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:
Core Supporters & Investors Only (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?
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


William R. Rhodes ’57 Professor of International Economics , Watson Institute for International & Public Affairs at Brown University

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


Chief Investment Officer, Local Pensions Partnership Investments (LPPI)

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?


17:10: Concluding Remarks and Refreshments
More agenda details and Speakers to be announced

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.

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.

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 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.

William R. Rhodes ’57 Professor of International Economics , Watson Institute for International & Public Affairs 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.

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.

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.

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.

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.
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