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Brian Digney, SBAI Research & Content Director, joins William Kelly, CEO of CAIA, to share intriguing ODD anecdotes and observations, drawing on real-life scenarios and peppered with past experiences. They delve into the significance of operational plumbing within the industry, the rise of illiquid investments, and the vital role that ODD plays in detecting trends and risks. Also, Brian explores the delicate balance between risk and reward, outlining the key factors that institutional investors consider when partnering with emerging managers.

Jean-Francois Mauvis (former Head of ODD at Pantheon Ventures) shares his view on how ODD practitioners approach the assessment of investment manager valuation practices related to private market assets.

Mario Therrien, the former Chair of the SBAI and Head of Investment Funds at CDPQ, reflects on his tenure, while Jane Buchan, CEO of Martlet Asset Management and the new SBAI Chair, shares her vision for the future.

This is the inaugural episode from our newly launched SBAI and Morgan Lewis Regulatory Compliance podcast series. It is co-hosted by Christine Ayako Schleppegrell, Partner at Morgan Lewis and Brian Digney, Research and Content Director at the SBAI. This new collaboration aims to provide valuable insights into regulatory developments impacting the alternative investment industry. 

Jean-François Mauvis joins Brian Digney to discuss the evolving role of operational due diligence in private markets, exploring resourcing challenges, independence, and the increasing consultative approach of ODD practitioners.

This episode explores how private market valuations are evolving—highlighting why independence, transparency, and regulatory scrutiny matter more than ever. The participants also discuss the growing role of technology, the realities of conflicts of interest, and why not all valuation services are created equal.

In this episode, listeners will gain practical advice on strengthening cyber and information security strategies, ensuring operational resilience, and conducting more meaningful due diligence on third-party providers.

This episode is part of the ongoing SBAI and Morgan Lewis Regulatory Compliance podcast series, co-hosted by Christine Ayako Schleppegrell, Partner at Morgan Lewis, and Brian Digney, Research and Content Director at the SBAI.

In this episode, Brian Digney speaks with Mike Butcher, Head Underwriter at K2 International, about specialised insurance for asset managers. They discuss key coverages—D&O, errors and omissions, crime, cyber, and employment practices liability—and how these protect both firms and individuals.

In this episode, Brian Digney is joined by Ben Gedye and Josh Madeiros from K2 Credit to explore the rising role of portfolio credit insurance as a risk management tool in private credit and debt markets. As traditional banks scale back lending, private asset managers are stepping in — and with that shift comes the need for sophisticated ways to hedge credit risk.