
2023 Single Family Office Symposium

TCU Neeley School of Business
Fort Worth, Texas
Welcome to TFOA’s 9th Annual
Single Family Office Symposium

Thank you for joining us this year. We are fortunate to have another great line up of speakers and panel participants providing unique insights into today’s public and private markets and the global economy. We are also delighted to be hosting family office principals and professionals from some of the wealthiest families in the world and we are grateful for the opportunity to host those of you who’re able to meet, network, and develop relationships here in person (as well as virtually). A Symposium such as ours is only possible with the trust of our members and the support of a few high-quality sponsors. Trust among our group is possible through members adherence to a strict code of conduct with respect to privacy and confidentiality. And while sponsors have been generous with funding, they will never receive contact information or an attendee list. Their support allows TFOA to host world class events and highly curated networking opportunities for our community of single family offices, so we hope you’ll join to thank them.
And I’m delighted to share that funding for this year’s event will allow TFOA to donate a meaningful contribution to the TCU Neeley School of Business to support student scholarships. As in prior years, we hope this year’s Symposium provides an informative, fun, and productive program and the foundation for your further participation in TFOA’s single family office community. Together we can all benefit from leading industry research and networking with like-minded peers and promote our single family office community as an important center for capital formation and investment throughout the world. Thank you!
Marc J. Sharpe
Founder & Chairman
The Family Office Association

Hello, and welcome to the 2023 Single Family Office Symposium co-hosted with the TCU Neeley School of Business. We are honored to have you on campus and attending virtually as we share thought leadership at the intersection of academia and industry to grow the leaders of tomorrow. TCU Neeley is a prestigiously ranked business school that has been named one of the Top 25 undergraduate business schools in the nation and #1 in Texas. Our location in Fort Worth, one of the nation’s fastest-growing cities, places us at the heart of the DFW Metroplex’s robust economy as the fourth largest metropolitan area in the nation.
At TCU Neeley, we make a promise to our stakeholders, The Neeley Promise: to unleash human potential with leadership at the core and innovation in our spirit. By partnering with TFOA, we proudly fulfill that promise with our faculty and industry panelists speaking today on the topics of entrepreneurship and innovation, and global energy. Thank you for joining us, and we look forward to continuing to partner with you for future higher education, research and business partnership opportunities.
Dr. Hettie Richardson
Interim Dean
TCU Neeley School of Business
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9th Annual TFOA Single Family Office Symposium
Wednesday, October 11, 2023
Thursday, October 12, 2023
- Marc J. Sharpe, Chairman of The Family Office Association
- Hettie Richardson, Interim Dean of the Neeley School of Business at Texas Christian University
- Kenneth A. Hersh, President and Chief Executive Officer, George W. Bush Presidential Center and Co-founder and former CEO, NGP Energy Capital Management
- Dr. Amy Kruse, CIO, Satori Neuro
- Adam Ross, Founding Partner, Goldcrest
- Dr. Jeff Chamberlain, CEO, Volta Energy Technologies
- Moderator: Dr. Rodney D’Souza, Associate Professor, Neeley School of Business
- Jim Wicklund, PPHB, Managing Director
- Bill Montgomery, Partner, Quantum Energy Partners
- Colin Fenton, Head of Commodities Research, 22V Research
- Moderator: Dr. Ann Bluntzer, Executive Director, Ralph Lowe Energy Institute
- John C. Goff, Chairman of the Board of Crescent Real Estate, and Chairman of the Board for Contango Oil & Gas Company, as well as Principal of Goff Capital
*Schedule subject to change
Chatham House Rule will apply: https://www.chathamhouse.org/about/chatham-house-rule
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Program Hosts
Marc J. Sharpe The Family Office Association

Mr. Sharpe’s investing career spans more than 30 years. He has held positions in investment management for Goldman Sachs, investment banking for Wasserstein Perella, and is the founder and chairman of The Family Office Association (“TFOA”), a peer network of single family offices founded in 2007. In addition, he founded a venture capital incubator in the UK, built a global EB-5 investment business, and worked on strategic initiatives for Dell Inc. Mr. Sharpe is currently an Operating Partner with Satori Capital, LLC, a Texas-based multi-strategy investment firm founded upon the principles of conscious capitalism, a business approach that emphasizes extraordinary long-term outcomes for all stakeholders. He also teaches an MBA class on “The Entrepreneurial Family Office” as an Adjunct Professor at SMU Cox School of Business. Mr. Sharpe holds an M.A. from Cambridge University, a M.Phil. from Oxford University, and an MBA from Harvard Business School. He is active in the community and has served on the Board of the Holocaust Museum Houston, the HBS Angels, and on the Investment Committee for two Texas-based foundations.
Hettie Richardson TCU Neeley School of Business

Hettie A. Richardson is the Interim Dean of the TCU Neeley School of Business, as well as a Professor of Management and Leadership.
Richardson places a high value on her role as an educator and teaches courses in leadership and international management. Richardson’s teaching practice extends beyond the traditional classroom. She has also provided executive training and consulting for organizations and industry groups on topics of leadership, motivation, and reward and compensation design.
Richardson’s current research addresses employee empowerment initiatives, and the alignment and pursuit of organization and employee goals. Her work appears in journals such as Academy of Management Review, Organizational Research Methods, Journal of Management and Journal of Organizational Behavior.
Richardson earned her BA from the University of Houston before acquiring an MA in Sociology and PhD in Business Administration from the University of Georgia.
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Keynote Speakers
John C. Goff Crescent Real Estate

John C. Goff is an investor based in Fort Worth, Texas. His family office, Goff Capital, invests across multiple sectors including wellness, aerospace, energy, gaming, entertainment, and real estate. Among his holdings are Canyon Ranch – the world’s recognized leader in health and wellness, and Crescent Energy (NYSE: CRGY), where he serves as Chairman of both companies. John is also Chairman and principal owner of Crescent Real Estate which has assets under management, development, and investment capacity of over $10 billion.
John began his investment career in 1987 when he joined famed investor, Richard Rainwater. In the early 90’s, John co-founded Crescent Real Estate with Richard, designing the strategy and orchestrating the acquisitions leading to its initial public offering (NYSE) in May 1994. Under his leadership as CEO, Crescent grew from approximately $500 million at its IPO to $6.5 billion upon its sale to Morgan Stanley in August 2007. Crescent provided its shareholders with a 15.4 percent compounded annual return and more than $2.5 billion in cash dividends during its 13 years as a public company. In November 2009, John reacquired Crescent, in partnership with Barclays Capital, and in December 2017, he purchased Barclays’ interest to become the principal owner.
John also founded Goff Capital Partners during the credit crisis of 1998. The company went on to successfully invest in over $4 billion in distressed real estate debt and equity. In 2016, he combined the resources of Goff Capital Partners into Crescent Real Estate.
A graduate of The University of Texas at Austin, John remains actively involved in The University, including serving as Chairman of the McCombs School of Business Advisory Council. Of the numerous donations made to The University, he is most proud of the John C. Goff Real Estate Investment Fund, which provides students with the opportunity to manage capital in both public and private real estate investments. Among his honors, John is a Hall of Fame member of the McCombs School of Business, State of Texas Business, Dallas Business, Fort Worth Business, North Texas Real Estate, and he is an EY Entrepreneur of the Year and Golden Deeds Award recipient.
In 2020, John was appointed by the Mayor to Co-Chair Fort Worth Now to assist the city through the pandemic and emerge stronger economically. As part of this effort, John led the charge to attract Texas A&M to build a research and educational campus in Downtown Fort Worth, in addition to a new law school. John has now been appointed Chairman of Fort Worth Tarrant County Innovation Partnership to help coordinate efforts in completing the campus and attract industry partners.
John, and his wife, Cami, are also proud to be Founding Donors and serve on the National Advisory Board & Leadership Committee for the National Medal of Honor Museum. Through the Goff Family Foundation, John and Cami are dedicated to advancing education in our local community.
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Keynote Speakers
Kenneth A. Hersh George W. Bush Presidential Center

Kenneth A. Hersh, 60, is President and Chief Executive Officer of the George W. Bush Presidential Center, a Dallas-based non-partisan institution which houses the George W. Bush Presidential Library and Museum and the George W. Bush Institute.
He is the Co-Founder and former CEO of NGP Energy Capital Management, a premier private equity investment franchise in the natural resources industry managing over $20 billion of cumulative committed capital since inception in 1988. Until 2016, Mr. Hersh served as NGP’s Chief Executive Officer. From 1988 until 2016, under his leadership, NGP invested over $12 billion and earned a 27-year annualized rate of return of 30%, making it one of the nation’s leading private equity firms during that period.
He also oversees his family investment office and sits on the boards of the Texas Rangers Baseball Club and numerous private companies in which he invests. In addition, Mr. Hersh serves on the Board of Overseers of the Hoover Institution and is a member of the Council on Foreign Relations, the National Council of the American Enterprise Institute, and the Dean’s Council of the Harvard Kennedy School. Mr. Hersh served on the Advisory Council of Stanford University’s Graduate School of Business from 2009 through 2015.
In 2023, he released his book, The Fastest Tortoise: Winning in Industries I Knew Nothing About, which chronicles his life’s lessons evolving from his many business and personal experiences. Also in 2023, Mr. Hersh received the Ernest C. Arbuckle Award from Stanford’s Graduate School of Business. In 2020, Mr. Hersh received the L. Frank Pitts Energy Leadership Award presented by the SMU Cox School of Business for demonstrating outstanding leadership and innovation in the field of energy. In 2017, he received the Oil & Gas Council’s Lifetime Achievement Award, and in 2014, he was recognized as Master Entrepreneur of the Year for the Southwest Region by Ernst & Young’s Entrepreneur of the Year program.
Mr. Hersh is also very involved in the nonprofit arena through the efforts of the Hersh Foundation. He sits on the boards of the Global War on Terrorism Memorial Foundation, the Dallas Citizens Council, and the Baylor Scott & White Dallas Foundation, and serves on the Advisory Council of The Asian American Foundation. From 1998 through 2015, Mr. Hersh served on the board of St. Mark’s School of Texas, where he held numerous positions including President from 2010 through 2012.
In November 2023, Mr. Hersh will be recognized with the H. Neil Mallon Award presented by the World Affairs Council to honor his contribution to enhancing the region’s global presence. In 2019, Mr. Hersh received the Henry Cohn Humanitarian Award, presented by the Texoma region of the Anti-Defamation League for his work in advancing the cause of human rights, dignity, and equal opportunity. In 2015, he received the St. Mark’s School of Texas Distinguished Alumnus Award.
Mr. Hersh was born and raised in Dallas, Texas. After graduating from St. Mark’s, he attended Princeton University, where he graduated magna cum laude with a degree in Politics in 1985. In 1989, Mr. Hersh earned his M.B.A. from Stanford University’s Graduate School of Business, where he graduated as an Arjay Miller Scholar.
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Entrepreneurship & Innovation Panel
Dr. Rodney D’Souza Moderator · TCU Neeley School of Business

Dr. Rodney D’Souza is an entrepreneurship educator, researcher, business owner, and angel fund manager. He joined TCU Neeley as managing director of the institute and the Davis Family Entrepreneur-In-Residence in August 2018. D’Souza was formerly the Fifth Third Bank Endowed Professor of Entrepreneurship and director of the Center for Innovation and Entrepreneurship at Northern Kentucky University. He was awarded the 2017 Freedoms Foundation Leavey Award for Excellence in Private Enterprise Education and the 2017 University Award for Excellence in Outreach and Engagement, among other honors. He developed and delivered undergraduate courses on entrepreneurial mindset, opportunity recognition, idea valuation, new venture creation, new venture management and business plan writing, as well as MBA modules on innovation and competitive intelligence. He holds an MBA from Northern Kentucky and PhD from the University of Louisville.
Amy Kruse Satori Neuro

Dr. Amy Kruse is the General Partner and Chief Investment Officer of Satori Neuro, a stage-agnostic fund focused on mental health, neurotechnology, and human flourishing. Prior to leading Satori Neuro, Amy was a General Partner at Prime Movers Lab, where she led the fund’s life sciences investments in human augmentation and longevity. She previously served as the Chief Scientific Officer of Optios, an applied neuroscience research organization that translates cutting-edge neuroscience discoveries into practical tools to enhance the human experience. Her early career was spent in the defense industry, culminating in her role as Vice President and CTO of Cubic Global Defense, where she oversaw the company’s R&D programs. Amy joined Cubic through the acquisition of Intific, a small business focused on novel game-based solutions for the DoD and Intelligence Community. Amy served as a government civilian program manager at the Defense Advanced Research Projects Agency (DARPA), where she created and oversaw the Agency’s first performance-oriented neuroscience programs. Her efforts at DARPA generated scientific breakthroughs in areas that include augmented cognition, accelerated learning, optimized imagery analysis, team neurodynamics, and neuromodulation.
Amy earned a Bachelor of Science in Cell and Structural Biology and a PhD in Neuroscience from the University of Illinois Urbana-Champaign, where she was awarded a National Science Foundation Graduate Fellowship.
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Entrepreneurship & Innovation Panel
Dr. Jeff Chamberlain Volta Energy Technologies

Dr. Chamberlain is the founder and CEO of Volta Energy Technologies. Volta is a venture capital firm that identifies and invests in companies commercializing and scaling innovating the technologies in the energy storage supply chain that will unlock the full opportunity of the electrification of transportation and decarbonization of the electric grid. Jeff launched Volta out of the U.S. Department of Energy’s Argonne National Laboratory in 2016, and built the Volta team by combining former colleagues from Argonne, other technology and industry experts, and seasoned investment professionals.
Dr. Chamberlain is a proven leader with a long record of industrial product R&D. Jeff has built and led teams that invented, developed, commercialized, and scaled to full profitability technology in the semiconductor, water treatment, and mining and mineral processing sectors. Jeff led these teams while working at Cabot Microelectronics Corporation, Nalco Chemical Company, and Dow Chemical Company.
Jeff’s industrial experience is complemented by his ten years leading the energy storage initiatives at Argonne National Laboratory. Argonne is one of the largest national science and engineering laboratories operating for the US Department of Energy and is considered the global leader in energy storage. At Argonne and with the Department of Energy, Jeff led the effort to successfully transfer advanced battery technology from Argonne to LG Chem, BASF, General Motors, Toda Kogyo, General Electric, and others. Jeff was the architect of the Joint Center of Energy Storage Research Battery Hub, referred to in the press as the “Manhattan Project for Batteries.”
Jeff received his Ph.D. in Physical Chemistry from the Georgia Institute of Technology and his BS in Chemistry from Wake Forest University.
Adam Ross Goldcrest Capital

Adam Ross is Founding Partner of Goldcrest Capital, an early-stage venture capital firm based in Dallas that has invested in companies such as SpaceX, Two Chairs, Sourcegraph, and Anduril. Before starting Goldcrest, Adam was an investor in dozens of technology companies, including Facebook, Yammer, Tesla, and Palantir Technologies, where he served on the Board of Directors from 2015-2020. Adam is a member of the Board of Overseers for the Hoover Institute, a former chapter chair of YPO Dallas, and a member of the Federal Judicial Evaluation Committee, which recommends federal district and circuit court judges for the state of Texas.
Adam received his BA from Stanford University, where he was editor-in-chief of the Stanford Review, and his JD from the University of Texas Law School.
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Global Energy Panel
Dr. Ann Bluntzer Moderator · Ralph Lowe Energy Institute

Dr. Ann Bluntzer teaches in the management and leadership department at the TCU Neeley School of Business, primarily focusing on curriculum in transformational leadership, business ethics and the nonprofit management space. In addition, she teaches and advises for the TCU Energy MBA program. Bluntzer holds a PhD in Higher Education Administration and Organizational Leadership Management from the University of South Carolina, a Master of Education in Leadership and International Studies, and a Bachelor of Science in Agricultural Development from Texas A&M University.
Bill Montgomery Quantum Energy Partners

Bill is a Partner of Quantum Energy Partners and a member of its Investment Committee. Founded in 1998, Quantum Energy Partners is a leading global provider of private equity, credit, structured capital, and venture capital to the responsibly sourced energy and energy transition & decarbonization sectors, having managed together with its affiliates more than $20 billion in capital commitments since inception. Prior to joining Quantum, Bill was a Partner in the Investment Banking Division of Goldman Sachs where he headed the firm’s Natural Resources Group as well as its Houston office. Bill serves on the boards of Enterprise Products Holdings, LLC (NYSE: EPD) and Cockrell Interests and has previously served on the board of Apache Corporation (NYSE: APA). Bill holds a B.B.A. from the University of Texas at Austin and a M.B.A. from The Wharton School at the University of Pennsylvania.
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Global Energy Panel
Colin Fenton 22V Research

Colin Fenton is the head of commodities at 22V Research, the #1 ranked independent firm for macro in Institutional Investor’s latest annual poll. Previously, he was the global head of commodities research and chief commodities strategist for J.P. Morgan Chase & Co. There, he was a member of the management committee that supervises the work of about one thousand research analysts worldwide across all asset classes and sectors. He has served as a managing director at Duquesne Capital Management, the chief intelligence officer of Ospraie Management, and the founder and managing partner of Curium Capital Advisors. Fenton began his Wall Street career as an original member of the commodities research group at Goldman Sachs.
Jim Wicklund PPHB

Mr. Wicklund is a Managing Director for PPHB, a Houston based Energy investment bank. Prior to joining PPHB, he was a Managing Director and Senior Banker in the Energy Group at Stephens Inc. He spent 15 years in the oil & gas industry, working in geophysics, reservoir engineering and operations around the world, living in Australia, Singapore, Milan, London a few times and of course Houston many times, with Western Geophysical, now part of SLB (Schlumberger), Sun Oil Company, McCord-Lewis, and Exploration Consultants Ltd (ECL). He spent several years as an equity research analyst and Head of Energy Research at Rauscher Pierce, Banc of America and Credit Suisse as well as working as the energy portfolio manager at Carlson Capital, a multi-billion dollar hedge fund. He has been ranked #1 in Institutional Investors, WSJ Best on the Street, Greenwich #1 in Industry Knowledge and several other recognitions and awards. He is a member and past symposium chair of the Society of Petroleum Engineers (SPE), the Society of Exploration Geophysicists (SEG), on the boards of the National Offshore Industry Association (NOIA), the Energy Workforce and Technology Council, the Energy ESG Council, Nova Compression, and the Maguire Energy Institute Advisory Board, at SMU his alma mater.
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Thank You To Our Sponsors
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2023 Single Family Office Symposium
www.tfoa.info