Agenda

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9:15 am

Digital Assets: The End Of The Beginning, Not The Beginning Of The End sponsored by Neuberger Berman

This exclusive session is by invitation only.

10:15 am

Pre-event Concludes

10:15 am

Registration Opens

Registration desk will remain open throughout the whole conference.

10:15 am

Gourmet Coffee Station sponsored by Optiver

10:30 am

Americas Systematic Investor Workshop 2023 sponsored by Fidelity Investments and Macquarie

This invitation-only private meeting is for asset owners only.

10:35 am

A Framework For Creating Alternative Risk Premia Solutions

Farouk Jivraj, head of alternative risk premia, Fidelity Investments

11:00 am

Systematic Allocation To Traditional And Alternative Risk Premia

Gustavo Soares, portfolio manager, Brasil Warrant Gestão de Investimentos

11:20 am

Roundtable Discussion

At curated table discussions, institutional investor peers will tackle topics raised during the panel and presentation, exchange opinions and address issues selected by the chairs. Each table has a discussion leader.

11:45 am

Systematic Strategies In Action: Navigating Challenges And Sourcing Alpha

Moderator: Faheem Osman, managing director and global head of QIS structuring, Macquarie

Panelists:

  • Alexandru Grigorescu, director of investment, American Red Cross
  • Mike Ruetz, deputy chief investment officer, Margaret A. Cargill Philanthropies
  • Gustavo Soares, portfolio manager, Brasil Warrant Gestão de Investimentos
12:35 pm

Pre-event Concludes

1:00 pm

Welcome Remarks

Kathrine Fiksdal, senior manager, content and investor relations, EQDerivatives

1:05 pm

Energy Transition and Greenflation

Ben Hoff, global head of commodity strategy, Societe Generale

1:35 pm

Multi-Asset In A Time Of Multi-Uncertainties

Moderator: Sara Pollock, director, multi-asset indices, S&P Dow Jones Indices

Panelists:

  • Braj Agrawal, managing trader/portfolio manager, Columbia Threadneedle Investments
  • Elizabeth Burton, managing director and client investment strategist, Goldman Sachs Asset Management
  • Devang Gambhirwala, principal and portfolio manager, PGIM Quantitative Solutions
  • Sougata Sarkar, senior director, investments, FM Global Investment Management
2:25 pm

Networking Reception, sponsored by MIAX

3:05 pm

How Are Higher Rates, Regulation And Liquidity Affecting Insurance Hedging Programs?

Moderator: Dan Corcoran, president, Volos

Panelists:

  • Emmanuel De Saint Didier, director of hedging/ALM market risk management, Corebridge Financial
  • LT Grant, head of derivatives and hedging, Protective Life Insurance
  • Sonin Kwon, head of variable annuity hedging, MassMutual
  • Phon Vilayoune, founder and chief executive officer, Veta Investment Partners
3:50 pm

Carbon And Commodities: Accessing Alpha In Illiquid Markets Using Liquid Indices

Brandon Yeo, director-product, AiLA Indicies

4:10 pm

Volatility Strategies Built Into ETF Wrappers

Moderator: John Black, head of index options, Nasdaq

Panelists:

  • Corey Hoffstein, co-founder and chief investment officer, Newfound Research
  • Paul Kim, chief executive officer and co-founder, Simplify Asset Management
  • Noel Smith, managing partner and chief investment officer, Convex Asset Management
4:50 pm

The Implied Bet Against Beta (IBAB) Factor: A New Frontier For Low-Volatility Investing

Garrett DeSimone, head of quantitative research, OptionMetrics

5:10 pm

Leaders In Volatility: Monetizing Dislocations Globally

Moderator: Natalie Reed, director, Americas hedge fund derivatives sales, Cboe Global Markets

Panelists:

  • Will Bartlett, chief executive officer, Parallax Volatility Advisers
  • Robby Knopp, co-head of S&P options trading, Optiver US
  • Vishnu Kurella, founding portfolio manager, Volar Capital Management, A Millennium Platform Company
  • Chase Muller, head of global macro, One River Asset Management
5:55 pm

Closing Remarks

Kathrine Fiksdal, senior manager, content and investor relations, EQDerivatives

6:00 pm

Networking Reception

7:30 pm

Day One Concludes

8:00 am

Women In Multi-Asset Breakfast

This exclusive session is by invitation only.

9:00 am

Pre-Event concludes

9:05 am

Registration Opens

9:05 am

Opening Remarks

Katie O’Brien, associate, content and investor relations, EQDerivatives

9:10 am

Keynote — Forecast Or Forge: Building Resilience In A Risky World

Tom Lee, chief investment officer, Parametric

9:45 am

Options Block Liquidity Today And Tomorrow: How Institutions Will Benefit From The Technology Of Tomorrow

Moderator: Jason Roelke, head of institutional derivatives sales, Citadel Securities

Panelists:

  • Rob Pulkys, head of trading, Waratah Advisors
  • Dave Silber, head of institutional derivatives, Citadel Securities
10:15 am

Equity And Systematic Strategies In The New Regime

Moderator: Damien Zinck, senior vice president, equity and index – Americas, Eurex

Panelists:

  • Linus Franngard, senior researcher and portfolio manager, BlackRock Systematic
  • Sharon Hill, senior portfolio manager and head of equity global and income, Vanguard
  • Beryl Lou, vice president, Neuberger Berman
11:00 am

Networking Break sponsored by Qontigo

11:35 am

A Combination Approach To Building A Diversifying Strategy Portfolio

Moderator: Roberto Croce, senior portfolio manager and head of liquid alternatives, Newton Investment Management Group

Panelists:

  • Joe Elmlinger, head of client solutions, Lake Hill Capital Management
  • Powis Forjoe, portfolio manager, liquid alternatives, UPS Group Trust
  • Grant Jaffarian, portfolio manager, Crabel Capital Management
  • Ryan Lobdell, managing principal and consultant, Meketa Investment Group
12:15 pm

Fireside Chat — Hedging And Portfolio Design In Focus Beyond 2023

Jessica Nicosia, vice president, Wilshire

Anne-Sophie van Royen, chief investment officer, quantitative strategies, Asset Management One International Ltd

12:45 pm

Networking Lunch

2:00 pm

Fixed Income Factors: Achieving Diversification And Sourcing Alpha

Moderator: Nkonye Okoh, head of US pension, endowment, foundation derivatives sales, managing director, JPMorgan

Panelists:

  • Roni Israelov, president and chief executive officer, NDVR
  • Farouk Jivraj, head of alternative risk premia, Fidelity Investments
  • James Ong, senior portfolio manager, Invesco
2:40 pm

Does The Rear-View Mirror See The Wall Ahead?

Michael Green, portfolio manager and chief strategist, Simplify Asset Management
Cem Karsan, founder and senior managing partner, Kai Volatility Advisors

3:15 pm

Networking Break sponsored by Deutsche Bank

3:45 pm

QIS: Transparency Powering Better Positioning

Pierre Trecourt, co-founder, Premialab

4:05 pm

Fireside Chat — Navigating Tomorrow's Market With Equity Derivatives

Moderator: Paul Woolman, global head of equity products, CME Group

Panelists:

  • Ram Kelkar, principal and managing director, Capital Markets Group
  • Zem Sternberg, founder and chief executive officer, Lake Hill Capital
4:35 pm

Risk Management And Portfolio Diversification In 2023

Moderator: Jerome Casamatta, managing director, head of pension solutions, Credit Suisse

Panelists:

  • Elijah Bryce, investment analyst, American Red Cross
  • Madeleine Choi, senior investment analyst – strategy and allocation, UPS Group Trust
  • Ela Karahasanoglu, chief executive officer, EKR Total Portfolio Advisory
  • Mike Ruetz, deputy chief investment officer, Margaret A. Cargill Philanthropies
5:20 pm

Closing Remarks

Katie O’Brien, associate, content and investor relations, EQDerivatives

5:25 pm

Global EQD 2023 Concludes

Global EQD 2023

Las Vegas
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Global EQD, the eighth annual volatility, multi-asset and systematic investing forum, returns to The Wynn, Las Vegas in May 2023. Join derivatives peers to discuss innovations in strategies from volatility to cross-asset portfolio diversification. Tap into new approaches to fixed income, currencies and commodities through systematic implementation and learn about fresh developments in structured investments and hedging. Portfolio managers, traders and investors will take the stage to provide exclusive perspectives on multi-asset portfolio construction in a changing environment, efficient hedging across asset classes and alternatives, as well as navigating volatility, digital assets, derivatives and more. Join us in Las Vegas to hear more!

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