• Steven Menna, Withum
• Andrew Rosell, Winstead

Speaker: Nicole Chambers, TXSE

Nicole Chambers of the Texas Stock Exchange (TXSE) offers an insider’s look at the highly anticipated launch of the new exchange. This session covers the opening timeline, potential impacts on established exchanges like NYSE and NASDAQ, and why Texas is positioning itself as a powerful alternative to traditional domiciles such as Delaware. Attendees will also get a preview of “Y’all Street” in Dallas Uptown and the changes expected to reshape the financial landscape.

Speakers: Jim Dunn, Verger Capital and Steven Menna, Withum

Jim Dunn of Verger Capital and Steven Menna of Withum set the stage with a candid discussion on the forces shaping today’s asset management landscape. From navigating market and regulatory challenges to assessing geopolitical headwinds and uncovering opportunities in the current administration, this keynote provides a timely outlook on where the industry stands and where it’s headed.

Moderator: Colleen Fay, Withum
Speakers: Amanda McKenna, Withum, Brant Pallasch, Junonia, Chip Miller, Palogic and Trip (Preston) Dyer, Winstead
1 CPE Credit in Taxes and for CLE TX Course #174292758

A discussion on evolving regulatory requirements and tax considerations impacting the industry. Our panel of experts will share insights on compliance challenges, emerging trends, and practical strategies to help firms navigate complexity with confidence.

Moderator: Mark Salameh, Trust Serve
Speakers: Justin Spitzer, Bloomberg, Joel Schwab, Senior Managing Director, HFR Research and Andrew Rosell, Winstead
1 CPE Credit in Specialized Knowledge and CLE TX Course #174292759

This panel will examine the forces influencing capital flows across alternative investments, from hedge funds and private equity to venture capital and real assets. Panelists will discuss global trade tensions are shaping investor sentiment and cross-border allocations, while also exploring artificial intelligence as an emerging theme attracting significant capital within alternatives.