Belo Mansion
Belo Mansion, 2101 Ross Ave, Dallas, TX 75201, USA

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Event Date Thu Feb 13 CST (over 1 year ago)
In your timezone (EDT): Thu Feb 13 9:00am - Thu Feb 13 6:00pm
Location Belo Mansion
2101 Ross Ave, Dallas, TX 75201, USA
Region Americas

The 6th Annual Private Wealth Texas Forum is designed to bring together more than 250 attendees including more than 150 leading RIAs, family offices, Private Banks and HNW wealth managers from across the state for a day of peer networking and knowledge share. Our agenda will cover asset allocation, alternative investing, asset protection as well as regulatory compliance and an outlook of the financial markets and the 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.


2020 Speakers

Debra Brennan Tagg, CFP
Managing Partner & Financial Planner Helping Clients with Retirement Planning, Brennan Financial Services

Kimberly Spinks
Senior Vice President & Trust Investment Officer, Texas Bank and Trust

Mark Berry
Principal, Adell, Harriman & Carpenter

Clint Sorenson
Co-Founder, WealthShield

Jamie Lavin
Executive Director, J.P. Morgan Private Bank

Ed Butowsky
Managing Partner, Chapwood Investments

Michelle Connell
President, Owner, Portia Capital Management

Greg Hutto
President , Chief Executive Officer, Heritage Retirement Advisors

Michael Mansur
Founder, Castleview Partners

Vaughn Brock
Investment Committee, Veritas Family Partners

Hank N. Mulvihill, Jr.
Director and Senior Wealth Advisor, Smith Anglin Financial

John Schmit
Portfolio Manager, Frontier Investment Management

Stephen Browne
Chief Investment Officer, Paul Comstock Partners

Paul Carroll
Chief Executive Officer, Principal, Efficient Wealth Management

Laurence Galvin
Founder, Principal, Sparrow Family Office

Steven Thieme
Hedge Fund Research, Fund Evaluation Group

Robert Butler
President, Butler Advisory

Sponsors & Partners

2020 Sponsors


• Goldman Sachs Asset Management
• Spratt

• Angelo Gordon
• Cambiar Investors
• Citi
• Cushing Asset Management
• Invenomic Capital Management
• LATEEF Investment Management
• Pomona Capital

• BNY Mellon
• Delaware Funds
• Goldman Sachs
• Griffin Capital Securities
• Harbor Funds
• James Alpha Advisors
• Orion
• Parametric
• Strategic Capital SC Distributors
• Tortoise

• Savvy Investor
• Canadian Association of Alternative Strategies & Assets