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Calvetti Ferguson is proud to be a sponsor of this year’s Texas LP Summit. The event is scheduled for November 7, and this year’s venue is JW Marriot in the Dallas Arts District. The Texas LP Summit is hosted by Portfolio Summits, an organization with a notable track record of hosting programs and providing educational opportunities for those in the advisory sector. After sponsoring last year’s event, Calvetti Ferguson is excited to sponsor and attend the Texas LP Summit event again in 2023.

The Texas LP Summit is a one-day meeting of over one hundred institutional investors and alternative managers from across Texas and its surrounding states. Attendees of the event include representatives from public and private pension funds, university and school endowments,  various foundations, family offices, as well as asset managers and service providers. The event includes multiple panel discussions and presentations, with topics about liquid and illiquid alternative investments that range from private equity and venture capital to hedge funds, real estate, and more.

These panel discussions will be conducted by leading institutional investors and fund managers, who will create fully interactive panel discussions that go beyond the basics on the key issues of the discussion. In between panels, attendees can take questions to a deeper level during networking breaks, where personal connections are formed. Calvetti Ferguson looks forward to helping facilitate these connections and this event with our sponsorship. 

“I am excited that the firm is sponsoring the 2023 Texas LP Summit,” says Chin Yu, advisory partner in charge at Calvetti Ferguson. “Having attended last year, I witnessed the value it brings to both sponsors and attendees of the event. It’s a great platform for networking and sharing insights within our community. I look forward to contributing to the panel discussions and engaging with industry leaders again.”

Calvetti Ferguson offers comprehensive advisory services tailored for middle-market companies. This includes strategic M&A transaction support for the middle market engaged in mergers and acquisitions. With expertise in both buy-side and sell-side transactions, Calvetti Ferguson has a proven track record across various industries, including oil and gas, manufacturing, distribution, retail, entertainment, environmental services, and consumer products. Calvetti Ferguson provides fully integrated advisory, accounting, and tax services throughout the entire transaction process. By consolidating these services into one provider, we streamline the process, saving time, reducing complexity, and ultimately maximizing your return on investment.

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Calvetti Ferguson works with middle-market companies, private equity firms, and high-net-worth individuals across the country. Regardless of the complexity of the compliance, assurance, advisory, or accounting need, our team is ready to help you. Please complete the form below, and we will follow up with you shortly.