Agenda

Independent Sponsors Summit: Dallas

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2 of 18 sessions · Family Offices

Thursday, June 11

PanelTexas CapitalFeaturedFamily Office Focus

What Your Numbers Are Telling Capital Providers Before You Walk In the Room

12:55 PM → 1:15 PMMain StageClaudine Cohen, Managing Principal Value360 Practice, CohnReznick; Andy Foskey, Managing Partner, Transition Capital Partners; Nick Barnard, Partner, Switchback Capital

SponsorsCapitalFamily OfficesNetworking1-2-1

PanelTexas CapitalFeaturedFamily Office Focus

What Makes the Texas Deal Market Different

1:15 PM → 1:50 PMMain StageCameron Scales, Partner, Haynes Boone; Zak Everson, Principal Audit Practice, Baker Tilly; Payton Schramm, Director, Genesis Park; Brien Davis, Managing Director, Fidus Capital

SponsorsCapitalFamily OfficesAdvisorsNetworking