Private Wealth Texas Forum 2018 | Markets Group | 13 February 2018 | Tower Club, Thanksgiving Tower 1601 Elm Street Dallas, Texas US 75201, US

The Private Wealth Dallas Forum is designed to bring together more than 100 capital allocators and wealth managers from the Dallas area for a day of networking and knowledge share.

Our agenda will cover asset allocation, alternative investing, growing and passing on personal wealth as well as regulatory compliance and the current state of the financial marketplace and 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.

2018 Speakers

Alan McKnight
Chief Investment Officer, Regions Bank

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

Richard B. Bennett
Founding Partner, Durbin Bennett - Private Wealth Management

Joshua Wilson
Chief Investment Officer, WorthPointe Wealth Management

Brandon Day
Principal, Co-Founder, 360 Wealth Management

Matt DenBleyker
Vice President, Research, Fund Evaluation Group

Mark H. LaRoe
Managing Director, Head, Dallas Private Banking Mark, Deutsche Asset & Wealth Management

Jeremy Walker
Wealth Manager, President, Managing Partner, Maverick Wealth Management

Clark Edlund
Senior Vice President, Investment Strategies, CAZ Investments

Greg Hutto
President , Chief Executive Officer, Heritage Retirement Advisors

Kelly Colotla
Vice President, Portfolio Manager Investment Management Group, Broadway Bank

Royce Ramey
Managing Director, Client Advisory Team, Tolleson Wealth Management

Franklin Parker
Chief Investment Officer, Bright Wealth Management

John Weitzer
Chief Investment Officer, First Command Financial Services

Brad Linch
President, Chief Financial Officer, Linch Financial

Andrew Swartz
Chief Investment Officer, J. Cleo Thompson Family Office

Dhruv Maniktala
Vice President, Director of Global Investment Strategy, True North Advisors

Franklin Parker
Chief Investment Officer, Bright Wealth Management

John Weitzer
Chief Investment Officer, First Command Financial Services

Brad Linch
President, Chief Financial Officer, Linch Financial

Andrew Swartz
Chief Investment Officer, J. Cleo Thompson Family Office

Dhruv Maniktala
Vice President, Director of Global Investment Strategy, True North Advisors

2018 Sponsors

• Alpha DNA
• BPO Capital
• Citi
• Cole
• Coquest
• Doxim
• Etf
• FS Investments
• Integrity
• LendingClub
• Lincoln
• Morsico Funds
• Miller Howard
• Promona Capital
• Sprott
• Third Avenue Management
• Wells Fargo Asset Management