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 strategies has led to a sea change in portfolio construction and asset allocation. We’ll talk about the abundance of innovation and customization in the alternative investment industry designed to meet the needs of asset owners and fiduciaries as they strive to protect and grow their portfolios in a volatile world.

Join us for substantive discussions between institutional investors, allocators, managers, solutions providers, and academics who will analyze the investment landscape and discuss fresh solutions designed to optimize investor outcomes.

Panel Title: Diversify & Rebalance: How to Optimize Your Portfolio with Divergent Strategies
Panel Date/Time: 5/20/24 @ 8:30 – 9:30am
Moderator:

  • Ben Bronson, CFA, CAIA, Managing Director, Aksia

Panelists:

Additional Welton Attendees:

 

Authors

  • Scott H. Merkel

    Scott is a member of Nile Capital Group, a private equity firm that specializes in taking equity stakes in asset management firms, including a stake in Welton Investment Partners in December 2021. Scott represents Welton to the institutional investor community, including pensions, endowments, foundations, sovereign wealth funds, and consultants.

  • William Marr

    Bill is responsible for delivering Welton’s investment solutions to the Wealth Management community, including Brokerage Houses, RIAs, Private Banks, and Family Offices.

Welton Investment Partners