Please join us for our

8th Annual State of the Market 2017

Panel Discussions and Cocktail Reception

Featuring award winning economists and allocators from across the country ​

Thursday, March 9, 2017

Belo Mansion | 2101 Ross Avenue | Dallas, Texas

This event benefits:

State of the Market 2017

Please join us on March 9, 2017 for two dynamic panel discussions featuring top investment professionals and allocators from across the country. As it has been in past years, we believe this will be a very timely and interesting discussion. The event includes a cocktail reception, book signing, raffle and lots of great networking. The event benefits the Young Women’s Preparatory Network that helps underserved girls across Texas achieve their college dreams. 

The ticket cost includes a donation to the Young Women's Preparatory Network. To learn more about their life changing work, please visit or watch this video.​



Economic Outlook Featuring

Danielle DiMartino Booth

President, Money Strong, LLC | Author, Fed Up​

Danielle DiMartino Booth makes bold predictions based on meticulous research and her years of experience in central banking and on Wall Street.

Known for sounding an early warning about the housing bubble in the 2000s, Danielle offers a unique perspective to audiences seeking expertise in the financial markets, the economy, and the intersection of central banking and politics.  Read Full Bio

Dr. Lev Borodovsky

Dr. Lev Borodovsky

Author, The Daily Shot | Live & in Person

Wall Street Journal - Daily Shot

Dr. Lev Borodovsky is an investment professional with over 20 years of experience covering private equity, risk management and operations. Dr. Borodovsky was a founding team member, Chief Risk Officer and Managing Director of the GSO / Blackstone platform, one of the most successful global credit and loan investing platforms. Dr. Borodovsky was responsible for risk management on all hedge fund trading portfolios, private equity side-pockets, mezzanine and leveraged loan funds, distressed fund, and the CLO assets ($30 billion of assets in total). He also helped manage new fund set-ups and fund/vehicle restructurings across the firm.

Read Full Bio

Moderated by:

Ryan A. Bailely

Ryan A. Bailey, CFA, FRM, CAIA, CMT

Head of Investments

Children's Health System of Texas

40 Under 40 Award

Ryan Bailey is the Head of Investments at Children’s Health System of Texas, where he oversees $1.5 billion in assets. Ryan and his team are responsible for creating and managing the investment strategy for the Hospital’s pension, foundation, operating cash, and long term pools. As the Hospital’s inaugural investment officer, Ryan established the department, designing and implementing the systems, processes, and governance structures required in the formation of a top tier endowment office. Read Full Bio

Allocator's Perspective Featuring

Tim Barrett

Tim Barrett, CFA

Associate Vice Chancellor

CIO for Texas Tech University System​

2016 CIO Of The Year Award Winner

Mr. Tim Barrett is Associate Vice Chancellor and Chief Investment Officer for Texas Tech University System (TTUS). Mr. Barrett is responsible for day-to-day management of the Endowment Assets and responsible for Investment Strategy and Implementation of the nearly $1 Billion endowment. Mr. Barrett began his relationship with TTUS in April of 2013. Read Full Bio

Janet Briaud

Chief Investment Officer, Partner

Briaud Financial Advisors​

New York Times

Janet Briaud founded Briaud Financial Advisors in 1986 because she saw a need for a company that would treat clients the way she herself would want to be treated. At the time, many thought a financial firm that didn’t take commissions for selling products would be doomed to failure. Today, the “fee-only” model is the fastest growing segment of the financial advisory profession. Read Full Bio

Ken Lee

Director of Investments

Carnegie Corporation​

As the Corporation’s director of investments, Mr. Lee co-leads its portfolio strategy for marketable investments, which include long-only, absolute return, and fixed income asset classes. As part of this role, Mr. Lee serves as the primary lead on the Corporation’s developed markets mandates. Mr. Lee also manages the Corporation’s venture capital and growth equity activities in private markets. Read Full Bio 

Moderated by:

Nili Gilbert

Nili Gilbert, CFA, CAIA

Co-Founder & Portfolio Manager

Matarin Capital


Nili Gilbert is Co-Founder and Portfolio Manager of Matarin Capital, with responsibility for hedge fund and long-only equity strategies. Like all of the team members at Matarin, Nili is deeply passionate about the firm and about investing – her life’s work. Since the firm’s inception, Matarin has been recognized as a performance leader by PSN and by eVestment Alliance/Emerging Manager Monthly, and as a thought leader, with its research cited in media outlets such as CNBC, Barron’s and The Wall Street Journal. In 2011, Matarin was a proud inaugural winner of the Toigo Foundation’s Bridge to Business award. Read Full Bio

Registration Closes in:


Get your ticket today

Thursday, March 9, 2017 at the Belo Mansion, 2101 Ross Avenue, Dallas, Texas 75201

3:00 pm Registration and Cocktail Reception
3:30 pm Program Begins

6:00 pm Cocktail Reception Featuring Southern Comfort Food, Raffle & Book Signing

Cost: Ticket cost is $95 per paid member and $105 for free/basic members and guests. Men and women are welcome to attend this event.

For more information contact​

Become a Sponsor

We hope you will consider attending as a sponsor which includes reserved sponsor seating. Please use the registration link below. Custom sponsorships are also available.