2nd Annual Investment Program with Wharton


Date and Time
Wednesday, October 16, 2019
5:30pm— 7:30pm
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Location
Federal Reserve Bank of Dallas
2200 N Pearl St
Dallas, TX 75201
United States
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Contact
Amanda DeGraff

214-797-4957

An All Asset Class Discussion with Special Emphasis on Rapidly Evolving Crypto Currency and Alternative Investments

Wharton invites you to our 2nd annual panel discussion covering topics that are relevant today and in planning for the future.  This year’s insights will be delivered by an exceptional panel of industry experts from across the country. They will cover a variety of asset classes, including more progressive categories such as crypto currencies and other alternative investments

As expected, this will be a first-class evening with a catered reception followed by insights with a depth you cannot ascertain elsewhere, presented in the comfort of the exclusive Federal Reserve Executive Dining Room. Wharton's own Scott Miller will guide the panel discussion with a series of probing questions, and will close the event with an engaging Q&A session with the audience.

We are pleased to have returning Event Sponsor, South Texas Money Management (STMM) Family Office (soon to be CAPTRUST Financial Advisors) and new Panel Sponsor, J.P. Morgan Private Bank.   
 

Meet the Distinguished Moderator and Panel

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.


Special Thank You to Event Sponsor:

stmm

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.


EVENT DETAILS:
Date: Wed., Oct. 16, 2019
Schedule:
5:30pm - Reception with light hors d'oeuvres
6:30pm - Panel Discussion and Q&A
Location: Federal Reserve Bank of Dallas, Executive Dining Room, 2200 North Pearl Street Dallas, TX 75201
Parking: Please see parking instructions below.
Registration:
Early registration expires Fri., Oct. 11, 2019, after which all tickets increase $10.

  GOLD members (click here): Free 
  Other Wharton Club members (click here):$25/person
  Non-members: $40/person (scroll down to register below)
  

CHECK-IN AND PARKING:

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.

Want to save by becoming a Member? Click here to Join the Club!

CANCELLATION POLICY: All cancellations must be received by the early registration date BEFORE the event or the attendee who made the reservation may not receive a refund, regardless of participation, due to costs associated with the reservation.


Register

Purchase Tickets

Non-Member Ticket(s)
$40.00
2nd Annual Investment Program with Wharton - 1 ticket per person
Map & Directions

Federal Reserve Bank of Dallas

2200 N Pearl St, Dallas, TX 75201, United States,
by public transit by car by bike Walking