Joshua Wilson, Chief Investment Officer at WorthPointe, will be speaking at the Alts Investor Forum South in Dallas on April 4. He will participate on a panel with other top CIOs from the region, discussing current market trends and investment strategies that will work best in 2017. The one-day event is designed for pension funds, family offices, endowments, foundations, private banks, wealth managers, insurance companies, public institutions and investment consultants.
Joshua is a popular speaker who is often asked to participate in elite conferences and forums. Earlier this year, he was on the short list of industry experts who spoke at the Annual Private Wealth Texas Forum in Dallas, weighing in on a number of issues surrounding the financial markets.
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Other articles filed under Fort Worth CFP Team Posts
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October 16, 2017 - Joshua Wilson, Chief Investment Officer at WorthPointe, will speak at Private Wealth Forum Houston on October 25, 2017. The event will take place at the Houston Club. For more details, visit the event website.
October 11, 2017 - Congratulations to WorthPointe’s own Rick D. Wilkinson, CFP® for being named a Five Star Professional! The Five Star award is presented to wealth managers and other professionals in 45 markets in the U.S. and Canada. Five Star Professional conducts research...
October 9, 2017 - On October 17, Joshua Wilson will attend ALTSTX, where he will moderate discussion on current trends in hedge funds, entitled “In Memoriam: The Superstar Hedge Fund Manager.” ALTSTX was developed as a local, investor centric and educationally focused one day...
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