Breakfast Forum: The Current State of the Capital Markets 2017

The Briar Club
Houston, Texas

October 05, 2017

7:00 - 9:00 AM (CT)

Our speakers provided perspectives and insights on the private equity and public markets, current trends in M&A, and the commercial banking and real estate lending climate.

As part of its ongoing Breakfast Forum series, BoyarMiller gathered industry experts for a moderated discussion on the Current State of the Capital Markets. Speakers included:

  • Matt Anstead, EV Private Equity – Private Equity and M&A
  • Ali Nasser, AltruVista – Equity & the Public Markets
  • Bill Pyle, Texas Capital Bank – Commercial Banking & Lending

Matt Anstead – Partner, EV Private Equity

Matt is a Partner with EV Private Equity (EVPE) in Houston. He currently serves as Non-Executive Director for five oilfield services EVPE portfolio companies. Matt is involved in all aspects of EVPE’s business, including origination, execution, stewardship, exits and investor relations. Prior to EVPE, Matt worked for Simmons & Company, Booz Allen & Hamilton, Wood MacKenzie and Schlumberger in many oilfield locations around the world. Matt holds a Masters in Mechanical Engineering from Imperial College London and an MBA from London Business School. EV Private Equity is an independent growth equity firm applying its specialized expertise to build world-class companies and uncover new technologies in the oil and gas sector. Since 2002, EVPE has raised five funds with committed capital in excess of $750 million. With teams in Stavanger, Houston and Aberdeen, EVPE helps companies operate competitively and achieve a more sustainable future.

Ali Nasser, CFP, AEP – Principal and Founder, AltruVista

Ali Nasser is the CEO and Founder of AltruVista and Business Owners Fund® as well as an Instructor at Rice University’s Certified Financial Planning Graduate Program. Ali is an expert on the entrepreneurial mindset and how it relates to wealth and financial strategy. His professional life is dedicated to helping business owners capture and maximize their success.

Ali developed the Wealth with Purpose® planning process that identifies major gaps for the ‘all set’ high-net-worth business owner and helps integrate their life goals, financial strategies and team of professional advisors. His company, AltruVista, provides specialized wealth guidance to business owners that have outgrown the traditional sales-based model of financial services.

To solve a common problem for today’s entrepreneur, Ali created Business Owners Fund®, an online portfolio solution for business owners to park their excess cash in a way that maintains liquidity and security while helping keep up with inflation.

Ali has a degree in Finance from the University of Houston and is a Certified Financial Planner, Chartered Financial Consultant and an Accredited Estate Planner. Ali sits on the board of directors for the Houston Estate & Financial Forum and was named to Houston Business Journal’s 40 Under 40 in 2017.

Bill Pyle – Managing Director of Syndicated Finance, Texas Capital Bank

Bill joined Texas Capital Bank in January 2015 as Managing Director, Syndicated Finance. He has more than 35 years of experience in banking at both the corporate and commercial level. Throughout his career, the majority of Bill’s clients have been privately held, family-held and/or sponsor-backed middle-market companies. Prior to joining Texas Capital Bank, Bill served as Director of Corporate Development for Faust Distributing Company, a beer distributor based in Houston. He joined Faust after having served on its Advisory Board for more than 10 years. Before joining Faust, Bill was with Amegy Bank of Texas for 11 years, managing Amegy’s corporate banking line of business. Bill also managed a $125 million portfolio of bank alternative investments leading to numerous transactions for sponsor portfolio companies. Previously, he spent 20+ years with JPMorganChase covering clients in a range of geographies and industries. Bill holds a BBA with Highest Honors and MBA from the University of Texas at Austin.