Global Private Wealth Dallas Forum

Global Private Wealth Dallas Forum 2017 is the most sophisticated gathering for UHNWI and Family Offices
seeking opportunities to create value and discuss the most recent trends in wealth preservation, governance and risk-management.
The event will boast a network of knowledgeable professionals meeting to source ideas and make productive connections.

 

Welcome Dinner | October 17th, 2017

The Petroleum Club. Texas Commerce Tower, 2200 Ross Ave, Dallas, TX 75201 | October 18th, 2017

 

 

BUILDING PARTNERSHIPS - CULTIVATING VALUE

FEATURED SPEAKERS

Brian F. Kowalchyk

Brian F. Kowalchyk
Managing Director
Riverbend Capital Partners

Brian Kowalchyk has a signifcant background in event-driven, “special situaton” investments in lower-to-middle

market companies. He leads Riverbend’s investng platorm and focuses on the sourcing, diligencing, and structuring

of prospectve investments. His actvites also include direct management oversight of portolio companies. Prior to

joining Riverbend, he had a long tenure as a Principal with a 20+ year-old distressed investng frm, leading its sourcing,

marketng, and investng actvites. Previously, he was a Partner and Co-Portolio Manager with a Dallas-based hedge

fund focused on small-cap equites. Earlier in his career, he served as a Senior Analyst with a regional brokerage frm

where he specialized in middle market equity valuatons. Brian is a CFA® charterholder and a cum laude graduate of

the University of North Texas.

Tiffany Ramirez

Tiffany Ramirez
COO & CCO
Renner Capital Partners

Bruce Swanson

Bruce Swanson
CIO
Sentinel Trust

DJ Van Keuren

DJ Van Keuren
Managing Director
Hayman Family Office

Mr. Van Keuren has over 25 years’ experience in real estate, fund management, finance, and investment banking, and real estate. Among DJ’s experience includes; raising and structuring over $2BB of real estate capital. from Institutional Investors, Private Equity Funds, Family Offices, and Direct Capital Sources .Currently, Mr. Van Keuren is a Vice President for a 2nd Generation Single Family Office, and works directly with the Patriarch. Prior Mr. Van Keuren has been the Director of a Single Family Office out of Colorado, a Director of capital markets (equity & debt) for both a domestic and international real estate development company with a focus on luxury condominiums, luxury multifamily apartments, active adult communities & hotels. Additional experience includes acting Director at a boutique investment banking firm where he focused on real estate and energy, COO for ONYX Capital, an alternative asset, real estate due diligence and capital markets group, and Managing Director for the Horison Management Group where he acted as the Fund Manager for the American Dream Real Estate Fund. ​ Mr. Van Keuren is the author of "The Family Office Guide to Real Estate and Commercial Investment", founder & contributor of www.usfamilyofficrealestate.com, is a member of the Harvard Alumni Assoc, past President and Board Member for the Harvard Real Estate Alumni Organization, Past Board Member for the Alumni Advisory Board at the Real Estate Academic Initiative at Harvard. DJ received his B.A. from Ball State University where he played baseball for the Cardinals, attended graduate studies in Real Estate from the NYU Schack Real Estate Institute, and received his Masters Degree from Harvard University in Management and Finance. ​ The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as solicitation for services.

Joshua Wilson

Joshua Wilson
CIO
WorthPointe

Joshua Wilson is a partner and our Co-Chief Investment Officer specializing in using derivatives and technical analysis in his collaboration with with individuals and institutions who seek superior performance while maintaining a strict risk management protocol. Prior to WorthPointe, Joshua earned accolades at TD Ameritrade, where he served in a variety of roles including manager, responsible for over $2B in assets. He also led the national training and development program for all of TDA’s new advisors and managers and won a national coaching award. Known as a talented public speaker since giving his graduation speech at Brown University, Joshua was leveraged by TDA to teach skills classes to its entire advisor force and travel the country extensively to represent the firm. He taught on stage in front of thousands of beginning and intermediate investors, and also educated sophisticated investors who paid to learn trading and charting techniques from him. Joshua earned his B.A. from Brown University and his M.S. from Salve Regina University. He is a Chartered Market Technician® (CMT®) and a Accredited Investment Fiduciary® (AIF®). Joshua has come a long way since growing up the son of a minister on a farm in rural Alabama. In his free time, he enjoys playing guitar and singing, coaching his nephews in sports, taking his Beagle puppy, Pippa to the park and struggling at golf.

Ed Butowsky

Ed Butowsky
Managing Partner
Chapwood Investment Management

Ed Butowsky is the Managing Partner at Chapwood Capital Investment Management, a private wealth management

advisory frm focusing on providing comprehensive fnancial counseling and investment advice to wealthy families and

individuals. An internatonally recognized expert in the wealth management industry, he began his career at Morgan

Stanley, where he was a Senior VP in private wealth management and became the top producer natonally, becoming

the frst advisor to surpass $1B in assets under management. Ed was recognized as a member of both the Chairman’s

Club and the Equity Club, a distncton reserved for only the frm’s top advisors. Through his work with professional

athletes, Ed was prominently featured in Sports Illustrated’s, “How (and Why) Athletes Go Broke,” and in ESPN’s 30

for 30 documentary, Broke. He created the Chapwood Index, a real cost of living index that atempts to show, on a

quarterly basis, a more accurate fgure for cost of living increases in the naton’s top 50 major metropolitan areas.

Frank Beck

Frank Beck
President & CIO
Beck Capital Management

David Valaer

David Valaer
CEO
Kiska Investments

David Valaer is the CEO of Kiska Equites. He has enjoyed a wide variety of opportunites, including: instructor of

fnance at University of Texas at Austn, bush pilot in Alaska, management consultant for Coopers and Lybrand, expert

witness for business valuatons, and United State Air Force F-16 fghter pilot. David has owned and/or operated

companies in various industries, such as: aerospace manufacturing, electronics manufacturing, family entertainment,

dental management consultng, and healthcare. He earned undergraduate degrees in fnance, management, and

psychology from the University of Oregon, and an MBA from the University of Texas at Austn. David lives in Dallas,

Texas, where he enjoys the business-friendly environment.

Lynda Davey

Lynda Davey
CEO
Avalon Net Worth

Lynda Davey serves as Co-CEO of Avalon Net Worth and is the Chairman and Founder of Avalon Securites Ltd,

one of the few woman-owned FINRA and SEC registered broker dealers. Avalon provides bulge bracket investment

banking assistance to mid-market clients. Previously, Ms. Davey worked at Salomon Brothers on public offerings,

divesttures, acquisitons and private placements for clients in varied industries. She serves on the Board and the

Finance Commitee of the Girl Scouts of Greater New York and is recognized as a valuaton expert before the New York

State and various bankruptcy courts. Ms. Davey earned a B.S. in Architecture from the University of Virginia, a Masters

in Architecture from the University of Michigan, and a MBA from the Harvard Business School. She holds Series 24,

27, 79 and 63 FINRA licenses and is recognized as a Governance Fellow by the NACD.

Charles Lipscomb

Charles Lipscomb
CEO
Lipscomb Insurance Group

Charles Lipscomb has been a Principal of The Lipscomb Insurance Group since its incepton in 1992. He served as a

Producer for the preceding company, Forrest F. Lipscomb & Co., from 1989 to 1992. He is a member of The Board

of Trustees of Cistercian Preparatory School as well as The President of the Board of Trustees of Preston Hollow

Presbyterian School. Charles was previously on The Board of Trustees for the Independent Insurance Agents of Dallas.

He has also been a Member of the Board of Trustees for The Lone Star Council of Campfre as well as a founding

Board Member of The Exchange Club of Park Cites. Charles is a member of Dallas Country Club, Idlewild Club, Calyx

Club and TIGER 21. He atended Cistercian Preparatory School, Vanderbilt University, and UTD School of Business

Management.

Clint Haggard

Clint Haggard
President
Burgher-Haggard
(US)

Clint Haggard is President of Burgher-Haggard, a boutique accounting firm in Fort Worth, Texas, that provides virtual

financial administration and reporting for families and investment funds. Burgher-Haggard has over 30 employees and

more than $3 billion in assets under administration. Clint has served as CFO and Trustee for various private individuals

and family groups for the last 20 years. Clint comes from two 1850s legacy Texas families that both continue to control

assets at a group level. Clint has a BBA in accounting and finance from Tarleton State University, and an MBA from

Texas Christian University.

David Henry

David Henry
CEO
Status Jet

David is a seasoned executive with over 25 years of experience in Management, sales and Marketing, a number of those in the aviation industry. He earned a BBA from the Cox School of Business at Southern Methodist University, and currently sits on the board of directors for the PWC SMU Athletic Forum, host of the Doak Walker Awards. David is married with three daughters. David is also a member of Royal Oaks Country Club and the Dallas Petroleum Club.

Rafael Alcantara Lansberg

Rafael Alcantara Lansberg
Chief Economist
Harbor Ithaka Wealth Management
(US)

Rafael Alcantara-Lansberg started working in the financial markets in mid-1997 on an EM bond arbitrage trading desk.

He heads the firm’s global macro research efforts and sets the risk guidelines for the portfolio management team. His

areas of interest include portfolio theory, asset allocation and the psychology of financial markets. For Rafael, Harbor

Ithaka is about doing Wealth Management as it should be done: Excellent risk-adjusted returns should be consistent

with an ethical practice; in fact they might depend upon it: “no excuses, no good enoughs.”

Paul Kang

Paul Kang
President
Alta Companies
(US)

Paul Kang began his 25-year investment and merger advisory career at Goldman Sachs in New York. He also served

as CEO of AltaCap Group, focusing on cross-border merchant banking, with ofces in New York, Seoul, Tokyo, Hong

Kong, London and San Francisco. He began his career as a brand manager at Procter & Gamble in Cincinnat. Currently,

he focuses on investments for his family with broad portolio constructon mandates and specifc private equity efforts

in the Americas and Asia. He has also served for over 15 years on investment commitees ranging from $50 million to

$50 billion. He received his AB in mathematcs from Harvard and his MBA from Stanford.

Mathias Ernst

Mathias Ernst
Founder & CEO
Essentia Futura International
((US))

Mathias Ernst is the Founder and CEO of Essentia Futura International LLC, with more than 25 years of experience

in senior positions in the financial industry with Tier 1 financial institutions. His speciality has been serving international

Ultra High Net Worth entrepreneurs and entrepreneurial families, and single- and multi-family offices, on family

business and family wealth advisory topics in Brazil and across Latin America. Mathias is a member of the Family

Firm Institute in Boston, MA, and an international certified Family Business and Family Wealth Advisor. A specialist in

sustainable finance and responsible investment issues (ESG), he was a member of international expert groups such as

the United Nations Environment Programme’s Principles for Responsible Investment.

Cristin Marie Carter

Cristin Marie Carter
Managing Partner & Head of Credit
Belvedere Capital Advisors

Ms. Carter has more than 10 years of experience in hedge funds and entrepreneurship, with her focus over the last 5 being in Brazilian credit fund management. Prior to joining Belvedere, she was a partner at DXA Investments, an alternative Brazilian asset manager where she specialized in private credit and direct lending. Her career in Brazil began at the landmark asset manager and investment bank, BBM, where she worked on the development of their international funds platform. She is licensed and regulated in both the USA and in Brazil, and is fluent in Portuguese and Spanish. Ms. Carter has a Bachelor’s degree in International Business from The University of Texas at Austin and completed the International Finance program at ESADE in Barcelona.

Elaine King

Elaine King
President
Family and Money Matters Institute
(US)

Elaine King is a Certified Financial Planner™ considered an expert in international family financial planning and an

ambassador for the CFP Board of Standards. She is the president of Family and Money Matters ™, which empowers

families’ financial and human capital to achieve financial well-being together. Ms. King has worked and studied in

Austria, Canada, Japan, Mexico, Peru and the U.S., working with over 1,200 families to create strategies focused on

wealth planning, financial education, multigenerational succession and family governance. Leadership experience

includes partner, director and manager at Bessemer Trust $100 billion AUM, Royal Bank of Scotland’s Coutts Division,

WE Family Offices and Salomon Smith Barney Investment Advisory Services. She has an MBA from Thunderbird and

a BBA in International Business from St. Mary’s University with a postgraduate at the Bowen Center for the Study

of the Family in Georgetown. She is the author of 2 award-winning books and is often cited in global media outlets.

Shea Davis

Shea Davis
CPA – Managing Director of Alternative Fund Services
Burgher Haggard

Shea Davis has over 20 years of experience as a tax, accounting and finance expert advising companies in complex situations. Prior to joining Burgher Haggard, Shea was a Partner and CFO of an emerging private equity fund focused on the media and technology industries. Previously, Shea was the leader of the Southwest Financial Services Tax Practice of Ernst & Young, focusing on asset management and a member of the Mergers and Acquisitions team at PwC. Shea also served as the national Hedge Fund & Private Equity Technical Advisor with the Internal Revenue Service. She started her career in NYC working in structured finance investment banking. Shea has a BBA in Accounting and a Master of Taxation degree from Texas A&M University. She currently serves on the boards of the Texas Hedge Fund Association and Texas Wall Street Women.

Rodrigo Bezanilla

Rodrigo Bezanilla
Avalon Net Worth
International Advisor Latin America

Rodrigo Bezanilla, Director of Avalon Net Worth, has over 25 years of experience in investment and fnancial advisory.

He has been largely focused on cross-border relatons between Mexico and the USA, utlizing his expertse with his

personal networks in both countries. He is also an Internatonal Business Development & Management Consultant for

Master Video Systems. Previously, he served as a fnancial and credit analyst at Arrendadora Gepri, CEO of Hipotecaria

Mexico, and a Broker-Dealer at GE Money. Mr. Benzanilla was also the CEO at Yellow Travel & Entertainment, a sports

and entertainment company and ofcial radio broadcast partner for Mexico of the Dallas Cowboys Football Club. In

2006, Mr. Bezanilla received the prestgious “World Leader Business Person” Award from the World Confederaton

of Business. He obtained his B.A. Administraton & Finance (1996) and his Postgraduate degree in Master of Project

Business Administraton (2006) from Universidad Panamericana, Guadalajara, Jalisco, Mexico

Musa Yenni

Musa Yenni
Founder & President
Yenni Capital
(US)

Musa Yenni founded Yenni Capital, Inc. in 1991 and serves as its president. He has had decades of investment and company

building experience. Prior to Yenni Capital, he held various positions on Wall Street, including as a Senior Vice President of

Investment Management with Cowen & Company, Vice President of International Sales with Oppenheimer and Company,

and as an associate with Goldman Sachs. Prior to his Wall Street experience, Musa worked at IBM, where he received an

IBM award of excellence for developing and presenting a comprehensive price change package to the CFO. Musa also

worked for Intel as an industrial engineer and process control manager. Mr. Yenni is chairman and managing partner of

the recently launched Yenni Income Opportunities Fund GP, LLC and Yenni (Cayman) Income Opportunities Fund GP, LLC.

AGENDA REQUESTREGISTER


SPONSORS


Institutional and Media Partners

HedgeCo was founded with the goal of to encourage transparency and enable easy communication between hedge funds and accredited investors.

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HedgeCo was founded with the goal of to encourage transparency and enable easy communication between hedge funds and accredited investors.

To further the goal of industry transparency, HedgeCo Networks created HedgeCo.Net, a free online hedge fund database. As hedge funds saw the value of a free database, the number of hedge funds that report to HedgeCo.Net grew, and HedgeCo.Net became the largest independant hedge fund database.

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The Wealth Management Association (WMA) is the representative body for the investment community and their clients. WMA members reach 2.2 million investors and manage over £825 Billion of the UK’s wealth.

The WMA membership consists of two groups, full and associate members. Full members are FCA authorised wealth management firms who deal in stocks, shares and other financial instruments for individuals, trusts and charities through a range of services spanning execution only, advisory and discretionary fund management. WMA associate members provide professional services to the industry such as stock exchanges, lawyers etc.

The WMA exists to support its members and their clients through education and engagement, advocacy and influence, research and analysis and by playing an active role as a facilitator and thought leader.

WMA firms operate across more than 600 sites, employing over 27 000 staff. These firms also run over 5.5 million client portfolios and carry out over 20 million trades a year.


SOCIAL CORPORATE RESPONSIBILITY

New York Business Group LLC's employees and stakeholders understand that we are all responsible for contributing to the betterment of our world. After this event, our firm will make a donation to the following causes. Please do not hesitate to request details about this program and to learn how you can become involved.

A Stitch in Time was born in a delivery room. The women who brought the organization to life are gynecological health care professionals, three surgeons and a nurse-midwife, who met through work and affiliations with Mount Sinai Medical Center in New York. The work led to friendship, and the realization that they were all active international medical volunteers with a shared commitment to making gynecological health care universally available to women in need. That commitment led to the birth of this new NGO.

Our name, A Stitch in Time, suggests that timely repairs go a long way to preventing more serious damage, and we think the notion holds true for global health care for women. In addition to the work in Bangladesh, we have begun to develop a new relationship with a remote hospital in Guatemala and we need your support to help us move forward.

We commit our time, our skills and our own money to the cause, but we need help paying for transportation and supplies. Your contribution will go directly to support these missions and to changing women’s lives.

Make a donation today!