Midas Capital presents…

Panel Discussion and Networking Event

“Private vs. Public REITs
Insights and Advice for Real Estate Investors”

Thursday, August 23, 2018
Panel: 4pm – 5pm CDT | Networking: 5pm – 6pm CDT

At Washington University in St. Louis
Charles F. Knight Center
Snow Way Dr, St. Louis, MO 63130

We invite our friends & investors to join us for this event.

CE Credits Available!

Education programs eligible for continuing education (CE) credit:  
 CFA, CFP, CLE and CTFA

REGISTER NOW

 


MEET THE SPEAKERS

Steven D. Jones, CFA®, CFP®, CAIA®
Director, Institutional Investment Services and Private Investment Research
CliftonLarsonAllen Wealth Advisors, LLC

Steven has over three decades of investment management experience with expertise in all major asset classes, and specializes in asset/liability management, due diligence and asset allocation strategies. He is also involved in a broad array of projects, including risk/return modeling, investment analysis, trading/operations, compliance and client reporting. Steven is also an industry thought leader, having written numerous white papers on alternative investments.   Steven serves as Co-Chair of the Private Investment Committee and is a member of the Investment Committee.

Prior to joining CLA Wealth Advisors, Steven was at Mercer-Hammond and served as Principal, Consultant and Chair of the Fixed Income Research Team. Prior to that, he worked as a Senior Wealth Advisor at LarsonAllen Financial. Prior to that, he founded and was President of Investment Solutions & Consulting, a firm that provided investment strategy and compliance advice.  Steven’s other work experience includes founder and Director of Fixed Income for Missouri Valley Partners, Portfolio Manager for Mississippi Valley Advisors, Pension Product Analyst for General American Life and securities trader for Centerre Trust Company.


Jack Dwyer, CFA, CAIA
Managing Director
Sunpointe Investments

Jack works with both family offices and foundations on investment policy creation, asset allocation, and investment manager selection.

Prior to joining Sunpointe, Jack consulted to family offices for over 10 years at Mercer and was the firm’s National Segment Leader for its private wealth business. Jack is a past President of the CFA Society of St. Louis and a Board Member and past President of the Notre Dame Club of St. Louis. Jack graduated cum laude from the University of Notre Dame with a BBA in Finance and Business Economics and earned an MBA from the Olin School of Business at Washington University in St. Louis.

Jack is the Managing Director of Sunpointe Investments. Jack works with both family offices and foundations on investment policy creation, asset allocation, and investment manager selection. Prior to joining Sunpointe, Jack consulted to family offices for over 10 years at Mercer and was the firm’s National Segment Leader for its private wealth business. Jack joined Hammond Associates in 2006 and was a Senior Consultant and owner when Mercer acquired the firm in 2011. Jack previously traded Municipal and Corporate bonds for five years at A.G. Edwards. As a member of the US Army National Guard, he commanded a 184-person Engineer Bridge Company deployed to Tallil, Iraq during 2004-2005.

Jack graduated cum laude from the University of Notre Dame with a BBA in Finance and Business Economics and earned an MBA from the Olin School of Business at Washington University in St. Louis. Jack has earned the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations and is a member of the CFA Institute and the CFA Society of St. Louis.

Jack is actively involved in a variety of volunteer organizations. He has served as an alumni board member for Chaminade College Preparatory and is a member of his parish finance committee. He is a past President of the CFA Society of St. Louis and a Board Member and past President of the Notre Dame Club of St. Louis. Jack has been recognized as the member of the year by both the Notre Dame Club of St. Louis and CFA Society of St. Louis. In 2018, he was recognized by CFA Institute as one of six global volunteers of the year.


 

Brad Webb
Wealth Advisor
Alvery Bartlett Group

Brad joined Alvery Bartlett Group, a Clayton-based boutique firm that specializes in real asset and nontraditional investing, in 2013. Since that time, Brad has focused his efforts on strengthening existing client relationships as well as pursuing strategic opportunities with firms looking to raise capital through the independent broker/dealer channel.  Additionally, his responsibilities include analyzing new real asset investment offerings, not only for their individual merits, but also the application for existing and prospective clients. Mr. Webb plays a key role in investment strategy development, contributing towards the firm’s capital expectation profile and targeted asset allocations. He has built strong relationships with both individual and corporate clientele by proactively serving their needs both before and after an investment is made.

Mr. Webb is also a registered investment advisor, who along with a colleague has begun offering traditional wealth management through Second Level Capital, LLC

Mr. Webb started his career in 2006 with Laffer Associates in Nashville, TN before moving back to St. Louis to settle down with his wife Anne, and their three children, William, Jack, and Tom.

ABG offers securities through Arete Wealth Management, a member of FINRA, SIPC and NFA. Second Level Capital, LLC offers investment advisory advice through Arete Wealth Advisors, a SEC registered investment advisory


J.T. Norville – Moderator
Managing Member & Co-Founder
Midas Hospitality

Mr. Norville co-founded Midas Hospitality, LLC with David Robert in 2006 at the age of 29. Midas has grown 1,626 percent since its inception and has 35 hotels in 14 states in its portfolio. The Company has grown from J.T.’s basement to over 900 associates. J.T. led the growth of the Company with the capitalization of over $400MM of hotel acquisitions and developments. Under Mr. Norville & Robert’s leadership, Midas has completed 19 hotel developments in 6 different states. J.T. has also completed 15 SEC 506 Regulation D offerings at Midas. J.T. launched the Legacy Suites brand at Midas and developed 3 hotels. The Legacy Suites brand and portfolio was successfully sold to a national extended-stay brand. Mr. Norville launched Midas Capital and this company manages Midas Hotel Fund which is a $100MM alternative real estate investment vehicle that will have 10-15 hotels in its portfolio. J.T. co-founded MC Hotel Construction with David Robert in 2010 and the Company has grown to a $60MM general contractor since its formation.

Prior to co-founding Midas, Mr. Norville served as the CFO for Hospitality Management Associates for 3 years where he was responsible for overseeing all financial functions for the Company. Hospitality Management Associates had a portfolio of 13 hotels at the time of his departure.

Mr. Norville received his Bachelor of Arts degree in Accounting from The University of Illinois and is a Certified Public Accountant. J.T. has been a member of YPO since 2012 and has served on the YPO Saint Louis Gateway chapter since 2012. J.T. also has served as the Leadership Chair of Zion Lutheran School since 2014.


For questions, please contact Josh Burrell at jburrell@midashospitality.com or by phone at 917.860.0740

Candlewood

Candlewood Suites
Paducah, KY

Whether you are traveling for business or leisure, our spacious, comfortable suites provide all of the accommodations you need for extended stay travel.

Midas Capital Panel Discussion