Texas RIA Summit

September 21, 2023

The fifth annual Texas RIA Summit is a one day meeting of 100+ independent registered investment advisors with a minimum AUM of $100 million based across the state of Texas. Our audience gathers for a day of insightful panel discussions, presentations, Q&A, and over two hours of networking.

Portfolio Summits content is built by and for Independent Registered Investment Advisors and includes dedicated discussions of investment topics as well as practice management, M&A and general trends within investment management. Join us as we build industry and community.

Contact me if you would like to attend at [email protected] or (646) 883-4961.

Recalibrating the 60/40 Asset Allocation Model (9/21 @ 1:10pm)

After interest rates have hovered near a; historic low, the classic 60/40 portfolio has come under substantial strain with both an; inflationary and higher interest rate environment. Explore the shift in the increasingly; complex investment landscape and how to adapt to keep risks low while increasing ROI for; your clients, even during periods of market volatility. Panelists discuss creating opportunities; to diversify solutions when allocating to fixed income securities and how to cope with market; shocks and recovery in the short and long term.

Moderator: Matt DenBleyker, CAIA, Managing Director, Co-Chief Investment Officer, Commerce Street Holdings

Panelists: William Marr, Senior Managing Director, Wealth Management Group, Welton Investment Partners; Henry Pizzutello, Chief Investment Officer, HFG Wealth Management; Jeremy Diem, Managing Director, Advisor Relations, PPB Capital Partners; Dave Reichart, CFA, CAIA, VP Business Development, Spectrum Asset Management

Bill Marr

William Marr, Senior Managing Director, Wealth Management Group [email protected]

Welton Investment Partners