Events
Sugar Land: Our Past, Our Future
How did Sugar Land become the great city that it is? Where is Sugar Land going? Join us as one of the visionaries for Sugar Land, Don Janssen, shares how fields of sugar cane became the city we love today and provides a view of where leaders are taking us.
Client Appreciation Night at the Sugar Land Space Cowboys
Serving clients like you is a home run! Please join us on May 19th for a client & friends appreciation night at the Sugar Land Space Cowboys.
Planning a Smooth Estate Transition: Educational Seminar & Dinner
Join us for an upcoming educational event to discuss how to make the estate transition process one that is organized, well-prepared, and clear to everyone involved.
The World of Private Investments
For investors looking for potential ways to enhance returns and to manage portfolio risk, private investments can potentially be an attractive, long-term complement to traditional public equity and fixed income allocations.
Private investments have historically brought investors higher returns and better diversification benefits than those of public markets. With recent changes in regulations and evolving technology, private investments are more accessible now than ever before.
Please join us on October 19th from 4 to 5:30 pm for the Kings Path Educational Seminar “The World of Private Investments.” We will be hosting a panel of representatives from venture capital, private equity, and private credit. You can expect to hear overviews of their respective industries and their views on how these investments may fit within different portfolios.
We look forward to discussing:
An overview of venture capital, private credit, and private equity
The trends we are seeing in these private markets
How private investments are being made accessible to smaller investors
This seminar is being offered as part of the Kings Path Educational Series. No investment products are being offered at this event.
Private investing can be complex and should be considered carefully. Private investments are not right for all investors. Many investments are only open to certain investors such as “Accredited Investors” and “Qualified Purchasers” as defined by the Securities and Exchange Commission.
Speakers
Tim Donaldson from CAIS
Tim Donaldson has spent over fourteen years in the financial services industry, with the last 7 years at CAIS. He is currently a Director on the Alternative Investment team and is responsible for client coverage throughout the South-Central region of the United States.
Prior to joining CAIS, Tim was a Vice President of Institutional Sales at PineBridge Investments where he worked the firm’s family office and RIA clients around the country. Prior to that, he worked in the wealth management divisions of both Credit Suisse and Bear Stearns.
Tim received his Bachelor of Arts from Hobart College in Geneva, NY. Tim currently lives with his fiancé and French Bull Dog in Austin, Texas.
Maurice Rabbenou from CAIS
Maurice Rabbenou has spent over a decade in the financial services industry, focusing on providing alternative investments strategies to high-net-worth individuals. As a Senior Vice President within Product and Research at CAIS, a leading alternative investment platform, Maurice concentrates on evaluating strategies and helping clients allocate to alternative investments.
Prior to joining CAIS, Maurice was a Director for the $50B alternative investment platform at Bank of America Merrill Lynch. Since joining Merrill Lynch in 2011, Maurice rose through a succession of senior distribution, strategy, and relationship management roles in the alternative investments business. Maurice served as a regular presenter and speaker at industry conferences and seminars nationwide as an alternative investment subject matter expert.
He holds a bachelor’s in economics from Queens College, graduating summa cum laude and third in his honors class. Maurice and his wife, Wendy, reside in Riverdale, N.Y., with their two children. They are active in the community, and the family enjoys traveling and hiking in the Hudson Valley and Vermont.
Larry Warnock from Ring Ventures
Larry is a Texas Aggie Class of ’83 and the Managing Partner of Ring Ventures, one of the more than 20 funds in the Alumni Ventures’ family of funds. Alumni Ventures gives individuals the opportunity to invest directly in a Venture Capital fund with approx. 25 diverse tech and tech-enabled companies.
Larry is a seasoned venture-backed technology executive and investor with multiple exits, including an IPO on the NASDAQ. Most recently, he was President and CEO of Olono, an AI platform for sales effectiveness (acq. by Insight Squared). Previously, he was CEO of Gazzang, provider of big data security software (acq. by Cloudera); and CEO of Phurnace Software, provider of DevOps software (acq. by BMC Software). Larry was also formerly a venture partner at AV Labs, the incubator fund of Austin Ventures. There he sourced new deals, tracked progress for follow-on investment, and coached founders. Earlier in his career, he served as a Vice President for both Siebel Systems and Documentum.
A Lunch with Fred Caldwell, Founder of Caldwell Companies and Author of "Flying Your Business: Leadership Lessons from the Cockpit"
Join us for a lunch with Fred Caldwell, President and CEO of Caldwell Companies and author of “Flying Your Business: Leadership Lessons from the Cockpit.”
Fred Caldwell is the President and CEO of Caldwell Companies, a fully integrated residential and commercial real estate firm based in northwest Houston with offices in The Woodlands and College Station.
Today, the firm serves as a holding company for a family of related companies that invest in and develop planned residential communities, develops commercial office and retail projects; brokers and manages commercial and land assets. The firm also participates in various private equity investments.
Caldwell’s planned communities include Towne Lake, Rock Creek, Willowcreek Ranch, Del Webb Sweetgrass, Mission Ranch, Great Oaks and Spring Creek Ranch. Caldwell Commercial Developments have included Remington Square, Round Up Business Park, Greens Crossing Business Park, and Research Park at TAMU in College Station.
Fred began his career with The Originals Group in 1983 and joined Southern Realty Corporation in 1985, becoming President in 1988. Fred was the founding partner of Caldwell Nyberg Interests in 1990, which was later renamed as Caldwell Companies.
Fred serves on the Board of Directors and was past Chairman of the Cy-Fair Educational Foundation, is a former member of the 12th Man Foundation Executive Board, is a Lowry Mays College & Graduate School of Business Development Board Member, was past Chairman for the Lonestar College System District Foundation and currently serves on the JH Ranch International and Outback Ministries boards. Fred is an Elder with The Church at Crosslake.
Fred is also the author of “Flying Your Business” which he wrote in 2015.
Fred is a graduate of Texas A&M University with a degree in accounting and a master’s degree in finance. Fred was a three year letterman on the Texas A&M football team.
Fred and his wife, Susan, have been married for 34 years and have two children; Amanda and Lindsey. The Caldwell's reside in Northwest Houston. Fred enjoys ranch ministry, golf, ranching and other outdoor activities.
FLYING YOUR BUSINESS: LEADERSHIP LESSONS FROM THE COCKPIT
In Flying Your Business: Leadership Lessons from the Cockpit, Fred Caldwell leverages his many years as a private pilot along with findings from documented aircraft accidents to develop leadership lessons that apply to leading any organization. With over 25 years of experience as a CEO and entrepreneur having founded and piloted a number of companies and chaired many nonprofit boards, Caldwell guides his reader away from the miscalculations that can damage organizations and toward the opportunities that help an organization flourish.
A Special Evening with Dave Eubanks: Tales of Humanitarianism and Hope in the Face of Danger
Kings Path is excited to offer an evening with Dave Eubanks, the former Special Forces officer who founded the Free Burma Rangers, a multi-ethnic humanitarian service movement working to bring help, hope and love to people in the conflict areas of Burma, Iraq, and Sudan. Working alongside indigenous pro-democracy groups, FBR trains, supplies and coordinates Ranger teams to help provide emergency medical care, shelter, food, clothing and human rights documentation.
Dave, Karen and their three amazing children are visiting the US this Fall and will be our guests on October 5, 2017 7:00-8:30 pm at Sugar Creek Country Club.
If you are interested in hearing about their inspiring experiences from some of the most dangerous parts of our world, please email julie@kingspath.com.
Dress: Come as you are.
Food: Hors d’oeuvres and dessert will be provided.
RSVP: Seating is limited. Please email Julie to reserve your place.
Cost: Free. The event is sponsored by Kings Path.
Dinner with Al Mueller, Founder of Excellence in Giving
Please Join Us For Dinner
Our special speaker will be Al Mueller, Founder of Excellence in Giving, who will share stories of effective generosity.
Please RSVP by 4/11/17 to julie@kingspathllc.com
It will be a nice night of fellowship, learning, and good food.