70 Presenting Companies

Dallas, TX

November 20 & 21, 2019

 

Venue:

Westin Dallas Downtown

1201 Main Street,

Dallas, TX 75202

 

For directions click: Map

For reservations click: Here

2019 Southwest IDEAS Investor Conference

Keynote Lunch Speakers

Wednesday, November 20th

Ben Phillips

Chief Investment Officer, EventShares

"How Government Policy Drives Stock Market Returns"

Thursday, November 21st

Donald Luskin,

Chief Investment Officer, TrendMacro

"The Three Biggest Risks Facing the Global Economy" 

November 20th Keynote Lunch Speaker Bio: Ben Phillips

Ben Phillips serves as the Chief Investment Officer of EventShares overseeing portfolio management and the Investment Committee. EventShares manages the only government policy-based fund globally. Mr. Phillips is also a founder and Managing Director of actionable investment insights firm, MarketDesk Research.

 

Previously, Mr. Phillips was with Goldman Sachs Asset Management (GSAM), where he had portfolio management responsibilities across several multi-sector total return funds. Prior to GSAM, he held senior investing roles at Providence Equity Partners and Lord Abbett. Mr. Phillips is a CFA charterholder and received an MBA and BSBA in Finance from the University of Missouri.    

 

November 21st Keynote Lunch Speaker Bio: Donald Luskin

Don's 40-year career as an entrepreneur, executive, investment manager and commentator has been built around his passion for the application of technology and innovation to the challenge of investing.

Prior to founding Trend Macrolytics, Don was vice chairman and co-chief investment officer of Barclays Global Investors. After a decade building Wells Fargo Investment Advisors into the world's largest and most innovative investment manager -- where indexing, sector ETFs, tactical asset allocation and quant-active investing were invented and popularized -- Don was a member of the three-man management team that sold the firm to Barclays Bank PLC in 1995. The firm was acquired by Blackrock in 2009.

At Barclays, Don invented and patented target-date mutual funds, which have since become a standard for retirement investment. He pioneered sector ETF's, creating the fund family now known as i-Shares. After Barclays, Don was CEO and co-founder of MetaMarkets.com, and manager of the pathbreaking OpenFund -- the world's first "interactive mutual fund," that showed all its holdings and trading activity in real-time on the Internet.

Don was the inventor of the POSIT ECN, and founder of Investment Technology Group at Jefferies & Company. He has been a hedge fund manager and an options market maker on the Chicago Board Options Exchange, the Pacific Stock Exchange, and the New York Stock Exchange.

Don has been an economic advisor to two presidential candidates including the late John McCain, and has briefed the President in the White House. He contributes frequently to the op-ed page of the Wall Street Journal, and appears regularly on Fox Business.

He is the author of I am John Galt and Index Options and Futures: The Complete Guide, and editor of Portfolio Insurance: The Guide to Dynamic Hedging, all published by Wiley.

His articles and commentaries have been published in the Washington Post, Investors Business Daily, Reason, the Harvard Business Review, National Review, Pensions & Investments, Townhall, the American Spectator, the San Jose Mercury News and the Detroit News. He was formerly a columnist for TheStreet.com and Business 2.0 (now Fast Company), and SmartMoney.com.

220 N. Park Blvd. #112
Grapevine, TX 76051

 

T: (817) 778-8423
F:
(817) 251-2171
 

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2019 by Three Part Advisors, LLC