The 11th Annual Private Wealth Texas Forum
The leading event for family offices, RIAs, wealth managers, private banks, and asset managers in the region. Here, we will come together to talk about pressing issues in our ever-changing world. In this edition we will take our conversations deeper and raise the level of our regional forum’s discussions.
The content for this event is specifically curated by countless conversations our staff has with leading players in the industry. We ask about what keeps them up at night, investment challenges, opportunities across all asset classes, and what cutting edge trends they’re following, including technology, cryptocurrency, and impact investing.
Panel:
Mastering Alternative Investment Portfolio Construction
As traditional portfolio models encounter new challenges, investors are moving away from the conventional 60/40 model in favor of strategies that enhance diversification, manage risk, and uncover new growth opportunities.
When selecting alternative investments, it is important to consider strategies that aim to achieve differentiated portfolio outcomes, such as boosting returns or diversifying risk exposures.
Our panelists will delve into the key factors involved in constructing an alternatives allocation, utilizing strategies across the entire spectrum of alternatives, including private equity, private credit, and liquid alternatives.
Moderator:
Michelle Connell – Founder and President, Portia Capital Management
Panelists:
Henry Pizzutello – Chief Investment Officer, HFG Wealth Management
Jason Mussetter – Regional Director of Investments, BMO Wealth Management
Dave Breazzano – Head of Team, Portfolio Manager, Polen Capital Management
Ahmad Al-Sati – President (US) and Portfolio Manager, Gemcorp Capital
James Morrow – Chief Executive Officer, Callodine Group
