9th Annual Private Wealth Texas Forum 2023 | Markets Group | 15 February 2023 | Arts District Mansion, 2101 Ross Ave, Dallas, TX 75201, USA
Venue
Arts District Mansion
Arts District Mansion, 2101 Ross Ave, Dallas, TX 75201, USA
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| Event Date |
Wed Feb 15 CST (almost 2 years ago)
In your timezone (EST): Wed Feb 15 1:00am - Wed Feb 15 1:00am |
| Location |
Arts District Mansion
2101 Ross Ave, Dallas, TX 75201, USA |
| Region | Americas |
Details
This Forum is the leading conference for RIAs, family offices, and private banks throughout the region.
The forum’s content is developed through hundreds of one-on-one meetings from within the high-net-worth family wealth management community. The program's speaking faculty is primarily comprised of Texas based leaders in the sector.
Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments. Along with, succession planning and an outlook of the financial markets and global economy. This event is completely closed-door and invitation-only. It is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
Speakers
2023 Speakers
KEYNOTE SPEAKER:
Anthony Scaramucci
Founder and Managing Partner, SkyBridge
SPEAKERS:
Clint Sorenson
Co-Founder, WealthShield
Megan Price
Associate Director, U.S. Capital Advisors
Michael Mansur
Founder, Castleview Partners
Gil Baumgarten
Founder and President, Segment Wealth Management
Dory Wiley
President & Chief Executive Officer, Commerce Street Investment Management
Pallavi Srivastava
Manager, Investments, Tolleson Wealth Management
Michael Custer
Senior Portfolio Manager, Texas Bank and Trust
Arturo Neto
Chief Investment Officer, Saxon Financial Group
John Schmit
Portfolio Manager, Frontier Investment Management
Dale Scofield
Managing Partner, Ameriprise Financial Services
Brandon Masbruch
Chief Investment Officer, Midwest Financial Group
Paul Nolte
Partner, Portfolio Manager, Kingsview Asset Management
R. Dennis Moon
National Executive & Managing Director Specialty Asset Management, U.S. Trust
Michelle Connell
President, Owner, Portia Capital Management
Rich Castleberry
Senior Vice President, BOK Financial
Blake Furgerson
Vice President/Investments, Stifel Investment Services
Timothy Smith
President & CIO, Petro Lucrum, Inc.
Matt Borowski
Senior Wealth Manager, Partner, True North
Sponsors & Partners
2023 Sponsors
LEAD SPONSOR:
• Hatteras Investment Partners
PLATINUM SPONSORS:
• Calamos
• Sprott
GOLD SPONSORS:
• Crowdstreet Advisors
• Distillate Capital
• Goldman Sachs
• Inland
• Harbor
• StratCap
SPONSORS:
• BNP Paribas
• Cumberland Trust
• Delaware Funds
• FBN Farmland Capital
• Flyer Financial Technologies
• Gain Tech Capital
• Grubb Properties
• Hines
• Nexpoint
• SS&C
• Tifin Wealth
• Triton Pacific Securities LLC
• Wellesley Asset Management