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FPA DFW Chapter Meeting - For individuals attending the chapter meeting only
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This registration page is for those attending the chapter meeting & luncheon only. If you are attending career day please back out and register using the appropriate career day registration form. All career day registration forms INCLUDE the chapter meeting and luncheon. This will prevent us from having multiple registrations for individuals.

When: January 25, 2019
11:00 am - 2:00 pm
Where: Crowne Plaza Hotel
14315 Midway Rd.
Addison, TX  75001
United States
Contact: Melisa Hall

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FPA DFW Chapter Meeting




This registration page is for those attending the chapter meeting & luncheon only.  If you are attending career day please back out and register using the appropriate career day registration form. All career day registration forms INCLUDE the chapter meeting and luncheon. This will prevent us from having duplicate registrations for individuals.




8:30 - 10:45

Career Day
Pre-scheduled interviews
Career Day registration is located on the 1st floor outside the Palm/Whispering Oaks room.Interviews will take place in the Palm/Whispering Oaks room.Check in with the Career Day registration table when you arrive.

10:30 - 11:00

Check In & Registration for FPA DFW Chapter Meeting
2nd Floor - Trinity Ballroom Foyer


2 Breakout Sessions - Select the one of your choice







    Luncheon & Networking





    General Session

    Welcome & Announcements

    Sponsor Spotlight: Innovative Portfolios, LLC


    General Session Continued (all attendees)



    Closing Remarks - Chapter Meeting Concludes


    2:15 - 4:30

    Career Day

    Career Day pre-scheduled interviews will continue from 2:15 - 4:30 pm
    First Floor, Palm/
    Whispering Oaks Room

    4:30 - 6:00

    Networking / Happy Hour Hosted by DFW NexGen - Hotel Lobby Bar
    Join us as we wrap up a full day of great FPA events to mingle with FPA colleagues, sponsors, interviewing candidates, firms, and guests.





    BREAKOUT l (Trinity Ballroom):
     Should You Invest in Real Estate During a Down Market?

    Exploring the ROI of Real Estate Investing During a Recession

    Alex Doubet, CEO - Door, Inc.




    Macroeconomic indicators seem to point to a recession in the next 12 to 18 months. Is it time for your clients - What strategies work for investing in Real Estate should your clients choose to do it? (Discussing BRRR method – Buy, Rehab, Rent, Repeat method vs buying and holding – discussing how if you do not rent and achieve cash flow you are speculating on appreciation which is a gamble considering the costs to hold that asset. Discuss single family renting vs multi family vs condo/apartment) to consider alternative investment strategies to not get caught out in the wind without a sail? (Minor talking points are: volatility index, inability for markets to predict what they will do, and the inverted yield curve).



    Harvard graduate Alex Doubet thought Residential Real Estate was in need of a shake up. In early 2016 he founded Door to do just that. After spending some time back in his home town of Dallas buying and selling apartment buildings, he decided to strike out on his own. Today, Door has raised $12 million dollars and employs over 80 people who work through real estate, title and mortgage divisions.

    BREAKOUT ll (Whispering Oaks Ballroom): Getting it Right When it Matters Most

    Julian Leaver, CPO - The Dapper Diplomat


    Are you making prospective clients or employers feel comfortable? Have you been pushing away business or potential employment with your Instagram stories and posts? Do you treat business or networking dinners like any other night out? Learn why modern etiquette isn't just for tea parties. During this session Julian will discuss the the top 5 Instagram etiquette no-no's; why the platinum rule is the new gold standard for client meetings; and beyond the fork: how to Dine (and do business) like a Diplomat. 


    Sales and service teams usually face their biggest challenge immediately after the trainer leaves. They now know what needs to be done, but the how is not as certain. Julian Leaver’s expertise is in applying practical etiquette techniques to leverage more sales and better service for corporations. Julian’s background in the event world provides him with the perfect tripod of experience. He worked for five years with Rosewood Hotels in catering and as an Area Director of Sales, cultivating a discerning eye for five-star service. He became known for his impeccable taste and attention to detail.  It was also at Rosewood where he developed his affinity for a classic bow tie as his signature attire piece, and earned the name, The Dapper Diplomat.  In between tenures in luxury hospitality, Julian honed his event expertise as a luxury planner in the Dallas market. By 2016 he had moved into event planning full-time, focusing on destination weddings and local luxury events.  Julian also decided to refine his etiquette knowledge acquiring a Certified Protocol Officer designation from The Protocol School of Washington. The Dapper Diplomat is Julian’s medium for polishing the basic sales and service training most employees receive. He speaks across the country and conducts workshops for some of the nation’s finest brands to elevate communication, dining, business and social skills.



    12:00 PM - Break


    12:20 PM - Lunch, Networking

    12:40 PM - Welcome & Announcements (All Attendees)


    1:00 PM - Platinum Partner Spotlight - Innovative Portfolios, LLC


    1:10 PM - GENERAL SESSION (All Attendees)


    1 CFP, CPA CE

    Big Ideas in Disruptive Innovation


    Presenter: Matt Murphy, CFA®, CAIA® - Resolute Investment Managers


    Since our founding in 2014, ARK Invest has had one focus: Disruptive Innovation. We define disruptive innovation as the introduction of a technologically enabled new product or service that is going to change the way the world works and make it a better place. Seeking to educate investors and innovation enthusiasts, ARK decided to publish “Big Ideas” in 2017. This annual presentation showcases a selection of innovations that we believe will accelerate the pace of change. The research presented aims to illustrate how these ideas are transforming the way the world works and delivering outsized growth opportunities across different industries. Some of the topics covered may include Mobility-as-a-Service (MaaS), Robotics, Deep Learning, CRISPR Genome-Editing, Cryptoassets, Frictionless Value Transfers, and 3D Printing.


    By the end of the session, attendees will understand: ► Disruptive innovation ► Seven critical technologies driving innovation – The technologies included – Current industries likely to be impacted – Beneficiaries of new technologies ► How investment growth opportunities can be realized by each disruptive innovation theme


    Matt Murphy serves as a vice president of National ETF Sales in the Sales division of Resolute Investment Managers, Inc., the parent company of American Beacon Advisors, Inc. He is responsible for coordinating the company’s ETF strategies and serves as a product specialist on the strategies delivered by the company’s affiliate, ARK Investment Management, LLC, of New York, New York.  Prior to joining American Beacon Advisors in 2017, Mr. Murphy was a director of National Accounts at Highland Capital Management, L.P. Previously, he served as due diligence analyst for Raymond James Financial, Inc., where he researched and analyzed mutual funds across various asset classes.  Mr. Murphy earned a B.S. in economics and entrepreneurship from the University of South Carolina. He is a CFA® charterholder and CAIA® certificant. He holds FINRA Series 7 and 63 licenses.





    FPA NexGen Happy Hour!    4:30 - 6:00 PM



    All FPA members, sponsors, guests, and career day attendees are invited to attend a networking happy hour hosted by DFW NexGen.  The happy hour will take place in the hotel lobby bar on the first floor.  This is a great way to meet and mingle with others in the profession.  We hope to see you there!




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