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.
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.
Debra Brennan Tagg, CFP Managing Partner & Financial Planner Helping Clients with Retirement Planning Brennan Financial Services
Kimberly Spinks Senior Vice President & Trust Investment Officer Texas Bank and Trust
Mark Berry Principal Adell, Harriman & Carpenter
Clint Sorenson Co-Founder WealthShield
Jamie Lavin Executive Director J.P. Morgan Private Bank
R. Dennis Moon National Executive & Managing Director Specialty Asset Management U.S. Trust
Nathan Norman Director Pin Oak Investment Advisors
Ed Butowsky Managing Partner Chapwood Investments
Michelle Connell President, Owner Portia Capital Management
Greg Hutto President , Chief Executive Officer Heritage Retirement Advisors
Michael Mansur Founder Castleview Partners
Vaughn Brock Investment Committee Veritas Family Partners
Stephen Browne Chief Investment Officer Paul Comstock Partners
Paul Carroll Chief Executive Officer, Principal Efficient Wealth Management
Laurence Galvin Founder, Principal Sparrow Family Office
Steven Thieme Hedge Fund Research Fund Evaluation Group
Robert Butler President Butler Advisory
Ken Shoji Chief Investment Officer View Capital Partners
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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 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
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.
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.