Annual North American Stakeholder Forum

12:30 - 13:00 Registration

13:00 - 13:15 Welcome remarks

  • Mario Therrien, SBAI Chair; Head of Investment Funds and External Management, CDPQ
  • Ed O’Reilly, SBAI Trustee, Senior Managing Director, Citadel

13:15 - 14:05 Opening Panel: A Macro Playbook for 2022 and Beyond (MAIN AUDITORIUM)

Opening panel
  • Views on Inflation
  • The impact of Climate Change and Net Zero commitments on the markets
  • Topical issues such as conflicts and energy transitions


  • Pablo Calderini, President & CIO, Graham Capital Management
  • Mike Jacobellis, CIO, New Holland Capital
  • Angel Ubide, Head of Economic Research for Global Fixed Income and Macro, Citadel
  • Poul Winslow, SBAI Trustee, Global Head of Factor Investing and Capital Markets, CPP Investments (Moderator)


14:05 - 14:15 Transiton to breakout rooms

14:15 - 15:15: Break-Out Sessions

Breakout Group 1 - Institutional Investor Priorities

Discussion topics 
  • Potential key drivers for the markets in 2022
  • Gaps in portfolios that need to be actively filled
  • Interesting strategies and asset classes for 2022
  • Geographic regions of interest in 2022
Discussion Leaders
  • Gordon Corbett, MD, Global Head of Prime Financing Advisory, Bank of America Securities
  • Samantha Foster, MD, Russell Investments
  • Sapna Vir, Director, External Relationships, New Holland Capital
  • Paula Volent, CIO, The Rockefeller University


Breakout Group 2 - Building Diversity into your Portfolio

Discussion topics 
  • Are there biases in manager selection?
  • What are the causes of biases?
  • How can allocators expand their networks?
  • What changes can be made to manager selection processes?
Discussion Leaders
  • Mario Therrien, SBAI Chair, Head of Investment Funds & External Management, CDPQ
  • Jimmy Yan, Director of ESG - Bureau of Asset Management, Office of New York City Comptroller
  • Jane Buchan, SBAI Trustee, CEO, Martlet Asset Management (Moderator)



Breakout Group 3 - Digital Assets – Investment Discussion

Discussion topics
  • Are Digital Assets here to stay or a passing fad?
  • How will regulation impact the market?
  • How do you effectively risk manage volatile assets?
  • Will crypto assets become more mainstream or mostly remain in dedicated crypto funds?
Discussion Leaders
  • Zoe Cruz, Founder & CEO, Menai Financial Group
  • Derek Drummond, Funds Alpha Manager, State of Wisconsin Investment Board (Moderator)
  • Eric Peters, Founder & CEO, One River Asset Management
  • Travis Williamson, Partner, Head of Hedge Fund Research, Albourne America LLC


15:15 - 15:45 Refreshment break

15:45 - 16:00 SBAI Presentation (MAIN AUDITORIUM)

SBAI Priorities 2022
  • Thomas Deinet, Executive Director, SBAI


Working Groups & Outcomes
  • Maria Long, Research & Content Director, SBAI


16:00 - 16:45 Closing Panel: Navigating Transitions & Future Opportunities & Risks

Closing discussion topics
  • How are social movements impacting organisations?
  • The impact of the Great Resignation and the War for Talent
  • Hybrid and Remote Working – how will this work going forward?
  • The Generational Gap and its impact on the workplace
  • Building a business for the future
Closing panel
  • Damien Dwin, Founder, Lafayette Square
  • Luke Ellis, SBAI Deputy Chair, CEO, Man Group
  • Josh Levine, Global Head of Distribution & Partnerships, Bridgewater Associates
  • Carter Lyons, Chief Business Officer, Two Sigma
  • Jen Prosek, Founder, Prosek Partners (Moderator)


17:00 - 18:00: Cocktail reception