43rd Annual Carter Investment Conference

Filtering the Noise, Finding Opportunity

We’ve Been Here Before.
Let us Help.

Join the Carter Team and a distinguished group of economic and financial experts for in-depth updates on the domestic economy, global political and economic forces, the energy sector, and more.

Hors d’oeuvres and cocktails are included.

Speakers

Jeff Bush delivers a nonpartisan, comprehensive review of the midterm elections and their potential effects on taxes and investing. His Washington Update presentation includes a detailed analysis of specific political races, possible policy proposals including tax changes and the likelihood of each passing. Jeff will also provide insights to help us take advantage of—or protect against—some of these proposed changes. 

Greg Reid will speak on energy infrastructure and the impact of recent geopolitical shifts on global and domestic energy sectors. Greg is a partner and president of Salient’s MLP Complex. He was the founder and CEO of RDG Capital, a Houston-based asset management firm that was acquired by Salient in 2011. Prior to RDG, Greg served as senior vice president at Merrill Lynch. He began his financial services career with Goldman Sachs. Greg graduated from Texas A&M, and he holds an MBA from Northwestern University’s J.L. Kellogg Graduate School of Management.

Andrew Werner will speak on global infrastructure issues and opportunities. Andrew is Vice President of Client Solutions at CBRE Investment Management, where he is responsible for institutional relationships and raising capital in the central US, with a focus on Endowment, Foundation, and high-net-worth investors. Prior to CBRE, Andrew was an analyst at BNY Mellon and Diamond Rock. He holds a Bachelor of Science degree from TCU. He is a Chartered Alternative Investment Analyst (CAIA) and holds FINRA Series 7 and 63 licenses.

Our final presentation will include Carter Financial advisors discussing the economy and the markets, where we have been, and where we are going. The landscape of investing is constantly changing, and CFM advisors will be front and center to answer your questions.

Schedule