Join regional lenders, private equity, and professionals in service of capital at our next monthly gathering. Each event is anchored by a select family office and often highlights local funds and syndications—offering a positional advantage for attendees.
We also aim to offer an informational advantage with our panels, whether de-risking investments or servicing deals. Our events are free, thanks to our strategic partners.
September 17th, 2025 | 2 PM - 3:30 PM CST
The Fort Worth Club, 12th Floor Trinity Room, 306 W 7th St, Fort Worth, TX 76102
Comped parking in the building.
Strategic Capital & Monetizing Reach: Actionable Insights from Influencers
A professional gathering and panel offering insights on burgeoning media markets, value-capture methods, and deal flow relevant to regional banking, private equity, and professionals in service of capital.
Acknowledging a private equity sponsor who has comped registration fees, parking, and coffee for registrants.
Trellis Energy Partners provides accredited investors a diversified growth platform in Oil & Gas through direct investment in near-term development projects alongside premier public and private operators across the Lower 48. With over $4 billion in Net CAPEX evaluated as a team and transactions exceeding $500 million, Trellis brings a breadth of experience as a pure play non-operated energy company.
Based in Fort Worth, Trellis provides an innovative investment platform across minerals, leasing, development, and producing assets. As we explore how influence and venture intersect in shaping markets, we’re grateful to spotlight Trellis Energy Partners for sponsoring this gathering.
Acknowledging a policy advocacy sponsor with localized programming meant to strengthen North Texas deal flow.
Featured Panelist
Jason Hess
Chief Executive Officer, Level-FieldAI
Former Executive Director at JPMorgan Chase & Co.
Jason Hess offers marketing insights for capital communities. He is also an enterprise AI architect and cybersecurity expert who helps high-stakes professional services firms gain a competitive edge. As the Founder of LevelFieldAI, he builds custom, secure AI solutions that automate expensive, repetitive workflows, allowing top experts in fields like law, finance, and M&A to focus on billable, strategic work.
Jason’s methodology is built on a 25-year career spent leading digital transformation in mission-critical environments. He combines deep expertise in enterprise AI, honed as an Executive Director at JPMorgan Chase & Co. where he trained thousands of professionals and delivered hundreds of automated solutions, with a security-first mindset developed as the Director of Cloud Security for the National Geospatial-Intelligence Agency (NGA) and as a network defense mission commander in the U.S. Air Force.
He is the Co-Author of the AI Adoption Management Framework, which provides organizations a disciplined, ROI-focused approach to AI adoption. Jason is married with two children and is passionate about building human-centered AI that creates leverage, not just automation.
Shaun Overton
President, Accruvia | Founder, Dustups
"Turning 320 acres of Texas desert wasteland into a desert forest!"
213,000+ subscribers
21 million+ views
101,300+ followers
1.4 million likes
Shaun Overton is a high-growth entrepreneur and digital influencer, leading content channels that have amassed over 2 million views on YouTube and 60,000+ followers on TikTok within the first three months of launch. As the founder of Dustups, an agro-rewilding project in West Texas, Shaun combines mission-driven leadership with scalable audience engagement, leveraging digital media to drive awareness and impact.
Beyond his success as an influencer, Shaun is the President of Accruvia, a premier API integration and middleware company specializing in cryptocurrency, capital markets, payments, and natural resources. He led the emergency triage efforts for Chivo, the quasi-governmental Bitcoin platform launched by El Salvador, helping the app scale from zero to 3.5 million users in just six weeks—one of the fastest digital adoption rates in internet history.
Earlier in his career, Shaun owned One Step Removed, a programming and strategy consultancy for global forex traders, and served as Senior FX Sales at FXCM, where he raised $40 million in assets under management within six months. His career blends deep technical expertise with operational excellence, and he holds a B.A. in History from The University of Texas at Austin.
Shaun’s rare ability to scale both digital audiences and operational ventures positions him as a high-value partner for private equity firms seeking to back founders with a proven record of rapid growth, market influence, and execution across industries.
Morgan Zip
Western Fashion Content Creator
124,000+ followers
1.4 million likes
https://www.tiktok.com/@__morgannicole
165,000+ followers
3.6 million likes
Morgan Nicole is a Western fashion and outdoor lifestyle influencer with a deep-rooted passion for wildlife, legacy, and the stories behind the brands she wears. Whether she’s at the ranch, on the water, or representing brands at rodeos and premier equine events, Morgan brings a polished, high-end lens to the grit and grace of Western living. Her background in hunting, fishing, and cowtown roots, grounds her voice in authenticity, while her eye for style makes her a standout in the Western fashion space. With every partnership, she elevates brand narratives—honoring heritage, craftsmanship, and the spirit of the West.
Registrants represent the following firms
Encore Bank
Pinnacle Bank
Cadence Bank
First Horizon Bank
Trinity Bank
Busey Bank
PNC Bank
Goldman Sachs
Morgan Stanley
Truist
Ernst & Young
Higginbotham
Calvetti Ferguson
Edward Jones
Duane Morries LLP
Fidelity Investments
New York Life
Whitley Penn
SVP Capital Markets
MAG Capital Partners
J.H.M. Capital Group
Giilden Group
The Fulcrum Group
The Projects Group
Vibe Energy Group
Big Sky Capital Group
Lasater Capital
Cowtown Angels
The Bartolomei Firm
Akerman
Transwestern
Richemont
FW Hispanic Chamber of Commerce
Alternative Wealth Partners
Sentinel Peak Capital Partners
Revendar Equity Partners
Albertsons Companies
SES ESOP Strategies
Pro-Forma
Simpli.fi
Baker Tilly
Blue Trust
XBP Global
Infinity Investment Strategies
AgTrust Farm Credit
Summit Group Wealth Management
Summit Property Management
CAF Management
Chalk Hill Ventures
Sabre Corporation
G.M. Financial
DBG Advisors
Summit Group Wealth Management
Aspen Wealth Management
Turner & Townsend
Intuitive Surgical
Accredited Offer
Pepsi Co
TD
Texas Integrative Healthcare
Labcorp
Integra LifeSciences
Haskell & Fern, LLC
Wilson Company
National Claims Negotiators
SVN International Corp
Bloomfield Knoble Advertising
Union Gospel Mission of Tarrant County
Glory of Zion International Ministries
Workday
AIC Holdings
Reece USA
DynaGrid
Office of U.S. Senator Ted Cruz
City of Fort Worth
Downtown Fort Worth, Inc.
Dallas Commodity Company
TechFW
Microsoft
Samsung Electronics America
Arts Fort Worth
TCU Neeley School of Business
Sotheby's International Realty
Christie's International Real Estate
Red Real Estate Services
Keller Williams Realty
Holt Lunsford Commercial
Pathway Realty
McNeff Commercial Real Estate
Tina Loren Agency
Trinsic Residential Group
Coldwell Banker Real Estate
Marsh McLennan Agency
Capital Title of Texas
Lendid Home Loans
Apartment Staffing Solutions
Dallas Trinity FC
Stillwater Lounge
Sidekick Partners
Guardian Mineral Management
Lawless Sales Group
The Avant Group
Clairemont Development Group
Champion Commercial Insurance Agency
Linear Roofing And General Contracting
Ranger Discovery
Level-FieldAI
WhitegloveAI
Pinn AI
K5 Consulting
Westmoreland Builders
L3Harris Technologies
Big Star Blockchain
Military Brand Advisor
Visioneering Studios
JRJ Construction, Inc.
Startgate Solutions USA
TBI Pro Brew Supply
Tower Strategies
Westmoreland Builders
Wind & Water Homes
4africa
Marcus & Millichap
American Heart Association
Solomon Bruce Consulting
El Toro IP Targeting
NAI Robert Lynn
Tuttle Equity
Advanced Mobile Filtration Services
Hearsay
YMCA
JC Penney
Eastdil Secured
BitPetro
Cornerstone Assistance Network
Visibility and d2 Digital Designs
Tate Law Group
Smith Law
MW Law
Martin Lawyers
Adeptus Partners
Jetta Operating Company
Jonathan D. Berry, PLLC
Kristin Getz, CPA PC
Jay Cain, PLLC
Robert L. Banowsky, PLLC
Munsch Hardt Kopf & Harr, P.C.
Pics from the most recent gathering.
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Review and register for an upcoming event.
About the host, God Bless Retirement
An M&A firm offering mid-market competency for the lower market.
We manage the process of
buying or selling a business.
Certified Valuations
Our thorough valuations include research and assessment from personnel who are certified by the National Association of Certified Value Analysts.
Getting Deals Done
Working with a broker communicates to the market seriousness about buying or selling a business. Our team's resources, relationships, and capabilities further propel this commitment.
Sourcing Buyers & Sellers
After years of marketplace matchmaking, we leverage private-listed channels with qualified buyers and sellers. We engage relationships and optimize outreach on behalf of our clients.
Transferrable Valuations
Our NACVA-certified valuations and appraisals are accepted by buyers, sellers, banks, courts, and the IRS. We do not use ballpark estimates to protect clients from significant opportunity costs.
Confidentiality Protection
Confidentiality enables businesses to maintain their value without operational disruption or internal discord. Our processes factor this priority in each stage.