A one day meeting of the largest family offices, private banks and registered investment advisors based in Texas. The event provides an educational overview of both asset allocation and asset protection strategies for the private client intermediary.
Steve Orr Chief Investment Officer Texas Capital Bank
Ed Butowsky Managing Partner Chapwood Investments
Joshua Wilson Chief Investment Officer WorthPointe
Alison Comstock Moss Chief Strategy Officer, Principal Paul Comstock Partners
Mark H. LaRoe Managing Director, Head, Dallas Private Banking Mark Deutsche Asset & Wealth Management
Dennis Johnson Chief Investment Officer Comerica Asset Management Group
Matt DenBleyker Senior Director, Investment Research Larry Thompson & Associates
Jeanne Mowrey Managing Director Cambridge Associates
Russell A. Labrasca Managing Director & Head of the Houston Office Citi Private Bank
James Kee, Ph.D President and Chief Economist, Partner South Texas Money Management
Susan L. Fish Managing Director JFO Group
Dan Peters Director of Portfolio Management Lee Financial
R. Dennis Moon National Executive & Managing Director Specialty Asset Management U.S. Trust
Guillermo de Leon Managing Director Blue Line Investment Group
Joe Martinez Managing Partner Phlox Capital Management, LLC
Marshall Brackbill Investment Manager Copper Beech Capital, LLC
Alan McKnight Chief Investment Officer Regions Bank
Richea Powell President & Chief Executive Officer Haven Wealth Group
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?
How do family offices clarify and coordinate governance–is good governance different for family firms?
Developing a charitable expertise, from the family to the high end advisor.
|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.|
Head of Private Wealth Group