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...
Welton Wins ESG Fund of the Year at the 2023 HFM US Performance Awards in New York
We are honored to share that Welton ESG Advantage won ESG Fund of the Year at the 2023 HFM US Performance Awards on November 1, 2023. Selection was determined by a judging panel made up of leading institutional and private investors and investment consultants....
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...
Two Welton Programs Shortlisted for the 2023 HFM US Performance Awards
We are honored to share that Welton Trend and Welton ESG Advantage were shortlisted for awards at this year’s 2023 HFM US Performance Awards. Thank you to HFM, and hearty congratulations to the distinguished fellow nominees listed below. Managed Futures (CTA)...
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...
The Impact of Higher Interest Rates on Hedge Fund Strategies
When assessing hedge funds, it is essential to understand the impact of higher interest rates on the various strategies. With a risk-free rate of 5%, investors have options that were not available two years ago, and this is now the bogey against which managers are...
The 60/40 Portfolio Is Back — But Is It Safe?
Financial Planning Wishful thinking is never a great investment strategy. But in the current macroeconomic environment, we can be forgiven for wanting to go back to the tried and true. Take the 60% equities, 40% bonds formula. The wisdom of the venerable portfolio...