The Dallas City Club
The Dallas City Club, 901 Main St #6900, Dallas, TX 75202

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Event Date Tue Oct 30 EDT (about 3 years ago)
Location The Dallas City Club
901 Main St #6900, Dallas, TX 75202
Region Americas

DC Finance invites you to join our Houston and Dallas series of family office conferences. Each event hosts over 100 Single Family Office executives and Ultra and High Net Worth Individuals (HNWI) representing approximately $50 Billion under management.

We offer not only cutting edge education but also a networking platform for local and international families that you won’t meet anywhere else. Come meet families just like you, from the US as well as from the other side of the Atlantic who seek investments, partners, or just good friendship. Gain valuable insights and learn fresh innovative ideas from a distinguished panel of experts from all across the globe speaking on a variety of unique topics.

This is not your average wealth management event.

The Dallas Conference, October 30th, 2018

Our past Dallas conference opened with a reception at The Bush Library with special Keynote Speaker: Mr. Kenneth A.Hersh, President & CEO, George W. Bush Presidential Center. The conference hosted Ms. Jaynie Schultz and her family for a special discussion of transformation of the values of philanthropy across generations among many high tier speakers. Please visit our Dallas agenda page for more information. The next Dallas conference is scheduled for October 2018.


2018 Speakers

Mr. Trammell S. Crow
Founder, EarthX

Mr. Morton Meyerson
Founder and Chairman of 2M Companies, LLC

Mr. Jeremy Sain
Managing Director, HFF

Mr. Michael Rutner
Managing Director, Ion Pacific

Ms. Monica Egert Smith
Chief Relationship Officer, Communities Foundation of Texas

Ms. Sarah Losinger
Trustee, Communities Foundation of Texas

Mr. Arthur Budge, Jr.
President and CEO, Five States Energy Company, LLC

Mr. Paris Rutherford
Principal, CATALYST Urban Development

Mr. Roy Sagi
VP Investment Banking, Saga Foundation

Mr. Andrew Robertson
CEO, Professional Rental Tools

Dr. Isador Lieberman
Orthopaedic & Spine Surgeon, President Texas Back Institute

Mr. John W. (Trey) Morsbach III
Senior Managing Director, Co-Head Dallas Office, HFF

Mr. John P. Dean
Regional Private Banking Manager for Dallas, Fort Worth, Oklahoma, and Midland, Wells Fargo

Ms. Samira Salman
Founder & CEO, Salman SolutionsMs. Florence LoweChief Operating Officer, Synerzip

Mr. Ed Hightower

Dr. Rajesh Narasimha

Mr. Eric Lenington
Founder & CEO, ObjectSpectrum LLC and Founder & Managing Partner, 24x8 LLC

Mr. Ohad Zuckerman
Managing Partner, COPIA Ag & Food Technologies Ltd.

Mr. John Nottingham
Co-Founder, Nottingham Spirk

Mr. Adil Adi
Founder & CEO, WorldLink

Mr. Bradley Laye
President & CEO, Jewish Federation of Greater Dallas

Ms. Jaynie Schultz
Director, Schultz Family Foundation

Ms. Anna Martin
Associate, Sallyport Investments

Ms. Amy E. Pienta
Senior Director, Family Office Services, BDO

Mr. Jason Cain
Family Office Services Managing Partner, BDO

Mr. Will Stringer
Senior Associate, Cockrell Interests

Mr. Pedro Escudero
Founder & CIO, DPM CapitalMs. Carrie BurnettTax Managing Director, BDO

Mr. Harold Gernsbacher
CEO, Chain Link Services

Mr. Bernard L. Weinstein
Associate Director, Maguire Energy Institute

Mr. Itamar Nir
Managing Director, Alignment Capital

Mr. Randy Wright
Tax Partner - Dallas, BDO

Mr. Will Cullen
Vice President, LongPoint Minerals & Business Development

Mr. Ron Romaner
Owner, The Yiddishe Kup

Mr. Ryan Urech
Senior Vice President – Southwest Region Business Development, Wells Fargo

Mr. Denny Chared
Founder & CEO, DC Finance

Mr. Edward C. Coyne
Executive Vice President, National Sales, Sprott Asset Management

Mr. Josh Ungerman
Partner, Meadows Collier

Mr. Alan Davis
Partner, Meadows Collier