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Asset Allocation Panel cohosted by the Texas Hedge Fund Association & CFA Society San Antonio

Event Description

Panelists:

Todd Brockwell - Brockwell Family Advisors, LLC

Todd Brockwell is the President of Brockwell Family Advisors, a consulting practice to help families manage the business of their wealth. He helps families develop goals and create plans for portfolios. Prior to founding Brockwell Family Advisors, he was the Chief Financial Officer for Petty Family Interests and ran their family office for ten years. Before moving to the private wealth sector, he was employed with AT&T where he was initially hired to manage the equity and fixed income portfolios for the pension and benefit plans. Later he moved to the Investor Relations team for six years and subsequently worked in the Financial Planning Group where he directly supported the CFO with his board presentations and other various assignments. Earlier in his career, Todd worked at H.E.B. Grocery Company and Ernst & Young Management Consulting.

Todd received his degree from Texas A&M University with a concentration in Accounting. He is a CFA charter holder and Certified Public Accountant. Todd and his wife, Karen, are both from the San Antonio area and have two boys, Lee and William.

    

Thomas Villalta, CFA, CAIA - Covenant Multifamily Offices, LLC

Tom Villalta is the Director of Investment Research for Covenant. His responsibilities include manager research and market research. Tom performs ongoing due diligence for existing traditional and alternative investment managers, and helps identify new managers that Covenant may use in the future.

Before joining Covenant in 2012, Tom was a portfolio manager for the Jones Villalta Opportunity Fund and the Chief Investment Officer for Jones Villalta Asset Management, a firm he co-founded in Austin, Texas. He is the author of The Large-Cap Portfolio: Value Investing and the Hidden Opportunity in Big Company Stocks, published by John Wiley & Sons’ Bloomberg Press imprint in May, 2012. In addition to having appeared numerous times on CNBC, Fox Business, AOL Daily Finance and TheStreet.com, Tom has been quoted frequently in the Wall Street Journal, Barron’s, BusinessWeek, SmartMoney, MarketWatch, Forbes, Reuters, Associates Press, CNN and other media outlets.

Tom earned a Master of Business Administration degree from the McCombs School of Business at the University of Texas at Austin, and a Bachelor of Arts degree with majors in Economics and English from the University of St. Thomas in St. Paul, Minnesota. He is a Chartered Financial Analyst (CFA) and a Chartered Alternative Investment Analyst (CAIA). Tom lives in Austin with his wife, Courtney, and two children, Lauren and Benjamin. He enjoys travel, running, writing and spending time with his family.​


Christine Breck - Longstone Capital Advisors

Christine Breck, CFA has over 25 years of experience in the financial industry. In 2000, she joined Source Trading, a broker/dealer that served institutional investors including hedge funds, state agencies, mutual funds, and family offices. In addition to business development for the trading business, Christine raised over $1 billion in assets for a select few of the firm's hedge fund clients. In 2008, she founded Texas Wall Street Women, a not-for-profit networking and philanthropic group for women in the financial industry in Texas.​


Event Type

Career

Education Topic

 

Start Time

6/22/2016 5:00 PM

End Time

6/22/2016 8:00 PM

City

San Antonio

State/Province

Texas

Event Country

Bexar

Event Region

Americas

Location Info

San Antonio Country Club

4100 N. New Braunfels Avenue 78209 ​

Speaker

Christine Breck and Panelists

CE Credits

1

SER Credit

1

Currency

USD

Member Price

Free

Non-Member Price

$25.00

Candidate Price

$25.00

Registration

All Day Event

 

Recurrence

 

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Presentation

 

Attachments

Content Type: MyCFA Calendar
Created at 6/9/2016 10:23 AM by mnance@stmmltd.com
Last modified at 6/15/2016 9:35 AM by mnance@stmmltd.com