
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.
June 12th, 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.
Policy & Governance Update:
Impact on Banking & Capital Flow
A gathering and panel offering insights relevant to professionals in service of capital and community.

Registrants represent the following firms
Frost Bank
Trinity Bank
Regions Bank
Simmons Bank
CrossFirst Bank
PlainsCapital Bank
Goldman Sachs
Marcus & Millichap
Calvetti Ferguson
Higginbotham
Transwestern
Autobahn
Spectra Advisory
Eden Advisory
Black Raven Advisors
Baruk Capital Group
Albertsons Companies
Superior Data Science
Underwood Perkins PC
Black Swan Financial Group
AgTrust Farm Credit
Pro-Forma
Harvest Returns
Simpli.fi
Sotheby's International Realty
Texas A&M University
TCU Neeley School of Business
New York Life Insurance
Champion Commercial Insurance Agency
Life Investors Management Company, LP
Delta Oil & Gas
Alpine Anchor
Velocity SBA
Whiteglove AI
Regal Professional Services
Crestline Group
Military Brand Advisor
True North Home Loans
SES ESOP Strategies
Chase Analytics Corporation
SVN Trinity
Duane Morris LLP
K5 Consulting
Lisa Cobb, ExecHQ
Luka Industries LLC
Hola/Hello LLC
Tuttle Equity
Checki Financial
Clear Sky Partners
Featured Panelist

Clay Reed
CEO
Crestline Group
Before founding Crestline, Reed served as Chief Operating Officer for the State of Texas, Deputy Chief of Staff, and Senior Advisor to Governor Greg Abbott, where he oversaw implementation of statewide executive initiatives and legislative priorities across a broad range of sectors, including healthcare, energy, infrastructure, technology, and transportation. He also led recruitment and support for executive agency leadership and managed the state’s Office of State-Federal Relations, acting as Texas’ primary liaison to the federal government and Congress.
Reed’s public service began as Senior Counsel to the Attorney General of Texas and Assistant Solicitor General under then-Attorney General Greg Abbott. He later served as a Trial Attorney at the U.S. Department of Justice, further deepening his legal and regulatory expertise. Reed also served as an Adjunct Professor at the University of Texas School of Law, reflecting his commitment to public service and legal education.
Crestline Group is a strategic advisory and lobbying firm serving clients ranging from Fortune 50 companies to early-stage startups. With over a decade of experience at the highest levels of government, Reed has earned a reputation as a tireless advocate, trusted for his honest communication, strategic insight, and mastery of complex regulatory and policy environments.
His accomplishments have been recognized across the political spectrum. He has been named a “Top 10 Lobbyist in Texas Politics” by Transparency USA, a “Rising Star” by Capitol Inside, and one of the Top Lobbyists in Texas by Texas Scorecard. Reed earned his Juris Doctor from Duke University School of Law and holds a Bachelor of Arts from Wake Forest University. With a deep understanding of how government works—and how it can work better—Reed leads Crestline Group in helping clients navigate legislative, regulatory, and executive challenges with clarity and purpose.
A panel and professional gathering of professionals in service of capital and community.
Pics from the most recent gathering.
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Review and register for an upcoming event.

Energy Monetization & Bitcoin Mining: Digital Yield from Fossil Fields

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.