Talking Hedge | Austin, TX
Talking Hedge Austin, 2026 May 20 & 21, 2026 Location: The Stephen F. Austin Royal Sonesta Hotel, Austin, TX Event Topic: Protecting Portfolios with Diversifying Strategies Protecting Portfolios with Diversifying Strategies In-Person Conference As recent regime...
The New Playbook for Alternative Investing: Offense, Defense, and Special Teams for the Modern Advisor Portfolio
Executive Summary Alternative investments have moved from the sidelines to the mainstream of portfolio construction—and for good reason. Recent policy developments, including the White House Executive Order expanding access to alternatives in retirement plans, reflect...
A New Playbook for Client Portfolios
Asset allocation has always been about balance—finding the right mix of investments to deliver returns, manage risk, and meet client goals. But as markets grow more complex and volatile, the old playbook is no longer enough. Today’s investors expect not just growth...
Framing the History of Alts and Asset Allocation Through Football
Through the lens of football, we can frame the evolution of asset allocation across three approaches: The Old-Fashioned Approach: Only Offense and Defense For decades, portfolios were built with just two squads on the field: Offense was stocks—driving growth and...
Today’s Updated Playbook: Alts Playing Alongside Their Stock and Bond Teammates
Today’s markets demand more than a 60/40 or 50/30/20 playbook. Advisors need portfolios that can go beyond stocks and bonds with a few alts tacked on, to respond to market shocks and inflation spikes, navigate geopolitical uncertainty, capture private market...
Offense: Growth Assets and Strategies
Offense is about growth. Offense is about moving the ball downfield—driving growth, building wealth, and capturing appreciation over time. In portfolios, offensive strategies target capital gains, whether through public equities, private markets, or emerging...
Defense: Income-Generating Assets and Strategies
Defense starts with income. Defense in football isn’t passive—it’s about controlling the opponent, protecting your field position, and setting up the next opportunity. In portfolios, defensive strategies start with income, then seek to preserve capital and provide...
Special Teams: Uncorrelated and Tactical Strategies
Special teams have the potential to change outcomes. In football, special teams don’t play every down—but when they take the field, they can change the game. A well-executed kickoff pins the opponent deep. A clutch field goal leads to an overtime victory. A blocked...