The Texas Family Office & Wealth Management Conferences – Houston & Dallas 2017 | DC Finance | 31 October 2017 | The City Club Dallas, 901 Main St #6900, Dallas, Texas 75202, US

DC Finance invites you to join our Dallas and Houston Family Office Conferences. These prestigious events will host over 100 Single Family Office executives and Ultra and High Net Worth Individuals (HNWI) representing approximately $50 Billion under management at each event.

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.

2017 Speakers:

Mr. Lorenzo Rocco
Partner, REYL & CIE Ltd.

Mr. James H. Webb
Founder, Preferred Medical Holdings

Mr. Christopher Ryan
Texas & Puerto Rico Chair, Tiger 21

Mr. Kenneth A. Hersh
Chief Executive Officer and Board Member of the George W Bush Presidential Center

M. Randy Wright
Tax Partner, BDO USA LLP

Ms. Meredoth Walker
Global Economist, EastWest Institute

Ms. Lisa Harris
Co-Founder, Align Capital, LLC

Mr. Josh O. Ungerman, J.D.
Partner, CPA, Meadow Collier LLP

Mr. Alan K. Davis, J.D.
Partner, CPA, Meadow Collier LLP

Ms. Susan Ansel
Chief Executive Officer and President, Gables Residential

Mr. Scott Letier
Managing Director, Deason Capital

George E. Seay III, CFA
Founder and Chairman of Annandale Capital

Jeffrey B. Kane, CPA
National Managing Partner- Private Client Services

Mr. Robert Hoyt, Ph.D
Co-Founder, Blue Hall Capital LLC

Mr. James H. Webb
Founder, Preferres Medical Holdings

Mr. James R. "Jay" Young
CEO & Founder, King Operating Corporation

Mr. Eyal Cohen
Managing Partner, Copia Agro & Food

Mr. Kevin McGovern
CEO, McGovern Capital & The Water Initiative

Mr. Andy Weiner
President, RockStep Capital

Mr. Michael Ablon
Founding Partner, PegasusAblon

Mr. Marvin Blum
Owner, The Blum Firm

Ms. Marcia Dawood
Managing Partner, Blue Tree Capital

Mr. Michael Rutner
Chief Investment Officer, Eta Investments

Mr. Michael Girdley
Co- Founder,Geekdom Fund

Ms. Leslie Vile Schultz

Mr. Howard Schultz
Founder & Chairman, Howard Schultz & Associates International

Ms. Jaynie Schultz
President, Retreat Central

Mr. Bradley Laye
President and Chief Executive Officer, Jewish Federation, Greater Dallas

Ms. Gabriella Drainey Zielke
Co-Founder & Partner, Tech Wildcatters

Ms. Samira Salman
Founder & Chief Executive Officer, Salman Solutions

Ms. Susan M. Ansel
Chief Executive Officer & President, Gables Residential

Ms. Amy Evins
Chief Information Officer, Texas Capital Bank

Ms. Michelle Johnson
Senior Vice President & Chief Investment Officer, Freeman

Dr. Bharat Sangani
Chairman, Encore Enterprises

Mr. Shaun Buckley
Partner, Transaction Advisory Services- Financial, BDO, LLP USA

Mr. Bernard Weinstein
Associate Director, Maguire Energy Institute

Mr. Alan Stevens
Assurance Partner

Mr. Sean Dalfen
President & CIO

Mr. Adil Adi
Founder & CEO, Worldlink

2017 Sponsors:

MAIN:
• BDO
• Meadows Collier
• RockStep Capital
• Copia

MEDIA:
• LBC
• Fair Weather
• QeekTime
• IntegriDATA
• Markets and Markets
• The Land Report