The 6th Annual Private Wealth Texas Forum is the region's leading conference for family offices, high net worth wealth managers and private banks from throughout the region and one of the flagship meetings of our global private wealth series. The Forum’s content was developed through hundreds of one-on-one meetings with the HNW family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector from across Texas.
Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed-door and invitation only, and it has been designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
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KEYNOTE SPEAKERS
 | Don Luskin, Chief Investment Officer, Trend Macrolytics Prior to founding Trend Macrolytics, Don was vice chairman and co-chief investment officer of Barclays Global Investors. After a decade building Wells Fargo Investment Advisors into the world's largest and most innovative investment manager -- where indexing, sector ETFs, tactical asset allocation and quant-active investing were invented and popularized -- Don was a member of the three-man management team that sold the firm to Barclays Bank PLC in 1995. The firm was acquired by Blackrock in 2009. At Barclays, Don invented and patented target-date mutual funds, which have since become a standard for retirement investment. He pioneered sector ETF's, creating the fund family now known as i-Shares. After Barclays, Don was CEO and co-founder of MetaMarkets.com, and manager of the pathbreaking OpenFund -- the world's first "interactive mutual fund," that showed all its holdings and trading activity in real-time on the Internet. Don was the inventor of the POSIT ECN, and founder of Investment Technology Group at Jefferies & Company. He has been a hedge fund manager and an options market maker on the Chicago Board Options Exchange, the Pacific Stock Exchange, and the New York Stock Exchange. Don has been an economic advisor to two presidential candidates including the late John McCain, and has briefed the President in the White House. |
 | John Buser, Executive Vice Chairman- NB Alternatives, Neuberger Berman John Buser is the Executive Vice Chairman of NB Alternatives and a Managing Director of Neuberger Berman. He is also a member of the Private Investment Portfolios, Co-Investment, Northbound and Secondary Investment Committees. He is Head of Private Market Client Initiatives and previously Mr. Buser was Global Head of Private Investment Portfolios for 13 years. Before joining Neuberger Berman in 1999, Mr. Buser was a partner at the law firm of Akin, Gump, Strauss, Hauer & Feld, LLP, where he had extensive experience in the practice of domestic and international income taxation and complex partnership negotiation during his 17 year tenure. Mr. Buser was admitted to the State Bar of Texas in 1982 after receiving his JD from Harvard Law School. Prior to attending law school, Mr. Buser graduated summa cum laude with a BS in accounting from Kansas State University. |
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Key Discussion Topics
ECONOMIC, POLITICAL & GLOBAL MARKETS
OUTLOOK
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
INVESTING
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 making investment in specific strategies. Aside from energy, where are
the biggest opportunities? Will ESG be affected as volatility cripples some
specific industries?
REAL ASSETS AND REAL ESTATE INVESTMENT
STRATEGIES
With volatility expected to continue throughout 2019 in public markets,
investors with an 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.
ASSET ALLOCATION
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.
PRICING
| Early Bird | 800 | 10/10/19 |
| Level 1 | 1,100 | 11/07/19 |
| Level 2 | 1,300 | 12/05/19 |
| Level 3 | 1,700 | 01/09/20 |
| Level 4 | 2,000 | 02/13/20 |
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