March 19, 2024
“How AI’s Changing the Investment process”
Yin Luo, CFA, CPA, CGMA, Pstat, Vice Chairman at Wolfe Research
Gareth Shepherd, PhD, CFA, Co-Head Voya Machine Intelligence, Portfolio Manager
Henry To, CFA, CAIA, FRM, Director, Public Markets at Texas Health Resources
September 19, 2023
“Real Estate – What’s changed?”
Coleman Brown, Partner at Stonelake Capital
Mathew Kirschner, SVP, Portfolio Manager at Cohen & Steers
Catherine Minor, Senior Portfolio Manager at DWS
Chris Cunningham, Partner at The Townsend Group.
April 18, 2023
“Asset Allocators react to Inflation”
Have portfolio allocations changed due to Inflation trends?
Steve Orr, Chief Investment Officer at Texas Capital Bank
Tim Bray, Senior Portfolio Manager at GuideStone Capital Management
Helge Rokenes, Chief Investment Officer at HighGround Advisors
Alex Ruehle, Senior Manager, Asset Management at American Airlines
September 20, 2022 In-Person
“The Evolution of the 60/40 Portfolio
and where it’s headed” Part 1
Jim Hille, retired Chief Investment Officer at TCU
Matt Peden, Director, Investments at American Beacon
Bryan Hedrick, Director of Pension Fund Investments at DFW Airport Pension
Laurie Dotter, Employee Retirement System of Texas investment Advisory
July 18, 2023
“Alternative Credit Opportunities”
A Review of different Alternatives
Avi Tolani, SVP, Team Lead, PM Enhanced Middle Market Credit at Voya
Chris Gudmastad, Vice President, Portfolio Manager at Loomis Sayles
Matt Underwood, Partner, Special Opportunities at Ares Management Corp.
Tom Gale, Former Chief Investment Officer (Retired) at Meadows Foundation
June 20, 2023
“Texas Fixed Income Managers speak”
How the Fixed Income landscape has changed
Kurt Daum, Senior Portfolio Manager at Victory Income Investors
Chet Pai, Portfolio Manager and Managing Director at Barrow Hanley Global
Thomas Urano, Co-Chief Investment Officer, Managing Partner at Sage Advisory
Matt Peden, Director, Investments at American Beacon Advisors
March 8, 2022 In-Person
“The Great Inflation Debate – Part1”
Derrick Dagnan, Chief Investment Officer, Fort Worth Employees’ Retirement Fund
Mark Freeman, EVP, Chief Investment Officer, Socorro Asset Management
Gilbert Garcia, Managing Partner, Garcia Hamilton & Associates
Nathan Shetty, Head of Multi-Asset, Nuveen
April 19, 2022 In-Person
“The Great Inflation Debate – Part2”
Derrick Dagnan, Chief Investment Officer, Fort Worth Employees’ Retirement
Tim Bray, Senior Portfolio Manager at GuideStone Capital Management
Alex Ruehle, Sr. Manager – Asset Management at American Airlines
Helge Rokenes, Chief Investment Officer at HighGround Advisors