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.
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.
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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Opening Bell: Financial and Macro-Economic Outlook for the Next 12 Months
At first glance, the investment outlook for the next 12 months seemed to be straightforward. Growth was weak but steady until COVID-19 hit.
How to Best Take Advantage of Opportunistic Alternative Investments
The market foresees an abundance of family offices, post-crisis regulation, technological developments, and macroeconomic shifts in demographics and economic policy. In the wake of COVID-19, market volatility is at an all-time high globally.
Fixed Income: Realistic Expectations and Ways to Enhance Returns
Bond yields and spreads near historic low levels are currently fueled further by the outbreak of COVID-19.
Global and Local Equities and Their Impact on Portfolios
The stock market has fallen significantly and continues fluctuation due to the outbreak of COVID-19. However, unlike the housing crisis of 2008, central banks are firm in their stimulus efforts.
Evaluating Real Assets and Real Estate Investment Strategies
This panel examines the benefits and the drawbacks of real assets and real estate. With the effects of COVID-19, deal volume is lower across International markets.
Opportunities in the Current Alternative Bucket
As allocations from investors continue to rise into alternative investments, such as private debt, infrastructure and real estate, the session addresses the best ways to access these markets.
The Future of Asset Allocation and Family Governance
With competition for clients and assets constantly increasing, wealth management practices need to ensure that their organizational structures, service models, strategies, products and pricing are positioned to achieve growth, revenue and relationship objectives.
INVESTORS: Complimentary Registration for all qualified investors. Email [email protected] for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.