The University of Texas Investment Management Company – Associate
Chairman – Austin
Jena Michels is an Associate on UTIMCO’s $10 billion Marketable Alternative Investments team. Since joining in 2013, Jena has focused on sourcing, due diligence and monitoring of existing long/short equity, distressed credit, event, multi-strategy and global macro hedge fund strategies. Prior to joining UTIMCO, Jena held similar positions at Ascension Health, a large non-profit hospital system based in St. Louis, Missouri and The University of Arizona Investment Office. She holds a B.S. in Business Administration and an M.S. in Finance from The University of Arizona.
Banker, J.P. Morgan
Co-Chairman – Dallas
Phoebe C. Park is a Banker at J.P. Morgan’s Private Bank, where she focuses on advising wealthy families and individuals. Prior to joining J.P. Morgan in 2014, she was an Associate in the Audit Practice of Dallas-based accounting firm Wagner, Eubank and Nichols, where she primarily focused on audit engagements for middle market private companies. She holds her CPA license in the State of Texas.
Phoebe received her Masters of Science in Accounting from the Cox School of Business at Southern Methodist University, where she was a member of the Student Leadership Group and the Beta Gamma Sigma Honors Society. She also received her Bachelor of Business Administration in Accounting and minor in Advertising at Southern Methodist University.
Phoebe currently serves as the Networking Committee Co-Chair for Texas Wall Street Women and is actively involved in the Young Professionals in Finance mentoring program at the Boys & Girls Club of Dallas.
Capital Introduction Vice President, Cowen Group
Co-Chairman – Dallas
Brianna Letzelter is the Capital Introduction Vice President for Cowen Group in Dallas, TX. The Capital Introduction team provides customers with additional resources for their sales and marketing strategy. Cowen Prime Services offers a suite of services to assist managers in raising capital from investors such as family offices, fund of funds, wealth advisors, foundations, endowments and emerging manager platforms.
Previously, Brianna served as Director of Operations and Business Development for Park City Capital, a long/short equity hedge fund based in Dallas.
Prior to Park City Capital, she spent 3 years in New York City as an Operations Analyst for Highbridge Capital Management, a $25 billion alternative management investment firm founded in 1992.
In 2010, Brianna received her B.A. in Finance from Southern Methodist University in Dallas, TX.
Ms. Letzelter is active in the Dallas community. She is on the Texas Hedge Fund Association committee and a member of Young Texans Against Cancer (YTAC).
Charitable Planning Associate, Fidelity Investments
Chairman – Fort Worth
Allison is a Charitable Planning Associate for Fidelity Investments. She began her career with Fidelity as a Regional Investment Consultant in 2010 and was quickly promoted to the Fidelity Branch in Fort Worth as a Financial Representative. In April 2014, Fidelity Charitable (a Donor-Advised Fund) asked Allison to join their group in Westlake, Texas.
Allison received a Bachelor of Business Administration from Red McCombs School of Business at The University of Texas at Austin. Additionally, she is a Registered Securities Representative (FINRA Series 7 and 63). She is an active member of the Junior League of Fort Worth, Christ Chapel Bible Church, Arlington Heights Neighborhood Association and volunteers with the YWCA Fort Worth & Tarrant County. Allison enjoys playing golf, softball, shooting sporting clays and coaches a kickball team.
Allison married an Aggie, Harrison, in 2012 and they currently reside in Fort Worth.
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.
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