Agenda

Select day:
8:30 am - 12:40 pm

Morning Private Sessions

The breakout sessions are invitation-only and will run as small working groups to allow for in depth discussions. Invited participants must register to join a specific breakout session. Registration is subject to approval. 

Sponsor private sessions and one-on-one meetings will take place during this time.

8:30 am - 10:00 am

QIS Landscape Evolution — Unlocking Opportunities with Nasdaq

Exclusive, Invitation-Only

9:00 am - 10:00 am

Trading Cross Asset Volatility Across Extremes with Citadel Securities

Exclusive, Invitation-Only

10:15 am - 11:15 am

Positioning for Regime Shifts — Smart Signals, Tail Resilience and the Case for Commodities with Macquarie

Exclusive, Invitation-Only

10:15 am - 11:15 am

Diversification and a Shifting Macro Landscape — The Strategic Role of Europe in Your Portfolio with Eurex

Exclusive, Invitation-Only

11:30 am - 12:40 pm

Women In Multi-Asset Networking Lunch

Exclusive, For Women Only

12:00 pm - 12:50 pm

Main Session Registration Opens — Welcome Coffee

The registration desk is located outside of Brahms and will remain open throughout the entire conference. All coffee breaks are located in Beethoven 1.

12:50 pm - 12:55 pm

EQDerivatives Opening Remarks

All main sessions are located in Beethoven 2.
Laura Lalinde, chief executive officer, EQDerivatives

12:55 pm - 1:20 pm

Systematic Investing in Credit — Overview, Approach and Empirical Results

Jingling Guan, senior analyst, quantitative portfolio strategy group, Barclays

1:20 pm - 2:00 pm

Monetizing Pockets of Froth — Cross-Asset Volatility Leaders Talk Dislocations, 0DTE, Dispersion and Headwinds

Moderator
Matt Koren, sales Americas, Eurex

Panelists

  • Will Bartlett, chief executive officer, Parallax Volatility Advisers
  • Karen Luong, quantitative researcher, Man AHL
  • Arnab Sen, global macro portfolio manager, Paloma Partners
2:00 pm - 2:20 pm

Quant Markets — Lessons Learned and the Path Ahead

Ken Lester, managing director, portfolio management , NISA Investment Advisors
Pierre Trecourt, co-founder, Premialab

2:20 pm - 2:40 pm

Intraday Vol in the 0DTE Era — How Single Stock Listings have Changed the Landscape

Allie Becher, senior sales trader, institutional equity derivatives, Citadel Securities
Jason Roelke,head of institutional equity derivative sales, Citadel Securities

2:40 pm - 3:20 pm

Risk Management, Alpha and Portfolio Diversification — The Evolution of Multi-Asset

Moderator
Yana Keresteliev, managing director, head of systematic strategies institutional sales Americas, Citi

Panelists

  • Dimitri Grechenko, managing director, fixed income currencies and commodities, Maryland State Retirement Fund
  • Alexandru Grigorescu, director of investment, American Red Cross
  • Mayank Gupta, quantitative research, alternative risk premia, Fidelity
  • Weijian (William) Liang, director of multi‑asset research, quantitative solutions, PGIM
3:20 pm - 3:55 pm

Networking Coffee Break

Located Beethoven 1

3:55 pm - 4:20 pm

The Rise of Retail — 0DTE Trends in Index, ETF and Single Stock Options

Mandy Xu, vice president, head of derivatives market intelligence, Cboe

4:20 pm - 5:00 pm

From Derivatives to Delivery — The Growth of Structured Products Across Wrappers

Moderator
Kash Sheth, executive director, business development, S&P Global Market Intelligence

Panelists

  • Brooke Hammel Alvarez, head of America’s managed strategies and customized investments, Goldman Sachs Asset and Wealth Management
  • Harley Bassman, managing partner, Convexity Maven
  • Katie Mullen, portfolio manager, JPMorgan Asset Management

 

5:00 pm - 5:20 pm

The Dividend Valuation Gap — Extracting Alpha from Options-Implied Yields

Garrett DeSimone, head of quantitative research, OptionMetrics

5:20 pm - 5:50 pm

Liquidity Under Pressure — Navigating Options and Futures in Stress Environments

Moderator
Georgia Reynolds, editor, EQDerivatives

Panelists

  • Lorne Johnson,managing director and portfolio manager, PGIM Quantitative Solutions
  • Jason Lichten, head of US Low Touch Options, Liquidnet
  • Akshay Padmanabha, portfolio manager, Balyasny Asset Management
5:50 pm - 6:30 pm

Systematic Strategies at a Crossroads — Balancing Machines, Models and Data

Moderator:
Laura Lalinde, chief executive officer, EQDerivatives

Panelists:

  • Manju Boraiah senior portfolio manager, Allspring Global Investments
  • Stamatis Leontsinis chief investment officer, QuantStream Limited
  • Selma Sekkat cofounder and chief executive officer, EvarInvest
6:30 pm - 7:30 pm

Networking Reception

Located Beethoven 1

7:30 pm - 7:30 pm

Day 1 Concludes

8:15 am - 8:45 am

Registration Opens — Welcome Coffee

The registration desk is located outside of Brahms and will remain open throughout the entire conference. All coffee breaks are located in Beethoven 1.

8:45 am - 9:20 am

The Quantamental Revolution — Factor Investing in the Age of Artificial Intelligence

Milind Sharma, chief executive officer, QuantZ Machine Intelligence Technologies

9:20 am - 10:00 am

From Construction to Execution — The Growth of Portable Alpha

Moderator
Anika Goel, managing director, head of QIS structuring americas, Barclays

Panelists

  • Corey Hoffstein, co-founder and chief investment officer, Newfound Research
  • Susanna Jacob, head of strategy research, portable alpha, Voya Investment Management
  • Trent May, chief investment officer, LAB QS
  • Kyle Schmidt, senior investment officer, quantitative equity, NISA Investment Advisors
10:00 am - 10:20 am

Portable Alpha and Commodities

Emmanuel Dimont, director – product, AILA-X

10:20 am - 10:45 am

War and Money — Why Every Portfolio Asset Is Short Interest Rate Volatility

Anthony Morris, managing director, global head of quantitative strategies, Nomura

10:45 am - 11:15 am

Networking Coffee Break

Located in Beethoven 1

11:15 am - 11:50 am

Building the Future of ETFs — Growth Opportunities and Distribution Challenges

Moderator
John Black, head of index options sales, Nasdaq

Panelists

  • Burke Ashenden, head of capital markets and institutional strategy, Innovator ETFs
  • Stephen Foy, senior vice president of trading and portfolio manager, Tidal Financial Group
  • Hans Williams, head of ETF distribution, Calamos Investments
11:50 am - 12:10 pm

The Evolution of Systematic Income Indices — From Covered Calls to Path-Dependent Strategies

Parth Shah, CFA, FRM, director, derivative indices, S&P
Kelsey Stokes, head of financial institutions sales, Americas, S&P

12:10 pm - 12:45 pm

Trends in Product Design and Hedging Strategies — Annuities in Focus

Moderator
Uday Goel, global lead, research and origination, MerQube

Panelist

  • Karthik Gadiraju, vice president, head of derivative strategy and trading, Venerable
  • Ram Kelkar, principal and managing director, Milliman
  • Bala Krishnaraj, senior vice president, head of derivatives and hedging, Lincoln Financial Group
12:45 pm - 1:45 pm

Networking Lunch

Located in Beethoven 1

1:45 pm - 2:25 pm

From QIS Innovation to Infrastructure — Technology, Platforms and Partnerships

Moderator
Nkonye Okoh, head of U.S. pension, endowment, foundation derivatives sales, managing director, JPMorgan

Panelists

  • Wagner Dada, managing director, systematic strategies group | capital markets and factor investing, Canada Pension Plan Investment Board
  • Berouz Fatemi, portfolio manager, Investcorp-Tages
  • Evelina Klerides, partner, hedge fund and QIS investment due diligence analyst, Albourne Partners
2:25 pm - 2:45 pm

Investment Strategies Powered by Adaptive AI

Chris Natividad, chief investment officer, QuantumStreet AI

2:45 pm - 3:20 pm

The Great Migration — Bridging the OTC and Listed Worlds

Moderator
Joe Hickey, global head of equities, CME Group

Panelists

  • Matthew Glazier, senior vice president, co-head of global derivative trading, Prudential Financial
  • Rahul Shah, senior vice president, equity trader, PIMCO
  • Charles Wright, head of delta one trading, Citadel Securities
3:20 pm - 3:40 pm

Networking Coffee Break

Located in Beethoven 1

3:40 pm - 4:20 pm

Hedging the Unthinkable — Strategies for Tail Risk in a Volatile World

Moderator
Brad Jones, senior product manager, Parameta Solutions

Panelists

  • Jeremie Holdom, director of risk management, economic research strategist, LongTail Alpha, LLC
  • Vishnu Kurella, founding portfolio manager, Volar Capital Management, a Millennium platform company
  • Philip Maymin, portfolio manager and director of asset allocation strategies, Janus Henderson Investors
  • Erhard Radatz, global head of portfolio management, Invesco Quantitative Strategies

 

4:20 pm - 4:40 pm

UBS Turbu-Lens — Using Machine Learning to Predict Volatility

Maxwell Grinacoff, head of US equity derivatives research, UBS

4:40 pm - 5:15 pm

Practical Considerations for the Total Portfolio Approach

Moderator
Randy Cohen, senior lecturer of entrepreneurial management, Harvard Business School

Panelists

  • Stefano Cavaglia, outsourced chief investment officer, Virtual Asset Management
  • Patrick Kazley, president and head of solutions, One River Asset Management
  • Nick Koutsoftas, vice president, sector ETF specialist, State Street Global Markets
5:15 pm - 5:15 pm

Global EQD 2026 Concludes

Global EQD 2026

North America’s premier derivatives and systematic investing conference draws together 260+ key investors, asset managers, banks, market makers and service providers. Renowned for efficiently connecting all market players with their peers and providers and delivering cutting-edge strategy and portfolio discussions for over a decade. Attendees interact with innovative ideas and products through dynamic presentations and specialized forums.
–
Las Vegas,  North America
–
Las Vegas,  North America

Event details

Join us for Global EQD 2026 to connect with leading international buyside and sellside professionals in equity derivatives and systematic strategies.

Over two days, panels and presentations will explore the latest approaches to portfolio construction, volatility, tail risk hedging, multi-asset, ETFs, diversification and more. Gain key insights from portfolio managers, traders and investors on the current macro and liquidity environment.

Morning private roundtables give attendees the opportunity to delve into practical solutions for topical and pressing portfolio challenges. Networking breaks throughout the event provide ample time to connect with peers.

Who can attend:

  • Buysiders
  • Non-bank sellside
  • Sponsoring banks

You must register to secure a spot in the room. Registrations are subject to approval.

250+

Attendees from key buy- and sell-side firms

11 years

A strong and continued track record

5.5+ hours

Time for networking and engaging with key counterparties, peers and experts

45+

Diverse speakers from a range of institutions

Why should I attend?

EQD Events are efficient, insightful and curated with purpose. Every session delivers something useful — an idea, a connection, a deal.

They’re not just for collecting business cards. They exist to improve performance.

Access

Hear directly from those shaping the future.

Connect

Build genuine relationships with the right professionals.

Grow

Take home strategies and insights you can put to work.

Venue details

Wynn Las Vegas

3131 Las Vegas Blvd S

Las Vegas, NV 89109

Book A Room

Featured Speakers

Sponsored by

Platinum

Gold

Silver

Exhbitor

Program

Women in Multi-Asset

Emerging Managers

Emerging Managers Selection Committee

EQD Emerging Managers

A new showcase for the next generation of asset managers launching at Global EQD 2026.

Learn More

Registration Questions

For registration questions, contact registration@eqderivatives.com

General Questions

For general event inquiries, contact events@eqderivatives.com

I come back to EQDerivatives events every year because it's a great way for my team and I to spend time with our global clients in one place and really move business from idea to execution.

Kristin Boyd | senior vice president, global head of derivatives sales and distribution, Cboe Global Markets

EQD does an incredible job of bringing together the whole derivatives community from all over the world. Being able to get together, see everyone speak, have coffee, drinks, dinner with the whole community and catch up, get color on what's going on [and] hear about the markets from so many different perspectives. It's wonderful. And nobody else does it quite like EQDerivatives does.

Benn Eifert | managing partner, co-chief investment officer, QVR Advisors

EQD conferences are a great way to mingle with experts and professionals. The actual talks are often insightful and not too much of a sales pitch. Networking is great as the crowd is wonderful.

Thomas Schmelzer | partner, Jebel Quant

It's really the best event. I think first and foremost is really the content. It's really pertinent to what I do. I'm coming here and I'm actually learning a lot of things. [I also have] the opportunity to connect with my peers...And all of that is what makes it a great event.

Pierre de Saab | chief investment officer, Convexa 

What's really beneficial about the global reach of the EQD Events platform is that it provides us with opportunities to expand our potential sales and client base in regions where we have never been in the past. Getting to go to LatAm EQD in São Paulo provided us with an unparalleled opportunity to get to meet so many different folks within the buyside in that one region.

Elizabeth Coogan | senior manager, marketing, Nasdaq

EQD events are a rare opportunity to meet both the buyside and sellside and discuss recent trends and how we can collaborate with other entities to develop the QIS market...And then, what shall we pay attention to for the next 6 to 12 months? Where are the pain points? Where are the opportunities in the market? [It] is super important for our product roadmap.

Pierre Trecourt | co-founder, Premialab

Gain a comprehensive understanding of global market trends, explore new insights, and engage directly with exchanges. QIS teams, and allocators-all under one roof. The session offers a unique edge through a consistent, data-driven, and derivative-based approach across all regions.

Amit Upadhyay | chief executive officer, El Dorado Capital

It was a meaningful time to share ideas and thoughts with various experts. And it will be remembered as the most rewarding time while working in the asset management industry. Above all, I look forward to the amazing development and experience of the next decade under the new brand EQDerivatives.

Jason MinSang Kam | portfolio manager, Kyobo Life Insurance

Snaps from the previous events

Put your brand where it matters: in front of decision-makers

Discover targeted sponsorship opportunities. Raise visibility. Build relationships. Connect with senior professionals across global financial markets.

Become a sponsor

Take the stage where market-shaping conversations are happening

Share your insights with a global audience of senior professionals. Raise your profile. Lead the dialogue on volatility, QIS and equity derivatives.

Become a SpeakeR

Our upcoming events

Asia EQD 2026
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Asia EQD 2026

Ten years of exclusive insight. One premier derivatives event. EQD’s largest APAC gathering draws asset managers, hedge funds, family offices, insurers and sovereign wealth funds from Hong Kong, Singapore and beyond. Participants engage in high-level discussions on market trends, innovative strategies and emerging opportunities.
Investor EQD - Abu Dhabi 2026
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Investor EQD - Abu Dhabi 2026

Leading thinkers from major sovereign wealth funds, family offices and asset managers in the region meet with investors from around the world to explore advances in systematic and multi-asset portfolio management.
Japan EQD 2026

Japan EQD 2026

The newest addition to the EQD series connects Japanese investors with local and global thought leaders to explore cutting-edge multi-asset, quantitative investment and cross-asset derivatives strategies. A platform for education and collaboration on the latest investment innovations.

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