MealHigh Networking ValueFamily Office Focus
Registration & Breakfast
Pick up your badge and join the breakfast networking to kick start the day.
8:00 AM → 9:00 AMFoyer
SponsorsCapitalFamily OfficesAdvisorsNetworking
Agenda
Independent Sponsors Summit: Dallas
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8 of 11 sessions · Advisors
Thursday, June 11
BreakFamily Office FocusFor Independent Sponsors
Networking Break
Coffee + light refreshments.
10:30 AM → 11:00 AMFoyer
SponsorsCapitalFamily OfficesAdvisors
RoundtableWorking SessionsFeaturedInvite-Only
Discussion Roundtables - Series 1
Three concurrent roundtables: AI in investing, Texas capital decisions, and deal funding acceleration. Hosted by Michael Kornman (Align Collaborate), David Giroux (CFT Capital), Matt London (Monroe Capital), Payton Schramm (Genesis Park), Aaron Mack (Crestline Investors), and Hunter Dallas (Leon Capital).
11:00 AM → 11:45 AMBoardrooms 1-3
SponsorsCapitalFamily OfficesAdvisorsAICapitalDeal Sourcing
RoundtableWorking SessionsFeaturedInvite-Only
Discussion Roundtables - Series 2
Three concurrent roundtables: risk management, operating partners, and LP expectations. Hosted by Brandon Boyd (RCG), Stacy Dick (Wingspan Legacy), Eliot Kerlin (Broadwing Capital), and Cody Church (Clear North Capital).
11:45 AM → 12:15 PMBoardrooms 1-3
SponsorsCapitalFamily OfficesAdvisorsRiskOperationsLP
MealHigh Networking ValueFamily Office Focus
Networking Lunch
Lunch with peers and industry leaders.
12:15 PM → 1:30 PMDining Hall
SponsorsCapitalFamily OfficesAdvisorsNetworking
RoundtableWorking SessionsFeaturedInvite-Only
Discussion Roundtables - Series 3
Three concurrent roundtables: regulatory + tax nuance, sourcing strategies, and Texas industry niches. Hosted by Nichol Chiarella (Citrin Cooperman), Ben Gaddis (Superstep Capital), and Chris White (Insight Equity).
2:00 PM → 2:45 PMBoardrooms 1-3
SponsorsCapitalFamily OfficesAdvisorsTaxSourcingTexas
BreakFamily Office FocusFor Independent Sponsors
Networking Break
Coffee + refreshments.
2:45 PM → 3:00 PMFoyer
SponsorsCapitalFamily OfficesAdvisors
NetworkingNetworking & 1-2-1FeaturedHigh Networking Value
Cocktail Reception
Reception to conclude the day.
5:30 PM → 7:30 PMSkyline Lounge
SponsorsCapitalFamily OfficesAdvisorsNetworking