Below is a list of our past Speaker Topics. Feel free to reach out to us or directly to the speaker (if their information is provided) if you have any follow-up questions or to inquire about the presentation. It is up to the individual speaker if they can provide the actual presentation to you. Thank you for attending our events!
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, 2024 Lunch Meeting
Topic: Charitable Giving - The Basics
Speakers: 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