The Texas Credit & Hedge Fund Investor Forum is a one-day meeting of Texas-based hedge fund investors including foundations, endowments, wealth managers, family offices, pensions, hospital plans, insurance companies and investment consultants. The meeting provides local institutional and private client investors with peer-based and case-study focused education on contemporary hedge fund, opportunistic and structured credit investment strategies.
Arranged as a series of interactive panel discussions with leading investors, more than 100 institutional investors and family offices will attend to explore innovative hedge fund and credit investments, discover new approaches to portfolio construction and asset allocation and engage with peers on the utility of hedge funds in the modern investor’s portfolio. This meeting is closed to the press and service providers. Participation of hedge fund managers is invite only and limited in order to ensure the most open communication at our meetings.
Adam Levine Chief Strategist Texas Treasury Safekeeping Trust Company
Panayiotis Lambropoulos Portfolio Manager Employees Retirement System of Texas
Steven Wilson Investment Manager Teacher Retirement System of Texas
Justin Pawl Chief Investment Officer Covenant Multi Family Offices
Guillermo de Leon Managing Director Blue Line Investment Group
Lee Underwood Managing Partner Constellation Associates, LLC
Tim Bray CFA, CAIA, Portfolio Manager GuideStone Financial Resources
Ed Durkee Senior Investment Committee Adviser Galapagos Partners
Ed Butowsky Managing Partner Chapwood Investments
Matt DenBleyker Senior Director, Investment Research Larry Thompson & Associates
Brett Horton Principal Mercer
James Walsh Head of Portfolio Advisory Albourne
Pam Friedman Partner Silicon Hills Wealth Management
Richea Powell President & Chief Executive Officer Haven Wealth Group
Joshua Wilson Chief Investment Officer WorthPointe Wealth Management
Alexander Browning Vice President Callan Associates
Stephen Browne Chief Investment Officer Paul Comstock Partners
James Bode Manager of Alternative Investments BOK Financial Corporation
Despite volatility in the markets, investors are capitalizing on opportunities within credit investing to reap alpha across the credit spectrum.
Hedge Fund Investment Strategies
Creating a dialogue around the opportunities in this volatile market through credit investing, long/short equity, market neutral, global macro, convertible arbitrage and liquid alternatives.
Private Wealth & Hedge Funds
As hedge funds continue to be important to family offices, wealth managers and private banks, investors will discuss the rise in their allocation.
Institutional Portfolio Construction
Discussing hedge fund manager selection, addressing over-diversification mistakes and understanding both the art and science of developing a successful portfolio for pensions, endowments and foundations.
Macroeconomics & Global Trends
Comparing and contrasting global macro conditions and investment performance.
Next Best Move in Alternatives
As the controversy around alternatives carries on, investors voice the opportunity in cash and fixed income investment strategies.
|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 the Institutional Investors Group