Welcome to CAIA Texas Chapter
CAIA Texas was launched to serve Members and Candidates in two primary locations: Dallas and Houston. The Chapter will broaden its reach to Members and Candidates in the Austin and San Antonio areas as well. The mission of CAIA Texas will be both to foster a deeper understanding and knowledge of the alternatives strategies through informative educational events that will appeal to all Members and Candidates and to reinforce the value of the CAIA designation in the growing Texas alternative investment industry. The CAIA Texas Chapter will also be used as a platform to work collaboratively with industry professionals and CAIA Members to create relevant networking programs that will deliver clear value for the designation. It is the Chapter’s goal to advocate for the CAIA program and identify investment management, service providers and others who could benefit from the CAIA designation.
Founded in 2014.
Chapter Executive Team
- Mitch Flax, CAIA, Chapter Head, Austin Founder, CIO, Net Equity
- Mark DiGiannantonio, CAIA, Chapter Head, Dallas COO, PMV Capital
- Keenan Carstens, CAIA, Chapter Head, Houston Head of US Client Relations, CFFA Group
- Don Simoneaux, CAIA, Chapter Executive, Austin President and Director of Alternative Investments, Waterloo Capital, LLC
- Panayiotis Lambropoulos, CAIA, Chapter Executive, Austin Portfolio Manager, Hedge Funds, ERS
- Matt DenBleyker, CAIA, Chapter Executive, Dallas Co-CIO, Commerce Street Investment Management
- Adam C. Evans, CAIA, CIMA, Chapter Executive, Dallas Managing Director, Harrison Street Private Wealth
- Brigid Connor, CAIA, CFA, Chapter Executive, Dallas Vice President, BlackRock
- Christina Wu, CAIA, Chapter Executive, Dallas Investment Officer, Forth Worth Employees' Retirement Fund
- Robert Michaels, CAIA, CFA, Chapter Executive, Dallas Managing Director, Fortress Investment Group
- Dan McCulloch, CAIA, Chapter Executive, Houston Co-Head, US Wires & IBD Sales Team, Brookfield Private Wealth
- Dennis Montz, CAIA, Chapter Executive, Houston Vice President – Private Investments, Sentinel Trust Company
- Michael Griffin, CAIA, Chapter Executive, Houston Partner, SilverOak Financial Group Ltd.
- Colin Kampfe, CAIA, Chapter Executive, Austin Principal | Portfolio Manager, Brown Advisory
- Jamil McNeal, CAIA, CFA, Chapter Executive, Dallas Director of Investments – Private Markets, True North Advisors
- Don-Romário Watson, CAIA, CFA, Chapter Executive, Austin Senior Associate | Research & Origination, CAIS