A one day meeting of the largest family offices, private banks and Registered Investment Advisors based in Texas. The event provides an educational overview of both asset allocation and asset protection strategies for the private client intermediary.
Ed Butowsky Managing Partner Chapwood Investments
Joshua Wilson Chief Investment Officer WorthPointe
Mark H. LaRoe Managing Director, Head, Dallas Private Banking Mark Deutsche Asset & Wealth Management
Matt DenBleyker Vice President, Research Fund Evaluation Group
Russell A. Labrasca Managing Director & Head of the Houston Office Citi Private Bank
Joe Martinez Managing Partner Phlox Capital Management, LLC
Alan McKnight Chief Investment Officer Regions Bank
Christopher Dance Owner Havenshare Financial, LLC
Bruce Eliot Portfolio Manager PE Investments
Frank Beck President & Chief Investment Officer Beck Capital Management LLC
Debra Brennan Tagg, CFP Managing Partner & Financial Planner Helping Clients with Retirement Planning Brennan Financial Services
Chris Davis Partner Sloan Investment Management
Brian Anderson Chief Operating Officer, Chief Compliance Officer & Chief Risk Officer Galapagos Partners, L.P.
Bill Durham President Birnam Wood Capital, LLC.
Steve Reed Managing Partner and Co-Founder - Investment Management EF Capital Management, LLC
How can private clients and wealthy families leverage an increasingly specialized and expert industry to protect wealth?
Maintaining wealth through generations–maintaining relationships and preparing for changing economic and political environments.
Diversifying, growing returns, and understanding risk tolerance among private client investors.
Private Equity, Hedge Funds, Real Estate, Commodities, and esoteric asset classes all hold appeal for wealthy families–how do we demystify allocations outside the traditional markets?
How do family offices clarify and coordinate governance–is good governance different for family firms?
Developing a charitable expertise, from the family to the high end advisor.
|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.|
Head of Private Wealth Group