Welcome Reception December 10th (IPI Members only)

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JW MARRIOTT DALLAS ARTS DISTRICT 800 NORTH HARWOOD STREET, DALLAS, TX 75201

The Institute for Private Investors heads to Dallas to wrap up 2024 at the IPI End of Year Forum.

Dallas is the leading banking, financial, and trade centre for the Southwest. Join us for two days to discuss investment opportunities and how to plan for the coming year. The IPI End of Year Forum offers access to influential leaders in both private and public markets, real estate, and wealth management, helping family offices and investors explore innovative strategies for portfolio diversification and family office best practices.

Forum Chair:

T. Dupree Scovell, Managing Partner and Chief Investment Officer, Woodbine; IPI Member

We are excited to welcome back Dupree to Chair our End of Year Forum again this year.

When Dupree’s father John Scovell and Ray Hunt met in 1971, a friendship was born. Soon after, Ray asked John to run his real estate company. It was a natural pairing and the beginning of an exciting business partnership. Since then, the Hunt family has invested in every Woodbine Development Corporation project for 44 years and counting.

T. Dupree Scovell is the managing partner and chief investment officer at Woodbine, a full-service real estate company that specializes in hospitality. He and his brother, King, work together as managing partners to lead the team, cast vision and provide strategic direction for the company. Dupree also oversees Woodbine’s acquisition platform and capital markets efforts, as well as Woodbine Legacy Investments, a private equity fund dedicated to the acquisition and development of upscale select-service and full-service branded and boutique hotels throughout the United States.

A few of the featured topics and speakers include:

Asset Allocation at Scale
Jase Auby, Chief Investment Officer, Teacher Retirement System of Texas 
Jase Auby provides an inside look at the asset allocation of the Teacher Retirement System of Texas and its investment plans for the future. Heading a team of 183 investment professionals, Auby has oversight over one of the largest investment funds in the world ($193 billion), the 20th largest public pension fund in the world. Today, TRS invests in more than 15,000 businesses in 54 different countries around the world.

Tax Considerations for Family Offices Under the New Regime
Abby Feinman, Partner, Private Wealth, Katten Muchin Rosenman LLP and Saul Rudo, Partner and Chair, Transactional Tax Department, Katten Muchin Rosenman LLP 
Potential changes in tax policies, including modifications to corporate tax and capital gains rates, as well as estate and gift exemptions, can have meaningful impact on after tax investment and business performance as well as estate tax planning. Family offices and ultra-high net worth investors should consider the potential effects of these changes on transactions involving business and family ownership, including both acquisitions and divestitures and other liquidity transactions. Connect with families and fellow investors to ensure you are well-positioned to protect and grow family wealth in an ever-evolving financial landscape.

Fixed Income Strategies in Today’s Market
Kathy Jones, Chief Fixed Income Strategist, Schwab Center for Financial Research, Charles Schwab & Co., Inc.
Veteran fixed income analyst Kathy Jones shares strategies for a dynamic interest rate environment in 2025. She offers case studies in bonds, commodities and other markets that meet goals of balancing risk, return and liquidity for both short-term and long-term family office portfolio horizons. Kathy makes regular broadcast appearances on Bloomberg TV, Yahoo Finance, and CNBC, and is often quoted by The Wall Street Journal, The New York Times, Financial Times and Reuters.

Disruptive Energy Futures
Amory Lovins, Co-founder, Chairman Emeritus, and former Chief Scientist, RMI (Rocky Mountain Institute)
Physicist Amory Lovins discusses the astonishing progress in energy efficiency, clean supply, and grid integration. He has designed many superefficient buildings, vehicles, and industrial plants and has advised major firms and governments in close to 70 countries on advanced energy efficiency and strategy.
Time named him one of the world’s 100 most influential people; Foreign Policy, one of the 100 top global thinkers, and Stanford's Scopus analysis ranked him in the top two percent of the world’s scientists.

Location:

JW MARRIOTT DALLAS ARTS DISTRICT 
800 NORTH HARWOOD STREET 
DALLAS, TX 75201

Group rate: $299 USD per night++

Book Your Group/Corporate Rate | Marriott International

Cut off date: Monday, November 18, 2024

CPE
Continuing education credits are available for CPE (Continuing Professional Education) in Specialized Knowledge & Applications.