7th Annual Private Wealth Texas Forum 2021 | Markets Group | 30 November 2021 | Arts District Mansion, 2101 Ross Ave, Dallas, TX 75201, US
Venue
Arts District Mansion
Arts District Mansion, 2101 Ross Ave, Dallas, TX 75201, US
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| Event Date |
Tue Nov 30 CST (about 3 years ago)
In your timezone (EST): Tue Nov 30 9:00am - Tue Nov 30 6:00pm |
| Location |
Arts District Mansion
2101 Ross Ave, Dallas, TX 75201, US |
| Region | Americas |
Details
The 7th Annual Private Wealth Texas Forum is the region's leading conference for family offices, high net worth wealth managers and private banks from throughout the region, and one of the flagship events of our global private wealth series. The Forum’s content is developed through hundreds of one-on-one meetings with the HNW family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector from across Texas.
Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed-door and invitation only, and it has been designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
We’re committed to the health and safety of all of our attendees. At each of our events the following COVID-19 related protocols will be in place to ensure a safe and comfortable experience for all guests:
• All attendees are required to be *fully vaccinated
• Modified room set up and seating arrangements
• Temperature check upon entry
• Enhanced cleaning and sanitation stations
• Limited touch food and beverage service
Speakers
2021 Speakers
Mark Berry
Principal Adell, Harriman & Carpenter
Michelle Connell
President, Owner Portia Capital Management
Greg Hutto
President , Chief Executive Officer Heritage Retirement Advisors
Ken Shoji
Chief Investment Officer, View Capital Partners
Kimberly Spinks
Senior Vice President & Trust Investment Officer, Texas Bank and Trust
Dory Wiley
President & Chief Executive Officer, Commerce Street Investment Management
Ed Butowsky
Managing Partner, Chapwood Investments
Helge Rokenes
Vice President and Chief Investment Officer, HighGround Advisors
Dale Scofield
Managing Partner, Ameriprise Financial Services
Ray Dinunzio
Managing Partner, TOS Advisors
Mark Whyman
Head of Equity Derivative Solutions, Axio Financial
Tom Bratkovich
Senior Vice President, Wilshire Associates
Sponsors & Partners
2021 Sponsors
• ARES
• Goldman Sachs
• Parametric
• Peach Tree Hotel Group
• Platform Ventures
• Putnam Investments
• Robo Global
• Strategic Capital SC Distributors
LEAD SPONSOR:
• MCG Investment Group
PLATINUM SPONSORS:
• Calamos Investments
• Cantor Fitzgerald
GOLD SPONSORS:
• AXIO
• Barclays
• CITI
• Macquarie
• Harbor Funds
• New York Life
• Pomona Capital