Connect with leading asset allocators (based in the Southwest but all welcome!), consultants, and investment managers! Investors will discuss various asset classes around our theme - "New Year, New Opportunities: Portfolio Resolutions."
We look forward to seeing you there!

CONFIRMED SPEAKERS INCLUDE

Jase Auby, Chief Investment Officer, Teacher Retirement System of Texas

David Veal, Chief Investment Officer, Employees Retirement System of Texas

Layne Johnson, Investment Manager - Private Equity, Teacher Retirement System of Texas

Ryan Bailey, Partner and Co-Chief Investment Officer, Investment Office Resources

DeAnna Jones, Consultant, NEPC

Jeff Mindlin, Chief Investment Officer, Arizona State University Foundation

Gerald Balboa, Chief Operating Officer , Skylar Capital Management

Jenna Pugliese, Managing Director, Expedition Capital Advisors

John Trammell, Managing Director - Global Strategic Initiatives, Symphony Financial Partners

Kirk Sims, Senior Director - Head of Emerging Manager Program, Teacher Retirement System of Texas

Emily Sumner, Chief Investment Officer, Gilder Office for Growth (family office)

Ian Oldham, Investment Officer, Texas Tech University System

Summit Advisors


  • Panayiotis Lambropoulos, Portfolio Manager - Hedge Funds, Employees Retirement System of Texas

  • Jeff Mindlin, Chief Investment Officer, Arizona State University Foundation

  • Jenna Pugliese, Managing Director, Expedition Capital Advisors

  • John Trammell, Managing Director - Global Strategic Initiatives, Symphony Financial Partners

AGENDA

New Year, New Opportunities: Portfolio Resolutions


1:00 PM - 6:00 PM

Topical Investment Theme Discussions

  • CIO Conversations Podcast Live Session

  • International vs. Domestic Investing: Where are the opportunities?

  • Investment Opportunities in Energy Transition

  • Private Credit in 2023: Higher Interest Rates, Wider Spreads, Greater Opportunity

  • Private Equity

  • Approaching a New Environment in Real Estate


6:00 PM - 7:00 PM

Networking Reception

Networking over Drinks and Bites   


7:00 PM

VIP Dinner

Allocators & Members invited

THANK YOU TO OUR SPONSORS

INDUSTRY PARTNERS

Save the Dates for our 2024 Summits:

May 15 - 16 Annual + Women Summit | Sept 19 Midwest + West Coast Summit | February 2025 Southwest Summit