Breakfast Forum: The Current State of the Capital Markets 2018

The Briar Club
Houston, Texas

September 26, 2018

7:00 - 9:00 AM (CT)

Our speakers provide perspectives and insights on the private equity and public markets, current trends in M&A, and the commercial banking and lending climate for middle market companies.

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:

  • Mark Montgomery, BBVA Compass – Commercial Banking for the Middle Market
  • Ali Nasser, AltruVista – Equity and the Public Markets
  • Scott Winship, GulfStar Group – Private Equity and M&A

Mark W. Montgomery – Houston Market CEO, BBVA Compass
Commercial Banking for the Middle Market

Mark serves as the Houston CEO of BBVA Compass and is responsible for management of all aspects of commercial and wealth banking. Mark’s 34 years in banking includes loan work-outs, loan reviews, and CRA lending. He has managed teams, both large and small, through a lens of strategy, value creation, and results.

Working with an outstanding team of professionals to deliver financial solutions for individuals and companies in the Houston marketplace, BBVA Compass is striving to “Build a Better Future for People” by listening closely to client needs and providing solutions that help them achieve their goals and objectives. This incredible team is focused on adding meaningful value and maintaining relationships that endure.

Mark has a B.B.A. in Finance with a minor in Economics from the University of Texas at Austin. An active member of the community, his current board memberships include: Houston Furniture Bank, Houston Hispanic Chamber of Commerce, Prepared for Life, Greater Houston Hispanic Chamber of Commerce, Connect Community, Rice Alliance, BBVA Compass Foundation Advisory Committee Member, and Project Graduation.

Ali Nasser, CFP®, AEP® – CEO, AltruVista
Equity and the Public Markets

Ali is the CEO and Founder of AltruVista and an instructor at Rice University’s CFP® Graduate Program. He 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 their life’s work.

At AltruVista, Ali and his team provide specialized guidance to business owners that have outgrown the traditional sales-based model of financial services. Utilizing the Wealth with Purpose® planning process, they help high-net-worth business owners align their life goals and financial strategies, while integrating their team of professional advisors. AltruVista was recently listed in HBJ’s Fast 100.

Ali’s upcoming book, The Business Owner’s Dilemma, scheduled for release in 2019, will uniquely address the critical decisions facing highly successful entrepreneurs and introduces the Wealth Integration System for Entrepreneurs™ or WISE™.

Ali also sits on the board of directors for the Houston Estate & Financial Forum, is a proud University of Houston Cougar, and has been named to Houston Business Journal’s 40 Under 40.

Scott D. Winship – Managing Director, GulfStar Group
Private Equity and M&A

Scott joined GulfStar in 2010 with more than 23 years of experience advising clients in the consumer products and information technology industries. He has successfully closed over 50 transactions with an aggregate value in excess of $18 billion across a broad range of public and private market equity and debt financings, mergers and acquisitions, and strategic advisory assignments. Previously, Scott was a managing director at 6Pacific Partners in Los Angeles where he advised clients in the food, beverage and branded consumer products industries. Prior to that, Scott led the packaged food and beverage group at BMO Capital Markets in Chicago and held senior positions in the technology industry groups at JPMorgan Chase & Co. and at Cowen & Company in San Francisco.