2019

Wednesday, February 27, 2019 9:00 am – 7:30 pm

The Houstonian Hotel, Club & Spa

SHIFTING PARADIGMS

Gulf CoastRegionalFamily Forum

Gulf CoastRegionalFamily Forum

Gulf CoastRegionalFamily Forum2019

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We are excited with this year’s program for the Gulf Coast Regional Family Forum 2019.

This forum remains an invitation-only gathering of private families and the trusted advisors who serve them. This is a time to listen, learn and share ideas. It’s organized and funded by a group of local, regional and national firms serving and advising the family members they have invited as their guests.

Our theme for 2019 will be “Shifting Paradigms.”

An observation that feels more relevant than usual in so many ways, our program this year will focus on six different perspectives with this theme in mind.

Investment Outlook: Are we in the 6th or 9th inning of the Great Bull Market dating back to 2009? – Featuring G. Scott Clemons, Chief Investment Strategist, Brown Brothers Harriman

Human Trafficking: What we don’t know but should?

Energy Panel: Are we over or under-estimating how much today’s paradigm of oil, gas, coal, nuclear and renewable sources will be evolving over the next 10+ years?

Real Estate Panel: Less commonly discussed, where might changes in buyer preferences and new technologies be taking the commercial and multifamily real estate sectors over the next decade?

Innovation Ecosystem Panel: This landscape is shifting as well in multiple dimensions – both in terms of looking forward to opportunities across the IT, software, media and life science sectors, but also where the funding is getting sourced and invested globally. How should investors, business and regional development leaders think about this space?

World in Disarray: How Worried Should We Be? – Featuring Ambassador Edward Djerejian, Director of the Baker Institute for Public Policy at Rice University, Ambassador to Israel (1993-1994), Assistant Secretary of State for Near Eastern and South Asian Affairs (1991-1993), Ambassador to Syria (1988-1991)

We look forward to sharing this experience with you!

J. Del Walker, CPA PKF Texas

Bill Rankin WERankin

Interests, LLC

Chris Graf Mercer Advisors/

Kanaly Trust

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Attendees of this live forum will be eligible for 7.2 CPE credits in Business Management and Organization awarded by PKF Texas. Basic knowledge of business management and organization is essential and there is no advance preparation or prerequisites required.

9:00 am Registration & Networking

9:30 am Introductions / Opening Remarks

J. Del Walker, PKF Texas

9:45 am INVESTMENT OUTLOOK: ARE WE IN THE 6TH OR 9TH INNING? G. Scott clemonS, cFa, Brown Brothers Harriman

10:45 am HUMAN TRAFFICKING: WHAT WE DON’T KNOW BUT SHOULD?Moderator: rebecca Hove, Greater Houston Community

FoundationPanelists: minal Patel DaviS, City of Houston, Mayor’s Office

kyle WriGHt, Stardust

11:45 am Lunch & Networking

1:15 pm KEYNOTE – WORLD IN DISARRAY: OUR PATH FORWARD ambaSSaDor eDWarD DJereJian, Rice University’s Baker

Institute for Public Policy

AGENDA Wednesday, February 27, 2019 9:00 am – 7:30 pm

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Gulf CoastRegionalFamily Forum

2:15 pm INNOVATION ECOSYSTEM PANELModerator: ruSS caPPer, Houston ExponentialPanelists: blair Garrou, Mercury Fund

Peter laWrence, Aberdeen Standard Investments kirSten morin, Aberdeen Standard Investments DaviD ScHubert, Accelerator Life Science Partners

3:15 pm Networking Break

3:30 pm REAL ESTATE PANELModerator: bill boyar, BoyarMillerPanelists: JuStin boyar, CoStar Group

allen croSSWell, NewQuest Crosswell conStance FreeDman, Moderne Ventures

4:30 pm ENERGY PANELModerator: PraJit GHoSH, Wood MackenziePanelists: S.e. “coDy” Dick, Fayez Sarofim & Co. r.t. DukeS, Wood Mackenzie

ricHarD Gruber, Merit SI anita oDeDra, Tellurian Inc.

5:30 pm Closing Remarks

J. Del Walker, PKF Texas

5:45 pm Cocktail Reception

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KEYNOTE SPEAKERAmbassador Edward P. DjerejianDirectorRice University’s Baker Institute for Public Policy

Ambassador Edward P. Djerejian is the Director of Rice University’s Baker Institute for Public Policy. His career in the U.S. Foreign Service spanned the administrations of eight presidents from John F. Kennedy to William J. Clinton. Ambassador Djerejian is a leading expert on national security, foreign policy and the complex political, security, economic, religious and ethnic issues of the Middle East and South Asia. He has played key roles in the Arab-Israeli peace process and regional conflict resolution. He is the author of Danger and Opportunity: An American Ambassador’s Journey Through the Middle East.

Prior to his nomination as U.S. Ambassador to Israel, he served both President George H.W. Bush and President Clinton as Assistant Secretary of State for Near Eastern Affairs and President Ronald Reagan and President Bush as U.S. Ambassador to the Syrian Arab Republic. He was special assistant to President Reagan and Deputy Press Secretary for Foreign Affairs in the White House.

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SPEAKERSG. Scott Clemons, CFAManaging Director, Chief Investment StrategistBrown Brothers Harriman

Scott Clemons joined Brown Brothers Harriman in 1990 and is currently the Chief Investment Strategist, appearing frequently in the The Wall Street Journal, Barrons, CNBC and Bloomberg TV. He is a CFA charterholder and a member of the New York Society of Security Analysts and the CFA Institute. He graduated magna cum laude from Princeton University with an A.B. in classics.

Rebecca HoveSenior Director, Strategic PhilanthropyGreater Houston Community Foundation Rebecca Hove holds dual B.A. degrees in Spanish and Sociology from Duke University. Previously, Rebecca was Partner and Chief Operating Officer at Bridgeway Foundation. Prior to that, she was Vice President Client Services for Excellence in Giving, a philanthropic advisory firm.

Rebecca has been an anti-human trafficking advocate since 1996, focused on many facets of this issue domestically and internationally, beginning with forced labor abuses of migrant farm workers and sweat-shop employees. While at Bridgeway Foundation, she directed strategic grant making for sex-trafficking and child-soldier survivors in India, Africa, Central and South America. In Houston, she serves on the Board of Children at Risk due to their human trafficking advocacy and legislative expertise.

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Minal Patel DavisSpecial Advisor to the Mayor on Human TraffickingCity of Houston, Mayor’s Office

Minal Patel Davis serves as Houston Mayor Sylvester Turner’s Special Advisor on Human Trafficking. The Special Advisor position is the first municipal-level position of its kind in the U.S. Appointed in July 2015, Minal is charged with making a local impact on human trafficking in the fourth largest city in the U.S. from a policy-level perspective and by advancing systems change. She has developed and is currently implementing Mayor Turner’s Anti-Human Trafficking Strategic Plan.

Kyle WrightChief Executive OfficerStardust

Kyle Wright is CEO of Stardust, a family office managing a dynamic portfolio of projects, investments and social benefit ventures. He currently serves on the board of Transparentem and is a member of the Houston Area Council on Human Trafficking and Greater Houston Community Foundation’s Philanthropic Impact Committee. A Texas native, Kyle holds a B.A. in psychology from the University of Texas at Austin and a J.D., cum laude, from South Texas College of Law.

Russ CapperExecutive DirectorHouston Exponential

Russ Capper is the Executive Director of Houston Exponential, Houston’s initiative to significantly upgrade the city’s digital innovation ecosystem. In addition, he is the founder of HighDrive.TV, a digital video network featuring in-person interviews with innovators, entrepreneurs and technologists. Collectively, HighDrive.TV has captured and produced over 2,000 interviews, with both national and Houston notable innovators and entrepreneurs.

Russ is a proven technology executive, responsible for bringing unique and distinct business concepts to both B2B and B2C markets. Prior to his digital media initiative, he successfully led multiple technology companies from concept formation to execution, expansion and exit. And prior to his startup experiences, he spent 12 years with IBM.

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Blair GarrouCo-Founder and Managing DirectorMercury Fund

Blair Garrou is Co-Founder and Managing Director of Houston-based Mercury Fund, an early-stage venture capital firm focused on entrepreneurs and technology innovation originating in the U.S. Midcontinent. Mercury’s investment themes target SaaS, Cloud and Data Science/AI platforms that make the industrial ecosystems of Middle America more competitive and efficient. Outside of Mercury, Blair serves in board and/or advisory roles for Station Houston, Houston Exponential, HX Venture Fund, Rice Alliance, Texas Venture Capital Association, UTHealth and the Post Oak School. He received a B.S. in Management with special attainments in Commerce from Washington & Lee University.

Peter Lawrence Co-Head of Global Venture Capital Aberdeen Standard Investments

Peter Lawrence is the Co-Head of Global Venture Capital at Aberdeen Standard Investments (ASI). Peter was Co-Founder of FLAG Capital Management, which was acquired by Aberdeen in 2015. He has over 30 years of experience in the private equity business. Peter holds an MBA from Harvard Business School and a B.A. from Trinity College.

Kirsten Morin Co-Head of Global Venture Capital Aberdeen Standard Investments

Kirsten Morin is Co-Head of Global Venture Capital at Aberdeen Standard Investments (ASI). She oversees the Venture Partners program and is a member of the strategy’s investment committee, along with ASI’s Global Innovation Committee. Kirsten joined Aberdeen in August 2015 following its acquisition of FLAG Capital Management, where she held a similar role as a Principal, and had been exclusively focused on the firm’s venture strategy since 2005. Prior to that, Kirsten worked for IBM in a variety of analytical roles. Kirsten holds a B.S. from Babson College.

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Justin Boyar Market EconomistCoStar Group

Justin Boyar serves as CoStar Group’s Houston Market Economist, where he analyzes local, regional and national real estate trends. His commercial real estate experience spans more than 10 years in a variety of roles, including in Latin America and Asia and most recently with HFF and JLL. Justin earned his Bachelor of Arts in Philosophy from Tulane University, MBA from the University of Houston and Master in Global Management from Thunderbird School of Global Management.

Bill BoyarFounding ShareholderBoyarMiller

Bill Boyar is a founding shareholder of BoyarMiller, a Houston, Texas-based law firm. Bill’s practice focuses on representing the various parties involved in the acquisition, disposition, capitalization and financing of assets and businesses on a national and international level. He has served as Lead Counsel on numerous complex, multi-party acquisitions and project financings, with significant experience in corporate finance, health care, energy, private equity, mergers and acquisitions, real estate and hospitality.

David M. SchubertChief Operating PartnerAccelerator Life Science Partners

David M. Schubert serves as Chief Operating Partner at Accelerator Life Science Partners, a biotechnology venture capital-backed investment vehicle located in New York City, San Diego and Seattle. He began his career in 1993 at Baxter Healthcare Corporation and subsequently held positions at Targeted Genetics Corporation and was the founder of CellExSys, Inc.

David holds an MBA degree from Pennsylvania State University, an M.S. in Biology with a concentration in Immunology from Utah State University, a B.S. in Biology and a B.A. in Psychology from Eastern Nazarene College (Quincy, Massachusetts). He also serves as member of the Board of Directors of Enventure, serving as Houston’s home for life science entrepreneurs.

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Constance FreedmanFounder and Managing PartnerModerne Ventures

Moderne Ventures invests in technology companies in and around real estate, mortgage, finance, insurance and home services. Moderne Ventures has both a fund and an industry immersion program, the Moderne Passport, which connects companies with the Moderne Network. Constance has invested in more than 70 companies and actively partners with 700+ industry executives and corporations to help build strategic value. She earned a B.S. from Boston University and an MBA from Harvard Business School.

Allen H. Crosswell Managing PrincipalNewQuest Crosswell

Allen H. Crosswell is the Managing Principal of NewQuest Crosswell (NQC) and a partner of NewQuest Properties. NQC is a comprehensive commercial real estate company active in small shopping center development, single tenant development across the country, land acquisition/development and operates a $100 million lending platform. NewQuest Properties is a national tenant anchored shopping center development company, with a portfolio exceeding $1.4 billion in assets. NewQuest Properties has all aspects of the development process under one roof, including acquisition, design, legal, leasing, construction development and property management. NewQuest currently employs more than 100 team members. Allen is a fifth generation Houstonian with a long family history of politics and philanthropy. He holds a B.A. in Real Estate Finance from the University of Mississippi, where he remains very active, including serving on multiple boards.

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S.E. “Cody” Dick, CFAPrincipal, Portfolio Management & ResearchFayez Sarofim & Co.

Cody Dick is a Principal at Fayez Sarofim & Co. He joined the firm in 2004 as a Financial Analyst. He is currently responsible for research of the energy and automobile industries. Cody received an MBA from the Neeley School of Business at Texas Christian University in 2001, where he was elected by his peers to participate in managing the William C. Conner Educational Investment Fund. He received a B.S. in Political Science from Texas Christian University in 2000, graduating cum laude. Prior to joining Fayez Sarofim & Co., Cody was employed with Bank of America/Merrill Lynch, first as an Investment Banker in the Global Energy and Power Group and then as an Equity Research Associate in the energy sector. He presently serves on the board of directors for PCA Retirement & Benefits, Inc.

Prajit GhoshGlobal Strategy Lead - Power and Renewables + Emerging TechnologiesWood Mackenzie

Prajit Ghosh currently leads a global team responsible for developing and commercializing Wood Mackenzie’s views of the Power and Renewables markets. His current focus is on energy market transition and the disruptive impact of emerging technologies. He also leads Wood Mackenzie’s thought leadership in this space. Prajit joined Wood Mackenzie in 2006 where he has led Wood Mackenzie’s North American and European gas, power and renewables market outlooks. Before Woodmac, he worked at Constellation, focused on U.S. upstream and power markets.

He has extensively worked on policy issues, liaising with the Government of India during his tenure at the Federation of Indian Chambers of Commerce. His focus there was on the Indian hydrocarbon and renewables sector. Prajit holds a Master’s degree in Energy and Mineral Resources from the University of Texas at Austin. He also holds an MBA from Symbiosis College, India and an Economics degree from Delhi University, India. He is based in Houston.

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R.T. DukesResearch Director – U.S. Lower 48 Upstream ResearchWood Mackenzie

R.T. Dukes has held various research and consulting roles within Wood Mackenzie. Currently, he contributes to the company’s detailed analysis of major upstream developments in North America. He also serves as an advisor for the company’s Macro Oils (Oil Price Outlook) service.

In prior roles, he led a U.S. upstream research team and was an upstream consultant. R.T. still contributes to Wood Mackenzie’s consulting practice and has participated in projects which account for billions in upstream transactions. He has led and been involved in projects ranging from asset opportunity screenings, third-party valuations, due diligence and strategic reviews.

R.T. graduated cum laude from Texas A&M University with a Bachelor’s degree in Accounting and a Master’s degree in Finance. He currently serves on the Former Student Advisory Board for the Professional Program in Accounting.

Richard L. GruberChief Commercial Officer Merit SI

Richard L. Gruber is Chief Commercial Officer and Co-Founder of Merit SI, a company delivering innovative sustainable energy solutions to fossil energy, chemical and water companies. Prior to Merit SI, Richard was Vice President of Development at First Solar and has held leadership positions in the electric power and natural gas industries. He holds an MBA from the University of St. Thomas, a B.A. in Economics from Southern Methodist University and attended the Advanced Management Program at the Harvard Business School.

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Anita OdedraChief Commercial OfficerTellurian Inc.

Anita is Chief Commercial Officer at Tellurian Inc. Prior roles include EVP at Angelicoussis Shipping Group Ltd, leading LNG/oil freight trading; and VP, Shipping & Commercial Operations at Cheniere; before which she spent 19 years at international gas major BG Group, working across E&P, strategy, commercial operations, trading, business development and shipping. Anita’s career began in 1993 as a geoscience analyst at ExxonMobil. Studies include Rock Physics PhD (University College London and University of Tokyo) and Geology BSc (Imperial College).

Chris Graf Regional Vice PresidentMercer Advisors/Kanaly Trust

Chris Graf is a Regional Vice President for Mercer Advisors/Kanaly Trust. From 2003-2013 he was a Private Client Advisor at Bernstein Global Wealth Management. He began his wealth management career in 1999 at CIBC Oppenheimer. Chris graduated from the University of Texas at Austin with a degree in Economics. He currently serves on the investment committee for the University of St. Thomas, Houston and is a board member of HeartGift Houston.

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Bill RankinWERankin Interests LLC

Following 40 years of banking, asset management and wealth management experience, Bill now focuses his time on a limited number of senior advisory and board-related assignments. His CEO level experiences include Kanaly Trust (an independent trust company based in Houston), Shelterwood Financial Services (a multifamily office based in NYC) and Stein Roe Investment Counsel (headquartered in Chicago with major offices in NYC and San Francisco). He began his wealth management experience during the early 1990’s as a managing director at Rockefeller & Co.

Since 2004, Bill has worked actively and extensively with the Bryn Mawr College endowment ($800+ million), where he continues to serve as Vice Chair of their Investment Committee and Emeritus Trustee for the college. Bill earned his Bachelor of Engineering Science degree from Johns Hopkins University and his MBA from the Wharton Graduate School. He is a Chartered Financial Analyst.

J. Del Walker, CPADirector/Practice Leader, TaxPannell Kerr Forster of Texas, P.C. (PKF Texas)

J. Del Walker, CPA, is the Tax Practice Leader for PKF Texas and a member of the firm’s Management Committee. Serving in both roles since 2000, Del has been instrumental in the development and growth of the tax practice, as well as playing a vital leadership role in guiding the firm’s overall strategic direction. Del’s client service focus is on closely held family-owned businesses and affluent families. He is the Co-Founding Organizer of the Gulf Coast Regional Family Forum (GCRFF). Currently, he serves on Advisory Boards for the University of Oklahoma’s Steed School of Accounting and Texas A&M’s Mays School of Accounting and Center for New Ventures & Entrepreneurship (CNVE). He is a frequent speaker/facilitator/judge, including at the Leading Edge Alliance, Family Wealth Alliance, University of Houston, Texas A&M, the University of Oklahoma and others. Del graduated from the University of Oklahoma with a BBA in Accounting and a Master’s of Accountancy, tax specialization, and is a member of the University of Oklahoma’s Michael F. Price School of Business Arthur H. Adams Society.

MEETING ORGANIZER

SUPPORTING ORGANIZERS

ORGANIZERS

Gulf CoastRegionalFamily Forum2019

Gulf CoastRegionalFamily Forum

LEAD ORGANIZERS

Avalon Advisors, LLC

BoyarMiller

Crady Jewett McCulley & Houren, LLP

Crosstimbers Capital Group LLC

Fayez Sarofim & Co.

Ferguson Interests

Frost Bank

Galapagos Partners

Greater Houston Community Foundation

Jackson Walker