Building Better Portfolios: How to Select a Macro or Trend Manager
You’ve decided that Macro or Trend is right for your portfolio, but now what? How do you narrow the field with so many managers and offerings? We discussed this ourselves, and here’s a short video clip to get you started. William Marr: Pat. It’s a vast universe out...
Talking Hedge | Austin, TX
Talking Hedge Austin 2024 May 20-21, 2024 Location: Omni Austin Hotel Downtown, 700 San Jacinto at East 8th Street, Austin, TX 78701 Event Topic: The Positive Impact of Risk-Mitigating Alternative Strategies An increased focus on risk-mitigating alternative...
5 Things Every RIA Needs To Know About Investing In Alternatives
I recently attended the Wealth Management Convergence 2024 conference. One thing really jumped out at me: how much the wealth management industry has embraced private market investments since the Global Financial Crisis. This trend started to gain momentum, especially...
CIO Memo: Macro Allocation Perspectives for 2024
Our look ahead surrounds a viewpoint. We focus on strategic portfolio value. Where can Macro contribute the most? And how might this change in the year ahead? The engines are returns, noncorrelation, and downside performance. Each contributes in essential ways....
Southeast RIA Summit | Atlanta, GA
Southeast RIA Summit, Atlanta, GA November 28th, 2023 Location: Hotel Colee, 3377 Peachtree Road NE, Atlanta, GA 30326 The fifth annual Southeast RIA Summit is a one day meeting of 100+ independent registered investment advisors with a minimum AUM of $100 million...
SBAI Paris Members Lunch | Paris, France
SBAI Paris Members Lunch November 22, 2023 Welton, a proud Core Supporter of the SBAI, is pleased to participate in the SBAI Paris Members Lunch on November 22. Please join us as Matthieu Claudel, Research Strategist, Systematic Macro, will be joined by a...
Talking Hedge | Marina del Rey, CA
Talking Hedge Marina del Rey, California 2023 October 17-18, 2023 Location: Marina de Rey Hotel, 13534 Bali Way, Marina del Rey, CA 90292 Event Topic: Customization & Alignment: Optimizing Hedge Fund Allocations As institutional asset owners continue to pursue...
Texas RIA Summit | Dallas, TX
Texas RIA Summit September 21, 2023 Location: Hyatt Regency Dallas, 300 Reunion Blvd, Dallas, TX 75207 The fifth annual Texas RIA Summit is a one day meeting of 100+ independent registered investment advisors with a minimum AUM of $100 million based across the state...