Join us for our next monthly luncheon on Thursday, October 17, 2024, from 11:30 AM to 1:00 PM at City Club Fort Worth. This month's featured speaker is J. Steven Orr, Chief Investment Officer and Chief J Officer of Texas Capital Bank Private Wealth Advisors. He oversees the strategy, construction, and performance of client portfolios and trusts. Mr. Orr will be presenting on The Economic Pulse: Key Trends Shaping the Future.
With over 30 years of portfolio management experience, Steve joined Texas Capital Bank from Communities Foundation of Texas where he managed investments and helped to raise the Foundation’s performance to among the highest in their peer groups of universities and foundations. Prior to Communities, he successfully ran insurance and arbitrage portfolios for Associates First Capital totaling $4 billion and insurance and bond mutual fund portfolios at Caterpillar, Inc. He has winning track records in every asset class in which he has invested.
Steve earned his Bachelor of Arts in Economics and a minor in math from the University of Texas at Austin, a master’s in business from Texas State and a Juris Doctorate from St. Mary’s School of Law. He is an attorney, CFA® and CMT® charter holder. He currently leads the Dallas Jewish Community Foundation Investment Committee.
TOPICS OF EXPERTISE:
- Strategy and Positioning
- Market Commentary
- Assest Allocation, Derivatives, Securities Law
- Texas Economy
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You can register for this event on our Event Calendar. Hope to see you there!