Systematic Investment Strategies Symposium

Nov 19th - Nov 20th 2019
New York

Is the Future of Systematic Investing Changing? Or, Not Really?

Having navigated through a rough 2018 and as we continue into an uncertain 2019, what are some of the lessons learned and challenges faced by institutional allocators interested in systematic strategies? Stakeholders have high expectations and remain hugely invested in the space, but has the potential for these strategies changed as the macro environment shifts? We look forward to discussing these issues at our upcoming Systematic Investment Strategies Symposium, November 19-20th in New York, and we hope you will join us.

This Symposium will assess the ways that pension funds, endowments, and foundations are increasingly employing systematic investment strategies to meet their investment objectives.


2019 Agenda

Advisory Board

 Abhishek Rane, Senior Analyst, Risk Management, Ascension Investment Management
Jared Brimberry, Senior Portfolio Manager, Alaska Permanent Fund Corporation
Subhasis Das, Senior Portfolio Manager, Florida State Board of Administration
Howard Hodel, Investment Officer – Risk Management, Hawaii Employees' Retirement System
Joseph E. Veeneman, Senior Investment Manager, IBM Retirement Funds
Bill Louis, Director of Investments, LICR Fund, Inc.
Yong Li, Ph. D, CFA, Managing Director, Quantitative Research and Asset Allocation, Lockheed Martin Investment Management Company
Patrick Tang, Senior Investment Analyst, Margaret A. Cargill Philanthropies
Adrien Webb, Director, Risk Management & Investments, Mercy Health
Mo Jalajel, Senior Manager, Pension Investments, Pfizer, Inc.
Vanita Gaonkar, Senior Investment Officer, Robert Wood Johnson Foundation
John H. Reilly, Senior Vice President, Investments, Sompo International
Mohan Balachandran, Senior Managing Director of Asset Allocation, Teacher Retirement System of Texas
Michael Nichols, Senior Investment Officer, Texas Tech University System
Tianhao Wu, Director of Investments, The Rockefeller University
Lan Cai, Deputy Chief Investment Officer, United Church of Christ Pension Boards
Joshua Shapiro, Managing Director, University of North Carolina
Phillip Moran, Senior Investment Analyst, UPS Group Trust
Jon Spinney, Chief Investment Officer, Vestcor Investment Management
Ross Kasarda, Director of Risk Management, Virginia Retirement System
Mohamed Farid, Principal Investment Officer, World Bank
Peter Lee, Investment Manager, YMCA Retirement Fund


Registration is limited to senior investment executives from larger corporate and public pension funds, endowments and foundations. There is no fee to attend. If you are interested in sponsorship opportunities, please contact Katarina Storfer at


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Anchor Sponsor

Capital Fund Management


Sponsors (to date)

Acadian Asset Management

Bank of America Merrill Lynch

Northern Trust Asset Management


QMA, a PGIM Company

State Street Global Advisors

Wellington Management Company



450 E 29th St,
New York, NY 10016
United States


For more information, please contact:

Katarina Storfer

Executive Director
+1 (212) 224 3073

Randy Klein

Executive Director, Business Development
+1 (212) 224 3629