Join us for a focused workshop on the key trends shaping today’s investment and operating environment. Investment and operational leaders from our Investor Chapter and Signatory communities will discuss market developments, private market and liquidity considerations, and findings from the SBAI Endowment & Foundation Survey.
The session encourages practical peer exchange on how institutions are adapting portfolios, governance, and operating models amid growing complexity.
Agenda:
10:30: Registration
11:00: Market and Portfolio Updates from the Investment Office
-
Geopolitical landscape: tariffs, sanctions, and evolving trade and industrial policy
-
Outbound investment trends and regulatory considerations
-
Currency exposures and hedging considerations for global allocations
-
Scenario planning and portfolio positioning implications
12:00: Lunch
12:45: Private Market Investing & Liquidity Management Tools: Key Considerations & Challenges
-
The rise of evergreen funds: opportunities, risks, and structural considerations
-
Liquidity tools in private markets: secondaries, continuation vehicles, and NAV-based facilities
-
Governance and investor experience considerations
-
The role of due diligence in protecting investment portfolios
-
The role of industry standards and the evolving regulatory landscape
13:30: SBAI Endowment & Foundation Investment Office Survey: Key Takeaways
-
Diversification across publics and alternatives
-
Operational complexity of private markets and manager oversight
-
Technology gaps, integration challenges, and automation priorities
-
Governance frameworks versus portfolio complexity
-
Growing use of AI in investing and operations
14:00: SBAI Update & Closing Remarks
14:15: Session Finishes
More Speakers to be announced soon
Speakers
Alice Huang
