Steven Menna is a partner based in KPMG's Dallas office. Prior to joining KPMG, Steven was a partner at Ernst and Young, leading their Southwest area’s asset management practice. At E&Y, he was responsible for the coordination, management, administration and performance of auditing and business advisory services for a diverse asset management client base. Steven currently oversees audit work on a number of hedge fund, venture capital and private equity clients. Steven is a graduate of State University of New York at New Paltz, where he earned Bachelor of Science degrees in accounting and business administration. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Texas Society of Certified Public Accountants (TSCPA).
Mr. Braxton is the Director of Marketing of Crestline Investors, a Fort Worth-based hedge fund manager. Mr. Braxton joined Crestline Investors in 2009.
Prior to joining the firm, Mr. Braxton was the Co-Lead of the Fund of Funds Due Diligence Team at Merrill Lynch. During his tenure at Merrill Lynch, Mr. Braxton was responsible for internal and external capital raising efforts for both hedge funds and hedge fund of funds. Additionally, he was responsible for selling Merrill Lynch distribution capabilities and analyzing, sourcing and negotiating with potential hedge fund and hedge fund of fund partners.
Mr. Braxton is a graduate of the University of Mary Hardin-Baylor where he received his B.B.A in Finance and The Wharton School of Business where he received a M.B.A, with a dual major in Finance and entrepreneurship
Philip J. Durst serves as Chief Investment Officer for Tolleson Wealth Management. His responsibilities include the strategic oversight and execution of the firm’s investment research process, asset allocation, manager selection/retention, and overall portfolio management. In addition, Philip serves as Chairman of the firm’s Investment Committee and is a member of the firm’s Executive Committee, which oversees the strategic and operational matters of the entire firm.
Prior to joining Tolleson Wealth Management, Philip worked within the Investment Management divisions of both INVESCO and John McStay Investment Counsel in Dallas. In these roles, he was directly responsible for identifying investment opportunities in support of their fundamental approach to managing institutional capital, in both core and income-oriented portfolios, focused on the REIT equity and preferred securities markets. In addition, Philip has worked within the internal hedge fund and private equity divisions of a large publicly held company. Within these roles, he was responsible for both identifying and executing paired equity investments in publicly traded energy technology companies, and evaluating mid- to late-stage venture capital investments in private energy technology companies.
Prior to his investment management career, Philip spent several years with Crescent Real Estate in Fort Worth, Texas as a part of their Asset Management team, and with Ernst & Young in Dallas, Texas as a Senior Auditor within the firm’s Entrepreneurial Services division.
Philip earned a Master of Business Administration (M.B.A.) with concentrations in investment finance and real estate finance from Southern Methodist University, receiving the honors graduate distinction of Beta Gamma Sigma. He received his undergraduate degree in accounting from the University of North Texas.
He is a Certified Public Accountant* (CPA) and is a Chartered Financial Analyst (CFA) charterholder.
Philip is married with one son. Outside of his family and the investment arena, his passions include classic cars, sport fishing, and adventure travel. He has lived in Dallas, Texas for over 20 years and currently resides in Lakewood.
Rob has 13 years of midstream energy industry experience and has served as Senior Portfolio Manager since joining Center Coast Capital Advisors,LP during its inception in 2007. He also serves on the Investment Committee and is responsible for overseeing the MLP research, portfolio construction and ongoing portfolio management. He was named a Principal in 2010. Previously, Rob was in Morgan Keegan’s Energy Investment Banking Division and a Senior Project Advisor at Enbridge Energy Partners, LP, where he advised on over $8 billion of mergers and acquisitions within the MLP space. Rob began his career in the energy industry at Koch Industries, Inc. where he served in various roles in their Capital Market, Hydrocarbon and Midstream group. He holds an MBA from the McCombs School of Business at the University of Texas and a BBA in Finance from Texas Christian University.
Robert is the Portfolio Manager of Hedge Funds for the Employees' Retirement System of Texas, as $25 billion USD pension sponsor located in Austin, TX. Robert joined ERS in 2011 to design and implement ERS' new hedge fund program. Robert manages ERS' hedge fund allocations within and across asset classes as well as in stand-alone hedge fund portfolios with absolute return objectives. Robert is a member of ERS' Risk Management Committee. Prior to ERS, Robert was Portfolio Manager at HFR Asset Management and its subsidiary Riverside Portfolio Management in Chicago, IL where he managed discretionary, co-advisory, and index fund of hedge fund products including the HFRX Indices. Robert has a Masters in Econometrics from the Universitaet Konstanz in Germany and Bachelors degrees in Economics and Mathematics from Texas State University.
Shea Davis is the Director of Alternative Fund Services at Burgher Haggard. Previously, Ms. Davis was CFO and Partner of a media and technology focused Private Equity Fund. She also served as National Technical Advisor for the managed funds industry at the IRS. She has Big 4 accounting firm experience in both mergers and acquisitions due diligence and structuring, as well as running the alternative investment industry platform for the Ernst & Young Dallas office. Prior to her accounting work, Ms. Davis was an investment banker in New York City, focused on tax advantaged structure finance.
Ms. Davis is a member of the Board of Directors of Texas Wall Street Women and serves on the Host Committee of Great Investors’ Best Ideas Foundation Investment Symposium (GIBI).
Taylor H. Wilson is a Partner at Haynes and Boone, LLP, and serves as chair of the firm’s Investment Funds Practice Group. Mr. Wilson joined Haynes and Boone in 1990 and focuses his practice on corporate/securities, private equity, mergers and acquisitions and general corporate matters, and regularly advises investment advisers to both domestic and offshore funds with respect to fund formation, investment management and compliance-related issues. Mr. Wilson also works with family offices on corporate structuring and securities law matters. He has been recognized as one of the Best Lawyers in America – Securities Law/ Capital Markets Law 2007–2012; Corporate 2013-2015, and also has been recognized as a Texas Super Lawyer – Securities and Corporate Finance 2003–2013. Mr. Wilson received his B.A. at Amherst College and his J.D. from Southern Methodist University Dedman School of Law.