Texas Alternatives Conference 2024 - Agenda

February 27, 2024
Four Seasons Hotel Austin, TX
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Agenda

Day 1: Monday February, 26

5:00pm – 6:00pm

Welcome Drinks on the Four Seasons Lawn

Generously Sponsored by LGT Capital Partners

6:00pm – 8:00pm

Dinner Reception on the Four Seasons Lawn

Generously Sponsored by Citi

Day 2: Tuesday February, 27

8:00am – 11:30am

Institutional Breakfast & Investor Symposium

Invitation Only

11:00am – 12:30pm

Welcome Lunch & Networking on Four Season Lawn

Generously Sponsored by Barclays

12:30pm – 12:40pm

Opening Remarks

Speaker
Nora Richardson , Vice President, Membership & Investor Services , MFA

Prior to joining MFA, Nora was at Bank of America Securities as a Director in the Prime Brokerage Business Consulting team. Prior to that, Nora worked in both the U.S. and London offices of Bank of America as a prime brokerage account manager. She has more than thirteen years of experience serving equity, multi-strategy, and quantitative hedge funds of various sizes from new launches and emerging managers to institutionalized funds.

Nora graduated with honors from Fairfield University with a B.S. in mathematics and economics.

Andrew Rosell , Chairman of the Board, TAIA

12:40pm – 1:00pm

TAIA Lifetime Achievement Presentation

Awardee
Caroline Cooley , Managing Partner and Chief Investment Officer, Crestline Summit Strategies
Introduced by​
Douglas Bratton , Founding Partner, CEO and Co-Chief Investment Officer, Crestline Investors

1:00pm – 2:00pm

A Fireside Chat with Paul Singer

Speaker
Paul Singer , Founder, President, Co-Chief Executive Investment Officer, Elliott Investment Management

Paul E. Singer is the Founder, President, Co-Chief Executive Officer, and Co-Chief Investment Officer of Elliott Investment Management. Launched in 1977 with $1 million of capital, total assets under management for the Elliott funds have grown to approximately $55.7 billion as of June 30, 2022.  Elliott is a Florida–based trading firm with affiliated offices elsewhere.

Mr. Singer is co-founder of Start-Up Nation Central, an Israel-based non-profit organization.  He is also chairman of The Manhattan Institute for Policy Research.

Mr. Singer holds a B.S. in Psychology from the University of Rochester and a J.D. from Harvard Law School.

Moderated by​
Dale West , Senior Managing Director and Head of Public Markets, Teacher Retirement System of Texas

Dale West is the Senior Managing Director of Public Markets at the Teacher Retirement System of Texas in Austin, Texas.  Mr. West’s team oversees the Trust’s portfolio of publicly traded securities including both internal and externally managed strategies.  TRS’ portfolio includes $18 billion in hedge fund investments.  Mr. West joined TRS in 2008 and serves on the Internal Investment Committee and Executive team.  He is a trustee of the Standards Board for Alternative Investments.

Prior to joining TRS, Mr. West was based in London with the emerging markets equity team of T. Rowe Price International, where he covered telecoms and emerging markets.  He also served in the U.S. Foreign Service, including a three-year posting to the American embassy in Bucharest, Romania.

Mr. West received an MBA from Stanford University and is a graduate of the University of Texas at Austin.

2:00pm – 2:45pm

Texas Energy Panel

Speakers
Carolyn Hansard , Managing Director, Head of Energy, Natural Resources & Infrastructure, Teacher Retirement System of Texas
Charles Labanowski , Founding Partner, Goodlander Investment Management
Warren Lasher , President, Lasher Energy Consulting
George Wojciechowski , Co-Founder and CEO, Manifest Commerce
Moderated by​
Mark White , Head of Real Assets, Albourne Partners

2:45pm – 3:15pm

Networking and Refreshment Break

Charity Presentation

3:15pm – 4:00pm

Jeopardy! Texas Alternatives Edition

Speakers
Keri Findley , Chief Executive Officer, Tacora Capital
Joel Hinkhouse , Director, Public Markets, Teacher Retirement System of Texas

Joel Hinkhouse is a Director of External Public Markets at the Teacher Retirement System of Texas (TRS), a $150 billion pension system serving 1.5 million active and retired educators and their families. Mr. Hinkhouse currently directs the management of the Trust’s $23 Billion external equity portfolio; he previously managed much of the Trust’s $12 billion hedge fund portfolios. Joel is also currently leading TRS’s efforts in leading the Trust’s evaluation of potential on-the-ground presence in Asia. Prior to TRS, Mr. Hinkhouse served in a similar role at the John D. and Catherine T. MacArthur Foundation in Chicago, where he co-managed the fixed income portfolio and a $1+ billion hedge fund portfolio and a $500 million private distressed portfolio. He has also worked for two hedge fund firms in Chicago in various roles ranging from risk management to creation of new fund offerings. Joel began his career at PricewaterhouseCoopers as a technology consultant focused on trading systems for energy companies. Mr. Hinkhouse earned an MBA with High Honors from the University of Chicago, and is a graduate of the University of Texas at Austin.

 

Shaun Jordan , Director of Business Development, Quantitative Investment Management
Moderated by​
Speaker TBA

4:00pm – 5:00pm

Pitch Perfect 2024

Judges
Ryan Bailey , Chief Investment Officer and Managing Partner, Paradigm Institutional Investments
Mel Carter , Vice President, Principal, Investments, GCM Grosvenor
Charles Murphy , Founder, Portfolio Manager, Liberty Park Capital Management
Pitchers:
Sara T Brand, Ph.D. , Founding General Partner, True Wealth Ventures
Rhett Carter , Founder, Heights Investment Partners
Aushrif Javeed , Portfolio Manager, Mountain Cove Capital Management
Moderated by​
Steven Wilson , Director, Public Markets, Teacher Retirement System of Texas

Steven Wilson is Director in the Public Markets group at the Teacher Retirement System of Texas, a $200 billion pension system serving 1.8 million active and retired educators and their families. Mr. Wilson is responsible for the $10B Stable Value Hedge Fund Portfolio, which includes allocations to Equity Market Neutral, Macro, Managed Futures, Platform, Volatility, and Reinsurance Hedge Funds. He is also responsible for the $7B World Equity Portfolio, which includes Beta Sensitive strategies benchmarked to global equity indices.

Prior to joining TRS, Mr. Wilson was an Investment Director at Ameriprise Private Wealth Advisors, where he oversaw fund selection for $250 million of client assets.

Mr. Wilson received an MBA from the Rice University Jones School of Business in 2012, is a graduate of the University of Texas at Austin McCombs School of Business, and holds the CAIA designation.

5:00pm – 5:45pm

Closing Networking Reception on the Four Seasons Lawn