Alts Investor Forum South (formerly Texas Credit & Hedge Fund Investor Forum) is a one-day meeting of the largest, most sophisticated family offices, pension funds, endowments, foundations, wealth managers, private bankers, insurance funds and health care organizations in Texas and the surrounding states. The event provides educational updates across all alternative investments covering hedge funds, credit, private debt, liquid alternatives, distressed, ABS/RMBS, global macro, managed futures, commodities, real assets, fixed income, equity long short, event-driven and other diversified strategies for institutional and private clients.
Through a series of panel discussions, keynotes and interactive roundtables with industry leaders, more than 100 institutional and private wealth allocators will explore innovative alternative strategies and new approaches to portfolio construction. Additionally, attendees will analyze the utility of alternative investments from the view of a modern investor’s portfolio.
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
Clint Haggard President Burgher Haggard
NEXT BEST MOVE IN ALTERNATIVES
As the controversy around alternatives carries on, investors voice the opportunity in cash and fixed income investment strategies.
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.
|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 Credit & Hedge Fund Group