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Breakfast Forum: The Current State of the Capital Markets 2019
October 03, 2019
As part of its ongoing Breakfast Forum series, BoyarMiller hosted three financial experts for a moderated discussion on The Current State of the Capital Markets 2019. The panelists were: Kamden D. Kanaly, CFP®, Chairman, KDK Private Wealth Management; John Sarvadi, Executive Managing Director, Corporate Banking, Texas Capital Bank; and Scott D. Winship, Managing Director, GulfStar Group Investment Bankers.
Kamden D. Kanaly, CFP® – Chairman, KDK Private Wealth Management
Kamden D. Kanaly is the Chairman of KDK Private Wealth Management, a registered investment adviser located in Houston, Texas that provides independent and highly tailored wealth planning and investment advice. Kamden has dedicated his professional career to providing wealthy families with objective investment and financial advice. KDK PWM represents a commitment to carrying on the values that his family passed on to him: client-centric thinking, innovative advances, and a deep respect for personal service and transparency.
In 1975, his grandfather founded Kanaly Trust Company. Shortly thereafter his father and uncles joined the company. The family business grew over its 40-year run into a multi-billion dollar AUM wealth management firm. Following in their footsteps, Kamden spent five years with Kanaly Trust in his role as Vice President – Relationship Manager and served as a member of Kanaly’s Investment Committee.
Prior to joining Kanaly in 2012, he held analyst and client advisor roles at Amegy Bank and Morgan Stanley. After the merger between Kanaly Holdings (Trust) and Mercer Advisors in 2016, and then Kanaly Trust’s subsequent sale to National Advisors Trust Company in 2017, he spent one year with Mercer Advisors in a similar role.
John Sarvadi – Executive Managing Director, Corporate Banking, Texas Capital Bank
John Sarvadi serves as Executive Managing Director for Texas Capital Bank, overseeing: Corporate Banking, Builder Finance, Corporate Product Solutions, and Commercial and Regional Banking. He joined Texas Capital Bank in 2013 as President of the Houston region, and was promoted in 2016 to Executive Managing Director.
Before joining Texas Capital Bank, John worked with JPMorgan Chase & Co. and its predecessor firms for 24 years. He led teams in the firm’s Commercial Banking and Corporate & Investment Bank lines of business. His responsibilities included: managing director of Corporate Client Banking, SVP/division manager Houston Middle Market Banking Group, group head of Chase Franchise and Beverage Finance and managing director of J.P. Morgan’s Franchise Systems Finance.
John’s background includes extensive experience with: corporate/leveraged finance, capital markets and client/sales management responsibilities, as well as working with companies ranging from privately held entrepreneurially run businesses, to large and mid-size public companies.
Scott D. Winship – Managing Director, GulfStar Group Investment Bankers
Scott Winship is the Managing Director of GulfStar Investment Bankers and has more than 23 years’ experience advising clients in the consumer products and information technology industries. He has successfully closed more than 75 transactions across a broad range of public and private market equity and debt financings, mergers and acquisitions and strategic advisory assignments with an aggregate value in excess of $20 billion.
Prior to joining GulfStar in 2010, , Scott was the 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..