44th Annual Carter Investment Conference
READING THE SIGNS
How Will the Trends Impact Your Future?
Thursday, October 12, 2023
from 4:00 PM until 8:30 PM
Live in Dallas at:
Communities Foundation of Texas
5500 Caruth Haven Lane,
Dallas, TX 75225
and streaming online
Valet parking will be provided.
Please Invite Your Friends to Join You!
Speakers
Dr. Ray Perryman, Keynote Speaker
What is ahead for the local and national economy?
How could the trends impact your strategies and investments?
Dr. Perryman is the founder and CEO of The Perryman Group and has guided audiences through the complexities of economics for more than 40 years. He holds a BS in Mathematics from Baylor University and a PhD in Economics from Rice University. He has published several books, more than 2,500 articles, and has won dozens of awards — including a nomination for the Nobel Prize in Economics.
David Wertheim, Speaker
Where are the hot spots in today’s real estate landscape? What has changed, and where do we expect growth in Texas and beyond?
David Wertheim, Client Portfolio Manager: Real Estate, Infrastructure, Real Assets at Invesco US.
Frank F. Spindler, Speaker
How is the demand for water evolving? How could increasing need plus developments in infrastructure and technology create meaningful investor opportunities?
Frank F. Spindler, CFA, Client Portfolio Manager, Duff & Phelps Investment Management Co.
Carter Financial Advisor Panel
Carter Financial Advisors will answer your questions, discuss the economy and markets, and let you know what we think might be ahead.
Schedule
| Registration | 3:30 p.m. |
| Spotlight on Real Estate | 4:00 to 4:45 p.m. |
| Keynote Speaker: Ray Perryman | 4:45 to 5:45 p.m. |
| Spotlight on Water Investments | 5:45 to 6:30 p.m. |
| Break | 6:30 to 6:45 p.m. |
| CFM Panel | 6:45 to 7:15 p.m. |
| Wrap-up | 7:15 to 7:30 p.m. |
| Cocktail Hour | 7:30 to 8:30 p.m. |
