Our monthly gatherings aim to offer an informational and positional advantage for attendees, whether de-risking investments or servicing deals. Our events are free, thanks to our strategic partners. We invite you to the next topical session.
May 15th, 2026 | 2 PM - 3:30 PM CST
The Fort Worth Club, 12th Floor - Top of the Town Room
306 W 7th St, Fort Worth, TX 76102
Free to attend, thanks to our strategic partners.
Comped parking in the Fort Worth Club building.
Overflow parking at 626 Taylor St.
Legacy Banking & Long-Duration Capital:
Asset Design, Guarantees, and Control
A professional gathering and panel offering insights on capital flow relevant to regional banking and professionals in service of capital and community.
Featured Panelist
Brendan Fenno
Director of Family Office Strategy at The Monolith Group
Brendan Fenno is the Director of Family Office Strategy at The Monolith Group, based in The Fort Worth Club. He specializes in estate liquidity planning and capital markets, helping wealthy families raise capital from the institutional bond market to fund multigenerational legacy objectives without requiring cash flow, change in investment posture, or altering advisory relationships.
At Monolith, Brendan coordinates with family offices and their advisory teams - including legal, tax, investment, and governance professionals - to raise the capital necessary to fund estate tax, preservation, succession, and philanthropic planning priorities.
He monitors the ongoing performance of more than $750 million in private bond issuances and over $6 billion in funded life insurance policies. Monolith has raised more than $1.3 billion in private bond issuances over its 20-year history and does not manage investments or custody funds.
With nearly two decades of experience in financial services across banking, wealth management, advisory, firm operations, and structured finance, Brendan has a maintained a deep commitment to legacy-minded affluent families by raising public capital for private use.
Brendan and his family live on the Westside of Fort Worth. He is a founding member of the Young Professionals Board for Big Brothers Big Sisters of Tarrant County, previously served on the Board of Directors for the National Association of Insurance and Financial Advisors, and served on the board of the Crestwood Neighborhood Association.
Invocation Leader
Gilbert Little
Private Banker at First Horizon Bank
Gilbert Little is a private banker with over 30 years of experience in the financial industry, joining Southside Bank as a senior vice president in the North Texas Region in 2018. Previously, he was a private banker for BBVA Compass and a sports marketing agent for PGA Tour golfer Hal Sutton. Little was also a founding partner in the development of Boot Ranch and was involved in the creation of the Hal Sutton Foundation, which led to the establishment of Sutton Children's Hospital in Louisiana.
U.S. and Texas Pledge Leader
Dr. Sasha Ortiz
Private Banker at First Horizon Bank
Dr. Andrea Sasha Ortiz is an international award-winning clinical psychologist, author, TED speaker, and the reigning Miss World International 2024. She specializes in trauma recovery, PTSD, depression, and anxiety, serving veterans, women, and children through evidence-based clinical practice.
She holds degrees from Spelman College, Columbia University, and the University of North Texas, along with an honorary doctorate in Judaic Theology. Dr. Ortiz is also the Chief Beauty Officer of Golden Goddess Beauty Corporation, a global beauty brand she leads as a recognized industry mogul.
Her advocacy centers on economic empowerment for women through her E3 Program and reducing stigma around intimate partner violence. Previously named Internationalist Texas 2022, she has earned multiple state and international pageant titles and serves on several nonprofit boards. She has been honored as one of the New York Journal’s 30 Women Under 30 for her contributions to psychology, women’s leadership, and global community impact.
Veteran Community Leader
Alexia Tuttle
Managing Partner, Tuttle Equity
Acknowledging a rising leader with a heart for supporting veterans and connecting them to capital communities, which God Bless Retirement is honored to facilitate.
We are proud to support the following veteran foundations as official partners with God Bless Retirement events.
The Special Forces Foundation is a non-profit organization supporting U.S. Army Special Forces Green Berets and their families by providing programs and resources for their mental and physical well-being, aligned with the Preservation of The Force and Family (POTFF) program.
The organization offers immediate and ongoing assistance for psychological and relationship challenges, including crisis support, transition assistance, and support for Gold Star Families.
Registration Form Coming Soon
Upcoming gatherings. Save the dates.
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.
GBR also provides syndication support through accredited-anchored events and deal calls.
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.
Confidentiality Protection
Confidentiality enables businesses to maintain their value without operational disruption or internal discord. Our processes factor this priority in each stage.