Standards Board for Alternative Investments (SBAI)

Navigating Operational Resilience: A Call to Action for COOs In today’s rapidly evolving business landscape, operational resilience has emerged as a critical focus for investment organisations striving to withstand disruptions to continue to deliver on their objectives. With impending compliance deadlines and frameworks over the next few months in the UK and EU: Are your processes up to scratch? The SBAI invites eligible COOs, CFOs, and Head of Operations professionals to join peers in our dedicated Operational Leaders Community – where we share insights, strategies, and best practices around operational resilience and a range of other topics. Get in touch with the SBAI team to learn more, or apply to join the Community here: https://lnkd.in/eVE-EyAH #OperationalResilience #DORA #CTP #COONetwork #Collaboration #BusinessContinuity

We are delighted to share the news that Elizabeth "Betsy" Ewing, our Advisor of many years, has been awarded Citizen of the Year at the 2024 With Intelligence Allocator Prize. Congratulations, Betsy. Well deserved! Read more here: https://lnkd.in/e6Am-3fp

We are delighted to announce our new partnership with Dubai International Financial Centre Authority (DIFC Authority). https://lnkd.in/ekAHUpCY

We are delighted to share the latest updated Open Protocol Combined Template. For more information, please visit our Open Protocol page. https://lnkd.in/gZFuBvBj. #openprotocol

This week, we were excited to host our first-ever roundtable in Malaysia - bringing together leading industry experts to discuss the evolving landscape of alternative investments and their role in shaping modern investment portfolios. In addition to examining investment models and strategies, the event featured practical case studies and expert insights into asset allocation, diversification, and the impact of alternative strategies. This roundtable provided invaluable opportunity for collaboration and thought leadership within the global investment community. A special thank you to Khazanah Nasional Berhad for co-hosting this event with us. May Cheong 张淑炜, CFA, CIPM & Hisham Hamdan (Khazanah Nasional Berhad), Charmaine Chin (Blackstone), William Chow PhD, CFA, CAIA (Singlife), Raj Dhown (Cheyne Capital), Adam Kamyar (Winton), Atul Lele (Bridgewater Associates), Wai Leng Leong (Caisse de dépôt et placement du Québec (CDPQ)), Debra Ng, Yut Wah Leong & Gita Advani, CPA, CAIA (Albourne), Rebekah Pang (Astignes Capital ) Trevor Persaud (AIA), Benjamin Pollock, CFA (Jasper Capital Hong Kong Limited ), Jason Tan (Orchard Global), Juan Tan (Two Sigma), Ashish Tiwari (PIMCO) and Max Wong, CFA, CAIA (PAG).

Today in New York, Investor Chapter Members and Signatories of the Standards Board for Alternative Investments (SBAI) came together for a joint Regulatory, Legal & Compliance Masterclass. Today’s session was kindly hosted by Morgan, Lewis & Bockius LLP. Attendees heard about regulatory enforcement trends, developments in off-channel communications, investor and manager expectations in the post-Private Fund Adviser Rule environment, and best practices related to co-investments. Special thanks to Christine Ayako Schleppegrell, Courtney Nowell, and their colleagues for their fantastic insights and support.

We kicked off the week in Hong Kong with 'A Fireside Chat with Priti Singh' SBAI Trustee and Chief Risk Officer of CPP Investments | Investissements RPC. The discussion, moderated by Sidney Ma, Managing Director of Springs Capital, focused on investment priorities, the outlook for emerging and evolving risks, and valuable career lessons. We would like to thank Priti Singh and Sidney Ma for sharing their views and expertise with our stakeholder community in Hong Kong, as well as Springs Capital for sponsoring the breakfast.

Join us in New York next week for a joint Legal, Regulatory and Compliance Masterclass. Members of the SBAI can register through our website: https://lnkd.in/eGk2WtYM

If you are an institutional investor or manager who wants to understand separately managed accounts and how they work, consider joining our colleague in Zurich in November for a lively discussion.

We had a fantastic morning at our inaugural workshop focused on operating and obtaining investment mandates in the Middle East, hosted in partnership with Dubai International Financial Centre (DIFC).   This event marks the beginning of an exciting journey between the SBAI and DIFC, where we aim to enhance collaboration and foster a deeper understanding among all stakeholders. By promoting transparency and sharing best practices, we hope to further enrich this dynamic space. We’re excited for what’s to come as we continue this important journey!   A sincere thank you to Aspect Capital for hosting the workshop at their offices, and to all speakers and attendees for a highly informative discussion. Ali Hassan Chartered FCSI and Salmaan Jaffery (DIFC) Carolyn (Caro) Abram (Morgan, Lewis & Bockius LLP) and Hari Bhambra (Stone Advisory Ltd)   #Dubai #DIFC #Collaboration #Innovation #InvestmentStandards