Agenda

Select day:
9:00 am

Registration Opens — Welcome Coffee

The registration desk is located in the Bayberry Room Foyer and will remain open throughout the entire conference. All coffee breaks and meals are located in the Bayberry Room Foyer.

9:30 am

EQDerivatives Opening Remarks

All main sessions are located in the Bayberry Room.

Laura Lalinde, chief executive officer, EQDerivatives

9:35 am

Using Short Interest In Systematic Equity Strategies — Methodology And Applications

Arik Ben Dor, managing director – quantitative equity research, Barclays

10:05 am

Using Derivatives To Navigate The Commodities Markets

Moderator: Matt Talbert, director, multi-asset strategies, Teacher Retirement System of Texas (TRS)

Panelists:

  • Alex Grigorescu, director of investments, American Red Cross
  • Patrick Zerda, director – asset allocation, UTIMCO
10:45 am

Fireside Chat: Will Emerging Markets Finally Emerge?

Shayne McGuire, portfolio manager, emerging markets and gold fund, Teacher Retirement System of Texas (TRS)
Kyle Wynne, director, portfolio solutions, Teacher Retirement System of Texas (TRS)

11:20 am

Networking Coffee Break

11:40 am

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.

12:05 pm

Navigating The Economic Shifts Of 2025 And Beyond — From 2024's 'Goldilocks' Year To New Administration's Policy Impacts

Kevin Davitt, head of index options content, Nasdaq
Michael Normyle, US economist, Nasdaq

12:40 pm

Networking Lunch

1:40 pm

Modern Hedge Fund Portfolios — Optimizing Alpha And Beta Through QIS Strategies

Vivek Anand, head of portfolio construction, DB quantitative research, Deutsche Bank

2:15 pm

Portable Alpha In Practice — Opportunities And Challenges For Capturing Excess Returns

Moderator: Tim Sweeney, managing director head of public markets, Texas Municipal Retirement System (TMRS)

Panelists:

  • Amanda Hopper, managing director, equity, UTIMCO
  • Samira Niafar, principal – total fund management, Ontario Teachers’​ Pension Plan (OTPP)
  • Chase Nicholson, senior portfolio manager, State of Wisconsin Investment Board (SWIB)
2:55 pm

Networking Coffee Break

3:15 pm

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.

3:40 pm

Planning For The 2025 Volatility Regime — Systematic Strategies For Low And High Environments

Thorsten Koop, director, volatility and protection strategies, Ontario Municipal Employees Retirement System (OMERS)
Joe Yang, managing director, systematic strategy group, capital markets and factor investing, Canada Pension Plan Investment Board (CPPIB)

4:10 pm

From Hedging To Diversification — Strategies For Managing Risk In Your Portfolios

Moderator: Samuel Hikspoors, senior director – portfolio construction and risk, Trans-Canada Capital

Panelists:

  • Tim Jones, senior director of risk management, UTIMCO
  • Stephen Kim, director – head of risk management and portfolio management, Teacher Retirement System of Texas (TRS)
  • Adrien Lucisano, managing director, Investment Management Corporation of Ontario (IMCO)
  • Zachary Mees, managing director—portfolio management, Carnegie Corporation of New York
5:00 pm

Networking Reception

Located in the 15th Floor Lounge.

6:00 pm

Investor EQD - Austin 2025 Concludes

Investor EQD - Austin 2025

Investor EQD – Austin 2025 is a unique, one-day event designed for and by asset owners that is dedicated to developments in portfolio construction. Investor EQD covers topics including opportunities across derivatives markets, developments in risk mitigation strategies (incorporating private markets), hedge fund replication using quantitative investment strategies (QIS), headwinds for portable alpha and the benefits of vol targeting.

Panels and presentations with leading buyside and sellside experts reflect on the past year and discuss strategies for the year ahead. Morning and afternoon roundtables give the audience a chance to explore session topics and investment challenges, sharing perspectives and approaches.

Join EQD for a private gathering for asset owners to connect with peers and leading buy and sellside officials in Austin on January 14, 2025.

The agenda will feature a full day of highly curated discussions crafted with detailed input from EQDerivatives’ Austin chairs:

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