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 bespoke solutions for their portfolio needs, hedge funds and solutions providers accelerate their provision of innovative strategies and tactics. Modernized approaches to alignment of interests provide access to new possibilities that drive improvements in risk reduction and alpha creation.

Join us for substantive discussions between institutional investors, allocators, managers, solutions providers, and academics who will examine the current challenges and fresh solutions designed to optimize outcomes for investors.

Panel Title: Beyond 60/40: The Role of Diversifying Strategies & Customized Solutions

Panel Date/Time: 10/18/23 @ 8:30 – 9:30am

Moderator: Tathata Lohachitkul, CFA, Partner & Portfolio Senior Analyst, Albourne America LLC

Lionel Erdely, Co-CEO and CIO, Investcorp-Tages
Michael Pomada, President & Chief Executive Officer, Crabel Capital Management
Amit Thanki, CAIA, Senior Investment Officer, San Bernardino County Retirement System
Dr. Patrick Welton, Founder & Chief Investment Officer, Welton Investment Partners

Additional Welton Attendees:
Scott Merkel, CFA, Senior Managing Director, Portfolio Solutions
William Marr, Senior Managing Director, Wealth Management Group


  • 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.

Welton Investment Partners