Managing Director, King Investment Advisors, Inc
Leah R. Bennett is a portfolio manager and securities analyst for King Investment Advisors, Inc. She has been with KING fourteen years and has seventeen years of experience in the investment business. Leah, a CFA charterholder and a Chartered Investment Counselor, is a graduate of Texas A&M University with a B.S. in Economics. Before joining KING, Leah was a research analyst for Capital Research & Management in Los Angeles. As an analyst for KING, Leah has followed the healthcare and retail industries for the last ten years. She authors the firm’s quarterly portfolio analysis publication, KING Portfolio Review, and has been both author and contributing author of the DecisionMaker, KING’s quarterly commentary on the financial markets and the economic environment.
Her articles on the firm’s equity holdings are widely distributed to major brokerage firms within the industry. Leah is past-President and current Director of the CFA Society of Houston. She is a member of the CFA Institute and co-founder of the CFA Institute-Texas Investment Research Challenge, having formerly served as Chairman of the organization’s education committee. Leah serves on the M. A. Wright Fund Oversight Board, Jessie H. Jones Graduate School of Management, Rice University.
Fund Operations Manager, Salient Partners, L.P.
Paula has 11 years of experience in the financial industry with six years focused in fund administration and investor relations. Previously, she worked for UBS Financial Services, JP Morgan Chase & Co, and Van Kampen Investments. In 2007, Paula joined the Houston office of Telemus Capital Partners, LLC/ RDG Capital, LLC that was later acquired by Salient Partners, L.P. in 2011. Paula’s primary role is the Fund Operations Manager for the MLP business of Salient Capital Advisors, LLC.
Paula graduated from Texas State University in San Marcos with a Bachelor of Healthcare Administration. She was the Co-Chair of the 2007 American Cancer Society (ACS)- Starlight Gala Committee and currently services on the advisory committee for Distinguished Giving Division for ACS.
Senior Vice President
Senior Portfolio Manager
Co-Chairman – Houston
Janet serves as senior vice president, senior portfolio manager in the investment management group at Amegy Bank of Texas. She is responsible for managing discretionary portfolios for high net worth individuals, endowments and foundations. Her areas of expertise include investment analysis, asset allocation, portfolio construction and macroeconomic evaluation and analysis.
Janet has more than 23 years of experience in the investments industry and has worked for several financial institutions in Houston including Invesco and Van Kampen Investments. In her 12 years with Van Kampen, she served as lead senior portfolio manager for a multi-cap focus fund, as well as senior portfolio manager for a $6 billion + mutual fund.
Janet earned a Bachelor of Business degree in finance from Texas A&M University and holds the Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) designations. She is also a member of the CFA Institute, the CFA Society of Houston, and the American Institute of Certified Public Accountants (AICPA).
Managing Director, Alix Partners
Becky Roof brings a unique perspective to her turnaround and crisis management engagements. With over 25 years of experience, her credentials consist of an equal blend of corporate and consulting experience. Becky’s tenure as vice president and CFO of a Houston-based oilfield services company provides her with an enhanced perspective of the corporate and operating issues faced by management, other stakeholders and their representatives. She also possesses an extensive consulting background providing interim and crisis management to troubled and underperforming companies in a broad array of industries.
Prior to joining AlixPartners, Becky was a director in the corporate finance, regeneration and disputes practice for PricewaterhouseCoopers. Previously, she provided litigation support, fraud investigative work, and corporate recovery consulting services for Ernst & Young LLP.
Becky is a Certified Management Accountant, a Certified Insolvency & Restructuring Advisor, and a CPA (licensed in Texas). She earned a Bachelor of Science degree in business administration and Bachelor of Arts degree in geology from Trinity University, where she was a university scholar. She is a member of the Turnaround Management Association, the American Institute of Certified Public Accountants, and is on the Board of Directors of the American Bankruptcy Institute.
President and CEO, Shirkey Consulting, Inc.
Linda Shirkey founded Shirkey Consulting, Inc, in 1994 after serving the investment advisor community as an institutional broker for five years. Prior to that, she was a corporate banker working with Fortune 500 high technology companies, and has held marketing and new product development positions in the legal and financial services industries. Ms. Shirkey holds a BA magna cum laude from Case Western Reserve University. She is a frequently requested speaker at national conferences, providing a practical, straight forward perspective on managing compliance in a successful firm.
Shirkey Consulting, Inc. provides its expertise nationwide to new and mature investment advisory firms, hedge funds, pension consultants, and financial planners. The company approaches compliance from a best practices perspective, developing the most effective and efficient means to meet the ever-changing regulatory requirements for firms of all sizes.
Senior Portfolio Analyst at Avalon Advisors, LLC
Chairman – Houston
Brett Ashley Longoria is a Senior Portfolio Analyst at Avalon Advisors, LLC focusing on alternatives as well as family office services. She joined Avalon in December of 2011 as a Client Advisory Assistant and in 2012 became a Client Advisory Analyst. She graduated from Barnard College of Columbia University, with a B.A. in American Studies. Brett Ashley serves as the President of the Periwinkle Foundation Friends Board and is a volunteer for the Theta Charity Antiques Show and the Houston Alumnae of Kappa Alpha Theta.
Associate and Portfolio Administrator, Avalon Advisors
Jesica G. Radenheimer is an Associate and Portfolio Administrator at Avalon Advisors. Prior to joining Avalon, Jesica worked a Financial Operation Trading Specialist at Chilton Capital Management and as a Financial Representative at Fidelity Investments. Jesica began her career as a Paraplanner at Ameriprise Financial. In her previous roles, Jesica analyzed client portfolios and prepared reports, assisted clients with financial goals and maintained various high net worth relationships and institutional platforms.
She graduated from the University of Houston with a B.B.A. in Finance and a Certificate of Corporate Entrepreneurship.
Head of Client Services, Champion Advisors LLC
Victoria Ridgway is the head of Client Services at Champion Advisors LLC. Since joining in early 2015, Victoria is responsible for all client communications and account administration. Prior to Champion, her career has included positions focused on development and community, from grant-writing for the Contemporary Arts Museum Houston to launching a multiespacio. Victoria attended the University of Texas at Austin, where she received a Bachelor of Arts in Art History. Victoria is an active member in her community, enjoys a British murder mystery, and always makes her pie crust from scratch.
Senior Audit Manager, Melton & Melton, LLP
Marisela Luviano, CPA is a Senior Audit Manager with Melton & Melton, LLP, a local CPA firm, where she provides audit services to investment companies (including investment advisors, hedge funds, and broker-dealers) as well as other industries in the Houston area. Prior to joining Melton & Melton, LLP, Marisela began her career in Dallas in January 2007 with Rothstein Kass. She earned her CPA in Texas in February 2009. She is a member of the American Institute of Certified Public Accountants, the Texas Society of Certified Public Accountants, the National Association of Professional Women, Texas Wall Street Women, and the Texas Hedge Fund Association. She has held various board positions in the ALPFA Houston Professional Chapter from October 2011 through October 2014. Marisela graduated Magna Cum Laude from the University of Houston—Downtown in December 2006 with a Bachelor of Business Administration with a major in Accounting and a minor in Finance.
Vice President, PNC Financial Services Group
Denise is a Vice President in the Energy Group at PNC Bank. Denise joined PNC in 2012 and spent ~2 years in Pittsburgh HQ before moving down to join the Houston Energy team in April 2014. Denise is currently one of the relationship managers in the PNC energy group and manages a portfolio of oil & gas companies. From credit loan structuring to capital markets advisory, Denise works closely with her clients to deliver value added ideas, advice, and banking solutions to meet their respective needs and goals. Additionally, Denise is responsible for new credit and non-credit ancillary business generation and maintains active market coverage of prospective clients.
Denise earned her BSBA from the University of Pittsburgh, with a major in Finance, and also holds both Series 63 and 79 licenses. Denise is also actively involved in Big Brothers Big Sisters and has mentored her Little Brother for over 2 years since their match in June 2015.
Financial Advisor, Manske Wealth Management
Elisa Fierro is a Financial Advisor at Manske Wealth Management, where she offers individual portfolio design for institutions and individuals. She helps her clients meet their financial goals by diligently working to minimize taxes, increase net worth over time, and provide a secure retirement. She leads the firm’s efforts in Asset Valuation by working closely with Divorce Attorneys and providing the proper valuation and actual division of assets in sophisticated divorces. She’s glad to help the attorney’s office with this key component of the divorce transaction. She is also one of the few investment advisors in Houston that focuses on the specialized compliance requirements for the upper echelons of professional consulting. Elisa holds a Bachelor’s Degree in Biological and Physical Sciences from the University of Houston-Downtown and is very active with the Houston Livestock Show and Rodeo where she serves on the Wine Sales Committee.
Attorney, Haynes and Boone, LLP
Chair Philanthropy Committee, Houston
Kathryn “Katy” Shurin is a member of Haynes and Boone’s Energy, Power and Natural Resources Practice Group in the Houston office. She is active in Haynes and Boone’s energy, commodities, power and renewables, energy finance, and oil and gas practices. Katy represents financial institutions and commodities and energy companies in a wide array of complex transactions, including secured and unsecured hedging and off-take arrangements, structured transactions, transactions for the purchase and sale of energy-related commodities, prepaid transactions, supply arrangements, working capital and letter of credit facilities, and other lending transactions, with a particular focus on the power, natural gas, wind, solar, renewable energy credit, and upstream oil and gas industries.
Katy’s experience includes structuring, analyzing and negotiating bespoke agreements as well as standardized energy commodity master agreements, including the ISDA and related annexes, EEI, WSPP and NAESB. Katy works with clients on determining the appropriate contract structure and credit support arrangements to help her clients achieve their business objectives. As part of this representation, Katy also drafts and negotiates supporting documentation, such as collateral and intercreditor agreements.
Katy is active in the Houston community. She is a member of the board of directors of Main Street Theater in Houston, where she is also the chair of the governance committee of the board of directors. Katy is also a member of the board of directors of the Washington and Lee University Alumni Association in Houston, and she is a member of the Middlebury College Alumni Admissions Program. Katy is also a member of the Houston Bar Association.
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