Moderator: Scott Miller – CFA
Scott Miller has more than 30 years of investment experience in equities and fixed income both in the United States and international markets. He is a past president of the CFA Society of Dallas/Ft. Worth and the Wharton Alumni Club of Dallas/Ft. Worth. He is a member of the CFA Institute, CFA Society of Dallas/Ft. Worth, Council on Foreign Relations, Dallas Committee on Foreign Relations, The Dallas Assembly, and the World Affairs Council. B.A. Economics from Vanderbilt University and MBA in Finance from The Wharton School of the University of Pennsylvania
Eric Marshall – Discuss How they Look at Stocks
Eric J. Marshall, CFA currently serves as the President and Director of Research for Hodges Capital Management. Eric has been with the firm since 1997. He serves as a portfolio manager on five of the Hodges Funds and several investment strategies for financial advisors, family offices, pension plans, and foundations. Eric holds a bachelor’s degree in Finance from West Texas A&M University. He is an active member of the CFA Institute and the Dallas Society of Financial Analysts.
Jim Kee – Not so Common Considerations in assessing Economic Conditions and Asset Allocation
Jim Kee, Ph.D. currently serves as President and Chief Economist of South Texas Money Management. He has been with firm since 2009. . Dr. Kee's expertise lies in combining top-down, macroeconomic insights with bottom-up stock selection tools. He works with both the investment research group and the investment advisors at STMM. Dr. Kee has been nationally recognized for his views on investing and the economy. He currently serves on the St. Edwards University’s Munday School of Business Advisory Board. Dr. Kee has a Ph.D. in Economics from Auburn University, a Master’s degree in Economics from St. Mary’s University of San Antonio (Distinguished Graduate), and a B.A. in Economics from St. Edwards University (Austin).
Lincoln Ellis – Market Strategist View on Different Asset Classes in Current Market
Lincoln Ellis is the Senior Investment Strategist and CIO in Northern Trust’s Global Family & Private Investment Offices practice. In this capacity, Lincoln works with Chief Investment Officers, investment staff and their families on portfolio construction, asset allocation, manager selection and program implementation. He is also a member of the firm’s Investment Policy Committee and the Institutional Group’s Multi-Manager Solutions - Investment Oversight Committee. Lincoln will give a Top Down presentation on the Risks and Rewards of different Asset Categories and tell Investors what they should be thinking about in selecting their Asset Allocations in the Current Investment climate and heading into 2019, given his Market Outlook.
About the Sponsor - STMM and STMM Family Office
STMM was founded in 2000 by Jeanie Wyatt, CFA. As of August 31, 2018, STMM managed approximately $3.7 billion in assets including equity, fixed income, and balanced asset classes for individuals, trusts, retirement plans, charitable foundations and endowments, as well as for bank trust departments and other institutions. Based in San Antonio, STMM has additional offices in Austin, Corpus Christi, Dallas, Houston and Brenham/College Station. For more information, please see: http://www.stmmltd.com
STMM Family Office, LLC is a multi-family office for ultra-high net worth families and is a subsidiary of South Texas Money Management, Ltd., a registered investment advisory firm. Founded in 2010, STMM Family Office, LLC provides various non-investment advisory services to multi-generational families. Dallas-based Stan Shipley, Wharton Grad. (‘80) is President and CEO of STMM Family Office.
Date: Wednesday, October 17
Time: 5:30pm Reception with Light Hors d'oeuvres
6:30pm Investment Panel Discussion - in FRB's Executive Dining Room
Cost (early registration):
REGISTER BELOW - : $40/person
All attendees MUST bring a photo ID to the event. All attendees will need to be screened by Federal Reserve personnel, so please plan to arrive early. Please tell the guard you are attending the Wharton Investment Event.
Regarding parking, click here for parking information. There is onsite parking, but it, too, is secure with only one entrance and exit. Plan for extra time. Additionally, there are paid lots in the area.