The Private Wealth Texas Forum is designed to bring together more than 75 capital allocators and wealth managers from the Houston area for a day of networking and knowledge share. Our agenda will cover asset allocation, alternative investing, growing and passing on personal wealth as well as regulatory compliance and the current state of the financial marketplace and global economy. As this event is completely closed door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the local HNW community.
Stephen Lack Managing Partner, Chief Investment Officer Galapagos Partners
Joshua Wilson Chief Investment Officer WorthPointe Wealth Management
Rick Pitcairn Chief Investment Officer Pitcairn
Frank Beck President & Chief Investment Officer Beck Capital Management LLC
Adam Lampe President & Co-Founder Lampe & Son Wealth Management
Brandon Henry Co-Founder, Director of Estate Planning Mosaic Advisors
Troy Sharpe President & Founder Oak Harvest Financial Group
Matthew E. Caire Vice President, Investments Houston Trust Company
Kurt Box Partner The Advocates
David Harris Senior Managing Director, Wealth Management U.S. Capital Advisors
Eric Kordsmeier Director- Financial & Estate Planning Frontier Investment Mangement
Matt Werner Managing Director, Analyst, Portfolio Manager Chilton Capital
Deborah Stavis Chief Executive Officer, Partner Stavis & Cohen Financial
David Tolson Managing Partners Arete Advisors
Catherine Lee Clarke Vice President, Senior Client Investment Advisor Senitinel Trust
Clark Edlund Senior Vice President, Investment Strategies CAZ Investments
William Goldberg Senior Vice President, Wealth Management UBS Wealth Management
Henry Pizzutello Chief Investment Officer Rhame & Gorrell Wealth Management
Please note only corporate email addresses will be accepted only. If you have any questions or problems registering, please contact us.
How can private clients and wealthy families leverage an increasingly specialized and expert industry to protect wealth?
Maintaining wealth through generations–maintaining relationships and preparing for changing economic and political environments.
Diversifying, growing returns, and understanding risk tolerance among private client investors.
Private Equity, Hedge Funds, Real Estate, Commodities, and esoteric asset classes all hold appeal for wealthy families – how do we demystify allocations outside the traditional markets?
TRENDS & FUTURE OUTLOOK:
An update on current market trends and domestic and international economic policy, as well as opportunities for the private client to preserve and grow wealth.
Hear fixed-income managers from across the state share actionable ideas to stay liquid, profit and protect your clients' portfolios.
|Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.|