In this episode, Ryan McNelley of Kroll joins Brian Digney of the SBAI to explore how private market valuations are evolving—highlighting why independence, transparency, and regulatory scrutiny matter more than ever. They 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.

Christine Ayako Schleppegrell and Brian Digney kick off the SBAI and Morgan Lewis Regulatory Compliance podcast, exploring key regulatory shifts, compliance challenges, and global trends shaping the alternative investment industry.

Mario Therrien reflects on his tenure as SBAI Chair, while Jane Buchan shares her vision for the future, covering industry shifts, governance, transparency, and emerging challenges like AI and private credit.

Jean-François Mauvis joins Brian Digney to explore how ODD practitioners assess investment manager valuation practices, covering asset class impact, valuation policies, independence, and regional regulatory differences.

Nicolas Roth joins Brian Digney to unpack private markets, from valuation challenges to rising interest rates and the evolving landscape of private credit and secondaries.

Michael Cappucci (Managing Director 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.

Mario Therrien is joined by Wayne Cohen whose firm is one of the founders of the SBAI. They discuss the SBAI, private and public markets, embracing technology, diversity and more.

In this episode from our Founder series, Poul Winslow (until recently Global Head of Capital Markets and Factor Investing at CPP Investments and an SBAI Trustee) is joined by SBAI Trustee Stuart Fiertz (President of Cheyne Capital – one of the founders of the SBAI) to look back at how it all started and how the industry is evolving. They discuss the SBAI, the case for alternatives, ESG and more.

In the first of our Founder series podcasts, one of our newest Trustees Paula Volent (CIO of Rockefeller University) is joined by our Deputy Chair Luke Ellis (CEO of Man Group – one of the founders of the SBAI) to look back at how it all started and how the industry is evolving. They discuss the SBAI, where to find alpha, diversity and more.

Alvin Fan (CEO, OPIM) and Mark Smith (Principal and Head of Business Development, Northwest Investment Management) discuss all things China in episode 4 of the SBAI Podcast series. Discussion topics include how the market has changed as well as both the opportunities and the risks.

Mario Therrien (SBAI Chair; Head of Investment Funds and External Management, CDPQ) and Dame Amelia Fawcett (Lead Independent Director, State Street Corporation), discuss diversity from the perspectives of a board member and an institutional allocator. The discussion focuses on why culture and diversity are important and the role of board members and allocators in helping to improve culture and diversity in the alternative investment industry.

Sara Razmpa (Director, Head of Responsible Investment, Portfolio Manager, Equities, Unigestion) and Rob Sachs (Head Of Business Development, Whitebox Advisors LLC) touch upon producing carbon footprints for firms and portfolios, the state of ESG data, and the frequency and content for investor reporting.

Barbara Bernstein (Chief HR Officer, Magnetar Capital) and Amanda Cherry (Director of HR, Aspect Capital) discuss measuring and evidencing the culture of a firm - a difficult concept that many alternative investment firms are currently grappling with. Also covered is the shifting cultural focuses due to the pandemic, and some practical tips on forming an inclusive culture in the workplace.