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Brian Sheffield

Founder and Managing Partner

Formentera Partners

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Chris Powers

Founder and CEO

Fort Capital

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Mark Spitznagel

Founder and CEO

Universa Investments

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Brian Stewart

Head of Private Credit

Fortress Investment Group

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Eliot Kerlin, Jr.

Founder

Broadwing Capital

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Tiffany Hagge

Founder

Citation Capital

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Eliot Bencuya

Co-founder

Streitwise & Tryperion Partners

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Carlo Capua

Chief of Strategy and Innovation

City of Fort Worth

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Max Lamont

Co-founder and Managing Partner

Montgomery Street Partners

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Zach Wiegert

Managing Principal

Goldenrod Companies

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Melissa Lucas

Managing Director of Family Wealth

True North Advisors

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FWS 2024

Our 4th annual Fort Worth Investment Symposium gathered a powerful lineup of industry leaders, seasoned investors, and influential operators for a day of insightful dialogue and strategic perspective at the Bowie House, Auberge Resorts Collection, in Fort Worth.

 

With over 200 guests in attendance, the event served as a premier platform for candid conversations on the forces shaping today’s investment landscape.

 

Topics included: The Evolution of Texas’ Energy Market, Real Estate Investing in a Shifting Landscape, The Rise of Private Credit, and Tail Risk Strategies for Market Downturns.

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