Event Profile

CAIA France and SBAI - Structure and Culture: Best Practices in Due Diligence

November 21, 2023
All times listed are in local time
Hotel Castille
33-37 Rue Cambon
Paris, 75001 
Free Event
CAIA France cordially invites you to join our upcoming event on Structure and Culture: Best practices in Due Diligence.
This event will feature a presentation of the inaugural piece in the collaborative Professionalism in Practice series by CAIA and SBAI - Striking the Right Balance: Navigating ODD and IDD in Institutional Investments.
Every investment inherently carries operational risk. For Chief Investment Officers and Investment Committees, adeptly maneuvering through these risks while establishing their investment programs stands as a critical challenge. This paper delves into the professionalization of Operational Due Diligence (ODD), and scrutinizes the significant challenges emerging in the post-financial crisis "Goldilocks" era, encompassing phenomena such as the 'fear of missing out' (FOMO), 'operational washing,' resource limitations, and power disparities within organizations. The research concludes by exploring the potential for ODD to generate Operational Alpha, and outlines essential considerations for investment leaders in constructing their investment programs.
We are looking forward to a discussion within members and our keynote panellists, followed by a cocktail reception.
Save the date and prepare for an exclusive evening where networking and knowledge intertwine for an enriching experience.

18:00 – Welcome Remarks by Laurent Bademian, CFA, CAIA – CAIA France Chapter Head and CIO Alternative Investments at Orano
18:10 – Keynote presentation on the ODD and SBAI/CAIA Paper.
  • Brian Digney, CAIA – Research and Content Director at SBAI (Standards Board for Alternative Investments)
  • Isabelle Mather – Director of EMEA Relations at SBAI (Standards Board for Alternative Investments)
19:00 – Q&A followed by networking cocktail.
20:30 – End
Important notes before the event:
  • This event is exclusively available for CAIA Members.
  • Kindly note that registrations must be completed in advance, as walk-ins will not be permitted. Given the event's limited capacity, we encourage you to register as early as possible to secure your spot. If the attendance limit is expanded, we will promptly notify you.
  • Registering a guest is possible for this event, but we kindly request that each guest completes their registration individually.
  • In the spirit of responsible event management, we request that you inform us at least 48 hours in advance if you are unable to attend. Your timely cancellations contribute to minimizing food and energy waste and are greatly appreciated.
Thank you for your understanding and cooperation. 
If you have questions or concerns regarding registration for this event, please contact CAIA EMEA Chapter Relations.
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