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ABOUT US
FORT WORTH INVESTMENT SYMPOSIUM
2024 Panels
Fireside Chat w/ Bryan Sheffield
2:00 pm - 2:40 pm
A 1:1 discussion with Bryan Sheffield, founder and Managing Partner of Formentera Partners. Bryan previously founded Parsley Energy, which was sold to Pioneer Natural Resources in 2021. Chris Powers, founder and CEO of Fort Capital, will interview Brian. Fort has acquired over $2 billion in commercial real estate and is one of the most successful vertically-integrated operators of industrial properties in Texas. Chris’s “The FORT” podcast has been downloaded over 2 million times. Bryan and Chris will discuss Texas’ relationship with the energy world, what has changed over the past 20 years for energy companies both public and private, and where we are headed into the next quarter-century.
1
The "Y'all Street" Effect
2:40 pm - 3:20 pm
Carlo Capua, Chief of Strategy and Innovation for the City of Fort Worth, will moderate a panel discussion with Brian Stewart, Head of Private Credit at Fortress Investment Group, Eliot Kerlin, Jr., Founder of Broadwing Capital, and Tiffany Hagge, Founder of Citation Capital, exploring the growing trend of national investment firms choosing to make North Texas their home base. What opportunities and advantages does the Dallas-Fort Worth market offer vs. coastal cities? How surprised were the panelists when they dealt with their first Texas August? And more.
2
Rare Conversation with Mark Spitznagel of Universa
3:40 pm - 4:20 pm
A rare 1:1 discussion with Mark Spitznagel, Founder and Chief Investment Officer of the hedge fund Universa Investments, that will dive into the concept of tail risk—how to protect against those market events that can significantly impact portfolios on the downside. When markets are at all-time highs, tail risk should be top of mind.
3
Real Estate
4:20 pm - 5:00 pm
Moderated by Eliot Bencuya, Co-founder of real estate investing firms Streitwise and Tryperion Partners, and guests Max Lamont, Co-founder and Managing Partner of Montgomery Street Partners, Chris Powers, Founder of Fort Capital, and Zach Wiegert, Managing Principal of Goldenrod Companies.