Bridging the Divide: Public vs. Private Equity in Allocation and Valuation

When:  May 14, 2026 from 04:30 PM to 08:30 PM (CT)
Associated with  CFA Society Dallas/Fort Worth
We are hosting an event in collaboration with NIRI DFW and Texas Capital featuring two panel discussions and networking. Session details below:
Session 1: Public Equity in Private Wealth: Reassessing Its Role in a Changing Allocation Landscape
Family offices and private wealth managers have traditionally favored alternative and private investments, yet public equities remain a meaningful — and often underutilized — component of portfolio construction. This panel brings together practitioners from across the family office spectrum to explore how private wealth allocates to public markets today, what is driving those decisions, and how evolving market conditions are reshaping the role of public equities within diversified portfolios.
Speakers:
  • Moderator: Marcia Nelson, Executive Director, Family Office Coverage - IB, Sales & Trading, Texas Capital
  • Caleb Tannehill, Founding Partner, Three Bay Capital
 
Session 2: Two Markets, One Reality: Navigating Public vs. Private Equity Valuations
Public and private equity markets often reflect different views of value, and the gap between them can create both opportunity and uncertainty. Join us to examine how companies and assets are valued across these two markets, where disconnects persist, and what they mean in practice. The discussion will explore current deal activity, capital market trends, and the structural and behavioral factors shaping today’s valuation environment, offering a candid, cross-sector perspective on how capital is being deployed and priced.
Speakers:
  • Moderator: Lauren Minch, CFA, CPA, CEO, CFA Society Dallas/Fort Worth
  • Daniel S. Hoverman, Managing Director, Head of Corporate & Investment Banking ,Texas Capital Bancshares, Inc. & Texas Capital
  • John Chrisman, Partner, FBT Gibbons LLP

Click here to register!

 
This event is open to members and non-members so please share with colleagues and peers who could benefit from this session.
As a member, you can use one of your two $40 event ticket discounts* for this event. Please email us at [email protected] for more information.
More information

Location

The Clubs Of Prestonwood (The Creek)
15909 Preston Rd
Dallas, TX 75248
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