ALTSTX is an educationally focused alternative investment meeting designed to bring the investor community together for a full day of dialogue and discussion on the most relevant topics facing investors and managers today.
ALTSTX is developed and led by the CAIA Association and it’s a hot spot for those seeking the very latest in alternative investment news and developments. ALTSTX is specifically designed to provide relevant, educationally focused content for individuals who manage, advise, allocate to, or oversee alternative investments. With leading allocating and management firms, the agenda will include topics such as global asset allocation, risk management, private markets, real assets, alternative beta strategies, private equity, hedge funds, ESG, crypto and more.
Tony Weber, Managing Partner, Chairman of Executive Committee, NGP Energy Capital Management
Mr. Weber joined NGP in 2004 and serves as Managing Partner and Chairman of the firm’s Executive Committee. He chairs the Investment Process Committee where he oversees the firm’s ongoing investment and execution efforts, as well as, plays an active role in the full range of NGP’s investment and monitoring process. Mr. Weber has deep industry relationships and experiences that are vital resources for the firm. In addition to managing the day-to-day activities of the firm, Mr. Weber also plays a key role in sourcing and managing NGP’s relationship with its investors.
Prior to NGP, Mr. Weber was the Chief Financial Officer for Merit Energy Company where he raised equity commitments from investors and oversaw all of Merit’s financial, accounting, and investment functions.
Before Merit, NGP enjoyed a strong relationship with Mr. Weber from his position as Senior Vice President and Head of Union Bank of California’s Energy Division in Dallas. During his 14 years as a commercial banker, he was involved in the financing of more than $14 billion in energy transactions, including senior debt facilities, mezzanine debt structures, project financing and direct equity investments.
Mr. Weber received a B.B.A. in Finance in 1984 from Texas A&M University, where he is a member of the Dean’s Council, a founding member of the Mays Business Fellows Program, and was recognized as an outstanding alumnus in 2013.
Mark Okada, Co-Founder, Chief Investment Officer, Highland Capital Management
Mr. Okada is Co-founder and Chief Investment Officer of Highland Capital Management, L.P., a Dallas-based alternative investment firm with approximately $15 billion in assets under management. In his role, Mr. Okada oversees Highland’s broad investment activities for both the institutional and retail investment platforms, which include hedge funds, separate accounts, special situation private equity, collateralized loan obligations (CLOs), mutual funds, and ETFs. He also remains portfolio manager of the Highland Floating Rate Opportunities Fund.
Doug Bratton, Founder, Chief Investment Officer, Crestline Investors
Mr. Bratton is Founder, CIO and majority owner of Crestline Investors, Inc., an institutional alternative investment management firm that specializes in credit and opportunistic investments, and manages a multi-PM equity market neutral hedge fund. Mr. Bratton has been President of Crestline since 1997 and is the Chair of both the Investment and Executive Committees. He has been an investment professional utilizing alternative asset strategies focused on credit strategies, private equity and venture capital since 1983, and has managed portfolios using these strategies on behalf of organizations associated with the Bass Family since 1989.
T. Bondurant French, CFA, Chairman, Adams Street Partners
Bon is the Chairman of the Board of Directors and has been with Adams Street Partners and its predecessor organizations since 1980. He was instrumental in the development of Adams Street’s private equity investment strategies, fund management, and investor relations. Bon is sought out by private equity firms, consultants, and investors for advice and recommendations on a variety of private equity topics. Bon has been a guest lecturer to business schools, Wall Street firms, private equity conferences and industry trade associations about various investment topics and strategies. He was a member of the CFA Institute Committee (formerly AIMR – the Association for Investment Management and Research), which made recommendations concerning standards for reporting performance in private equity. Bon was also a contributor to the ICFA’s first book on the subject of private market investments, Investing in Venture Capital (1988). Professional Affiliations: Member of the Board of Trustees, Executive Committee, and Chairman of the Investment Committee at Northwestern University, Member of the Kellogg Graduate School of Management Dean's Advisory Council, Member of the CFA Institute and CFA Society of Chicago Leadership Council, Member of the Economic Club of Chicago, Chairman of the Board of the Center for Railroad Photography and Art, Former Director of the National Venture Capital Association, Trustee and Former Chairman of the Board of the Chicago History Museum.
Bryan Cressey, Co-Founder, Cressey & Company, Co-Founder, GTCR
Mr. Cressey is co-founder at Cressey & Company, a private investment firm specializing on investing in and building leading healthcare businesses. Mr. Cressey began his career with First Chicago Equity Group; was one of the founders of the firm that became Golder, Thoma, Cressey, Rauner; and established Cressey & Company in 2008.He is well known for his consistently strong investment returns. He served as Chairman of a New York Stock Exchange company, Belden, and is a Director of several others. He has been inducted into the Chicago Business Hall of Fame and the Chicago Area Entrepreneurship Hall of Fame, is a Stanley C. Golder Medal award winner from the Illinois Venture Capital Association.
Tim Barrett, Chief Investment Officer, Texas Tech University System
Mr. Tim Barrett is Associate Vice Chancellor and Chief Investment Officer for Texas Tech University System (TTUS). Mr. Barrett is responsible for day-to-day management of the Endowment Assets and responsible for Investment Strategy and Implementation of the nearly $1.2 Billion endowment and $800 Million in Operating Capital. Mr. Barrett began his relationship with TTUS in April of 2013. Prior to TTUS, Mr. Barrett served as Director of Pension Investments Worldwide at Eastman Kodak, overseeing more than $16 Billion in aggregate through approximately 77 plans globally.
Christina Wu Investment Officer Fort Worth Employees’ Retirement Fund
Bruce Swanson Sr. Managing Director & Chief Investment Officer Sentinel Trust Company
Josh Smith Chief Executive Officer Solovis
Stephen Browne Chief Investment Officer Paul Comstock Partners
Ryan Bailey Head of Investments Children's Health Foundation of Texas
Bill Carter Chief Executive Officer Carter Financial Management
Adam Levine Chief Strategist Texas Treasury Safekeeping Trust Company
Jorge de Lafuente Director, Operational Due Diligence Texas Treasury Safekeeping Trust Company
Miriam Klein Managing Director, Tax Centerbridge Partners
Thomas Häfliger Partner StepStone Global
Tim Reynolds Senior Portfolio Manager Employees Retirement System of Texas
William Prather Director of Natural Resources University of Texas Investment Management Company ('UTIMCO')
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NEXT BEST MOVE IN ALTERNATIVES
As the controversy around alternatives carries on, investors voice the opportunity in cash and fixed income investment strategies.
HEDGE FUND INVESTMENT STRATEGIES
Creating a dialogue around the opportunities in this volatile market through credit investing, long/short equity, market neutral, global macro, convertible arbitrage and liquid alternatives.
PRIVATE WEALTH & HEDGE FUNDS
As hedge funds continue to be important to family offices, wealth managers and private banks, investors will discuss the rise in their allocation.
INSTITUTIONAL PORTFOLIO CONSTRUCTION
Discussing hedge fund manager selection, addressing over-diversification mistakes and understanding both the art and science of developing a successful portfolio for pensions, endowments and foundations.
MACROECONOMICS & GLOBAL TRENDS
Comparing and contrasting global macro conditions and investment performance.
GROWING OPPORTUNITIES IN PRIVATE DEBT
Asset owners aim to get in on the opportunities in private debt and credit and are increasingly looking at impact investing as an alternative.
INVESTORS: Complimentary Registration for all qualified investors
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.
|Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.|