The 8th Annual Private Wealth Texas Forum is the leading conference for RIAs, family offices and private banks from throughout the region. The forum’s content is developed through hundreds of one-on-one meetings with the high net worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector 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 is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
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KEYNOTE SPEAKERS
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Mark Yusko , Founder, Chief Executive Officer & Chief Investment Officer , Morgan Creek Capital Management & Morgan Creek Digital Assets Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. He is also the Managing Partner of Morgan Creek Digital Assets. Morgan Creek Capital Management was founded in 2004 and currently manages close to $2 billion in discretionary and non-discretionary assets. Prior to founding Morgan Creek, Mr. Yusko was CIO and Founder of UNC Management Company (UNCMC), the Endowment investment office for the University of North Carolina at Chapel Hill. Before that, he was Senior Investment Director for the University of Notre Dame Investment Office. Mr. Yusko has been at the forefront of institutional investing throughout his career. An early investor in alternative asset classes at Notre Dame, he brought the Endowment Model of investing to UNC, which contributed to significant performance gains for the Endowment. The Endowment Model is the cornerstone philosophy of Morgan Creek, as is the mandate to Invest in Innovation. Mr. Yusko is again at the forefront of investing through Morgan Creek Digital Assets, which was formed in 2018. Morgan Creek Digital is an early stage investor in blockchain technology, digital currency and digital assets through the firm’s Venture Capital and Digital Asset Index Fund. |
SPEAKERS
Dennis Bielik Managing Partner TCG Advisory Services
Brian Heider Director of Investments, Principal True North Advisors
Kimberly Spinks Chief Investment Officer Texas Bank and Trust
Dory Wiley President & Chief Executive Officer Commerce Street Investment Management
Clint Sorenson Co-Founder WealthShield
Michael Mansur Founding Partner, President, CAP dba ORG Partners CAP dba ORG Partners
Ed Butowsky Managing Partner Chapwood Investments
Gil Baumgarten Founder and President Segment Wealth Management
Ray Dinunzio Managing Partner TOS Advisors
Michelle Connell President, Owner Portia Capital Management
Doug Bryant President Settco Management
PLATINUM SPONSORS
GOLD SPONSORS
SPONSORS
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Key Discussion Topics
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
How do advisors navigate slow revenue growth to alleviate the pressure on the equities market?
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.
PRICING
| Early Bird I | 1,000 | 01/19/22 |
| Early Bird II | 1,300 | 02/16/22 |
| Pre-Event Registration I | 1,600 | 03/16/22 |
| Pre-Event Registration II | 1,900 | 04/08/22 |
| Event Registration | 2,200 | 05/05/22 |
