Session Description: Gain firsthand insights from some of the most thoughtful and active LPs in the market as they share what’s resonating—and why—in today’s evolving landscape. With representation across public pensions, family offices, and institutional asset management, this panel offers a nuanced view into how allocation decisions are being made in real time. From shifting risk appetite to structural innovations and manager engagement, panelists will explore the trends, strategies, and signals they’re paying attention to—and how those insights are influencing their portfolios.

Moderator: Daphne Dufrense, Managing Partner, Awani Capital Management

Speakers:

• Kirk Sims, Managing Director, Teachers Retirement System of Texas
• Bryan Fujita, CIO, Los Angeles Fire and Police Pensions
• Helena Hasselmann, Managing Director, Stardust Equity