December 3, 2026
8:00 AM to 6:00 PM
JW Marriott Dallas Arts District
Topics
Alternatives, Private Markets, Venture Capital, Real Assets/Real Estate, Portfolio Construction, Asset Allocation, Risk Management, and more!
About This Event
Portfolio Summits LP content is built by and for LPs and includes dedicated discussions on liquid and illiquid alternatives. Attendees include investment teams from Pension Funds, Endowments & Foundations, OCIOs/Investment Consultants, Healthcare Systems, Insurance Companies, Family Offices, Wealth Managers and other allocators.
Sponsorship opportunities are available for Asset Managers and Service Providers.
GP Registration
Total Price
$2,500
Admission to the event.
Access to all summit panels and presentations.
Admission to Happy Hour!
Meet The Speakers
Tom Tull
Board of Trustee, Former Chief Investment Officer
Dallas Police & Fire Pension System, Employees Retirement System of Texas
Elmer Huh
Chief Investment Officer
M.J. Murdock Charitable Trust
John Bullman, CFA, CAIA
Chief Investment Officer
Balefire Wealth
Ryan Bailey
CIO and Managing Partner
Paradigm Institutional Investors
Stuart Browne
Chief Investment Officer
SB Family Office
Brian Heider, CFA, CAIA
Partner, Deputy Chief Investment Officer
True North Advisors
Pallavi Srivastava
Director of Investments
Tolleson Wealth Management
Christina Rice, MBA
SVP, Head of Private Investments
Athos Private Wealth
Mark Buntz
Director of Alternatives
Bank of Texas
Devin Arguinchona, CFA
Portfolio Manager & Head of Real Assets
JFG Family Office
Udayan Mitra
Chief Investment Officer
Trajan Wealth
Darshan Honale
Investment Partner/Officer
Womack Family Office
Rafael Martinez-Chapman
Treasurer and Senior Vice President
Providence Saint Joseph Health
Kaivon Razavi
Assistant Vice President, Alternatives
Wilshire
Jeff Meyers, Jr., CFA
Director of Private Markets
ArchBridge Family Office
Keith Buchanan
Founder & Managing Partner
Buchanan Capital Partners
Richard Brekka
Managing Partner, CEO & Co-Founder
Second Alpha Partners
Jordan Marye
Managing Partner
Trace Capital
Edward Talmor-Gera
Founder & Chief Executive Officer
NewVest