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Tuesday, October 26, 2021 from 10:30 am - 12:00 pm CST Zoom Meeting

October 26 Table Topics Virtual Meeting


Register/ Modify Registration

What is Table Topics?

Our virtual Table Topics feature networking!
Table Topics is a bi-monthly event (February through November) held via Zoom Meeting
that features small group virtual networking and a keynote speaker
focused on communication, business development, or personal development.

For the first 30 minutes of the event, attendees are broken out into small groups to foster connections.
No topic of discussion. Simply time to network.

Questions? Contact WBCS Senior Director of Programs, Elizabeth Garner.

 
 
 
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Three Balance Sheet Mistakes You Must Avoid

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Entrepreneurs and executives alike often find themselves under financial stress: too little cash, too many expenses, and not enough time to sort things out. We all believe that we’ll “get to that later” when it comes to optimizing our financial situation, saving more, or investing for the future. Over a 24-year banking and investment career, Joe Martinez, CFA has seen and dealt with these situations first-hand. Joe’s informative talk covers the following important topics:

 

1.      Depleting liquidity - Never do it!

·       Paying off debt while depleting liquidity – whether it’s a wise move depends upon the nature of your assets and the strength of your balance sheet. Making this assessment requires an in-depth knowledge of financing markets. Don’t do it alone.

·       Talk to a banker or financial advisor before making major moves.

 

2.     Wrong Debt Structure

·       Don't chase the lowest interest rate when structure of the debt is of equal or greater importance.

·       Focus on capital relationships. Dig the well before you’re thirsty.

 

3.     Not Automating Equity Creation

·       People procrastinate, especially when it comes to setting money aside for financial goals.

·       Joe will give a quick overview of his “One-time Budgeting” process. It works because people only have to deal with the budgeting process once. Joe encourages setting up auto-debits to automate the wealth-building process, whether it’s paying down debt, establishing more cash savings, or boosting investments for college or retirement.




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Speaker

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Joe Martinez
Founder
Phlox Capital Management

Joe is passionate about people. Sure, he has deep expertise about money, too, but it’s people, and a fundamental desire to help them, that drove him to found Phlox Capital Management.

Joe brings a lot of experience to the table.  But perhaps more important than his successes in the capital markets is his mindset. Joe measures success on a scale much bigger than simply your return on investment. He is interested in your relationship with money. How do you feel about your finances? Do you have the security you need for the future? Can you start the company, buy the vacation home, create a lasting legacy for your family? What are your hopes and dreams for the future, and what does your money need to do to help you achieve them?

Joe’s approach is unique and personal. He studied psychology as an undergrad, and has a top-tier MBA in finance.  He excelled in an individual sport, playing tennis at an elite level, yet loved the camaraderie of being the lead-off hitter for his baseball team. He experienced loss at a young age, and was deeply impacted by his first-hand experience in New York on 9/11, thus driving him to help clients both plan for the future and live life to the fullest today.


It is these life experiences, supported by his business acumen, which led Joe to found Phlox.  His initial experience working with individual investors started in 1994 with Fidelity Investments.  Over the past 20 years, he has served clients in investment banking, commercial banking, and private banking with firms including JP Morgan Chase, Société Générale Corporate and Investment Banking, and Texas Capital Bank.

Demonstrating his commitment to the industry, Joe earned the prestigious Chartered Financial Analyst (CFA) designation, which is widely considered the “gold standard” in the investment profession. Earning the CFA Charter requires passing three exams covering the most challenging topics in modern finance, statistical analysis, economics, accounting, and portfolio management.

Joe holds a B.A. in Psychology from Texas Christian University, where he was president of his social fraternity and a recipient of an outstanding student leadership award. He earned his M.B.A. in Finance from the University of Texas McCombs School of Business.

Joe lives in Highland Park, Texas, with his wife Carrie and two boys. Carrie is a successful entrepreneur who founded her award-winning video production company, CM Productions, in 2000. Working with her over the years has given Joe a great appreciation for women in business—the unique talents they bring and challenges they face. He is known for his support of women in the financial industry, helping launch a women’s initiative for the CFA Society of DFW, and being selected to attend the CFA Institute’s first and second international “Alpha and Gender Diversity” Conferences, held in 2015 and 2016. Joe has also been a multi-year financial supporter of Texas Wall Street Women.

Demonstrating a strong commitment to the CFA Institute and its values, Joe is the former President of the CFA Society of Dallas / Fort Worth, and the former Chair of the CFA Societies Texas. The CFA Institute Investor Toolkit provides several helpful brochures for investors.

In addition to his work with the CFA Institute, he served in a leadership role with Dallas-area Habitat for Humanity and on the Board of the Children’s Trust, raising money for Children’s Medical Center of Dallas.  He spends his free time with his wife and sons cheering on his beloved TCU Horned Frogs, Dallas Stars, and Texas Rangers.


 

Highlights from Joe’s Finance Experience Include:

·       Financing large acquisitions of private aircraft ($20 million +) and advising clients on interest rate swap strategies to mitigate interest rate risk

·        Underwriting $1.5 billion in military housing privatization bonds, structuring the cash flow waterfall within the bond indenture and purchasing the entirety of each bond issue

·        Structuring secured and unsecured corporate loans on both a recourse and non-recourse basis

·        Syndicating large loans as lead/administrative agent

·        Reviewing thousands of potential real estate investments

·        Repricing each tranche of a $35 million capital stack in order to originate a new mezzanine loan, and negotiating the complex legal agreements necessary to negotiate the new deal

 

 


 
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Agenda

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Tuesday, October 26, 2021
10:30 am - 11:00 am
Announcements and Networking [More Info]
11:00 am - 12:00 pm
Presentation [More Info]

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Pricing

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This event is open to everyone.

Since we've moved from an in-person setting to a virtual format and out of consideration for the current economic environment,
we have discounted this event from $35 per member/ $45 per non-member to $15 per person regardless of membership type. 

Registration is open until the event begins.

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Per Person

$15

Registration open until event begins

Register now

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Registrant List

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# A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

Company First Name Last Name
A [ Back to top ]
Anderson Asphalt & Concrete Paving, LLCPamThompson
Atlantic Trading CompanyXiaozhenWang
B [ Back to top ]
Bullseye Database Marketing LLCDallasJudd
Bullseye Database Marketing LLCDeborah KobeNorris
C [ Back to top ]
CFJ ManufacturingKimSissen
D [ Back to top ]
Davis Davis & Harmon LLCLaShante'Williams
F [ Back to top ]
First Equipment CompanyLeslieGarner
First Equipment CompanyKaityMoore
I [ Back to top ]
ISC GroupVereeHawkins Brown
K [ Back to top ]
KCs Experience, LLCDanaJackson
L [ Back to top ]
LegalShield Business SolutionsDarisFrencha
M [ Back to top ]
MarfieldAndreaRowe
mmmpanadasKristenFields
N [ Back to top ]
Nicole Hooper PhDNicoleHooper
P [ Back to top ]
Parkland Health & Hospital SystemAdrianaHinojosa
Prestige Maintenance USARachelSanchez
Prestige Maintenance USAToniVincent
S [ Back to top ]
Seaman Group LLCAngelaSeaman
Spot On TalentCindyYared
T [ Back to top ]
T.A.G. Construction, LLCVanessaHalsey
The Software Vault, LLCJamitaMachen
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Sponsors

Companies that support us
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