The 9th Annual Private Wealth Texas Forum is the leading conference for RIAs, family offices, and private banks throughout the region.
The forum’s content is developed through hundreds of one-on-one meetings from within the high-net-worth family wealth management community. The program's speaking faculty is primarily comprised of Texas based leaders in the sector.
Our agenda covers: asset allocation and protection, equity markets, fixed income, alternative investment, succession planning, and an outlook on financial markets and the global economy. This event is completely closed-door and invitation-only. It is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
Anthony Scaramucci, Founder and Managing Partner, SkyBridge
Anthony Scaramucci is Founder and Managing Partner of SkyBridge focusing on marketing and business development. Prior to founding SkyBridge in 2005, Mr. Scaramucci co-founded investment partnership Oscar Capital Management, which was sold to Neuberger Berman, LLC in 2001. Earlier, he was a vice president in Private Wealth Management at Goldman Sachs & Co.In 2016, Mr. Scaramucci was ranked #85 in Worth Magazine’s Power 100: The 100 Most Powerful People in Global Finance. In 2011, he received Ernst & Young’s “Entrepreneur of the Year – New York” Award in the Financial Services category. He is the author of five books: The Little Book of Hedge Funds, Goodbye Gordon Gekko, and Hopping Over the Rabbit Hole (a 2016 Wall Street Journal best seller), Trump: The Blue Collar President, and The Sweet Life with Bitcoin. In November 2016, Mr. Scaramucci was named to President-Elect Trump’s 16-person Presidential Transition Team Executive Committee. In June 2017, he was named the Chief Strategy Officer of the Export-Import (EXIM) Bank. He served as the White House Communications Director for a period in July 2017. Mr. Scaramucci received a B.A. in Economics from Tufts University and a J.D. from Harvard Law School.
Clint Sorenson Co-Founder WealthShield
Megan Price Associate Director U.S. Capital Advisors
Michael Mansur Founding Partner, President, CAP dba ORG Partners CAP dba ORG Partners
Gil Baumgarten Founder and President Segment Wealth Management
Dory Wiley President & Chief Executive Officer Commerce Street Investment Management
Pallavi Srivastava Manager, Investments Tolleson Wealth Management
Michael Custer Senior Portfolio Manager Texas Bank and Trust
Arturo Neto Chief Investment Officer Saxon Financial Group
John Schmit Portfolio Manager Frontier Investment Management
Dale Scofield Managing Partner Ameriprise Financial Services
Brandon Masbruch Chief Investment Officer Midwest Financial Group
Paul Nolte Partner, Portfolio Manager Kingsview Asset Management
R. Dennis Moon National Executive & Managing Director Specialty Asset Management U.S. Trust
Michelle Connell President, Owner Portia Capital Management
Rich Castleberry Senior Vice President BOK Financial
Blake Furgerson Vice President/Investments Stifel Investment Services
Timothy Smith President & CIO Petro Lucrum, Inc.
Matt Borowski Senior Wealth Manager, Partner True North
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Opening Bell: Financial and Macro-Economic Outlook for the Next 12 Months
Top thinkers and chief investment officers in the private wealth space share their investment views about current US asset allocation strategies and their projected macroeconomic outlook for the next 12 months.
From Real Estate to Real Assets: Seeking the Best Opportunities
This panel examines key opportunities and challenges of investing in real assets and real estate.
Alternatives – Time to Shine
With traditional stocks and bonds both facing losses this year, which alternatives offer the most meaningful diversification and how can the best managers be sourced?
The Equity Equation: Evaluating Impact on Portfolios
The growth of the US and global economy and inflation are highly uncertain. This panel will endeavor to answer how those in private wealth can build an all-weather equity portfolio and other crucial questions.
Fixed Income: Trends Shaping Today’s Landscape
Inflation is at its highest rate in four decades. The Federal Reserve may continue to raise rates. Given this precarious moment in time, investors are left wondering if the 60/40 portfolio is still viable, considering correlations between stocks and bonds.
New Ways to Invest in Non-Traditional Assets - Reshaping Our Thinking
The prominence of alternative investments in portfolios has risen dramatically due to an increase in opportunistic returns.
The Future of Wealth Management
The wealth management space is continuously evolving to suit the needs of high-net-worth clients who only continue to get more complex. The panel of experts will discuss the challenges and roadblocks for the private wealth business.
|Early Bird I||1,500.00 USD||11/04/22|
|Early Bird II||2,100.00 USD||12/16/22|
|Pre-Event Registration I||2,300.00 USD||01/20/23|
|Pre-Event Registration II||2,700.00 USD||02/03/23|
|Event Registration||3,000.00 USD||02/15/23|