5150 Westheimer Rd
5150 Westheimer Rd, Houston, TX 77056 USA

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Event Date Tue Nov 9 CST - Wed Nov 10 CST (about 1 year ago)
In your timezone (EST): Tue Nov 9 9:00am - Wed Nov 10 6:00pm
Location 5150 Westheimer Rd
Houston, TX 77056 USA
Region Americas

The annual Summit is a one day meeting of more than fifty institutional investors, attendees include CIOs from public and private pension plans, foundations, and endowments. Our audience gathers to focus on updates in the macroeconomic overview, regulatory matters, ESG Investing, industry specific trends, opportunities in private wealth and more. As we recover from the Covid-19 pandemic there has never been a more important time to exchange ideas face-to-face and build community.
Portfolio Summits content is built by and for Institutional Investors and includes dedicated discussions of investment topics as well as regulation, policy and industry trends.


2021 Speakers

Patrick Pacheco
EVP, Trust & Asset Management, Cadence Bank

Shane Morrow
Managing Partner, Ironbridge Wealth Management

Marc Sharpe
Chairman & Founder, Texas Family Office Association

Sarah Wiewel
Director, Investments Tolleson Wealth Management

George Timbrell
AVP, Alternatives Zurich North America

Sponsors & Partners

2021 Sponsors & Partners


• Insight Partners
• Locust Point Capital
• Merit Energy Company
• Pelican Energy Partners
• Osceola
• Adit Ventures
• Affinity
• ATX Venture Partners
• Aumni
• Capital Midwest Fund
• Croatan Investments
• Flexstone Partners
• HealthQuest Capital