Talking Hedge | Nashville, TN
Join us on Dec 4-5 for Dr. Oren Rosen's panel, "A Fresh Look at Macro and Risk Mitigation Strategies" featuring representatives from Mission Crest Capital Management, and Multilateral Endowment Management Company.
Events
Talking Hedge | Austin, TX
Join us on May 20 for Dr. Oren Rosen's panel, "Diversify & Rebalance: How to Optimize Your Portfolio with Divergent Strategies," featuring representatives from Aksia, One River Asset Mgmt, AFBI, and Middlemark Partners.
SBAI Stockholm Institutional Investor Roundtable | Stockholm, Sweden
Join us on November 28 for Guillaume Detrait's panel, “ESG in Systematic Strategies,” featuring representatives from Swedbank Robur, Lynx Asset Management, and SBAI.
Southeast RIA Summit | Atlanta, GA
Join us on November 28 for William Marr's panel, "Market Outlooks and Opportunities" (CFP), featuring representatives from Balentine, Cerity Partners, Hamilton Capital Partners, and NovaPoint Capital.
SBAI Paris Members Lunch | Paris, France
Join us on November 22 for Matthieu Claudel's panel, “New Forms of Partnerships,” featuring representatives from CDPQ, New Alpha, and SBAI.
Talking Hedge | Marina del Rey, CA
Join us on October 18 for Dr. Patrick Welton's panel, "Beyond 60/40: The Role of Diversifying Strategies & Customized Solutions," featuring representatives from Albourne, San Bernardino County Retirement System, Investcorp-Tages, and Crabel.
Texas RIA Summit | Dallas, TX
Join us on September 21 to see Bill Marr's panel, "Recalibrating the 60/40 Asset Allocation Model," where panelists will discuss tactics to help clients navigate inflation, higher interest rates, and increasingly frequent market shocks over the short and long-term.
Beach Clean-Up with Save Our Shores
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. ...
Reuters ESG Investment Conference panel to be co-led by Dr. Patrick Welton and Anthony Minopoli, President & CIO of Knights of Columbus
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...
Basil Williams Panelist at CRUX Data & Sustainability Summit
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,...