2025 Topics and Speakers
February 11, 2025 Lunch Meeting
Topic: The Art and Science of Place Planning
Speaker: Ryan Frederick Founder & CEO of Here
April 8, 2025 Lunch Meeting
Topic: TETF Total Cost of Ownership
Speaker: Ryan Claybourne, Texas Capital ETF and Funds Management
May 8, 2025 Partner Webinar and Partner Lunch
Topic: Model Behavior: Hidden Risks Undermining Portfolio Performance
Speaker: Jeremy Deering, CFA Director, Portfolio Construction and Analytics American Century Investments
May 20, 2025 Lunch Meeting
Topic: Charitable Giving - The Basics
Speaker: Brad Wiewel, JD, Board Certified in Estate Planning & Probate Law, Founder of Texas Trust Law Zachary Wiewel, JD, LLM (Tax), Attorney at Texas Trust Law
August 26, 2025 Lunch Meeting
Topic: Answering Tough Client Questions
Speaker: Scott Bosworth, CFA Head of Speakers Bureau, Dimensional Fund Advisors