2017-10-25T00:00:00-0400

2017-10-25T00:00:00-0400

Private Wealth Texas Forum Houston, TX | October 25, 2017 Request Agenda


The Private Wealth Texas Forum is designed to bring together more than 100 capital allocators and wealth managers from the Dallas metro area and surrounding cities,  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.


SPONSORS

EDUCATIONAL PARTNERS


WHY SPONSOR

Key Discussion Topics

    • 2016 strategy analysis
    • Effective submarket selection
    • Identifying opportunities in a low cap rate market
    • Sector outlook for office, industrial and residential
    • Fundamental factors in GP selection
    • Capitalizing on a crowded core market
    • Value-add vs. Financial Engineering
    • Investing overseas

    SPONSORSHIP ONLY

    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.

    VENUE

    CONTACT

    HEAD OF PRIVATE WEALTH

    Paul Hamann

    Head of Private Wealth Group

    +1 347-308-7792

    Paul.Hamann@marketsgroup.org

    MARKETING

    Karishna Perez

    Marketing Manager

    +1 646-216-8581

    Karishna.Perez@marketsgroup.org

    PROGRAM MANAGER

    Michelle Quilio

    Program Manager

    +1 646-202-1943

    Michelle.Quilio@MarketsGroup.org

    SPONSORSHIP

    Brett Friedberg

    Relationship Manager

    +1 212-804-6220

    Brett.Friedberg@marketsgroup.org