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
June 12, 2017 - WorthPointe Chief Investment Officer Joshua I. Wilson, CMT®, AIF® has been named a featured speaker at the Global Private Wealth Dallas Forum. Global Private Wealth Dallas Forum 2017 is a gathering for Ultra High Net Worth Investors and Family Offices...
May 17, 2017 - The questions about Trump’s tax plan are already coming in. Here’s a quick rundown of what you need to know. It’s not actually a plan at all — more like a very big picture wish list. It’s a couple of...
April 26, 2017 - [embed]https://www.youtube.com/embed/a6dMJKmaQvo[/embed] When is a robo advisor sufficient to manage your investments? Is an algorithm ever a good substitute for the personal touch of a human manager? WorthPointe Partner and Chief Investment Officer, Joshua WilsonCMT®, AIF® weighs in on when to...
March 22, 2017 - 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...
February 14, 2017 - Joshua Wilson, Chief Investment Officer at WorthPointe, will be speaking at the Private Wealth Texas Forum in Dallas on February 27, 2017. This one-day meeting of the largest family offices, private banks and registered investment advisors based in Texas provides...
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