminar in collaboration with CAIA and Jones Day. Speakers from PAG, Northwest Investment Management, and Stroz Friedberg
17 Oct 2016: Speakers from Monetary Authority of Singapore, Future Fund Australia, Singapore’s GIC, Fullerton Fund Management Company and Dymon Asia Capital
29 Sep 2016: Speakers from the SEC, Howard Hughes Medical Institute, Lockheed Martin Investment Management, Cystic Fibrosis Foundation, Rock Creek Group, Old Mutual Global Investors, Halcyon Capital management and FORT LP
27 Sep 2016: Speakers from School Employees Retirement System of Ohio, Canada Pension Plan Investment Board, GCM Grosvenor, Magnetar Financial, Alyeska Investment Group, and Ionic Capital
8 Sep 2016: High profile speakers from CPPIB, Caisse de depot, USS, Albourne, Marshall Wace, Systematica & CDAM
29 Jun 2016 – Cyber Security Series: 3rd cyber event focused on the basics; understanding how breach occurs and attack paths and oversight of service providers. Panellists included leading cyber security experts from Marshall Wace, Brevan Howard, Winton, ContextIS and ...Read more
22 Jun 2016 – Hong Kong Institutional Investor Roundtable: keynote remarks by Mr Ashley Alder, CEO of the Hong Kong Securities and Futures Commission. Other speakers included senior representatives from Northwest Investment Management, Hong Kong Office of Canada Pension Plan ...Read more
19 May 16 – 5th HFSB Annual North American Stakeholder Forum: focused on market environment, latest regulation and alignment of interests. Speakers included senior Executives from BlackRock, Gramercy Funds Management, Reservoir Capital, Ellington Management Group and Caisse de depot et ...Read more
04 May 16 – HFSB Annual Sydney Roundtable opened by Gerard Fitzpatrick, Senior Leader of the Australian Securities & Investments Commission. Other speakers included senior representatives from Future Fund, Sunsuper PAAMCO and Bloomberg.
03 May 16 – HFSB Annual Melbourne Roundtable focused on investor priorities for 2016/2017. Speakers included David George of Future Fund, John Richardson of Ionic Capital Management and Judith Posnikoff of PAAMCO.
26 Apr 16 – First HFSB Roundtable in Los Angeles for leading endowments and foundations. Speakers from The J. Paul Getty Trust and Utah Retirement Systems focused on better alignment of interests, including co-investment by the managers and the role ...Read more
03 Mar 16 – Cyber Security series: 2nd cyber event focused on data theft, financial infrastructure attack and crypto ramsomware. Panellists included, FBI Special Assistant Agent from the New York Office, Richard T. Jacobs and other leading cyber security experts ...Read more
Standards Board for Alternative Investments (SBAI), 7 Henrietta Street, London, WC2E 8PS, United Kingdom Email: info@sbai.org | Tel: +44(0) 20 3405 9042/43
