Agenda
- 10:30 AM - 11:00 AM - Check in and networking
- 11:00 AM - 11:10 AM - Welcome, Announcements, Opening Remarks
- 11:10 AM - 11:20 AM - Platinum Sponsor Spotlight (Avantis)
- 11:20 AM - 12:10 PM - Part I: Case for Alternative Investments
- 12:10 PM - 12:40 PM - Lunch & Networking
- 12:40 PM - 1:30 PM - Part II - Powerhouse Profitability
CE Credits
The chapter meeting qualifies for 2 CFP, 2 CPA CE, 2 CIMA CE credits. You will be asked to sign in when you arrive in order to be eligible for credit. FPA DFW will report all credits to the CFP® Board following the event. Your credit can then be confirmed in the CFP Portal within 7 business days following the event.
Chapter Meeting Topics & Speakers
Part I - Case for Alternative Investments
Matt DenBleyker, CAIA® & Judd Cryer - Commerce Street
Throughout this session we will explore how private markets can play an important part of an investment portfolio. We will cover the private equity, private credit and energy landscapes and opportunity sets. Learning objectives to include:
- How alternative investments can benefit investment portfolios
- Types of private equity, private credit, and energy investments
- Portfolio construction for private equity and private credit
- Current environment for private equity, private credit and energy
- Opportunity set for private equity, private credit and energy
Matt DenBleyker is a Managing Director and Co-CIO for Commerce Street Investment Management and its Outsourced Chief Investment Officer (OCIO) business. He has over 20 years of institutional investment experience working at public pensions funds, endowments, foundation and family office investment consulting firms. Matt is responsible for overseeing the investment research and development of the firm's OCIO investment platform. He has extensive investment experience in leading this research, due diligence and portfolio construction for a diverse range of investment strategies, including private equity (buyouts, special situations, venture capital), private debt, hedge funds and real assets strategies. Matt received his BBA and MBA in Finance from the University of Texas at Arlington and completed post-graduate studies at the LBJ School of Public Affairs at the UT. He received the Chartered Investment Analyst designation and serves as the chapter head of the Dallas Chartered Alternative Investment Analyst Association.
Judd Cryer is a Managing Director in the Energy Investment Banking Group at Commerce Street, Judd is responsible for deal sourcing, capital raises, both equity and debt, financial modeling and analysis, and due diligence for a broad range of businesses in the energy sector. His areas of expertise include energy transition technologies, oil and gas production, midstream/pipelines, renewable energy, power generation and utilities, and agriculture. Judd has 25 years of experience in the energy sector, spanning technical, as well as finance and investment management roles. He has worked in investment management and equity research focused on the energy sector since 2005. Prior to joining Commerce Street, Judd worked at Cushing Asset Management for 14 years as a portfolio manager, analyst, and energy market strategist for the firm. He spent three years as a consulting engineer with Utility Engineering Corporation (Xcel Energy subsidiary) in the power generation and utilities industries, and prior to that he worked as a project manager with John Zink Company, a Koch Industries company, which specializes in combustion and emissions control equipment. Judd earned his MBA with a concentration in Finance from SMU's Cox School of Business and his BS in Mechanical Engineering from Oklahoma State University.
Part II - Powerhouse Profitability: Investing in Texas Real Estate and US Hospitality Real Estate
Theo Halbardier, CAIA®, AVP - External Sales - Ashford Securities
The opportunities in commercial real estate are vast, complicated, and cyclical. We will go over some pockets of real estate that will not only insulate you from the current turbulent market, but take advantage in the pockets of opportunities. With the hospitality industry rebounding, we will expand on the state of the sector and its growth projections. As well, after years of the migration of businesses and people to Texas, we will also dive into the top opportunities to take advantage of in the Lone Star State. Learning objectives to include:
- Commercial real estate marketing: sectors and allocation based on cyclicality
- Geographical concentrations: utilizing idiosyncratic macro trends to bring alpha to your portfolio
- Cap rates: understanding how the rise in interest rates has significantly changed the cap rates required in the industry and how to take advantage of that
Theo Halbardier serves as Associate Vice President of External Sales for Ashford Securities. He is responsible for Ashford's sales & marketing efforts throughout the central United states. In his role, Theo works with financial advisors in providing product education, market knowledge, excellent service, and support on the Ashford Securities offerings. Theo has over 5 years of experience in the alternative investment space. He began his career with Merrill Lynch in an advisory role then moved to GWG and Beneficient where he was in charge of their capital raise efforts in the southeastern United States. Prior to entering the financial industry, he was an engineer by trade, who specialized in manufacturing and distribution solutions. He earned his B.S. in Industrial Distribution from the Dwight Look College of Engineering at Texas A&M in College Station, TX with a minor in Business Administration. He holds his FINRA 7 & 66 licenses and is a Chartered Alternative Investment Anaylist (CAIA®). Theo resides in Dallas, Texas with his wife Sydney. Being a prior board member of the Alzheimer's Association and James L. West Center for Dementia Care, Theo is passionate about brain health and dementia research because of his family ties. Theo is a huge foodie and in his free time he enjoys traveling (especially to Panama), Aggie Football, and staying active in the community.
Platinum Sponsor Spotlight
