2023 Annual General Assembly

Join leading asset managers and allocators as we review the past year, look to the future and celebrate 15 years of the SBAI.


13:45: Registration 

14:00 Welcome Remarks and 15 Year Retrospective

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Thomas Deinet, Executive Director, SBAI
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Mario Therrien, SBAI Chair; Head of Investment Funds and External Management, CDPQ
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Sir Andrew Large, Senior Advisor, Bermuda Monetary Authority (Former SBAI Chair)


14:20: Panel: 15 years of the SBAI – Why Standards Still Matter and the Evolving Role of the Fiduciary

Discussion Points: 

  • What has changed in 15 years
  • Why we can’t be complacent
  • Are we on the right path as an industry?
  • What being a good guardian of capital really entails
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Stuart Fiertz, Co-Founder, President and Director of Research, Cheyne Capital Management

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David Harding, Founder and Executive Chair, Winton Group

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Sir Paul Marshall, Co-Founder and Chairman, Marshall Wace

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Simon Ruddick, Chairman, Albourne Partners

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Kathryn Graham, Non Executive Director, The Pension SuperFund (Moderator)



15:00: Fireside Chat: Advocating for Alternatives

Discussion Points:

  • Addressing Systematic risk concerns
  • Regulatory oversight trends
  • Stakeholder concerns from each representative body
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Bryan Corbett, CEO, Managed Funds Association



Karl Wachter, General Counsel, Magnetar Capital 

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Thomas Deinet, Executive Director, SBAI



15:45: Coffee Break

16:00: SBAI Update

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Thomas Deinet, Executive Director, SBAI


16:15: Keynote Speaker

  • Smarter Regulatory Framework initiative and how it relates to funds. 

  • HMT's ongoing pensions investment work

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Anna Harvey, Deputy Director, Personal Finances and Funds, HM Treasury



16:45: Closing Remarks 

17:00: Reception