
Agenda
Registration Opens — Opening Coffee Break
The registration desk will remain open throughout the entire conference.
EQDerivatives Opening Remarks
Katie O’Brien, associate, content and investor relations, EQDerivatives
Optimal Design Of Investment Committees
Bernhard Scherer, head of quantitative portfolio management, Abu Dhabi Investment Authority (ADIA)
Multi-Asset Systematic Strategies — Factors, Reflections And Outlook
Moderator: Faheem Osman, managing director – global head of QIS structuring, Macquarie
Panelists:
- Alexandru Grigorescu, director of investment, American Red Cross
- Anne-Sophie van Royen, chief investment officer, quantitative strategies, Asset Management One International Ltd
- Gustavo Barbosa Soares, portfolio manager, Brasil Warrant Gestão de Investimentos (BWGI)
- Matt Talbert, director, multi-asset strategies, Teacher Retirement System of Texas
Research Insights For The Design Of Commodity Alternative Risk Premia Portfolio Solutions
Farouk Jivraj, head of alternative risk premia, Fidelity Investments
Networking Coffee Break
Roundtable Discussion
At curated table discussions, institutional investor peers will tackle topics raised during the panel and presentations, exchange opinions and address issues selected by the chairs. Each table has a discussion leader.
Risks And Opportunities Against The Backdrop Of Evolving Rates And Inflation Expectations
Moderator: Kyle Wynne, director, Teacher Retirement System of Texas
Panelists:
- Anca Ion, chief investment officer, Texas Treasury Safekeeping Company
- Hasim Mardin, director, Teacher Retirement System of Texas
- Thomas Urano, co-chief investment officer and executive partner, Sage Advisory Services
Networking Lunch
Investment Management In A World Of Disruption
Clemens Sialm, professor of finance, McCombs School of Business, The University of Texas at Austin
Constructing A Robust Portfolio — Allocating And Optimizing In The Current Landscape
Moderator: Sid Sethi, senior QIS structurer, US, Barclays
Panelists:
- Madeleine Choi, senior investment analyst – strategy and allocation, UPS Group Trust
- Thorsten Koop, director, volatility and protection strategies, Ontario Municipal Employees Retirement System (OMERS)
- Michail Steliaros, global head of equity portfolio engineering and trading, Abu Dhabi Investment Authority (ADIA)
Networking Coffee Break
Roundtable Discussion
Following this morning’s discussion, this roundtable will continue the conversations from previous presentations and panels. Each table has a discussion leader to guide the group through pre-submitted questions and topics raised during the day’s event.
Fireside Chat — Perspectives On Institutional Risk Management
Moderator: Eugene Gaysinskiy, head of QIS structuring, US, Barclays
Panelists:
- Samuel Hikspoors, managing director – portfolio construction, risk and research, Trans-Canada Capital
- Tim Jones, senior director of risk management, UTIMCO
EQDerivatives Closing Remarks
Katie O’Brien, associate, content and investor relations, EQDerivatives
Networking Reception
Investor EQD - Austin 2024 Concludes

Join EQD for a private gathering for asset owners to connect with peers and leading buy- and sellside officials in Austin on February 20.
The agenda features a full day of highly curated discussion crafted with detailed input from EQDerivatives’ Austin chairs.
Focusing on multi-asset, volatility and systematic investment approaches, this event frames portfolio allocation and construction strategies through a macroeconomic lens. Panels and presentations offer topical perspectives on how asset owners can develop their portfolios and navigate changing market conditions, as well as provide reflections on the year before and what to look for in 2024. Investor EQD - Austin 2024 also offers unique roundtable discussions which will provide attendees with the opportunity to send in their questions and topics they want to discuss with their peers in advance and we will provide time throughout the day to discuss. This time will also be used to reflect on the thought provoking panels and presentations, as well as discuss current investment challenges and strategies.
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