Deloitte Financial   (214) 840-1506

Julia works in Dallas at Deloitte Financial Advisory Services, LLP, a group which provides clients assistance in estimating lost profits, valuing assets and businesses for financial statement and tax purposes and for other transactional reasons, completing forensic analyses, completing efforts related to reorganization and other types of financial and analytical consulting support.  Julia currently serves as the Information Manager for the Mid America region of Deloitte Financial Advisory Services.  She joined Deloitte in 2000, after working in various capacities at American Airlines for more than twelve years.  Julia earned the CFA designation in 1993.

                      FCM Investments    (214) 665-6920

David is Partner and Head of Fixed Income investments for FCM Investments, an independent investment management firm for high net worth investors and private foundations.  He is responsible for portfolio management, fund construction, and overseeing strategic asset allocation.  Before joining FCM in 1999, Mr. Lewis worked for ten years at American Airlines and three years at Citigroup.  He holds a BBA in Finance from the University of Texas and earned an MBA from Southern Methodist University.  He has been active in the local CFA Society since earning his CFA designation in 1999.

Granite Properties, Inc.   (972) 731-2320

David is Finance Manager for Granite Properties, a privately held real estate investment company.  His responsibilities include financial structuring of debt and equity instruments from underwriting through papering, interest rate hedging, financial modeling and projections, performance benchmarking, credit and special projects.  Prior to joining Granite in 1998, he spent five years with Paragon Group where he was involved with its initial public offering.  He started his career with BDO Seidman as an auditor.  David earned a degree in accounting from University of North Texas, is a Certified Public Accountant and is a CFA charter holder.  He is active with the National MS Society (MS150 Bike Tour), National Council of Real Estate Investment Fiduciaries (NCREIF) and has volunteered with the CFA Society of DFW since 1998.

Optimal Properties LLC   (214) 284-5145

JPMorgan Private Bank   (214) 758-2234

Jake Trousdale is an Associate at JPMorgan Private Bank.  In his role as Global Investment Specialist, Jake is responsible for delivering investment  and portfolio strategies that are tailored to meet the needs of  individual  clients.   Jake is a CFA charterholder, and he serves on the Investment Advisory Committee to the Phil M. Dorr Alumni and Friends Endowed  Investment Fund at Baylor University.  Jake earned his Bachelor of Business Administration degree in finance from Baylor University.  He lives in Dallas with his wife, Jennifer.

JK Capital Management, Inc.    (214) 706-4300

Luther King Capital Management  (817) 332-3235

Gary joined Luther King Capital Management in 1994.  He is a Principal, Portfolio Manager and is responsible for the firm's investments in the telecommunications industry.  Prior to joining LKCM, Gary worked with the Dexter Corporation in Connecticut and with Arthur Andersen in Dallas.  Gary earned a BBA from SMU and an MBA with honors from TCU.  He has been an adjunct professor at TCU, teaching Securities Analysis at the undergraduate and graduate levels, and was a founding member of TCU's MBA Alumni Advisory Board.  Gary is a Trustees at Cook Children's Hospital and is a member of SMU's Buy-Side Club Advisory Board.  He has been active with the local society since earning his CFA designation in 1997. 

ALMFirst Financial Advisors, LLC    
(214) 987-0860, ext. 116

Sharon Criswell is the Chief Operating Officer for ALMFirst Financial Advisors, LLC., overseeing operations, accounting, compliance, portfolio analytics, reporting and technology systems.  Prior to joining ALM First, Sharon managed investment operations for The Associates (now Citigroup) and before that managed the Money Market Information Center for Fidelity Investment.  Sharon Criswell has a MBA from Southern Methodist University, an MLS from Rutgers-the State University and a BA from Syracuse University.

JPMorgan Private Bank   (214) 758-2081

GuideStone Capital Management     (214) 720-4704

Mr. Peden joined GuideStone in 1996.  He is a principal colleague in the strategic planning of all investment management related matters for GuideStone Financial Resources.  He is responsible for portfolio management and fund construction, overseeing fund managers and investment research activities.  Prior to coming to GuideStone, he was an Assistant Vice President - Fixed Income at Southwest Securities Inc. in Dallas.  Prior to working at Southwest Securities, Matt was an analyst at First Interstate Bank (currently Wells Fargo).  Mr. Peden earned his Bachelors of Business Administration in Finance from the University of North Texas after which he earned his MBA with honors from Texas Christian University.

Smith Asset Management Group   (214) 880-4600

Mr. Medlin joined Smith Group Asset Management in January 2006.  Prior to joining Smith Group, he was President and Senior Portfolio Manager of Belmont Wealth Management where he worked from 2002 to 2005.  From 1991 to 2002, he served as a portfolio manager at U.S. Trust in Dallas and Team Bank Trust Investments in Fort Worth.  He earned his Chartered Financial Analyst in 1994, and holds a B.S. in International Trade from Texas Tech University and an M.B.A. from Texas Christian University.  

                      FCM Investments    (214) 665-6930

Scott is a founding member and Partner of FCM Investments, an independent investment management firm for high net worth investors and private foundations. He is a portfolio manager with responsibility for the investments in Europe, Japan, and Asia-ex-Japan. He is also the Principal of Miller Global Investments, L.L.C. Prior, he was a portfolio manager at Brown Brothers Harriman & Co and managed the fixed income investments for Home Savings - Houston. He graduated cum laude with a B.A. degree in Economics from Vanderbilt University and earned an M.B.A. in Finance from the Wharton School of the University of Pennsylvania. He has been active in the local CFA Society for many years and is active in several not-for-profit organizations.

Ackerman Capital.                    (214)361-5383

 David B. Ackerman is a principal of Ackerman Capital Management, an independent family-owned, SEC registered investment advisor that has managed investments for high net worth families, profit sharing plans, and foundations for nearly forty years. For the firm’s wealth management offering, he specializes in the management of portfolios using no-load mutual funds and exchange-traded funds. David also manages the firm’s alternative offering, Ackerman Value Partners, L.P, which is a long/short equity hedge fund. David received his B.A. in political science and economics from Duke University. He earned the CFA designation in 1995 and the CFP certification in 1996. David lives in Dallas with his wife, Caroline, and their two sons. 

David W. Tice & Associates Inc.  (214) 696-5474

Ryan is an equity analyst for David W. Tice & Assoc., Inc., the investment advisor to two mutual funds, Prudent Bear (BEARX) and Prudent Global Income (PSAFX).  His primary responsibility is to recommend and monitor equity positions in the Prudent Bear Fund.  David W. Tice & Assoc., Inc. currently manages approximately $1.2B in client assets and Ryan has been with the firm since 2004.  Ryan was awarded the CFA charter in 2003, holds an MBA with a double major in finance and accounting from Indiana University and an undergraduate business degree from the University of Western Ontario in Canada.  Prior to graduate school, Ryan held increasingly senior financial positions at Rogers Communications in Toronto.

Capital Institutional Services   (214) 978-4785

Robert Butler is Vice President of Research Sales with Capital Institutional Services, a Dallas-based independent institutional brokerage firm. Robert serves clients in Texas and throughout the Mid-West providing them with third-party independent research. Prior to moving to Dallas and joining CAPIS Robert lived in Arizona and is a graduate of the University of Arizona with a double major in finance and accounting. Robert’s experience in Arizona included real estate acquisitions, corporate/strategic planning, equity analysis, and asset allocation for high-net worth individuals. He earned the CFA designation in 2004 and also holds the CFM & CMA designations from the Institute of Management Accountants.

Charles Schwab   (972) 731-2732

GuideStone Capital Management     (214) 720-4707

Martin is a Senior Investment Analyst with GuideStone Capital Management. GSCM is a Registered Investment Advisor overseeing almost $9 billion in assets.  Previously, he worked as a Portfolio Manager within the Private Portfolio Services Group of Bank of America.  He also worked as a Financial Advisor with the Global Private Client Group at Merrill Lynch.  Martin earned the right to use the CFA designation in 2003 and became a CFP® professional in 2005.  He holds an MBA degree from the University of Texas at Tyler.  He is also a Hearing Panel Volunteer for the Disciplinary Review Committee of the CFA Institute.

Deloitte Financial Advisory Services LLP 

(214) 840-1386

Mr. Gauvin specializes in the appraisal of closely-held business entities (of marketable and non-marketable business interests, and of intangible assets including patents, trademarks, trade names and other intellectual properties), and has valued common and preferred equity, options, warrants and other derivative instruments. He performs valuation engagements for mergers and acquisitions, financing, transaction support, purchase price allocation, gift and estate tax planning, litigation support, insurance, and other special projects. Mr. Gauvin has performed valuation studies in the following industries: financial services, manufacturing, industrial chemicals, consumer retail and food services. Mr. Gauvin holds a Master in Professional Accounting Degree from the University of Texas at Austin.

ALMFirst Financial Advisors, LLC    
(214) 987-0860

Lisa's current responsibilities with ALM First Financial Advisors, LLC include reviewing the asset/liability structure of ALM First's client credit unions, and developing and executing an investment strategy that will maximize value while maintaining appropriate risk levels. Before coming to ALM First, Ms. McDaniel was with Regions Bank Capital Management Group where she managed institutional taxable fixed-income accounts and collective funds consisting of government, corporate and mortgage-backed securities, as well as individual accounts for high-net-worth individuals and corporations.

Trinity Advisors, LP     (972) 918-9533

Dan is the founder and Managing Partner for Trinity Advisors, LP., a private equity services firm.  Prior to starting Trinity Advisors, LP in 1999, Dan was with Tara Capital Partners, a hedge fund in Dallas, which specialized in both public and private equity investments. From 1987 to 1997, Mr. Meader worked for Sowell & Co., a mid-sized leveraged buyout firm based in Dallas.  A graduate of SMU, he earned his CFA designation in 1991 and became a Certified Public Accountant in 1998. Dan also serves as the chair of the President’s Council CFA Institute and lectures to investment professionals on equity valuation derivatives and accounting matters.  

Olschwanger Partners, LLC   (972) 931-9144

As managing director at Olschwanger Partners, LLC, a consulting firm, Paul specializes in executive-level recruiting, strategic consulting, career transition and coaching services for investment management, plan sponsor, pension consulting organizations and investment professionals throughout the U.S.  A partial client list includes Russell Investment Group, Prudential Investments, Northern Trust and Seneca Capital Management. Paul earned his undergraduate degree in Finance from the University of Texas at Austin and participated in the first AIMSE Investment Institute at Wharton.  Paul is a frequent speaker focusing on career development issues within the investment management industry.

Wiley Investments   (817) 862-1231