Moderator: Scott Miller – CFA, Principal, Miller Global Investments, LLC
Scott Miller has more than 30 years of investment experience in equities and fixed income both in the US 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. Scott earned his MBA in Finance from the Wharton School of the University of Pennsylvania and a BA in Economics from Vanderbilt University.
Kevin Barry, CFA, PRM, CIO, CAPTRUST Financial Advisors
Kevin Barry leads the CAPTRUST's investment team and investment manager due diligence team. He is responsible for asset allocation, discretionary investment management, and the wealth management advisory businesses. He has more than 20 years’ experience in portfolio management, capital market strategy, and investment research.
Most recently, Kevin served as chief investment officer and senior portfolio manager for Third Law Capital Management in New York. Previously, he was a partner and portfolio manager at Caxton Associates, a global macro hedge fund. Barry received a Masters in Finance Management from the University of London and a Bachelor's degree in Finance from LaSalle University.
CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm that represents more than $298 billion in clients assets in 43 locations across the US.
Hunter Horsley, CEO, Bitwise Asset Management
Hunter Horsley is the CEO and Co-Founder of Bitwise Asset Management. He was previously a product manager at Facebook and in 2019, he was named a Forbes 30 Under 30 honoree in finance. Founded in 2017, Bitwise Asset Management pioneered the first cryptocurrency index fund and is the leading provider of rules-based exposure to the crypto-asset space. Bitwise Asset Management has filed an initial registration statement on Form S-1 with the SEC relating to a new proposed physically held bitcoin exchange-traded fund (ETF). Based in San Francisco, Bitwise Asset Management serves individuals, wealth managers, family offices, and investment managers in the United States. Hunter received his BS in Economics from the Wharton School of the University of Pennsylvania.
Katrina Jensen, Alternative Investments Specialist, J.P. Morgan Private Bank
Katrina Jensen is an Alternative Investments Specialist and member of J.P. Morgan Private Bank’s Alternative Investments Group based in New York. In her current role, Katrina advises US private clients, family offices, endowments and foundations on the construction of hedge fund, private equity, private debt and real estate portfolios. Prior to J.P. Morgan, Katrina worked as a consultant in financial services at Greenwich Associates’ Investment Management group based in London, UK and Stamford, CT. Katrina holds an MBA from the Tuck School of Business at Dartmouth and a BA in Mathematics, Art & Art History from Colgate University.
About STMM and STMM Family Office
STMM was founded in 2000 by Jeanie Wyatt, CFA. As of January 31, 2019, 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. 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 MBA ‘80) is President and CEO of STMM Family Office.
Date: Wed., Oct. 16, 2019
5:30pm - Reception with light hors d'oeuvres
6:30pm - Panel Discussion and Q&A
Early registration expires Fri., Oct. 11, 2019, after which all tickets increase $10.
$40/person (scroll down to register below) :
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.
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.