2026 North American Stakeholder Forum

Shaping the Next Chapter Together

Join us in New York City for our Annual North American Stakeholder Forum. With momentum building across the sector, this year's Forum is themed "Shaping the Next Chapter Together" and will bring senior industry leaders to explore its next chapter of growth and set the agenda for the coming years. 

You can expect intimate peer-to-peer discussions focused on growth, opportunity, and practical solutions, alongside thought-provoking fireside chats.  

Agenda Outline: 

11:00 AM: Registration 

11:30 AM: Lunch 

12:30 PM: Welcome Remarks

 

12:35: Fireside Chat with Lt. Gen. (Ret.) Keith Kellogg, US Army

 

 

1:20 PM: Session One Table Discussions 

Table 1, 2 & 3: Structuring Equity Alpha: Portable Alpha, Extension Strategies & Alpha Sourcing

Exploring evolving approaches to equity portfolio construction, including portable alpha, active versus passive management, leverage, and emerging sources of differentiated return.

Discussion Leaders: 

  • Clint Carlson, CEO, Carlson Capital

  • Derek Drummond, SBAI Trustee; Head of Strategy - Funds Alpha, State of Wisconsin Investment Board (SWIB)

  • Armand Foy, Head of Distribution, North America, Twelve Securis

  • Nicholas Hartnett, Senior Principal, Co-Head of Absolute Return, Cerity Partners OCIO

  • Brian Jandrucko, Managing Director, Investments, Church Pension Fund 

  • Christophe L'Ahelec, Managing Director, Head of Public Markets, University Pension Plan Ontario

  • Bobby McGann, Business Development, Farallon Capital Management

  • Thomas Prunty, Senior Vice President, Two Sigma Investments

  • David Sheng, Senior Portfolio Advisor, Aksia

  • Lauren Sholder, Co-Head of Investor Relations, Winton Capital Management

Table 4, 5 & 6: The Great Convergence: Blurring of Asset Classes, Strategies & Structures

Examining the platformisation of asset management and convergence of public and private markets, the rise of multi-strategy firms, drivers of industry consolidation, and the implications for liquidity, governance, capacity, conflicts, and portfolio construction.

Discussion Leaders: 

  • Richard Lowther, Co-Founder & Managing Partner, Integral ILS

  • Ed O'Reilly, SBAI Trustee

  • Ty Powers, Director of Multi-strategy Investments, North Carolina Investment Authority

  • Sadaf Shekarkhand, Senior Vice President, PIMCO

  • Mario Therrien, SBAI Trustee; Investment Funds & External Management, Public Markets, La Caisse

  • Heather Tobin, SBAI Trustee; Senior MD, Global Head of Capital Markets& Factor Investing, CPP Investments

  • Bill Tsotsos, Managing Director, PGIM

  • Paula Volent, SBAI Trustee; Vice President & CIO, Rockefeller University

  • Joel Whidden, Global Head of Business Development, Bridgewater Associates 

Table 7 & 8: Managing the Uncontrollable & Hidden Risks

Exploring underappreciated portfolio risks and opportunities, regime shifts, crowding and liquidity pressures, geopolitical uncertainty, and evolving approaches to resilience and risk management.

Discussion Leaders: 

  • Tony Caruso, Managing Director, Hedge Funds, UTIMCO

  • Jonathan Daffron, Head of Managed Accounts, Man Group

  • Brandon Gil New, Managing Director, Head of External Partnerships, AIMCo

  • Shikha Gupta, SBAI Trustee; Executive Director, Alternatives, Future Fund

  • Adam Lane, Senior Managing Director, Blackstone

  • Chris Schindler, Head of Systematic Strategy, Polar Asset Management Partners

  • Peter Vaiciunas, Portfolio Specialist, Capital Fund Management 

Table 9: Manager Selection: Identifying True Alpha

Discussing how allocators distinguish skill from luck, true alpha-generating capability, build conviction in managers, and respond when outcomes diverge from expectations.

Discussion Leaders: 

  • Brad Gilbert, Head of External Public Markets, Teacher Retirement System of Texas

  • Mark Carhart, Founding Partner & CIO, Kepos Capital 

  • William Young, Co-CIO, New Holland Capital

  • Jennifer Ancker Whelen, Chief Client Officer & Co-Head of Investor Relations, Graham Capital Management 

Table 10 & 11: Portfolio Liquidity: Valuations, Continuation Funds, etc.

Exploring how continuation vehicles, secondaries, and other liquidity solutions are reshaping portfolio management, governance, and alignment for investors navigating a complex private market environment.

Discussion Leaders: 

  • Mark Attanasio, Director, Absolute Return Strategies, GM Asset Management

  • Stuart Fiertz, SBAI Trustee; President & Co-Founder, Cheyne Capital Management

  • Arthur Guimaraes, COO, UC Investments (UCOP)

  • Brendon Reay, Managing Director, Bush Foundation 

  • Jason Tan, SBAI Trustee; Head of Asia Pacific, Orchard Global

Table 12: Credit at an Inflection Point

Assessing relative value across public and private credit markets, structural change, market stress and shifting cycle dynamics.

Discussion Leaders: 

  • Ben Bronson, Managing Director of Investments, New York University Investment Office

  • Mike Pang, Co-CIO, Tetragon Credit Partners

  • Tom Sherwood, Co-COO & Head of Business Development, Magnetar

2:35 PM: Coffee Break

3:00 PM: Session Two Table Discussions

Table 1 & 2: Data Integrity to Enable AI Usage

Examining how investment organisations are adopting AI across research, operations, and reporting, including governance, data integrity, implementation challenges, and portfolio implications. 

Discussion Leaders: 

  • Shikha Gupta, SBAI Trustee; Executive Director, Alternatives, Future Fund

  • Adam Lane, Senior MD, Blackstone

  • Tom Sherwood, Co-COO & Head of Business Development

  • Elis Sokolowski, Staff Software Engineer, Man Group 

  • Ryan Teal, Partner, Senior ODD Analyst, Albourne Partners

  • Peter Vaiciunas, Portfolio Specialist, Capital Fund Management

Table 3, 4 & 5: Optimizing your Access to Alpha: Structural Implementation (SMAs, etc.)

Exploring the evolution and implementation of SMAs and related structures, including strategic fit, governance, operational complexity, transparency, and the potential for operational alpha.

Discussion Leaders: 

  • Michelle Avallone, COO, Dockside Platforms

  • Tony Caruso, MD, Hedge Funds, UTIMCO

  • Jean-Francois Crousillat, Managing Director, Lighthouse Investment Partners

  • Jonathan Daffron, Head of Managed Accounts, Man Group

  • Derek Drummond, Head of Strategy - Funds Alpha, State of Wisconsin Investment Board (SWIB)

  • Brandon Gil New, MD, Head of External Partnerships, AIMCo

  • Nicholas Hartnett, Senior Principal, Co-Head of Absolute Return, Cerity Partners OCIO

  • Brian Jandrucko, MD, Investments, Church Pension Fund 

  • Joshua Kestler, President, Innocap Investment Management

  • Christophe L'Ahelec, MD, Head of Public Markets, University Pension Plan Ontario

  • Bobby McGann, Business Development, Farallon Capital Management

  • John Richardson, COO & General Counsel, Ionic Capital Management

Table 6, 7 & 8: Building an Organisation for the Future

Exploring the future of leadership and talent in investment organisations, including succession planning, retention and incentives, leadership principles, and strategies for building resilient teams for the long term.

Discussion Leaders: 

  • Clint Carlson, CEO, Carlson Capital

  • Tom DeAngelis, President, Walleye Capital

  • Stuart Fiertz, SBAI Trustee; President & Co-Founder, Cheyne Capital Management

  • Brad Gilbert, Head of External Public Markets, Teacher Retirement System of Texas (TRS)

  • Ed O'Reilly, SBAI Trustee

  • Edouard Robbes, COO & Head of Operations, Pan Capital Management

  • Ty Powers, Director of Multi-Strategy Investments, North Carolina Investment Authority

  • Mario Therrien, SBAI Trustee; Head of Investment Funds & External Management, La Caisse

  • Paula Volent, SBAI Trustee; Vice President & CIO, Rockefeller University

  • Jennifer Ancker Whelen, Chief Client Officer & Co-Head of Institutional Relations, Graham Capital Management 

Table 9: GP/LP Dynamics: Data Issues & Efficiency in Manager Reporting

Discussing consistency in investment reporting and operations, including evolving standards and frameworks, operational complexity, and the role of technology, automation, and data quality.

Discussion Leaders: 

  • Mark Attanasio, Director, Absolute Return Strategies, GM Asset Management

  • Arthur Guimaraes, COO, UC Investments (UCOP)

  • David Gulkowitz, Partner, COO and CFO, DSC Meridien

Table 10 & 11: GP/LP Dynamics: Strengthening the Partnership between GP's & LPs

Discussing how managers and allocators can strengthen alignment, communication, transparency, and long-term partnership beyond performance alone. 

Discussion Leaders: 

  • Ben Bronson, Managing Director, Investments, New York University Investment Office

  • John-Allan Dacres, Managing Director, Fund of Hedge Funds, La Caisse

  • Frances Orabona, Head of Global Business Development, TFG Asset Management

  • David Sheng, Senior Portfolio Advisor, Aksia 

  • Sadaf Shekarkhand, Senior Vice President, PIMCO

  • Mark Tower, Head of Business Development & Investor Relations, Asset Management One 

  • Arabella Wuchek, Partner & Relationship Manager, Albourne Partners

Table 12: GP/LP Dynamics: Developing & Incubating the Next Generation of Managers

Exploring the evolving landscape for emerging managers, including scale, institutional credibility, operational demands, talent competition, seed models, and allocator conviction.

Discussion Leaders: 

  • Sean Feng, CEO, Springs Capital 

  • Brendon Reay, Managing Director, Bush Foundation

  • Jamie Wise, Co-Founder & CEO, Periscope Capital

  • William Young, Co-CIO, New Holland Capital

4:15 PM: Macroeconomic Outlook: Shifting Regimes and Crosscurrents

 

 

5:00 PM: Concluding Remarks & Refreshments