Join us for our Annual North American Forum to hear from industry leaders from both institutional investors and managers to discuss global markets, the financial paradigm shift, investment opportunities in capital solutions and the evolution of the operational environment, including the business impact of future regulation.
Agenda:
11:30: Registration
12:00: Networking Lunches (Concurrent - Please Choose one)
Navigating the Career Journey in Asset Management
A career is an important part of that journey with challenges and obstacles along the way. Join Mario Therrien of CDPQ and other esteemed industry leaders to discuss career paths, milestones and decisions that have led them to where they are today.


Samantha Foster, MD, OCIO business, Russell Investments

Elizabeth Jourdan, Deputy CIO, Granger Management

Priti Singh, Global Head of Capital Markets & Factor Investing, CPP Investments

Mario Therrien, SBAI Chair; Head of Investment Funds & External Relationships, CDPQ (Moderator)
To register your interest click here.
The Evolution of the Operational Environment in the Alternatives Industry
Our Operational Leaders & Operational Due Diligence Communities are gathering to discuss challenges and opportunities in business operations, operational resilience and adapting operating models/processes in an ever-changing environment.

Danielle DeLapp, Operational Due Diligence Analyst, Albourne Partners

Robyn Grew, President, Man Group

Muqu Karim, Chief Operating Officer & Chief Financial Officer, Whitebox Advisors

For information on how to join our communities and register for the lunch, please click here.
1:30 PM Welcome and Opening Remarks

Stuart Bourne, Global Head of Prime Financing, BofA Securities

Derek Drummond, SBAI North America Cmte Chair; Funds Alpha Manager, SWIB

Mario Therrien, SBAI Chair; Head of Investment Funds and External Management, CDPQ
1:45 PM: A Cross Asset View : A Macro Discussion on Markets & Investment Opportunities Across Asset Classes
Join experts from the largest asset management companies in the world sharing their views and perspectives on opportunities and challenges across asset classes, investment strategies and managing risk/reward in an uncertain economy and market.

Bruce Phelps, Head of AIS, PGIM

Paul Russo, Global Head of Equities Risk, Millennium Management

Ben Samild, Deputy CIO, Portfolio Construction, Future Fund


Edouard Matitia-Cohen, Head of Global Prime Financing Sales, BofA Securities (Moderator)
2:45 PM: Break
3:15 PM: Interactive Breakout Sessions
From Distressed Debt to Capital Solutions: An Evolving Landscape
Leading investors and managers will discuss the ever-changing landscape and convergence of private and public markets and the evolution of capital solutions focusing on the structural shifts in this area that have created an entirely new landscape for opportunistic capital.

Derek Drummond, SBAI North American Committee Chair; Funds Alpha Manager, SWIB

Joel Holsinger, Partner, Portfolio Manager and Co-Head of Alternative Credit, Ares Credit Corporation

Greg Lippmann, Partner and CIO, LibreMax Capital

Richard Shin, MD, Capital Solutions, CDPQ
The Business Impact of Regulations
The SBAI Regulatory Committee members will convene for a discussion with asset manager and owners on the business impact of new and forthcoming regulation on the alternatives industry. What will be the impact of regulation for asset managers and investors, and what questions should investors be focused on.

Stephen Berger, MD, Global Head of Government & Regulatory Policy, Citadel

Chris Bowlin, Sr Compliance Counsel, Teacher Retirement System of Texas

Luana DiCandia, Director & Senior Legal Counsel, Ontario Teachers’ Pension Plan

4:20 PM: SBAI Priorities & Industry Collaboration

Brian Digney, Research & Content Director, SBAI

Thomas Deinet, Executive Director, SBAI
4:30 PM: Improving Outcomes: The SBAI Mission and Looking Forward
Members of the SBAI Board of Trustees and the Chairs of the SBAI North America Committee will lead a thought provoking discussion on priorities for our industry moving forward and how collectively we can make an impact in various areas, continuously improving our ecosystem.

Derek Drummond, SBAI North America Cmte Chair; Funds Alpha Manager, SWIB

Stuart Fiertz, Co-Founder, President and Director of Research, Cheyne Capital Management

Robyn Grew, President, Man Group

Mario Therrien, SBAI Chair; Head of Investment Funds & External Relationships, CDPQ

Sapna Vir, SBAI North American Cmte Deputy Chair; MD, Business Development, Verition Fund Management (Moderator)
5:15 PM: Networking Reception