Join us in London for our Annual General Assembly, bringing together our global community.
We will spotlight leading investors from across the world as they explore the evolving global policy landscape and its impact on investment strategies.
Agenda:
11:00: Table Discussions:
Space is limited; please contact [email protected] for details on signing up for the table discussions
Conflicts, disclosures, and transparency
How can effective communications and appropriate disclosures mitigate investor concerns?

Managing Director, Institutional Client Solutions, Bayview Asset Management

What does a comprehensive AI policy look like?
What are the investor concerns with AI usage?






What does effective communication look like between LPs and GPS?
What are investors looking for with their key relationships?




12:00: Main Registration & Lunch



Professor of International and Public Affairs , The Watson School at Brown University

Leading Macroeconomists discuss the underlying themes driving markets and explore what signals to watch and how to respond.






15:10: Coffee Break
How are institutional investors adapting their portfolios for challenging markets?
Is TPA allowing them to monetise volatility, and what tenets of asset management are being challenged?

SBAI EMEA Committee Member; Portfolio Manager, Hedge Fund Investments, Elo Mutual Pension Insurance Company


Managing Director, Hedge Funds & Fixed Income, W.K. Kellogg Foundation

Chief Investment Officer, Local Pensions Partnership Investments (LPPI)





Refreshments to follow

Managing Director, Institutional Client Solutions, Bayview Asset Management
Lauren Sokolowski Stelzer joined Bayview in 2024 and is responsible for Institutional Client Solutions for Bayview-managed funds. Prior to joining Bayview, Lauren was a Managing Director at Brigade Asset Management, where she focused on North American institutional investors.
Prior to Brigade, Lauren was a Partner and Co-Head of Client Development at KLS Diversified Asset Management, where she led the team responsible for product development, fundraising, and relationship management for a series of fixed income alternative asset strategies. Prior to her 11 years at KLS, Lauren was Director of Marketing at Land & Buildings Asset Management. She started her career in the Fixed Income Division at Morgan Stanley, where she worked in the Commercial Real Estate Principal Transactions Group.
Lauren graduated from the University of Pennsylvania with a Bachelor of Science in Economics.

Senior Portfolio Manager , RBC BlueBay Asset Management
Illya is a BlueBay Senior Portfolio Manager within the Emerging Markets Team. Illya joined BlueBay Asset Management (which is now part of RBC Global Asset Management) in February 2020 and his primary portfolio management responsibilities include the EM distressed and illiquid credit strategies, special situations and private credit.
Prior to joining BlueBay, Illya worked at Bank of America Merrill Lynch, where he helped building their emerging markets effort last serving as head strategist for CEEMEA distressed debt and special situations group. Illya started his career in the Fixed Income Research team at BNP Paribas Group in Kiev, focussing on CIS debt markets.
He holds an M.B.A. from Chicago Booth School of Business and MSc (Hons) in Finance from Kiev National University.

Portfolio Manager, Systematica Investments
Grégoire joined Systematica at launch in January 2015 as a Product Manager. He has responsibility for the firm’s equity market neutral and liquid multi strategy, and leads the firm’s efforts in DAta Science, Responsible Investments and Corporate Social Responsibility. Prior to joining Systematica, Grégoire worked as a Product Manager at BlueCrest.
Grégoire joined BlueCrest in July 2008 from Brown University where he gained post doctorate experience as a researcher in Computer Science and A.I., specialising in solving large scale dynamic stochastic optimization problems. Whilst at Brown he helped launch Dynamic Decision Technologies Inc. (a Brown University spin-off). Grégoire holds a PhD in Applied Sciences from UCLouvain, Belgium.

Partner, Morgan, Lewis & Bockius
Steven Lightstone advises on financial services, securities, and derivatives regulatory issues. His clients include asset managers across a wide range of asset classes and their funds, banks, broker-dealers, fintech firms, payment institutions, institutional investors, insurers, lenders, and market associations. Steven serves as a co-leader of the firm’s global fintech industry team.
Steven earned a BA in Philosophy from the University of Nottingham in 2007, completed the Graduate Diploma in Law (GDL) at Nottingham Law School in 2008, and went on to obtain his Legal Practice Course (LPC) qualification from the College of Law of England and Wales in 2009.
Managing Director, Investments, Willis Towers Watson
Leon is the Managing Director of Hedge Fund Research at WTW’s London office. He chairs the firm’s Hedge Fund Research Group and is a member of the firm’s Liquid Diversifier Investment Committee. Leon has over 25 years of industry experience. He helps several large global institutional clients to design, implement and monitor their hedge fund and ILS portfolios. His role also includes sourcing, investment due diligence, assessment and monitoring of all hedge fund strategy types, as well as other liquid diversifying strategies.
Leon joined WTW (legacy Watson Wyatt) in 2005 after his time as a hedge fund researcher at legacy Hewitt Associates (now Aon). Prior to this, Leon worked in South Africa for Investment Solutions. He is a Fellow of the Institute and Faculty of Actuaries.

Partner and Head of Portfolio Advisory (EMEA), Albourne Partners
Jessica Ross is a Partner and Head of Portfolio Advisory (EMEA) & European Region Head for Albourne Partners Ltd. She also oversees Albourne’s work on Co-investments and Customized Mandates.
Prior to joining Albourne Jessica ran- multi-asset portfolios for Ultra High-Net worth individuals, and foundations, first at Goldman Sachs, and more recently for a single family office and a multi-family advisor.

Partner, Morgan, Lewis & Bockius
William Yonge specialises in UK and European financial services law and regulation, an area in which he has more than 20 years’ experience, drawing on his background of working in-house for UK financial services regulators. William concentrates his practice on the investment industry, advising alternative and traditional asset managers and their funds, brokers, corporate financiers, institutional investors, and fintech businesses. William increasingly counsels corporates, financial market participants, institutions, and multinational businesses on the impact of environmental, social, and governance (ESG) and sustainability laws and regulations, including the EU Sustainable Finance Disclosure Regulation, Taxonomy Regulation, and Corporate Sustainability Reporting Directive and their UK counterparts.
William earned a BA in Law with Honors from the University of Durham in England.

SBAI North America Committee; COO, Ionic Capital Management
He joined Ionic before it launched in 2006 and oversees all non-investment related aspects of the firm. Prior to joining Ionic, John was a senior attorney in the hedge fund practice group at Bingham McCutchen LLP in NY. John’s practice focused on counseling investment advisers in connection with the formation and management of private investment funds.
John obtained a JD from the University of South Carolina, cum laude, and a BS in Business Administration from the College of Charleston, cum laude.

MD, Global Co-Head of the Client & Partner Group, Citadel
Andy Adams is a Managing Director and Global Co-Head of the Client and Partner Group at Citadel. He is responsible for managing the firm’s relationships with all investors globally. Andy joined Citadel’s Client and Partner Group in 2016.
Prior to joining Citadel, Andy was a Managing Director of Investor Relations at Capula Investment Management. Previously, he was in the currency strategy and derivatives structuring group at Barclays Capital before joining Deutsche Bank’s Hedge Fund FX sales team. He began his career as an Officer in the British Army.
Andy received his Master’s degree in Finance from London Business School and a Bachelor’s degree in Electronic Engineering from Cranfield University. He is a graduate of Harvard Business School’s Leadership Development Program and the Royal Military Academy Sandhurst.
Andy is the Chairman of St. Mary’s Parish Endowment Investment Committee, Greenwich, and is also a Board Member at Rye Country Day School, New York.

Global Head of BlackRock Hedge Fund Investor Relations, BlackRock
Mark Dunn, Managing Director, is Global Head of BlackRock Hedge Fund Investor Relations, within the Portfolio Management Group (PMG). Mark and his team oversee and coordinate fundraising and product strategy for BlackRock’s Hedge Fund and Liquid Alternatives businesses globally across the spectrum of clients including sovereign wealth funds, pension funds, endowments, foundations, family offices and private wealth/HNW channels.
Prior to joining BlackRock, from 2010-2022 Mark was the Head of Capital Development for the Americas and Asia for Millennium Management, a leading global multi-strategy hedge fund. Most recently, from 2022-2025 Mark was the Global Head of Business Development for Starboard Value, LP, a leading activist hedge fund. Prior to his roles in hedge fund capital development, Mark held a variety of investment banking roles within the Financial Institutions Groups of First Union Capital Markets, Deutsche Bank Securities and HSBC Securities.
Mark is also active in non-profit fundraising and has held leadership roles on capital campaigns for Brooklyn Friends School and Camp Sea Gull-Seafarer and is a member of the Parent Committee at Phillips Exeter Academy.
Mark holds a BS Degree, cum laude, in Analytical Finance and Accounting from Wake Forest University.

Virtual CISO, Aedile Consulting
Nic Miller is the owner and Director of Aedile Consulting, a bespoke cyber-security consultancy. The company was founded in 2017 to provide pragmatic and accessible advice to smaller and medium sized organisations. Its virtual Chief Information Security Officer (vCISO) service provides smaller firms on-demand access to cyber security advice and guidance and allows them to understand and manage their cyber security risk.
Prior to founding Aedile Consulting, Nic spent three years as the CISO for Brevan Howard, a global, multi-billion AUM hedge fund. Nic also worked as security operations lead for IG, a financial services firm that provides a derivatives trading platform.
Nic began his career at GCHQ, in a rare position of working across all three main UK Intelligence agencies on wide-ranging issues from Cyber Security to Counter Terrorism and combined operations. In this time, he spoke at international conferences on advances in cyber security research and operations.
Nic has spoken at cyber security events around the world. He was invited to present at the UK Government’s flagship cyber security conference, CyberUK and has spoken at numerous financial services events in the UK and Brazil. In addition, Nic has been interviewed multiple times on BBC radio on topics such as the security of the ‘Internet of Things’ and corporate use of social media.

Managing Director, K2 Financial
Simon Holt co-founded K2 Financial Ltd in 2014 and has specialised in management and professional liability insurance since 2003. Under his leadership, K2 Financial Ltd has become a leading provider of insurance solutions for the investment management sector, protecting the professional and management liability exposures of more than 850 investment management firms and underwriting in excess of USD 450 million of premium since inception.
Prior to establishing K2 Financial, Simon served as European Product Manager for Financial Institutions at Travelers, where he was responsible for developing and managing financial lines products across the region. Before joining Travelers, he held a number of senior broking positions at Marsh, having begun his insurance career on Marsh's European Graduate Programme.
Simon is a Chartered Insurer and holds the CFA Institute Investment Management Certificate. He also holds a BA (Hons) in Business and Marketing.

Head of Business Development, RBC BlueBay Asset Management
Anthony is Head of Business Development for RBC BlueBay Asset Management (RBC Global Asset Management’s business outside North America), a position he assumed in 2020. He joined the firm in September 2012 as Sales Director for the UK and Ireland before becoming the Head of the UK team in May 2017. Anthony joined from Old Mutual Asset Managers where he was Director of their institutional business.
Before that he spent ten years with Alliance Bernstein, working in Australia, New Zealand, and latterly in the UK, as a sales and client relations director. His career in financial services began at Deloitte & Touche in Cape Town in 1995.
He holds a Post Graduate Diploma in Accounting and a Bachelor of Commerce degree from the University of Cape Town and is a chartered accountant. Anthony is a CFA charterholder.

SBAI Chair; CEO, Martlet Asset Management
Jane is Chief Executive Officer of Martlet Asset Management responsible for firm strategy, organization and performance. Martlet is based in Newport Beach, CA and was founded in July 2018. The firm’s strategies include alternative risk premia and developing liquid strategies with a focus on fixed income.
Prior to this, Ms. Buchan co-founded and led Pacific Alternative Asset Management Company (PAAMCO), a Fund of Hedge Funds focused on institutional investors for 18 years. Under her leadership first as CEO of PAAMCO and then co-CEO of PAAMCO Prisma, the firm grew to $32 billion AUM placing it third globally in the league tables by the time of her retirement in July 2018 (HFM InvestHedge Billion Dollar Club).
Jane began her career at J.P. Morgan Investment Management in the Capital Markets Group where she was trained in quantitative fixed income portfolio management. She has been an Assistant Professor of Finance at the Amos Tuck School of Business at Dartmouth. She recently served as chairwoman of the board for the Chartered Alternative Investment Analyst Association (CAIA) and is a member of the Advisory Board for the Master of Financial Engineering Program at UCLA Anderson School of Management.
Jane holds both a PhD and an MA in Business Economics (Finance) from Harvard University. She earned a BA in Economics from Yale University. Jane has thirty-three years of experience in investment management and portfolio construction with institutional investors.

Professor of International and Public Affairs , The Watson School at Brown University
Mark Blyth is the William R. Rhodes ’57 Professor of International Economics at the Watson Institute for International and Public Affairs at Brown University and the Director of the Rhodes Centre for International Economics and Finance.
He is the author many award-winning books including, Austerity: The History of a Dangerous Idea (New York: Oxford University Press 2015), Angrynomics (New York: Columbia University Press 2020), Diminishing Returns: The New Politics of Growth and Stagnation (Oxford University Press 2022), and Inflation: A Guide for Users and Losers, which was a ‘best book of the summer 2025’ from the Financial Times. He writes about the politics of growth, distribution, and decarbonization, and why people continue to believe dubious economic ideas despite buckets of evidence to the contrary.

MD, Head of Portfolio Management Advisory, Man Group
Alex Preston is Managing Director and Head of Advisory at Man Group, responsible for Portfolio Management Advisory and for the firm’s client research collaboration with Oxford University, OMI Advisory. He was previously Head of Content at Millennium. Prior to that, he was a Client Investment Strategist at Man Group, working for the firm from 2013 to 2020.
Alex started his career in 2001, working for a credit hedge fund before moving to The Carlyle Group, where he was Head of Global Trading. He is a prize-winning author and journalist, writing regularly for The Economist, Financial Times, and The Guardian.
Alex graduated from the University of Oxford with an MA in English Literature and holds a PhD from University College, London. He is also a CFA charterholder.

Portfolio Manager & Chief Economist, Boussard & Gavaudan
Pierre-Olivier Beffy is a macro portfolio manager and Chief Economist at Boussard & Gavaudan. A graduate of École Polytechnique, ENSAE and the Paris School of Economics, he began his career at INSEE and the OECD before heading INSEE’s Short-Term Economic Forecast Division.
From 2008 to 2018, he was Head of Global Economic Research and Asset Allocation at Exane BNP Paribas. His work focuses on global macroeconomics, economic cycles and asset allocation.
He has authored numerous economic publications and an economics textbook, and has taught economics for more than twenty years, notably at the Paris School of Economics. His latest book, The Age of Absorption: How the Computer Revolution Is Finally Reshaping Debt, Inflation and Markets, will be published in September 2026. He is also President of L’Éco à venir, an association dedicated to improving public understanding of economics.

Head of Macro Strategy, Capital Fund Management
Based in London, Christian is the Head of Macro Strategy at CFM and has over 20 years of investment experience, including leadership positions at leading pensions and hedge funds.
Prior to joining CFM in 2023, he was CEO & Senior Portfolio Manager at Tudor Capital Singapore, where he focused on global macro trading. Before Tudor, he held senior roles at GIC Asset Management, Gladius Capital Management, and CPP Investment Board. Over the last two decades, he has led and built investment teams and managed large investment portfolios spanning global macro, convexity hedging, volatility arbitrage and portfolios of hedge funds.
Christian holds an MBA from the University of Toronto with a specialization in financial engineering and an undergraduate degree in economics from the University of Ottawa.

MD & Macro Strategist, Wellington Alternative Investments
Eoin is a macro strategist and a member of the Global Macro and Fixed Income Team. In this capacity, he focuses on macro forecasting and analysis for the Western European economies including the UK, EMU, Scandinavia and Switzerland. He contributes to the management of global portfolios for the firm’s clients around the world, and his research provides valuable insights to investors throughout the firm as he translates macro data into investable ideas and themes.
Prior to joining Wellington Management in 2013, Eoin worked at MC Squared Global Investors (2011 — 2013) as a macroeconomist and equity analyst. Before that, he worked as a European economist at BNP Paribas in London (2005 — 2011).
Eoin received a master’s in finance with distinction from the London Business School (2010), an MPhil in economics from Cambridge University (2005), and a BSc in economics (first class) from the London School of Economics (2004).

Co-Head of External Investment Group, LMR Partners
Anthony is the Co-Head of the External Investment Group. He has over 24 years of experience on the liquid buy side. Anthony was Global Head of Portfolio Management at Man Investments, where he spent nine years researching hedge funds and allocating to external managers. He subsequently spent ten years at GAM as Head of Alternatives and Head of Systematic Hedge Funds, building both internal strategies and managing external allocations. Most recently, he built a high Sharpe Ratio hedge fund business over four years.
Anthony holds an MBA in Finance and Economics from the University of Chicago Booth School of Business, and a BSc (highest honours) in Finance from the University of Illinois.

Research and Content Director, SBAI
Brian Digney joined the SBAI in March 2023 in the role of Research and Content Director. He is responsible for content development and co-ordination of the ongoing and future working groups on a wide variety of topics, including valuation of private assets, ESG & carbon footprinting, governance, insurance linked strategies, digital assets, asset management regulation and compliance as well as new topics to be determined in the future.
Prior to joining the SBAI, Brian was the Head of Due Diligence & Governance Oversight at Innocap Global Investment Management (Ireland) Ltd (2018-2023) in Dublin, a subsidiary of Innocap Investment Management Inc., a US$50bn hedge fund platform. He acted as Designated Person for Operational Risk Management, a regulated role by the Central Bank of Ireland. He also sat on Innocap’s Irish Risk Oversight and Valuation Committees. In 2017, Brian joined Albourne Partners in London as a Senior Operational Due Diligence Analyst. From 2015 to 2017 he was employed as an Operational Due Diligence Analyst at Mercer Sentinel in London. From 2010 to 2015 he held various Associate level roles at Decura LLP, Morgan Stanley and Citi.
Brian holds an LLB Hons in Law with Criminology and an M.Sc. in Management and Corporate Governance from University of Ulster. Brian is a Chartered Alternative Investment Analyst.

Partner, Morgan, Lewis & Bockius
Steven Lightstone advises on financial services, securities, and derivatives regulatory issues. His clients include asset managers across a wide range of asset classes and their funds, banks, broker-dealers, fintech firms, payment institutions, institutional investors, insurers, lenders, and market associations. Steven serves as a co-leader of the firm’s global fintech industry team.
Steven earned a BA in Philosophy from the University of Nottingham in 2007, completed the Graduate Diploma in Law (GDL) at Nottingham Law School in 2008, and went on to obtain his Legal Practice Course (LPC) qualification from the College of Law of England and Wales in 2009.
SBAI EMEA Committee Member; Portfolio Manager, Hedge Fund Investments, Elo Mutual Pension Insurance Company
Mika Jaatinen is a Portfolio Manager of Elo’s Hedge Fund investments. Mika joined Pension Fennia (Pension Fennia and Pension Tapiola merged in 2014) in 2004 as a risk analyst covering Fennia’s capital market investments. Mika became portfolio manager of hedge fund investments in 2007. Mika has also been responsible for equity mutual fund selection in Fennia from 2010 until the merger with Pension Tapiola.
Mika holds an MSc in economics degree from the Jyväskylä University.

Head of the Portfolio Solutions Group, AQR Capital Management
Thomas is the European Head of the Portfolio Solutions Group, where he focuses on conducting investment research and using AQR’s capabilities to enhance client portfolios. He contributes to white papers and engages clients on topics such as strategic asset allocation and capturing alternative sources of return. He is author and co-author of many published articles, including “Market Timing: Sin a Little” (JoIM), “Value and Interest Rates” (JoPM), and “Honey, the Fed Shrunk the Equity Premium” (JoPM).
Prior to AQR, he was a senior quantitative analyst and portfolio manager at Brevan Howard Asset Management, specializing in quantitative macro strategies and portfolio construction.
Thomas earned an M.Phys. in physics with first class honors from the University of Oxford.

Managing Director, Hedge Funds & Fixed Income, W.K. Kellogg Foundation
Reginald G. Sanders, CFA, CAIA is managing director of Hedge Funds & Fixed Income for the W.K. Kellogg Foundation, reporting to the Chief Investment Officer. In this role, he supports the foundation’s efforts to promote thriving children, working families and equitable communities. Sanders previously served on the foundation’s Impact Investment Committee for 16 years.
Prior to the Kellogg Foundation, Mr. Sanders was Manager of Pension Investments for Eastman Kodak Company. Prior to Eastman Kodak, Mr. Sanders was an equity analyst for AEW Capital Management and T. Rowe Price Associates, Inc. Additionally, Mr. Sanders was a utilities industry analyst for A.G. Edwards & Sons, Inc.
Mr. Sanders holds a BS from Florida A&M University and an MBA from Harvard Business School. He serves on the State of Michigan Investment Board and multiple investment, advisory, and governance committees, including those of Michigan State University, the Harry and Jeanette Weinberg Foundation, Cranbrook Schools, and several industry organizations focused on investment excellence and inclusion. In 2022, Institutional Investor recognized the W.K. Kellogg Foundation as Foundation of the Year for the leadership of its hedge fund team.

Chief Investment Officer, Local Pensions Partnership Investments (LPPI)
Richard is CIO at LPPI and has responsibility for the management of all investment and client activity.
Richard has more than 20 years of investment experience. Prior to joining LPP in 2017, Richard was Head of Portfolio Advisory (EMEA) at Albourne Partners for six years where he advised European investors on alternative investments, portfolio construction, and risk management.
Earlier in his career, Richard was Head of Multi-Strategy at Old Mutual Asset Managers and prior to this an analyst at GNI Fund Management. Richard holds a degree and a master’s degree in Engineering from the University of Cambridge and is a Chartered Alternative Investment Analyst.

Former Chief of the Secret Intelligence Service , MI6
John Scarlett co-founded SC Strategy and became non-executive Co-Chair in 2024. Sir John had a 38-year career in intelligence, serving as Chief of the Secret Intelligence Service (MI6) from 2004 to 2009 before which he was Chair of the Joint Intelligence Committee.
Sir John remains actively engaged with the international community, particularly as Co-Chair of the Global Advisory Council at the Woodrow Wilson Center, Washington DC and Vice President of the UK Association of the Legion d’Honneur.

Former Acting Director & Deputy Director , CIA
Michael Morell, the former Acting Director and Deputy Director of the Central Intelligence Agency, is one of our nation’s leading national security professionals, with extensive experience in intelligence and foreign policy. During his 33-year career at CIA, Michael served as Deputy Director for three-and-a half years, a job in which he managed the Agency’s day-to-day operations and analysis, represented the Agency at the White House and Congress, and maintained the Agency’s relationships with intelligence services and foreign leaders around the world. Michael also served twice as Acting Director, leading the CIA when Leon Panetta was confirmed as Secretary of Defense and again after David Petraeus left government. Michael’s senior assignments at CIA also included serving for two years as the Director of Intelligence, the Agency’s top analyst, and for two years as Executive Director, the CIA’s top administrator—managing human resources, the budget, security, and information technology for an agency the size of a Fortune 200 firm.
He received the Presidential Rank Award for exceptional performance – the nation’s highest honor for civilian service. He also received the Distinguished Intelligence Medal, the CIA’s highest award. Michael is also the recipient of the Distinguished Career Intelligence Medal, the National Intelligence Distinguished Service Medal, and the Department of Defense Service Medal Michael is the author of the New York Times bestseller “The Great War of Our Time: An Insider’s Account of the CIA’s Fight Against Terrorism – From al Qaida to ISIS.”
He serves on the Honorary Board of Directors at the International Spy Museum. Michael served on the Board of the CIA Officers Memorial Fund and on the Board of the National Intelligence University Foundation.

Chief Global Affairs Officer, Balyasny Asset Management
Brooke Harlow is the Chief Global Affairs Officer at Balyasny Asset Management (BAM) and a member of the firm’s Management Committee. She is responsible for global public policy, legislative and regulatory affairs, and leads the geopolitical risk team at the firm. She also manages the firm’s philanthropy, employee networks, and sustainability initiatives and previously led vendor partnerships and global corporate services.
Harlow joined BAM in 2023 from the Managed Funds Association, where she served as Chief Commercial Officer. Before that, Harlow was a Managing Director at Highbridge Capital Management and Vice President in the Investment Bank at J.P. Morgan. Harlow has been recognized as one of the 50 Leading Women in Hedge Funds and serves on the Global Advisory Board of Girls Who Invest as well as ATLAS Fellows. She is a life member of the Council on Foreign Relations, a member of the Economic Club of New York, former co-president of the Board of Governors and trustee of The Hotchkiss School, and an executive committee member of the Women’s Board of the Boys Club of New York.
Harlow has a Bachelor of Arts in American Studies from Yale University and was selected as a Rotary Scholar to study International Relations at El Colegio de Mexico in Mexico City.

SBAI Chair; CEO, Martlet Asset Management
Jane is Chief Executive Officer of Martlet Asset Management responsible for firm strategy, organization and performance. Martlet is based in Newport Beach, CA and was founded in July 2018. The firm’s strategies include alternative risk premia and developing liquid strategies with a focus on fixed income.
Prior to this, Ms. Buchan co-founded and led Pacific Alternative Asset Management Company (PAAMCO), a Fund of Hedge Funds focused on institutional investors for 18 years. Under her leadership first as CEO of PAAMCO and then co-CEO of PAAMCO Prisma, the firm grew to $32 billion AUM placing it third globally in the league tables by the time of her retirement in July 2018 (HFM InvestHedge Billion Dollar Club).
Jane began her career at J.P. Morgan Investment Management in the Capital Markets Group where she was trained in quantitative fixed income portfolio management. She has been an Assistant Professor of Finance at the Amos Tuck School of Business at Dartmouth. She recently served as chairwoman of the board for the Chartered Alternative Investment Analyst Association (CAIA) and is a member of the Advisory Board for the Master of Financial Engineering Program at UCLA Anderson School of Management.
Jane holds both a PhD and an MA in Business Economics (Finance) from Harvard University. She earned a BA in Economics from Yale University. Jane has thirty-three years of experience in investment management and portfolio construction with institutional investors.

Chief Executive Officer, RBC BlueBay Asset Management
Chief Executive Officer, executive member of the Board of BlueBay Asset Management, member of the RBC GAM and European Executive Committees (Parent Company) and Head of RBC GAM in EMEA & APAC. BlueBay is a London headquartered active fixed income specialist, structured to deliver outcomes tailored for investors seeking to enhance the returns of their portfolios. Investing globally for clients across corporate and sovereign debt, rates and FX, we manage over US$60 billion in AUM and embody the best of alternative and traditional asset management.
Prior to BlueBay, Erich was Chief Executive of APAC, Head of Global Business Development and member of the Executive Committee of London based Aviva Investors. Erich has over 30 years’ experience in financial services and over 15 years managing global businesses, working across institutional and wholesale markets in both traditional and alternative asset classes.
Erich has an MBA from the University of California, Los Angeles, and an MBA (Asia Focus) from the National University of Singapore.
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