Buyside Forum

Investor Forum - Austin

February 12 2020, 10:30am – 2:45pm

Austin | North America

EQDerivatives invite US institutional investors to a confidential, invitation-only discussion. The EQD Investor Forum is a private meeting platform for institutional investors to share philosophies, approaches and strategies with peers. Join us to discuss the latest investment and allocation strategies across multi-asset volatility, alternative risk premia and ESG.


Topics to be discussed:

  • Underlying fees in ARP
  • Defensive equity strategies
  • Tackling low rates
  • Managing bank counterparties
  • Portfolio Construction Techniques

Forum Agenda

10:30 am – Registration

10:45 am – Asset Owner Only Session
Lead by Mohan Balachandran, senior managing director, multi-asset strategies group, Teacher Retirement System of Texas

12:15 pm – Lunch – Trends In Systematic Investing
Presentation by Tom Leake, partner, Goldman Sachs

1:00 pm – Networking Coffee break

1:10 pm – Cross-Asset Skew Presentation
Gabriel Salinas, senior associate, Teacher Retirement System of Texas

1:40 pm – Systematic Downside Protection Presentation
Nick Baltas, managing director, head of R&D – systematic trading strategies, Goldman Sachs

2:10 pm – Evolution In Systematic Investment Panel

  • Tony Caruso, senior director | hedge fund investments, UTIMCO
  • Adam Levine, senior advisor to the CIO, Texas Treasury Safekeeping Trust Company
  • Matt Talbert, senior investment manager, Teacher Retirement System Of Texas


2:45 pm – Event concludes