TBA, Dallas

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Location TBA
Region Americas

The 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 meetings of our global private wealth series. The Forum’s content was 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.


2021 Past Speakers


Don Luskin
Chief Investment Officer, Trend Macrolytics

John Buser
Executive Vice Chairman- NB Alternatives, Neuberger Berman


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

R. Dennis Moon
National Executive & Managing Director Specialty Asset Management, U.S. Trust

Nathan Norman
Director, Pin Oak Investment Advisors

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

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

Ken Shoji
Chief Investment Officer, View Capital Partners