SOUTHWEST INVESTORS ANNUAL MEETING
November 17th, 2020 I Dallas, TX
The Southwest Investors Annual Meeting is a closed-door program that gathers the world's leading fund managers along with 120 institutional and private wealth investors from Texas, New Mexico, Arizona & Oklahoma. This meeting offers a unique platform to learn from and alongside industry thought leaders. Panel sessions and Private meetings throughout the day will allow for deepening relationships, developing partnerships and fostering business. This one-day conference will host 300 leading managers, investors and other professionals to discuss investment opportunities and new trends in the market.
Past Keynote Speaker
Gary R. Petersen | Managing Partner & Founder | EnCap Investments L.P.
Prior to the formation of EnCap in 1988, Mr. Petersen was a Senior Vice President and Manager of the Corporate Finance Division of the Energy Banking Group for Republic Bank, Houston from 1985 to 1988. His responsibilities included mergers and acquisitions, financial advisory services and institutional fundraising for the energy industry. Prior to his position at Republic Bank, Mr. Petersen was an Executive V.P. and a member of the board of directors of Nicklos Oil & Gas Company in Houston from 1979 to 1984. Previously, Mr. Petersen was a Group V.P. in the Petroleum and Minerals Division of Republic Bank, Dallas. He served from 1970 to 1971 in the U.S. Army in Washington, D.C., as a First Lieutenant in the Finance Corps and as an Army Officer in the Army Security Agency.
Mr. Petersen holds Master of Business Administration and Bachelor of Business Administration degrees in finance from Texas Tech University and is a Distinguished Alumnus of Texas Tech. Mr. Petersen has done post-graduate work at American University and the Stonier Graduate School of Banking at Rutgers University.
Capitalize on Opportunities Presented by New Digital Business Models...or Risk Being Left Behind
William Ribaudo | Managing Partner, Digital Risk Venture Portfolio | Deloitte & Touche LLP
William Ribaudo is a frequent international author and speaker in boardrooms and at conferences on digital business model innovation and its link to market valuation. Bill’s research has been published in the Wall Street Journal, Knowledge@Wharton, Deloitte CFO Insights, and the Strategic News Service Global Report. He has been a featured speaker at engagements including CES 2018, Economy and Technology 4.0 Conference, The Intelligent Enterprise Conference, 2015-2017 SNS Future in Review (FiRe) conference, 2017 SNS Predictions East, BBC radio, Business Radio on Sirius XM powered by the Wharton School, The McCuistion Program on PBS, and the Dallas Annual Governance Symposium at the University of Texas. Bill is the managing partner of Deloitte Risk and Financial Advisory’s Digital Risk Venture Portfolio. He oversees investments and services designed to help clients drive the digitization and transformation of their business and is also a senior advisory partner to some of Deloitte’s most strategic clients. Bill previously led Deloitte Risk and Financial Advisory’s Technology, Media, and Telecommunications Industry practice for many years and has over 35 years of business experience, including public company executive financial management and strategy consulting.
A Few Past Participants Include
Marianne DwightGeneral Counsel
Texas Treasury Safekeeping Trust Company
TJ CarlsonChief Investment Officer
Texas Municipal Retirement System (TMRS)
Jonathan NeedleChief Legal Officer
Houston Firefighters' Relief & Retirement Fund
GK Investment Management
Lara DriscoeManaging Director
Jamison DriskillBusiness Manager
Texas State University Development Foundation
Dan ParkerDeputy CIO
Texas Tech University
Henry PizzutelloChief Investment Officer
Rhame Gorrell Wealth
Ulland Investment Advisors
Simon ZolotarevHead of the Investment Division
Capital Family Holdings
Ken MindellSenior VP & Treasurer
Rosewood Management Corporation
Shane MorrowCo-Founder | Managing Partner
IronBridge Wealth Counsel
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