6th Annual Private Wealth Texas Forum 2020 | Markets Group | 13 February 2020 | Belo Mansion, 2101 Ross Ave, Dallas, TX 75201, USA
Venue
Belo Mansion
Belo Mansion, 2101 Ross Ave, Dallas, TX 75201, USA
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| Event Date |
Thu Feb 13 CST (almost 5 years ago)
In your timezone (EST): Thu Feb 13 9:00am - Thu Feb 13 6:00pm |
| Location |
Belo Mansion
2101 Ross Ave, Dallas, TX 75201, USA |
| Region | Americas |
Details
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.
Speakers
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
LEAD:
• UFC
PLATINUM SPONSORS:
• Goldman Sachs Asset Management
• Spratt
GOLD SPONSORS:
• Angelo Gordon
• Cambiar Investors
• Citi
• Cushing Asset Management
• Invenomic Capital Management
• IVA
• LATEEF Investment Management
• Pomona Capital
SPONSORS:
• BNY Mellon
• Delaware Funds
• Goldman Sachs
• Griffin Capital Securities
• Harbor Funds
• James Alpha Advisors
• Orion
• Parametric
• Strategic Capital SC Distributors
• Tortoise
MEDIA & INSTITUTIONAL PARTNERS
• Savvy Investor
• FON
• Canadian Association of Alternative Strategies & Assets