Podcast Episode 10: A Conversation on Private Market Valuations: Insights from the ODD Perspective
SBAI Podcast8 Jan 2025

Podcast Episode 10: A Conversation on Private Market Valuations: Insights from the ODD Perspective

In this episode, Jean-François Mauvis, former Head of Operational Due Diligence (ODD) at Pantheon Ventures, joins Brian Digney, Research and Content Director at the SBAI, to share his expert insights into how ODD practitioners assess investment manager valuation practices in private markets. The discussion covers:

  • The impact of different asset classes and fund structures on valuation risk profiles.
  • Key considerations in evaluating valuation policies and methodologies.
  • The role of segregation of duties and the importance of independence in valuations.
  • Regional differences in valuation practices and regulatory frameworks.
  • Advice for private market managers seeking institutional allocations.

About the SBAI:

We are an active alliance of asset managers and allocators dedicated to responsible practice, partnership, and knowledge. Our Alternative Investment Standards are adopted by over 150 asset managers and supported by around 100 institutional investors – in short, we solve for better.

To find out more, visit sbai.org or contact us at info@sbai.org

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For more information visit https://www.sbai.org/

Episoder(21)

Podcast Episode 21: Building Scale, Stewardship and Long-Term Thinking in Pension Investing

Podcast Episode 21: Building Scale, Stewardship and Long-Term Thinking in Pension Investing

In this episode, SBAI’s Brian Digney is joined by Richard Tomlinson, Chief Investment Officer of Local Pensions Partnership Investments (LPPI), to discuss what it takes to build a modern institutional...

9 Feb 33min

Podcast Episode 20: Trade Errors, Transparency and Culture in Systematic Investing

Podcast Episode 20: Trade Errors, Transparency and Culture in Systematic Investing

In this episode, SBAI’s Brian Digney is joined by Leda Braga, Chief Executive Officer of Systematica Investments, and Ben Dixon, the firm’s General Counsel and Chief Compliance Officer. Together, they...

6 Jan 40min

Podcast Episode 19: Understanding Insurance-Linked Securities: Navigating Risk, Return and Resilience

Podcast Episode 19: Understanding Insurance-Linked Securities: Navigating Risk, Return and Resilience

In this episode, SBAI’s Brian Digney is joined by Chantal Berendsen, Partner and Senior Hedge Fund IDD Analyst at Albourne Partners, and Richard Lowther Managing Partner and Co-Founder of Integral ILS...

24 Nov 202531min

Podcast Episode 18: A Conversation on Demystifying Portfolio Credit Insurance: A Risk Tool for Private Credit

Podcast Episode 18: A Conversation on Demystifying Portfolio Credit Insurance: A Risk Tool for Private Credit

In this episode, SBAI’s 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 de...

7 Okt 202534min

Podcast Episode 17: A Conversation on Insurance in Asset Management – How to protect your Firm and your Clients

Podcast Episode 17: A Conversation on Insurance in Asset Management – How to protect your Firm and your Clients

In this episode of the SBAI podcast, Brian Digney sits down with Mike Butcher, Head Underwriter for Europe and Financial Institutions Underwriter at K2 International to explore the specialised insuran...

1 Okt 202531min

Podcast Episode 16: Regulatory Compliance - Mind the Gap: Divergence ahead for the SEC, UK & EU

Podcast Episode 16: Regulatory Compliance - Mind the Gap: Divergence ahead for the SEC, UK & EU

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 Cont...

15 Jul 202536min

Podcast Episode 15: A Conversation on Cybersecurity in Asset Management: Insights with Nic Miller

Podcast Episode 15: A Conversation on Cybersecurity in Asset Management: Insights with Nic Miller

In this episode of the SBAI podcast, Brian Digney sits down with Nic Miller from Aedile Consulting to explore the evolving cyber threat landscape facing asset managers. With a background at GCHQ and e...

9 Jun 202531min

Podcast Episode 14: A Conversation on Valuation – Art or Science? With Ryan McNelley

Podcast Episode 14: A Conversation on Valuation – Art or Science? With Ryan McNelley

In this episode, Ryan McNelley, Managing Director and EMEA Portfolio Valuation Leader at Kroll, joins Brian Digney, Research and Content Director at the SBAI, to discuss the evolving landscape of priv...

28 Mai 202544min

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