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Friday Greetings

I know we are all following the status of the markets and the path of the coronavirus. For many of our younger members, this will be the first time they have personally experienced a market correction of this magnitude. Reading about past ones is one thing; living through it is another. Having been in the industry for over 25 years, I have seen my fair share of these, and it is always different. The best resource we have for navigating market volatility is our network of very smart colleagues, and I know we are all blessed to know some pretty brilliant folks. Market activity that we are experiencing today underscores one of the reasons that our annual State of the Markets is TXWSW’s flagship event. Every year we gather some accomplished investors that bring us their valuable insights. This year will be no exception. To learn more about the event, please click here.

A recent CIO magazine article notes that women and minorities manage just 13% of charitable assets. The Knight Foundation sponsored a study of the make-up of the manager pool for 26 endowments and foundations with over $64 billion in their coffers. “Four top charitable endowments—the George Kaiser Family Foundation, the Robert W. Woodruff Foundation, the Wyss Foundation, and the Ewing Marion Kauffman Foundation—had a whopping total of 0% analyzed AUM managed by women and minorities.” The full article can be found here

And to underscore why diversity matters so much, take Catherine Wood, Founder and CEO of ARK Invest. Her flagship ETF has outperformed its peers and won awards because she designed a strategy where she saw a gap in the market. The full article can be found here.

Lastly, you will note that we are re-launching our San Antonio chapter with a fabulous event celebrating the life and work of Jeanie Wyatt. We are getting the event posted now so stay-tuned for details. TXWSW members from all over the state are welcome.

I would ask each of you to consider corporate sponsorship of TXWSW. Benefits include attendance at our flagship events and recognition for your firm. To learn more, you may find our sponsor information here. Additionally, we would be happy to create a custom sponsorship for you. Please contact Bianca King at developmentdirector@txwsw.com 

Kind regards


Join the conversation. 

We want to hear from you; use the hashtag #TXWSW when posting your challenges and triumphs.

TXWSW LinkedIn Group





MARCH 2020




Fourth Annual C-Suite Dinner

Tuesday. March 17th at Reata Restaurant

www.txwsw.com to register or learn more


Networking Breakfast

Tuesday, March 24th at 24 Diner

www.txwsw.com to register or learn more


Build a Wardrobe & a Business

Thursday, March 26th at The Slate

www.txwsw.com to register or learn more


Dinner to Celebrate the Re-Launch of TXWSW SA & Celebrate the Life of Jeanie Wyatt

Thursday, March 26th at the Veranda


www.txwsw.com to register or learn more


Mentoring Luncheon at Young Women’s College Preparatory Academy

Thursday, March 26th at YWCPA Houston

www.txwsw.com to register or learn more

APRIL 2020




11th Annual State of the Markets!

Thursday, April 23 at the Belo Mansion

www.txwsw.com to register or learn more

MAY 2020




Save the Date: C-Suite Dinner

Thursday, May 14th

Details to follow 





Save the Date:    C-Suite Dinner

Wednesday, October 15th at Café 43

www.txwsw.com to register or learn more





Dallas Holiday Luncheon!

Tuesday, December 1st at NM Café Northpark

www.txwsw.com to register or learn more

Cancellation Policy: Refunds are available if you cancel at least 8 days prior to an event less a $5 fee to cover bank and admin charges. If it is within 7 days, you may send someone in your place. 

Interesting Jobs!

For a full list of news and jobs in our network, be sure that you’re a TXWSW member. Upon logging in, navigate to the dropdown menu (on the left) and select News and Jobs.

Texas Municipal Retirement System is looking for a public equites analyst. Great opportunity to work for one of the best CIO’s in the business. https://www.paycomonline.net/v4/ats/web.php/jobs/ViewJobDetails?job=17291&clientkey=57BD7A3FB6AF155BF42E684FBDEAEB8A


Operations Assistant - Satori Capital Dallas/Fort Worth, TX

Operations Assistant, Investor Experience - Dallas or Fort Worth-based position, requires at least 5 years of experience in an administrative or operational support role in finance or accounting, preferably with prior experience interacting with investors. For the full job description and where to apply, please visit this link - https://txwsw.z2systems.com/np/clients/txwsw/news.jsp?news=7&

Treasury Capital Markets Role at Santander Consumer USA: http://jobs.jobvite.com/santander-consumer-usa/job/oOb88fwZ   klafleur@santanderconsumerusa.com 


Texas Treasury is looking for a portfolio manager: https://capps.taleo.net/careersection/930/jobdetail.ftl?job=00005977&tz=GMT-05%3A00


Westwood Holdings Group – Financial Reporting Senior Accountant
The Financial Reporting Senior Accountant will be responsible for preparing and maintaining the company’s public SEC and OSC (Canadian) report filings, including 10-Q’s/10-K’s and investor presentation materials. The FRSA will also be responsible for various month-end corporate accounting duties, including incentive compensation and share-based awards accounting.

Click the below link for the full posting from our Westwood Group website:

Westwood Holdings Group – Financial Planner
Supports Westwood Wealth Advisors with client and prospect engagements by completing comprehensive financial plans and other client-requested financial analysis. Financial planning subject areas include financial statement preparation, risk management and review, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning.  This position does not have sales requirements or require federal or state licensing.

Click the below link for the full posting from our Westwood Group website:

Westwood Holdings Group – Trust Operations Specialist
The Trust Operations Specialist processes transactions and performs other tasks for personal trust accounts, employee benefit plans, IRAs, and agency accounts under the direct supervision of the Trust Operations Supervisor.  Responsibilities may include processing of an assigned set of daily accounting tasks related to cash disbursements, asset movement and control, income posting, fees processing, cash and custody balancing, records retention and common fund trading.

Click the below link for the full posting from our Westwood Group website:

Req #25137 – Account Manager, Defined Contribution Specialist PIMCO is seeking to hire an experienced Institutional Defined Contribution Specialist to further increase U.S. institutional distribution within PIMCO’s $120B Defined Contribution business. This position is responsible for working in conjunction with PIMCO client facing and consultant relations account managers in developing DC business with existing and prospective plan sponsors and consultants.

The position will report to the Head of US Defined Contribution and can be based in New York, Newport Beach or Austin.  New York strongly preferred. If interested, please apply directly on the PIMCO website by visiting:  https://careers.pimco.com/careers/Folderdetail?folderId=25137

Texas Treasury is looking for summer interns! https://ttstc.org/jobs/index.php 

Satori Capital - Office Manager (Fort Worth Office) 

We have an incredible opportunity at Satori for an experienced office manager.  This position will manage the daily operations of our Fort Worth office to ensure a welcoming and efficient work environment. This position will interact with internal and external stakeholders and provide administrative support on various projects.  For a little insight into Satori, we have been honored as a Pensions & Investments Best Places to Work in Money Management for the last four years, a Blue Zones Worksite, a Dallas Business Journal Best Places to Work in 2019, and #4 of the 2019 “100 Best Companies to Work for in Texas” by Texas Monthly. Candidates can review the details of the position and apply at www.satoricapital.com/careers.   


TX Treasury is looking for a private markets portfolio manager: https://capps.taleo.net/careersection/ex/jobdetail.ftl?job=00008811&tz=GMT-05%3A00

The Young Women's Preparatory Network is seeking internships for its students!

In recent years, summer internships have become a necessary component of a student’s resume. They provide an opportunity to learn new skills, network, and meet professionals in a field of interest. Internships provide the crucial bridge between the classroom and the professional labor market.

WHAT IT IS: Program to provide internships for students in both high school and college. Each internship site provides meaningful field-related work to their intern for 30-40 hours a week for 8 weeks during the months of June through August. Interns are paid $10 an hour.

HOW IT WORKS: Students submit an application, personal statement and resume to program coordinator. Qualified applicants are advanced to the next round of the application process, which consists of workshops such as interviewing skills, presenting yourself in the professional setting, mock interviews applicants and select a candidate before committing to host an intern.

AREAS OF INTEREST: Law, Foreign Relations, Accounting, Marketing/PR, Journalism, Financial Planning, Investment Banking, Finance, Foundation/Non-profit Management, Engineering, Architecture, Information Technology, Community Relations, Human Resources, Medicine, and more.

ABOUT YWPN INTERNS: Interns are proficient in Microsoft Office. Interns are highly capable of research and database projects. Interns work very quickly to get tasks accomplished. Interns are equipped to work on client file organization, file archiving, client billing programs, preparing bank report statements, computer coding, website building, on-line marketing and social media. Interns have learned the following during placements: Basic HTML/Website building, BizTalk, Microsoft Exchange, Wordpress, CAD Software, and Liferay.

IF YOU ARE INTERESTED IN HOSTING AN INTERN: Please contact Katie Albritton, Director of Partnerships 214-824-1400 x210 (office) or 972-638-0391 (cell) | kalbritton@ywprep.org

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