Join APF for a conversation on growing income inequality and economic uncertainty in the United States. Experts in financial planning and management will discuss the economic impact of the pandemic, prospects for economic recovery, and how Americans should plan their financial futures.

Speakers:

Rizwan Ibrahim, Director, Great Falls Ventures
Rizwan advises promising businesses/ventures, evaluating alternative investment opportunities in private debt, private equity and real estate. He has over 25 years of strategy consulting, ventures investment and operations experience, and is an avid student of globalization, behavioral finance, data analytics, and environmental, social and governance principles.

Riaz Siddiqi, Clovis Point Capital
Riaz Siddiqi is one of the Founders and Managing Partner Emeritus of Denham Capital. He has around 40 years of experience in the energy and asset management fields. Currently, he serves as Chairman of Clovis Point Capital, a PE firm investing in software and tech-enabled service companies, an Advisor to Blue Bear Capital, a VC firm focused on energy tech investments, and Chairman of Epochal Technologies, a big data analytics firm focused on developing ethically derived databases of American consumers. 

Alison Young, Bernstein Private Wealth Management
Alison Young is a Vice President and Financial Advisor in Bernstein Private Wealth Management’s Houston office. She assists clients on their holistic wealth planning needs by offering comprehensive advice on strategic planning and asset allocation to meet their current and future objectives. Before joining the firm in 2015, she was a vice president with the J.P. Morgan Private Bank where she focused on the investments, credit and planning needs of ultrahigh-net-worth clients in Houston and Louisiana. She also specialized in planning for executives within the energy industry. Prior to that, she was the executive director of the American Heart Association in Austin.