“Diversification” the Next Level: Collaborative Strategies for the Discriminating Investor

 

 

PARTNERSINWEALTH At Lunch Presents

 

“Diversification” the Next Level:

Collaborative Strategies for the Discriminating Investor 

 

“Diversify.” What does that mean in today’s world? How do we look beyond stocks and bonds to find top-notch investment vehicles that work together while staying true to our personal goals and values?

 

PARTNERSINWEALTH invites you to be our guest for an exclusive At Lunch presentation featuring experts representing a range of value-added investment options for the discriminating investor. Learn how real estate and early-stage business investing can benefit your overall investment portfolio.

 

Diversifying your portfolio can help you rest easy, knowing that your wealth is not dependent on a single market or event.

 

RSVP and mark your calendar today!

 

Hosted by the PARTNERSINWEALTH Team

 

Presenters:

Jim McAlister IV, President & CEO, Rockspring Capital

Andrew Clark, Managing Member, Texas Halo Fund

 

RSVP:

Monica Rivera

713-964-4028

info@partnersinwealth.com

To ensure a spot, please RSVP by May 1, 2013

 

When:

Thursday, May 9, 2013

11:30 am – 1:00 pm

Lunch will be provided

 

Where:

The Briar Club

2603 Timmons Lane

Houston, TX 77027 

 

 

 

Jim McAlister IV, President & Chief Executive Officer, Rockspring Capital(http://www.rockspringcap.com/

Jim is responsible for overseeing the strategic direction of Rockspring Capital and its investment activities. He has successfully invested more than $265 million for premier investment partners such as public pension plans, wealth managers, endowments & foundations and high net worth individuals.   Jim earned his BBA in Finance from The University of Texas. Rockspring Capital is a second generation; privately owned real estate investment firm based in Houston, Texas and has offered eight funds since 2003.

 

Andrew Clark, Managing Member, Texas Halo Fund

Andrew is a managing member of the Texas Halo Fund, an early stage investment fund associated with the Houston Angel Network.  Angel investors are individuals who invest in early stage or start-up high growth businesses in the technology, life sciences, energy, and consumer products arenas.  Andrew is a prior President and Chairman of the Houston Angel Network (HAN  www.houstonangelnetwork.org) where he has invested in numerous companies.  He is also a founder of the SURGE accelerator ( www.surgehouston,com ) dedicated to identifying and growing world class companies at the intersection of energy and software.  Andrew graduated from the Wharton School of the University of Pennsylvania and has spent his entire career involved in technology businesses here in Houston including more than a decade with Compaq Computer. 

 

Speaker

Organizer Hosted by the PARTNERSINWEALTH Team

When?

Thu, May 9, 2013
11:30 a.m. - 1 p.m.
(GMT-0500) US/Central

Where?

The Briar Club
2603 Timmons Lane
Houston, TX 77027
USA