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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 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.

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 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. 

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.

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.

Nicolas Roth, Managing Director and Head of Private Markets Advisory at UBP, shares his insights on private markets from an investment practitioner's perspective.

Michael Cappucci (MD for Sustainable Investing, Harvard Management Company), David Gulkowitz (COO, DSC Meridian Capital) and Pierre Lenders (Head of Sustainability, Capital Fund Management) discuss sustainability and its impact in alternative investments, including the role that derivatives and short positions play in managing GHG-Emission risk and supporting the climate transition.

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.

Thomas Deinet, SBAI Executive Director, joins William Kelly, CEO of CAIA, to discuss the fascinating journey of the SBAI and its mission to establish industry-wide standards. He also explores the pressure faced by the hedge fund industry during the financial crisis and the importance of transparency and collaboration in improving industry practices.