
As an M&A brokerage, we recognize the importance of a strong professional community in service of capital, anchored by regional lenders and private equity.
Our monthly gatherings aim to offer an informational and positional advantage for attendees, whether de-risking investments or servicing deals. We invite you to the next topical session.
Generative AI, Longevity & Venture:
Emerging Opportunities
Gain insights on venture-backed breakthroughs and deal structure impacting professionals in service of capital
April 7th, 2025 | 2 PM - 3:30 PM CST
The Fort Worth Club, 12th Floor Trinity Room, 306 W 7th St, Fort Worth, TX 76102

Registrants represent the following firms
Frost Bank
Simmons Bank
Cadence Bank
Pinnacle Bank
Trinity Bank
Texas Regional Bank
PlainsCapital Bank
Third Coast Bank
First Financial Bank
Ernst & Young
Clotine Capital
Arise Capital
Eagle Venture Lab
Edward Jones
AgTrust Farm Credit
Clear Sky Partners
First Rate Ventures
TOV Lending
Arundel Group Holdings
Black Swan Financial Group
J.H.M. Capital Group
ERA Group
The Vant Group
Vibe Energy Group
DL Capital Group
Baruk Capital Group
NaviWell Group
Arundel Group Holdings
Revendar Equity Partners
AgTrust Farm Credit
Eagle Strategies
Dallas Venture Capital
Harvest Returns
CRC Sales Accelerators
Texas Health Resources
National Industry Labs
New York Life Insurance Company
Eden Advisory
Shalehaven Partners
Indication Bioscience
Santa Fe BioLabs
Gallagher Insurance
VOLIS Technology
EnCor Industries
General Genomics AI
Helpp AI
Latros Synergy Corp.
Texas Secured Notes
Auctane
Nitro Supply Chain Solutions
Patriot Chiropractic & Sport Performance
New Vision Institute of Technology
Sotheby's International Realty
Marcus & Millichap
Keller Williams Realty
The Goulding Real Estate Team
TCU Neeley School of Business
Texas A&M University School of Law
University of North Texas
Tarleton State Innovation & Entrepreneurship University Center
Military Brand Advisor
CENTAUR Technology Advisors
Virtual Practitioners
Superior Data Science
SVN Dunn Commercial
SquareDash
Bridgepoint Consulting
Solomon Bruce Consulting
Datarium Consulting
K5 Consulting
Performance & Profitability Solutions
Fort Worth Counseling & Intervention
Seeds of Legacy Wealth Management
Champion Commercial Insurance
Exceptional HR Solutions
Nexa Mortgage
BB+T Consulting
New Era Companies
Trinh Consulting Group
Just Doing Business, LLC
C R Simmons Estate
Keita Consulting Firm
Brio Tiny Homes
Heartland Remodeling
Texas Homebuyer Guides
Harper Belmont Media
Linear Roofing
BHSL Industries, Inc.
SES ESOP Strategies
Joy of Pickleball
Financial Journey
12 Media Group
Luminance
Trucker Social
InnerSpace
Plug and Play
Tuttle Equity
Phylactics
Mejeticks
Jay Cain PLLC
XPHALAl
NtelCare
Tutor US
Proxxy
Featured Panelists

Harvey Castro, MD, MBA
Dr. Harvey Castro is a physician entrepreneur, AI strategist, and global healthcare advisor with over 20 years of leadership at the intersection of medicine, technology, and venture capital. He has founded and led multiple healthcare companies, including Trusted Medical and Deep Pocket Series, and currently serves as Chief Medical AI Officer at Helpp.ai. Dr. Castro also advises on regulatory policy as a member of Singapore's Ministry of Health Regulatory Advisory Panel, focusing on advancing AI and healthcare innovation globally.
As a 3x TEDx speaker, OpenAI Forum member, and keynote speaker at HIMSS and other global stages, Dr. Castro is widely regarded for translating complex AI and healthcare trends into actionable insights for investors, executives, and clinicians. His advisory work spans both venture-backed startups and established institutions, including Phantom Space, Aexa Tech, the Texas Medical Association, and the Global Health Impact Fund, where he has influenced capital strategy and healthcare delivery models.
A board-certified emergency physician, Dr. Castro is committed to driving healthcare transformation through generative AI, automation, and clinical innovation.
Dr. Castro holds a Doctor of Medicine (MD) from The University of Texas Medical Branch and an MBA from the Haslam College of Business at the University of Tennessee, Knoxville. He also earned a BS in Biomedical Science and a BA in Political Science from Texas A&M University, and completed pre-medical studies at Baylor College of Medicine. In addition to his degrees, Dr. Castro holds advanced certifications from the American Board of Emergency Medicine, the American Board of Artificial Intelligence in Medicine (ABAIM), and various leadership and clinical organizations.
Contact Dr. Castro at: HarveyCastro4@gmail.com

Tanmay Bera, Ph.D.
Dr. Tanmay Bera is a biomedical scientist and entrepreneur with a PhD in biomedical engineering.
Previously at the US FDA, he developed a groundbreaking AI-integrated portable diagnostic platform for food and waterborne pathogens.
During the COVID-19 pandemic, he focused on AI-driven pharmacovigilance to enhance drug safety.
Currently, as founder and COO of Phylactics LLC, he advances AI-integrated biomed solutions for people with special needs.
He also teaches AI at the University of North Texas and advises various federal agencies on emerging biomedical AI technologies.

Stephen D. Newman, MD, FACC, FAHA, FASNC
Dr. Stephen D. Newman is a distinguished cardiologist, healthcare innovator, and AI visionary with a deep-rooted foundation in machine learning and programming that dates back to the late 1970s. He currently serves as CEO of Iatros Synergy Corp, where he leads research and development in AI-driven clinical programming—creating intuitive EHR platforms and decision-support algorithms aimed at improving care delivery and clinical outcomes.
Dr. Newman is also a Senior Partner at the Heart Center of North Texas and Director of The Centre for Heart & Vascular Health, where he continues to advance the field of preventive cardiovascular medicine integrating AI into all aspects of clinical care.
He earned his Doctor of Medicine from the University of Texas Medical Branch, completing fellowships in Cardiovascular Medicine and Nuclear Cardiology, and furthered his expertise through the MIT xPRO program in AI in Healthcare: Fundamentals & Applications, where he earned exemplary status.
With a career spanning over three decades, Dr. Newman has been consistently recognized with top honors, including America’s Top Cardiologists and Castle Connolly Top Doctor (2018–present). He is a Fellow of the American College of Cardiology (ACC), the American Heart Association (AHA) Council on Clinical Cardiology, and the American Society of Nuclear Cardiology (ASNC).
His upcoming feature article in CXO Tech Magazine, “GenAI in Cardiac Care: Revolutionizing Stress Test Reporting with Real-Time Insights,” showcases his groundbreaking work in generative AI—highlighting practical use cases that are already reshaping cardiac diagnostics.
Dr. Newman is also preparing to release the first of four upcoming books, including The Esoteric Art of Medicine, which explore the hidden curriculum of modern medicine and Game Theory and Preventive Cardiology. These works will be available soon on Amazon and reflect his passion for integrating philosophy, technology, and clinical science.In addition, he is patent pending for a novel disinfectant technology, reflecting his commitment to innovation not only in healthcare but also in public health and safety. Dr. Newman’s unique fusion of clinical excellence, AI fluency, and forward-thinking leadership continues to redefine the future of modern medicine.

Victoria G. Manax, MD
Dr. Victoria Manax Rutson is an accomplished medical oncologist with over two decades of expertise in the pharmaceutical/biotech industry, focusing on global drug/device development, nanomedicines, and product launch/commercialization. She has made indelible contributions to the field, particularly in shaping clinical trial landscapes with adaptive platform designs and biomarker integration.
Renowned for her innovative clinical trial designs, Dr. Manax played a pivotal role in the development, approval, and launch of billion-dollar products, including the standard of care for pancreatic cancer, breast cancer, and lung cancer. Holding multiple executive positions in companies such as Celgene (BMS), Abraxis Bioscience, and Duo Oncology, she has also served as the inaugural Chief Medical Officer for the Pancreatic Cancer Action Network, earning recognition as a respected panelist among FDA and regulatory agencies worldwide.
Effectively overseeing numerous multimillion-dollar global clinical trial programs, Dr. Manax holds multiple clinical advisories, chair positions, and patents, exemplifying her commitment to advancing medical science and patient well-being.
Victoria has actively syndicated and participated in a range of investments, spanning venture debt, medical real estate, and Class A multifamily assets. Her strategic approach has led to the creation of a robust portfolio with an asset value surpassing $300 million.
An internationally recognized speaker, Dr. Manax has been featured in programs, including Harvard Business School, and is a proud recipient of the Belfast Ambassador award. She has received multiple distinguished honors, including Who’s Who in Healthcare, and is a government advisor for various US government organizations as well as to UK/Northern Ireland for Health and Life Sciences.
Pictures from our most recent gathering.
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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.