Venue:

Hotel Crescent Court
400 Crescent Court
Dallas, TX 75201

Group rate is sold out 

We suggest these 2 hotels near by:

Hotel ZaZa is .02 miles away - https://www.hotelzaza.com/dallas

Ritz Carlton is .02 miles as well - https://www.ritzcarlton.com/en/hotels/dalrz-the-ritz-carlton-dallas/rooms/

See the full agenda here. Institute for Private Investors wraps up the year in Dallas, Texas from December 13-14 (pre-night Dec. 12). Gain valuable insights and network with industry experts and peers at this forum. We evaluate the macroeconomic outlook for 2024 and beyond, including the likelihood of a soft landing or recession, indicators that the Federal Reserve will be using in regards to interest rates, and how to take these factors into consideration when structuring and allocating portfolios. Themes include real estate, the energy transition, and more.

Pre-Conference Welcome Reception December 12, from 6-8 pm at Crown Block at Reunion Tower:

Join fellow members for cocktails and hors d'oeuvres at Reunion Tower, the iconic landmark of Dallas overlooking the Dallas skyline at sunset. Affectionately known by locals as “The Ball,” Reunion Tower has been a staple of the Dallas skyline since 1978. It’s 259 exterior LED lights can be seen for miles.

Nestled high above the skyline at the iconic Reunion Tower is the Crown Room, Dallas’s newest premier event space. With floor to ceiling windows showcasing 360-degree views of the entire Dallas/Fort Worth landscape with the allure of a rotating floor as the panorama will change all night long. Catering by Crown Block, the James Beard nominated hospitality industry veterans Elizabeth Blau and Kim Canteenwalla. Hosted by Bank of America.

Conference Chair:

T. Dupree Scovell, Managing Partner and Chief Investment Officer, Woodbine; IPI Member

When John Scovell and Ray Hunt met in 1971, a friendship was born. Soon after, Ray asked John to run his real estate company. It was a natural pairing and the beginning of an exciting business partnership. Since then, the Hunt family has invested in every Woodbine Development Corporation project for 44 years and counting.

T. Dupree Scovell is the managing partner and chief investment officer at Woodbine, a full-service real estate company that specializes in hospitality. In 2011, Dupree joined Woodbine, expanding its footprint with the opening of a West Coast office in LA. Currently, he and his brother, King, work together as managing partners to lead the team, cast vision and provide strategic direction for the company. Dupree is also responsible for Woodbine’s acquisition platform and capital markets efforts, as well as overseeing Woodbine Legacy Investments, a private equity fund dedicated to the acquisition and development of upscale select-service and full-service branded and boutique hotels throughout the United States.

Featured Speakers:

Ross Perot, Jr., Chairman, The Perot Companies; Chairman, Hillwood

A Dallas, Texas native, Ross Perot, Jr. serves as Chairman of The Perot Group, which manages the various Perot family interests that include real estate, oil and gas and financial investments. Additionally, Mr. Perot is Chairman of Hillwood, a Texas-based, leading global real estate development company which he founded in 1988. Mr. Perot is a founder of Perot Systems Corporation and served in various roles including CEO, Chairman of the Board, and a member of its Board of Directors, until the company was acquired by Dell Inc. in 2009.

Ken Fisher, Founder and Executive Chairman and Co-Chief Investment Officer, Fisher Investments

Ken is a half century market veteran. His prestigious Forbes’ “Portfolio Strategy” column ran from 1984 through 2016, making him the longest continuous columnist in Forbes’ history. He appears regularly on financial and news media segments globally, authored 11 books (four New York Times bestsellers) and now writes monthly native language columns in major media spanning 20 countries.

Ken Hersh, Co-founder and Former CEO, NGP Energy Capital Management; President and Chief Executive Officer, George W. Bush Presidential Center

Ken is the Co-Founder and former CEO of NGP Energy Capital Management, one of the nation’s largest natural resources private equity investment firms, managing over $20 billion of cumulative committed capital since inception in 1988. From 1988 until 2016, under his leadership, NGP invested over $12 billion and earned a 27-year annualized rate of return of 30%, making it one of the nation’s leading investors during that period. Ken oversees his family investment office, investing in sectors across the economy. 

Robert Steven Kaplan, Former President and Chief Executive Officer, Federal Reserve Bank of Dallas

Robert Steven Kaplan served as the President and CEO of the Federal Reserve Bank of Dallas from 2015 until 2021. In this role he managed the 1,300 employees of the Dallas Fed and represented the Eleventh Federal Reserve District on the Federal Open Market Committee in the formulation of U.S. monetary policy. Kaplan was previously the Martin Marshall Professor of Management Practice and a Senior Associate Dean at Harvard Business School. Prior to joining Harvard, Kaplan was Vice Chairman of the Goldman Sachs Group with global responsibility for the firm’s investment banking and investment management divisions.

Lucy Billingsley, Co-Founder and Partner, Billingsley Company and Lucy Burns, Partner, Billingsley Company

Formed in 1978 by Lucy Billingsley, daughter of renowned Dallas developer Trammel Crow, and her husband Henry, Billingsley Company is fortunate to enjoy 2nd and 3rd generations of real estate leaders as part of its team. Over the years, Henry Billingsley purchased land throughout the metroplex, and Lucy, along with her daughter Lucy Burns, are now developing that land into mixed use properties.

David Schlissel, Director of Resource Planning Analysis, Institute for Energy Economics & Financial Analysis (IEFFA)

The U.S. government and the private sector are increasing their commitment to nuclear energy. Gain an overview of the nuclear space and learn about the latest technologies that are being deployed, and, in the pipeline, such as new types of small modular reactors, fuel types such as high-assay low-enriched uranium, and breakthrough coolants. Take stock of which nuclear technologies are gaining traction and analyze their risk and reward.

Chad Hutchinson, Partner, Arctos Partners

Chad directs Acrtos Partners’ investment strategy, sourcing, executing and managing investments with a focus on Arctos Sports Partners. Before starting his finance career in 2006, Chad had an 8-year professional sports career. He began his career pitching for the St. Louis Cardinals organization from 1998 – 2001. Chad then transitioned to football, where he served as QB for the Dallas Cowboys and the Chicago Bears.

Venue:

Hotel Crescent Court
400 Crescent Court
Dallas, TX 75201

CPE and CFP Accreditation

Continuing education credits are available for CPE (Continuing Professional Education) and CFP (Certified Financial Planners) in Specialized Knowledge & Applications.