Join us in New York for a focused gathering of allocators and managers, bringing together industry perspectives through candid discussion, insightful conversations, and meaningful connections.
The programme will explore key trends and developments shaping the alternatives landscape, including the evolving role of alternative strategies in institutional portfolios and the changing dynamics between allocators and managers.
Agenda:
1:00 PM: Registration & Networking







SBAI North America Committee; Head of Business Development, Magnetar Capital

SBAI North America Committee; Chief Client Officer, Member of Executive, Investment & Risk Committees, Graham Capital Management

Global Head, Client Group & Investor Relations , Polar Asset Management Partners

4:00 PM: Coffee Break

SBAI North America Committee; Managing Director - Operational Due Diligence, La Caisse

SBAI North America Committee; MD, Head of Active Public Markets, University Pension Plan Ontario (UPP)

SBAI North America Committee; Head of External Partnerships, Alberta Investment Management Co. (AIMCo)



5:00 PM: Concluding Remarks

MD, Global Co-Head of the Client & Partner Group, Citadel Advisors
Steve Valan 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. Steve joined Citadel’s Client and Partner Group in 2015.
Prior to joining Citadel, Steve held various roles at J.P. Morgan, most recently in the Leveraged Finance department, where he served in high-yield debt origination and capital markets roles.
Steve obtained his Master of Business Administration from Columbia Business School, where he received the Nahum Melumad Memorial Prize for outstanding scholarship, and a bachelor’s degree from the University of Delaware.
Steve is a Board Member of the Boys & Girls Club of Greenwich, where he is also a member of the Endowment Committee.

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.

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.

President & Chief Investment Officer, Graham Capital Management
Jens Foehrenbach, CFA, is the President and Chief Investment Officer of Graham Capital Management, L.P. (“Graham”), an alternative investment manager with approximately $22.2B AUM as of May 1, 2026. Mr. Foehrenbach oversees and supervises Graham’s discretionary and systematic portfolio manager teams, trading, and research. Mr. Foehrenbach is also a member of the firm’s Executive, Investment, and Risk committees.
Prior to joining Graham, he worked at Man Group from September 2008 to February 2025, most recently as Head of Public Markets within Discretionary Investments at Man Group. Mr. Foehrenbach has served in several capacities for the Man Group during his tenure at the firm, including Chief Investment Officer of Man Solutions and Chief Investment Officer of Man FRM. Prior to joining Man Group, Mr. Foehrenbach worked at Harcourt Investment Consulting AG as Senior Analyst and Head of Relative Value. Prior to Harcourt Investment Consulting AG, he was employed by UBS AG, where he worked on the bank’s fixed income derivatives trading desk in Switzerland and London.
Jens Foehrenbach received a Master’s degree in Business Economics from the University of Basel, Switzerland in 2001.

Co-Head of Equities & Head of US in the External Managers , GIC
Chris Lee is a Managing Director at GIC, where he is Co-Head of Equities and Head of US in the External Managers Department. He is based in New York and oversees the department’s presence in the US. Prior to joining GIC, he was a public equity investor at Orbis Investment Management and a private equity investor at American Securities. He started his career as an analyst, then associate, in Morgan Stanley’s M&A group.
He graduated with a BA in Ethics, Politics & Economics from Yale University and a JD from Harvard Law School.

Director, Client Relationship Group, Balyasny Asset Management
Spencer Samuels is a Director within the Client Relationship Group at Balyasny in New York. He joined Balyasny in 2022, originally out of their London office, prior to which he was a Hedge Fund Investment Analyst at Albourne Partners.
Spencer received his Bachelor of Commerce from the University of Sydney, Australia. Prior to university, Spencer spent time pursuing a career in professional football in Europe, where he played at clubs in England and France.

SBAI North America Committee; Head of Business Development, Magnetar Capital
Tom Sherwood is responsible for leading Magnetar’s business development, client relationship management, and investor relations functions globally. Tom and his team work together to serve the needs of Magnetar’s institutional and wealth management clients across the world, providing alternative investment solutions and dedicated client service. He has worked in this capacity since joining Magnetar in 2013. Tom is also a member of Magnetar’s Management, Operations and New Business and Ethics Committees.
Tom joined Magnetar from Barclays Capital, where he was a Managing Director in Fixed Income Sales. He was responsible for managing relationships across a range of institutional clients with a focus on credit markets, derivatives and structured products. He joined Barclays in 2008 as part of the acquisition of Lehman Brothers, where he worked in the same capacity beginning in 2004. Prior to joining Lehman Brothers, Tom spent 9 years at Merrill Lynch in both sales and trading roles across a number of fixed income markets including structured credit, interest rate, and municipal derivatives.
Tom earned a Bachelor of Arts degree in Political Economy with honors from Princeton University and a Master of Business Administration from the Tuck School of Business at Dartmouth.

SBAI North America Committee; Chief Client Officer, Member of Executive, Investment & Risk Committees, Graham Capital Management
Jennifer Ancker Whelen is the Chief Client Officer of Graham Capital Management, L.P. ("Graham"), an alternative investment manager with approximately $22.2B AUM as of May 1, 2026. Mrs. Ancker Whelen is also a member of the firm's Executive, Investment, and Risk committees. She became an Associated Person of Graham effective June 6, 2007 and a Principal January 15, 2021. Mrs. Ancker Whelen is responsible for the development of strategic relationships with Graham's global client base, including consultants and institutional investors.
Prior to joining Graham in April 2007, Mrs. Ancker Whelen was Principal and Director of Marketing & Investor Relations at Stadia Capital, LLC, a long/short equity hedge fund.
Mrs. Ancker Whelen graduated cum laude from Colby College in 1995 with a B.A. in Economics and a minor in Sociology.

Global Head, Client Group & Investor Relations , Polar Asset Management Partners
Les Young is Global Head, Client Group and Investor Relations at Polar Asset Management Partners, where he is responsible for the Firm’s global distribution strategy. He also oversees client services for both institutional and advisory partners.
Mr. Young joined Polar in 2013 as a Director focusing on marketing and fundraising across all investor segments. Prior to Polar, he was at Manulife Asset Management from 2008 to 2013, holding successive positions in marketing and fixed income product management, culminating as Managing Director, Institutional Sales.
Mr. Young graduated with a Bachelor of Commerce from Dalhousie University in 2002.

Partner & Head of Regulatory Affairs, Albourne America
Adrian Sales is a Partner and Head of Regulatory Affairs at Albourne, a specialist investment consultancy specializing in alternative investments, and is based in their Stamford, CT office. He joined Albourne in 2001 and until recently was Global Head of Operational Due Diligence.
Prior to Albourne he was Finance Director at Viacom UK and a manager at Ernst & Young.
He is a chartered accountant and graduate of Manchester University, UK.

SBAI North America Committee; Managing Director - Operational Due Diligence, La Caisse
John leads the team responsible for operational due diligence on CDPQ’s investment funds & external managers, across most asset classes and investment strategies. His role is to manage all business and operational risks, both in the pre and post investment phases, as well as to support fund structuring and investment implementation.
John joined CDPQ in 2002 and has an MBA from HEC Montréal.

SBAI North America Committee; MD, Head of Active Public Markets, University Pension Plan Ontario (UPP)
Christophe L'Ahelec is an investment professional with more than twenty years of global experience in France, Hong Kong, Switzerland, and Canada.
As Managing Director, Head of Active Public Markets, he is responsible for UPP’s global investment strategy with a particular focus on Active Public Market activities.
Prior to that, Christophe was a Senior Principal in the Capital Markets (CM) department, at Ontario Teachers’ Pension Plan Board where he was accountable for the top-down management of the external managers portfolio and was part of the investment committee allocating to hedge fund, private credit and long only equity managers. During his 11 years tenure at OTPP, he originated, conducted due-diligence, and on-boarded systematic alpha managers in the equity and futures space, along with leading the group's work in the alternative risk premia space.
Before coming to Canada, Christophe was a quantitative analyst and assistant portfolio manager at Mignon Genève SA/Alpstar Asset Management, in Switzerland, where he took part in the creation and portfolio management of a European systematic market neutral fund.
Christophe spent the first two years of his career working for BNP Paribas in Hong Kong where he provided real-time quantitative support to the fixed-income trading desk.
Christophe is a graduate engineer in Finance and Applied Mathematics from the Ecole Nationale Supérieure d’Informatique et de Mathématiques Appliquées de Grenoble, France and holds the Chartered Financial Analyst® designation. He has been invited to speak globally on advanced portfolio and risk management topics and is also known for his work as an academic writer. His papers have been published in the Journal of Asset Management and the Journal of Alternative assets.

SBAI North America Committee; Head of External Partnerships, Alberta Investment Management Co. (AIMCo)
Brandon Gill New leads AIMCo’s External Partnerships team, overseeing the Plan’s external Public Equity and Absolute Return investments. At AIMCo, Brandon oversees the strategy, success, and growth of the External Partnerships portfolio, builds and nurtures client and partner relations, and contributes to setting long-term strategic goals.
Prior to joining AIMCo, Brandon spent 5 years at OPTrust, most recently as the Managing Director & Head, Multi-Strategy Investments and Digital Assets. Previously, Brandon was a Director at BMO Capital Partners, a proprietary private debt and equity fund at Bank of Montreal. She also spent a decade at Ontario Teachers’ Pension Plan, serving as a Portfolio Manager in the Alternative Investments Division, managing a portfolio of global hedge funds and esoteric investment funds.
Brandon holds an MBA from London Business School and a BA in International Economics from Middlebury College in Vermont. She is also a CFA Charter holder. Brandon currently serves the Chair of the Investment Advisory Committee for The Junior League or Toronto’s Legacy Fund, and as a representative on the North American Advisory Committee of the Standards Board of Alternative Investments.

Senior Principal, Cerity Partners OCIO
Nick is a Senior Principal in the New York office, where he runs the Cerity Partners OCIO Absolute Return Investment Program. Within this role, he plays a pivotal part in setting the direction of client Absolute Return portfolios, including overall portfolio construction, as well as sourcing and diligently assessing Cerity Partners’ investments. Nick also serves as a client portfolio manager for multiple OCIO relationships and is a member of the Cerity Partners OCIO Investment Committee.
Before joining Cerity Partners, Nick was a Managing Director at Agility. Prior to that, he worked as a member of the Investment Team at Quish & Co., where he sourced and conducted research on alternative investment managers. Nick’s previous responsibilities included financial market research, investment and operational due diligence, as well as trading and monitoring trade analytics for an internally managed systematic equity fund. While an undergraduate, Nick interned for Agility.
In his spare time, Nick takes on endurance challenges, having completed ultra-distance races like The Speed Project and Southbound 400.

Senior Portfolio Manager, Absolute Return , CN Investment Division
Sandy Poiré is the Senior Portfolio Manager for the Absolute Return team at the CN Investment Division. In her current role, she is responsible for allocating to external managers for the hedge fund portfolio. Sandy joined the Division in 2011, initially working on the Divisions’ European, Asia-Pacific and Emerging Markets equity portfolios.
Sandy graduated from the John Molson School of Business (Concordia University) with a Bachelor of Commerce degree and was the Valedictorian of her graduating class. She also received the Calvin Potter Fellowship from Concordia’s Kenneth Woods Portfolio Management Program. Sandy has been a CFA charterholder since 2014 and completed her Master’s in Business Administration at Queen’s University in 2017. Sandy was recognized as one of the 50 Leading Women in Hedge Funds 2025, in a ranking published by The Hedge Fund Journal’s 50 Leading Women in Hedge Funds 2025.
Sandy is the past president of the board of CFA Montreal. She is also an ally for FitSpirit, a Quebec-based organization dedicated to encourage teenage girls to stay physically active throughout their lives by creating unforgettable experiences for them.

SBAI North America Committee; CIO, Kepos Capital
Mark Carhart is the Chief Investment Officer and a founding partner of Kepos Capital LP. Prior to founding Kepos in 2010, Mark was a Partner and the Co-Chief Investment Officer of the Quantitative Investment Strategies Group at Goldman Sachs Asset Management, and prior to GSAM he was an Assistant Professor at the Marshall School of Business at USC and a Senior Fellow at The Financial Institutions Center at The Wharton School.
Mark’s publications include articles in The Journal of Finance, The Review of Financial Studies, and the Financial Analysts Journal, and he received the FAJ’s Graham and Dodd Award in 2014. He is also a co-author of Modern Investment Management: An Equilibrium Approach.
Mark earned a B.A. from Yale University in 1988, became a CFA Charterholder in 1991, and received his Ph.D. from the University of Chicago Booth School of Business in 1995. Mark is a member of the Investment Committee at Carnegie Corporation of New York. He is also a member of the Booth Council at the University of Chicago and serves as the Chairman of the non-profit board of InTandem Cycling, as well as an investment committee member for the Aldrich Museum.
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