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2024
FORT WORTH INVESTMENT SYMPOSIUM

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4th Annual Fort Worth Investment Symposium

Thursday, November 14, 2024
1:30 pm to 5:00 pm 

Bowie House, an Auberge Resort
Silverton North Ballroom

3700 Camp Bowie Blvd.
Fort Worth, Texas 76107

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ABOUT US

FORT WORTH INVESTMENT SYMPOSIUM

Each year, our conference is designed to bring together investors from diverse backgrounds to discuss the latest trends, opportunities and challenges in the investment industry. Access highlights below from past FWS events, including guest speakers, bios, forum concentrations, and more. 

2024 Panels

Venture Capital

Discussion surrounding the venture capital environment. How is AI being implemented as the technology matures, how are founders adjusting to the “profits first” mandates that have replaced “growth at all cost” over the past couple of years, and what should investor expectations be in the asset class going forward?

1

Tail Risk with Universa

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. 

2

The "Y'all Street" Effect

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.

3

TBD

To be announced closer to the event. 

4

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