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:
- Oren Rosen, PhD, CAIA, Portfolio Manager, Systematic Macro & Trend Strategies, Welton Investment Partners
- Patrick Kazley, Solutions Portfolio Manager, One River Asset Management
- Stephen Klein, Chief Operating Officer, Co-Portfolio Manager, AFBI
- Daniel MacDonald, Head of Pension Advisory, Middlemark Partners
Additional Welton Attendees:
- Scott Merkel, CFA, Senior Managing Director, Portfolio Solutions
- William Marr, Senior Managing Director, Wealth Management Group
