Events

A big thank you to Save Our Shores, a local organization dedicated to preserving clean shores, healthy habitats and living waters within the Monterey Bay. It was our privilege to partner with you this month to help clean up our local beach.                    ...

[caption id="attachment_95" align="alignnone" width="150"] Dr. Patrick Welton[/caption] [caption id="attachment_49896" align="alignnone" width="150"] Anthony Minopoli[/caption]   Event: Reuters ESG Investment North America 2021 Date: Wednesday, June 16, 2021. 1:15 PM - 2:00 PM EDT Location: Webinar Panel Agenda: Authentic ESG Fund Selection: Understand how new funds can demonstrate true, full ESG integration due to no encumberment of legacy positions. Panelists: Dr. Patrick Welton, Founder & CIO, Welton Investment Partners Anthony Minopoli, President and CIO, Knights of Columbus Moderator: Greg Roumeliotis, Corporate Finance & ESG Editor at Thomson Reuters...

  Date: Wednesday, June 23-24, 2020 Location: Virtual Agenda Day 2 | Wednesday, June 24 The Rise and Future of ESG Data State of the Market: ESG Investing 9:00 AM - 9:45 AM EDT In this session, leaders in ESG investing will address the current market landscape, discussing the latest trends in strategies and the disruptors in the market today. With the surge in ESG data, they’ll dig into what this means for companies and investors and highlight the challenges, shortcomings and misconceptions of ESG investing. SPEAKERS: Basil Williams, CEO, Welton Investment Partners Moderated by Naomi English, Executive Director & Head of ESG Solutions, MSCI ESG Research Link to CRUX Summit Website...

Event has passed, however, presentation is available by request to: inquiries@welton.com. Date: Wednesday, June 10, 2020 Location: Virtual Agenda: 08:00 - 08:10AM Welcome and Opening Remarks Marko Kolanovic – Global Head of Macro Quantitative & Derivatives Strategy, J.P. Morgan Dubravko Lakos – Head of Equity Strategy & Quant Research, J.P. Morgan 08:10 - 09:20AM Keynote Presentation and Discussion Nassim Nicholas Taleb – Renowned Author, Researcher, and Scientific Advisor to Universa Investments 09:20 - 09:50AM The 3 Enduring Benefits of Systematic Macro; Will They Survive a QE Forever World? Pat Welton – Founder and CIO, Welton 09:50 - 10:20AM Tail Hedging: Cost, Reliability, Decay and the Need for...

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