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 Export to Your Calendar 11/13/2018
When: November 13
10:30 - 1:30 PM
Where: Map this event »
Junior League of Houston
1811 Briar Oaks Lane
Houston, TX  77027
United States
Contact: Melisa Hall
713-518-1785


Online registration is available until: 11/12/2018
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FPA Houston Chapter Meeting


 

  • FPA members are no longer required to sign in to receive the discounted FPA member rate.  However, all member registrations will be confirmed and if your membership has lapsed an additional $20 will automatically be added to your card on file to cover the non-member rate.
  • If you select the "2018 Season Ticket" as your payment option, you must have already pre-purchased the season ticket for this year. 

 

ONLINE REGISTRATION WILL END AT 3:00 PM, MONDAY, NOVEMBER 12

 

 

Avoid the Beta Bubble

1 CFP, CPA, CIMA CE

 

Jeff Gubala
Vice President, Mutual Fund and Managed Account Sales - Westwood Funds

 

With record flows going into passive investment products Investor are tasked with making long-term capital allocation decisions face many challenges going forward. As the “beta bubble” continues to get bigger, it will become more critical to find differentiated investment performance for equity allocations. By combining high conviction, diversified stock picking with a clearly defined edge in managing downside risk, and active equity allocation may offer distinct advantages over unmanaged beta.

 

The change in market structure driven by the proliferation of the ETF business has helped increase the correlation among stocks over recent years- particularly in periods of market stress. Therefore, the beta bubble may underperform, collapsing under its own weight, when downside market volatility increases. The performances tables below highlight the importance of avoiding “blunt” index instruments vs. a conviction- based active approach to limit losses in volatile markets. In difficult economic environments, outperformance ultimately becomes a function of avoiding losses in the worst stocks by owning quality stocks with more measurable downside risks.  We will discuss our thoughts on how best to avoid the bubble, and what to look for within specific asset classes. 


Mr. Gubala joined Westwood in 2013 and is responsible for developing and managing new client relationships as an External Fund Wholesaler.  He has over 20 years of financial services industry experience and 18 years' experience in wholesaling.  Prior to joining Westwood, he served as a Wholesaler and Division Manager for Columbia Management Group, Inc., where he spent 13 years growing sales and meeting corporate objectives.  Mr. Gubala graduated from Rensselaer Polytechnic Institute with a BS in Management.  Additionally, he is a Registered Securities Representative and Investment Advisor (FINRA Series 7, 24, 63, 65 and 66).

 

 

 

 

Tax Planned Trusts Post 2010 - Shazam! 

 

Andy A. Lewis
President, Lewis & Lewis, Attorney's at Law, PLLC

 

1 CFP, CPA, CIMA CE

 


Over the past several decades, the laws governing estate and gift taxes have changed 
radically and are continuing to change. Many clients who had their estate planning done a decade or more ago likely have tax planned trusts which, while appropriate to avoid taxes at the time, actually may incur additional and unnecessary taxes under current law. This presentation will cover the basics of estate and gift tax planning, both understanding previous law and traditional tax planning techniques using specific types of trusts. Next, the presentation will introduce aspects of the new laws which broaden the opportunities for planning. Finally, the presentation will demonstrate why pre2010 tax planned trusts may incur additional taxes unnecessarily. After this presentation, participants will be able to recognize the types of tax planning that may need to be updated under the new law, explain the basic reasons that such tax plans may be less than optimal, and know when it may be appropriate to refer their clients to professionals who can restructure their estate planning to optimize tax savings under the current law.

 

 

Andrew A. Lewis (Andy) is a founding member of Lewis & Lewis, Attorneys at Law, and is the president of the firm. Andy represents clients in simple and complex estate planning matters, probate administration, asset protection, and business law.  In addition to being a lawyer, Andy has served as a judge for over a decade and as an experienced mediator for nearly two decades; in those roles he has tried, heard, and settled thousands of cases.   Andy earned his B.A. from Rice University in 1991, where he founded the Rice Crew. Andy earned his J.D., with honors, from Tulane University in 1996 and his M.B.A. from Emory University in 2004. Andy became Board Certified in Estate Planning and Probate by the Texas Board of Legal Specialization in 2012 and currently sits on the committee which approves applicants to sit for the exam.

 

 


Thank you to our Platinum Sponsor Spotlight

 

 


 

Registration Fees

 

FPA Members $40

Guests/Non Members $60

2018 Season Ticket Holders $0 (Season ticket holders must have pre-purchased the season pass for 2018)

Corporate Partners N/C (must pre-register) 

 

 

Agenda

 

10:30 Doors Open - Registration & Networking
11:00

Welcome, announcements & Sponsor Spotlight 

11:30 Lunch is served (salads will be preset beginning at 11:00)
Session 1
12:20 Break
12:30 Session 2
1:30 Program concludes

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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1/1/2019 » 3/20/2019
2019 FPA Houston Season Ticket Application

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