The 5th Annual Private Wealth Texas Forum is designed to bring together more than 250 attendees including more than 150 leading RIAs, family offices, Private Banks and HNW wealth managers from across the state for a day of peer networking and knowledge share. Our agenda will cover asset allocation, alternative investing, asset protection as well as regulatory compliance and an outlook of the financial markets and the global economy. As this event is completely closed door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the local HNW community.
Myron Scholes, Chief Investment Strategist, Janus Henderson
Myron Scholes is the Frank E. Buck Professor of Finance, Emeritus, at the Stanford Graduate School of Business, Nobel Laureate in Economic Sciences, and co-originator of the Black-Scholes options pricing model. Scholes was awarded the Nobel Prize in 1997 for his new method of determining the value of derivatives. Scholes is currently the Chairman of the Board of Economic Advisers of Stamos Partners. Previously he served as the Chairman of Platinum Grove Asset Management and on the Dimensional Fund Advisors Board of Directors, American Century Mutual Fund Board of Directors and the Cutwater Advisory Board. He was a principal and Limited Partner at Long-Term Capital Management, L.P. and a Managing Director at Salomon Brothers. Other positions Scholes held include the Edward Eagle Brown Professor of Finance at the University of Chicago, Senior Research Fellow at the Hoover Institution, Director of the Center for Research in Security Prices, and Professor of Finance at MIT’s Sloan School of Management. Scholes earned his PhD at the University of Chicago.
Garth Friesen, Chief Executive Officer, Ill Capital Management
Garth Friesen is the CEO at the hedge-fund manager, III Capital Management. He has served in multiple capacities at the firm, including Co-Chief Investment Officer. Garth has specific investment expertise in numerous markets, including fixed income, equities, and credit and interest-rate derivatives. He served as a member for five years on the New York Fed’s Investor Advisory Committee on Financial Markets. Prior to joining III, he was an interest-rate swaps market-maker for two Wall Street Banks. He is also the author of the book, Bite the Ass off a Bear: Getting in and Standing Out on a Hedge Fund Trading Floor.
Torii Hunter, Outfielder, Major League Baseball, 1997-2015
Torii Kedar Hunter is an American former professional baseball center fielder and right fielder. He played in Major League Baseball (MLB) for the Minnesota Twins, Los Angeles Angels of Anaheim and Detroit Tigers from 1997 through 2015. Hunter was a five-time All-Star, won nine consecutive Gold Glove Awards as a center fielder and was a two-time Silver Slugger Award winner.
Debra Brennan Tagg, CFP Managing Partner & Financial Planner Helping Clients with Retirement Planning Brennan Financial Services
Eric Bennett Chief Investment Officer, Chairman of Investment Commitee Tolleson Wealth Management
Joe Rorke Regional Chief Investment Officer Abbot Downing
Ken Shoji Chief Investment Officer View Capital Partners
Joy Schoffler Chief Strategy Officer Casoro Capital
David Franklin Director of Portfolio Construction Regions Asset Management
James Whiddon Director of Investments Buckingham Strategic Wealth
Stephen Colavito Jr. Chief Market Strategist Lakeview Capital Partners
Greg Hutto President , Chief Executive Officer Heritage Retirement Advisors
Ed Butowsky Managing Partner Chapwood Investments
Lonnie Gienger Chief Executive Officer Wilkinson Family of Companies
Hank N. Mulvihill, Jr. Director and Senior Wealth Advisor Smith Anglin Financial
Michelle Connell President, Owner Portia Capital Management
Steven Thieme Hedge Fund Research Fund Evaluation Group
Dory Wiley President & Chief Executive Officer Commerce Street Investment Management
Matt DenBleyker Vice President, Research Fund Evaluation Group
Michael Mansur Founder Castleview Partners
Robert Butler President Butler Advisory
ECONOMIC, POLITICAL & GLOBAL MARKETS
Currently, we find ourselves in a positive domestic GDP environment, with optimistic corporate earnings growth, a strong dollar and a volatile stock market. What is to be expected in 2019 and beyond?
EMERGING AND OPPORTUNISTIC ALTERNATIVE
Private Equity, Venture, Hedge Funds and other alternatives investments hold appeal for wealthy families. How are wealth managers viewing future allocations as valuations increase and dry powder sits on the sidelines?
FIXED INCOME INVESTMENTS
Global growth remains positive and central banks around the world continue to unwind what has been a very accommodative monetary policy. However, with volatility likely to stay high, investors must continue to do their homework.
EQUITIES AND THEIR IMPACT ON PORTFOLIOS
Huge opportunities remain available for investors considering (I would change “considering” to “making” predictions for 2019. Aside from energy, where are the biggest opportunities? Will ESG be affected as volatility cripples some specific industries?
REAL ASSET AND REAL ESTATE INVESTMENT
With volatility expected to continue throughout 2019 in public markets, investors with appetite for less risk will be turning to real estate and other real assets investments. Still, finding the best opportunities will require great due diligence and patience.
With competition for clients and assets on the rise, wealth managers need to ensure that their asset allocation strategies address the balance between risk and opportunity.
|Pre-Event Registration II||$1,600||01/31/19|