2023 Annual North American Stakeholder Forum

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.


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. 

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Anne-Marie Fink, CIO, Private Markets & Funds Alpha, State of Wisconsin Investment Board (SWIB)
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Samantha Foster, MD, OCIO business, Russell Investments

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Elizabeth Jourdan, Deputy CIO, Granger Management




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

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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.  

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Danielle DeLapp, Operational Due Diligence Analyst, Albourne Partners

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Robyn Grew, President, Man Group


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Muqu KarimChief Operating Officer & Chief Financial Officer, Whitebox Advisors



Brian Digney, Research and Content Director, SBAI


For information on how to join our communities and register for the lunch, please click here.

1:30 PM Welcome and Opening Remarks

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Stuart Bourne, Global Head of Prime Financing, BofA Securities



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

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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. 

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Bruce Phelps, Head of AIS, PGIM

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Paul Russo, Global Head of Equities Risk, Millennium Management


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Ben Samild, Deputy CIO, Portfolio Construction, Future Fund



Christian Stracke, MD & Global Head of the Credit Research Group, PIMCO
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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.

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

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

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Greg Lippmann, Partner and CIO, LibreMax Capital

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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.

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

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

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

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Thomas Deinet, Executive Director, SBAI (Moderator)


4:20 PM: SBAI Priorities & Industry Collaboration




Brian Digney, Research & Content Director, SBAI

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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

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

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Robyn Grew, President, Man Group

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

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Sapna Vir, SBAI North American Cmte Deputy Chair; MD, Business Development, Verition Fund Management (Moderator)


5:15 PM: Networking Reception