Save The Date: Collaborative Event with NIRI and Texas Capital

We are hosting an event in collaboration with NIRI and Texas Capital featuring two panel discussions and networking. Registration coming soon. See session details here:

• 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.

• 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.