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2024 FWS

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.

Brian Sheffield

Founder and Managing Partner

Formentera Partners

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Participant

Chris Powers

Founder and CEO

Fort Capital

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Moderator / Participant

Mark Spitznagel

Founder and CIO

Universa Investments

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Participant

Brian Stewart

Head of Private Credit

Fortress Investment Group

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Participant

Eliot Kerlin, Jr.

Founder

Broadwing Capital

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Participant

Tiffany Hagge

Founder

Citation Capital

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Participant

Carlo Capua

Chief of Strategy and Innovation

City of Fort Worth

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Moderator

Eliot Bencuya

Co-founder

Streitwise & Tryperion Partners

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Moderator

Max Lamont

Co-founder and Managing Partner

Montgomery Street Partners

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Participant

Zach Wiegert

Managing Principal

Goldenrod Companies

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Participant

Melissa Lucas

Managing Director

True North Advisors

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Moderator

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Fort Worth Investment Symposium

Tel. 817-935-8220
3100 W 7th Street, Ste 330

Fort Worth, Texas 76107

Texas Roots. Global Reach. 

© 2025 by True North Advisors, LLC. All rights reserved.

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