Annual General Assembly

Join leading asset managers and allocators as we review the past year and look to the future. 


14:00 – 14:30 Registration and networking

14:00 - 14:10 Opening Remarks

  • Mario Therrien, SBAI Chair, Head of Investment Funds and External Management, CDPQ

13:15 - 13:30 SBAI Overview

  • Thomas Deinet, Executive Director, SBAI

15:00 – 15:45 Institutional Investor Panel

14:20: Panel: 15 years of the SBAI – Why Standards Still Matter and the Evolving Role of the Fiduciary


Discussion Points: 

  • What has changed in 15 years
  • Why we can’t be complacent
  • Are we on the right path as an industry?
  • What being a good guardian of capital really entails
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Stuart Fiertz, Co-Founder, President and Director of Research, Cheyne Capital Management

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David Harding, Founder and Executive Chair, Winton Group

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Sir Paul Marshall, Co-Founder and Chairman, Marshall Wace

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Simon Ruddick, Chairman, Albourne Partners

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Kathryn Graham, Non Executive Director, The Pension SuperFund (Moderator)




  • Tom Joy, CIO, Church Commissioners for England
  • Elena Manola-Bonthond, CIO, CERN Pension Fund
  • Pontus von Essen, Head of Strategy, AP7

15:45 – 16:00 Networking break

16:00 – 17:00 Interactive Breakouts

Group 1: The Future of Operational Due Diligence

  • Will more ODD be virtual? 
  • Are there new risk areas being assessed? e.g Hybrid working 
  • What are managers and allocators struggling with? 

Group 2: Setting Achievable Diversity Goals

  • Discussing the types of goals and sharing potential solutions. 

Group 3: ESG Rachets and Sustainability Linked Loans

  • What are the issues?
  • Does this need standardisation? 
  • How to avoid greenwashing or the perception of greenwashing.

Group 4: Carbon Footprinting

  • How do investors influence emissions? 
  • Is there a distinction between a risk and net zero perspective? 
  • What are the Greenwashing concerns?
  • Net zero reporting frameworks - what needs to be disclosed? 

17:00 Drinks Reception