About the event
The JSOM Finance Trading Lab is organizing a panel discussion on "Investment and Portfolio Management" with an aim to introduce students to the different investment and portfolio management strategies. The panel features: Mr. Jeffery Auxier, President of Auxier Asset Management and Founder of Auxier Focus Fund, Mr. Dave Sather, Founder and CEO of Sather Financial Group, and Ms. Lauren Templeton, Founder and President of Templeton & Phillips Capital Management.
The event will be moderated by Mr. Jacob Mangalath, Vice President in the Dealmaking Group at Generational Equity.
Please find the details for the speakers for your reference:
Mr. Jeffery Auxier, President of Auxier Asset Management and Founder of Auxier Focus Fund
Mr. Auxier is the President of Auxier Asset Management LLC and Founder of the Auxier Focus Fund. Prior to forming Auxier Asset Management in 1998, Mr. Auxier spent 16 years at Smith Barney — formerly Foster Marshall American Express, then Shearson — where he was on the Portfolio Management Advisory Board and the Chairman’s Council and was Senior Vice President of Investments and Senior Portfolio Management Director. Mr. Auxier graduated with honors from the University of Oregon with a degree in Finance and an emphasis on Accounting.
Mr. Dave Sather, Founder and CEO of Sather Financial Group
Mr. Dave Sather is the founder and CEO of the Sather Financial Group, Inc., a “fee-only” and fiduciary investment management and strategic planning firm. Sather Financial has offices in Victoria and New Braunfels, Texas. Mr. Sather's firm manages approximately $1.3 billion in individual accounts. Mr. Dave earned an undergraduate degree in business management from Texas Lutheran University and an MBA from Texas A&M. At Texas Lutheran University, Mr. Dave chairs the investment committee, serves on the board of regents and teaches the award-winning Bulldog Investment Company internship.
Ms. Lauren Templeton, Founder and President of Templeton & Phillips Capital Management
Ms. Lauren Templeton is the Founder and President of Templeton & Phillips Capital Management, LLC; a value investing boutique located in Chattanooga, Tennessee. Ms. Templeton received a B.A. in Economics from the University of the South. She is the founder and former President of the Southeastern Hedge Fund Association, Inc. based in Atlanta, Georgia. Currently, Ms. Templeton serves on the Board of Trustees at the Baylor School, the Board of Trustees at the Bright School, the Atlas Economic Research Foundation Board of Overseers, the Board of Directors at Fairfax Financial Holdings, the Board of Directors at Fairfax India Holdings Corporation, and the Board of Directors of Canadian Solar.
Mr. Jacob Mangalath, Vice President in the Dealmaking Group at Generational Equity
Mr. Jacob Mangalath serves as the Vice President in the Dealmaking Group at Generational Equity, headquartered in Richardson, Texas. As a dealmaker, he assists private middle-market business owners to better understand their companies’ risk and value to develop and execute a custom exit strategy. He has assisted over 25 companies execute a strategic exit and has helped transfer approximately $125M of wealth to his clients. Mr. Mangalath graduated Cum Laude with B.S. degrees in Finance and Accounting from the University of Texas at Dallas where he also received his MBA and M.S. in Finance with honors. He is a Senior Appraiser with the American Society of Appraisers and is also a Certified Exit Planning Advisor.
Event Details
The event will be conducted virtually on Thursday, November 18th, 2021 from 11:30 AM to 1 PM CST via Microsoft Teams.
Note: The meeting will be conducted via Microsoft Teams. Meeting link will be sent to all registered participants a day prior to the event.
To register for the workshop, please fill-in your details below: