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. The Chicotsky family invites you to the next topical session.
April 20th (Monday), 2026 | 2 PM - 3:30 PM CST
The Fort Worth Club, 12th Floor - Horizon-Terrace 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 comped parking at Cowtown Place Garage - 733 Throckmorton Street
Enter code: FWCEVENT
Liquidity Events & Exit Strategy Intelligence (Revisited): Capital Timing & Tax Strategy
Revisiting a requested topic after last year's related panel. Enjoy a professional gathering and panel offering insights on capital flow relevant to professionals in service of capital and community.
Enjoy a panel and private capital community alongside civic stewards.
Featured Panelists
Honorary Moderator
Leah M. King, CFRE
President, JPS Foundation
Leah M. King serves as President of the JPS Foundation, a nonprofit supporting JPS Health Network, which provides high-quality healthcare to all Tarrant County residents, regardless of ability to pay. Leah leads the Foundation’s strategic vision, financial growth, and community partnerships.
Before joining JPS Foundation in October 2024, Leah served as President and CEO of United Way of Tarrant County, where she also held roles as Executive Vice President and COO. She led initiatives in giving campaigns, donor relations, and community investment, with a focus on health, financial literacy, and education.
Leah is a founding member of Women United and has chaired its Women’s Fund Development Committee.
Leah serves as President of the Board at Tarrant Regional Water District and holds leadership roles with several local organizations. She has received numerous honors, including the Opal Lee Trailblazer Award and a Lifetime Achievement Award. Leah lives in Fort Worth with her husband, Barry.
Jon P. Karp, CPA, PFS
Tax Partner | Whitley Penn
Jon P. Karp has more than 25 years of tax, advisory, and financial services and public accounting experience focused on C-corporations, S-corporations, partnerships, and high net-worth individuals. Jon primarily works with clients in the energy, healthcare, manufacturing, distribution & retail, nonprofit, professional services, real estate and construction industries.
Jon serves on the Executive Committee and as Chairman for the Texas Business Hall of Fame. He is a Committee Member for the Greene Family Camp. He is a member of the Texas Society of Certified Public Accountants (TXCPA), the Dallas Chapter of TXCPA, and the American Institute of Certified Public Accountants (AICPA).
Jon is also a Continuing Professional Education Instructor at Surgent, past Board of Trustees Member of Temple Emanu-El in Dallas, and is on the Planning and Allocations Committee for the Jewish Federation of Greater Dallas. Jon received a BA in Anthropology and Religious Studies from Southern Methodist University and completed post graduate studies in Accounting at The University of Texas at Arlington and The University of Texas at Dallas.
Derek J. Moffatt, CFP®, CExP™
Principal and Financial Advisor
Derek Moffatt is a principal at Moffatt Financial Strategies. He works directly with clients, listening to their stories and intimately knowing their personal and business needs. Derek creates comprehensive financial plans from a holistic standpoint to facilitate financial growth and build legacies. A natural problem solver, Derek enjoys providing solutions for his clients. Derek has the knowledge and experience to help his clients achieve financial success.
Not only is Derek a CERTIFIED FINANCIAL PLANNER™, CFP®, and CERTIFIED EXIT PLANNER™, CExP™, but he also attended Angelo State University and previously worked at The San Angelo Standard-Times. There he led strategic initiatives for a multi-million-dollar department. When he realized that he could help himself and his colleagues make sound financial decisions regarding their 401(k), the wheels started turning.
Passionate about helping people and learning, he began his career in the financial services industry. Derek was fascinated with investing from the start but moved toward a planning-centered focus over time. He loves to solve complex financial problems and collaborate with his clients to bring their dreams to fruition.
Derek presently lives in Burleson, TX, near Fort Worth, where he and his family enjoy the feel of a small town while being close to the metropolitan area. He has been married to his college sweetheart for nearly three decades. As an adoptive family, they believe in supporting adoption-focused groups. Additionally, they are active in local non-profit groups, the Rotary Club, and their church. A nature lover, Derek enjoys fly-fishing and being in the water. His life mission is to learn, share, and grow as a human.
Adam C. McBride, CFP®, CKA®
Life Insurance Specialist and Wealth Planner
Adam C. McBride has accrued expertise in life insurance from over 15 years of dedicated service. He holds the Certified Financial Planner™ and Certified Kingdom Advisor™ designations.
Adam specializes in Financial Planning and Insurance solutions. His focus allows an emphasis on retirement planning, legacy planning, and protection strategies.
Adam began work in wealth management in 2017 at Edward Jones before joining Summit Group Wealth Management in September of 2021.
When Adam is not working with clients, he enjoys spending time with his wife, Megan, and three kids: daughter Lyla (5), son Ajay (3) and baby Leah (6 months).
He and his wife Megan live on the West side of Fort Worth and have been members of High Ridge Church since 2018 where they serve in leadership roles.
Adam played four years of football at William Jewell College in Liberty, Missouri. After earning his bachelors, Adam coached football and basketball in his hometown of Pilot Point in North Texas while working in energy in West Texas.
Featured Deals
King Operating Corporation
Texas Oil & Gas - Private Equity
Access direct participation in U.S. oil and gas assets structured to deliver current income, potential tax advantages, and growth opportunity. Founded in 1996, King Operating Corporation brings over 200 years of combined industry experience, offering investors exposure to developmental proven basins through a disciplined, data-driven development model.
What sets this opportunity apart is its alignment. Investors may benefit from monthly distributions, currently trending in the double-digit annualized range based on existing production. Each project is developed with a clear plan and structured approach from the outset.
Our ADD model that mirrors real estate, prioritizes the return of investor capital first, with a targeted 3–5 year horizon, aligning interests while focusing on consistent income through production with the ultimate goal being an Exit partners participate in.
Key Investment Highlights – KOPIII
Current Income:
Monthly distributions, currently trending double-digit annualized
Potential Tax Advantages:
Opportunities for significant first-year deductions, potentially in the 80–85% range
Investor-First Structure:
Return of capital prioritized, with a targeted 3–5 year horizon
Producing Assets:
Current wells in production with active oil and gas sales, alongside ongoing drilling of new wells continuing to increase asset value
ADD Model (Acquire, Develop, Divest):
Disciplined strategy focused on building and enhancing asset value
Experienced Operator:
200+ years of combined technical and operational expertise
Trojan Steel
Sponsor Introduction | Structural Steel Procurement
Trojan Steel is a full-service joist and deck manufacturer based in Stephenville, TX, serving commercial construction projects across the United States.
Joists and deck are the structural backbone of steel-frame buildings — the load-bearing framework that supports roofs and floors from the ground up. Trojan partners with owners, developers, general contractors, and steel subcontractors to deliver these systems with the kind of end-to-end ownership that keeps complex projects moving: estimating, design, engineering, manufacturing, and delivery all under one roof.
Core capabilities:
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Deck manufacturing
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Open web joist procurement
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Estimating
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Project management
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Detailing & design
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Engineering
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Logistics
H2 Ranch
Join Dr. Chicotsky in investing in transformative green hydrogen, produced in Texas, targeting up to 15.8x cumulative dividends over 10 years with no investor dilution and pump‑price parity to petroleum fuels.
See how H2 Ranch’s patented, grid‑free wind‑to‑hydrogen platform aims for multi‑billion‑dollar revenue in a rapidly growing $6.49B green H2 market. This patented hydrogen platform deal is de‑risked by 30,000+ hours of field data, 10+ years of R&D, and a former Los Alamos scientist as CEO.
Review the Series B deck to see why H2R projects a competitive cost at about 60% less than current green hydrogen producers and targets break‑even ~4–5 years from production. H2R reports modeled production costs around 3.00/kg versus roughly 7.50/kg competitors, beating DOE NREL’s 2050 industry cost goal decades early.
Explore how this cost advantage, decentralized design, and identified demand of 20M kg/year position H2R for scaled, asset‑backed cash flow. The deck offers the $20.8M Series B terms, projected 15.8x dividends at year ten, and learn how H2R plans to grow from a 40‑acre R&D site toward multi‑gigawatt production.
Qubit
Hardware-Enforced Cybersecurity Platform for Critical Infrastructure
This opportunity centers on a defense-proven, hardware-enforced cybersecurity platform designed to protect legacy industrial control systems (ICS) and SCADA networks across energy, utilities, pipelines, transportation, water systems, and defense installations. Backed by a 38-year U.S. defense manufacturing foundation generating approximately $140M in annual revenue, the platform prevents unauthorized device-level interaction—eliminating attack exposure rather than relying on detection alone.
With active engagement toward potential U.S. Army Program of Record pathways and a scalable model combining hardware deployment with recurring monitoring revenue, the company is seeking $250 million in growth capital to accelerate national deployment and continued R&D supporting the security of America’s critical infrastructure.
DAVID: A Legacy Investment
Four Films. One Story. A Legacy That Transcends Time.
From Iron Sharpens Iron Entertainment Group comes DAVID — a four-film cinematic saga engineered to stand alongside the greatest storytelling franchises of our era. Imagine the global box office scale of Gladiator fused with the emotional intimacy of The Chosen and the cultural gravity of Game of Thrones, all anchored in the timeless, universally recognized story of King David.
Why DAVID. Why Now.
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A 400M+ Global Audience — Faith-based content demand is at an all-time high and still climbing.
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Proven Franchise Economics — Gladiator ($500M+), Game of Thrones ($3B+), LOTR ($2B+ theatrical / $5B+ total). Saga-driven IP consistently delivers billion-dollar returns.
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Distribution Already in Motion — Strategic relationship in place with Indigo.
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World-Class Team Assembled — International core producing team already on board.
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Built to Scale — Theatrical, streaming, series extensions, licensing, and legacy rights across the full franchise lifecycle.
Invocation Leader
Lance Cashion
CEO, Forge Room Foundation
Lance Cashion | Founder & CEO, Forge Room Foundation | Elder & Lay-Pastor, King's Cross Fellowship
Fort Worth, Texas native with 25+ years of integrated leadership across ministry, business, and community service.
Lance is the Founder & CEO of the Forge Room Foundation and an elder and lay-pastor at King's Cross Fellowship in Fort Worth. From 2014–2023, he served as a Local Outreach Pastor, overseeing domestic outreach, grant funding, and strategic partnerships at a Fort Worth church.
Before ministry, Lance built a diverse business career — owning a wealth management firm and insurance agency, serving as CTO and VP of Marketing at one of the nation's largest privately owned insurance agencies, and building a successful career in the electronic music industry as an artist, label owner, and promoter.
A commissioned Colson Fellow, Lance received the Charles W. Colson Medal in 2022 for pioneering Colson Fellows programs in the local church. He serves on several nonprofit boards, the Tarrant County 5 Stones Taskforce, and Texas Governor Abbott's GRACE initiative. His anti-trafficking work has taken him to Northern Iraq and opened direct communications with the White House.
Lance holds a B.A. in Anthropology from Rollins College. He hosts the Revolution of Man Podcast and Blog, and speaks on worldview, culture, and leadership.
He and his wife, Kathryn, have two children and a rescue dog — and enjoy time at their ranch.
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.
Dr. Chicotsky on the mission of GBR gatherings.
Fort Worth and North Texas stand at an inflection point. Lasting prosperity requires intention and strong capital markets. On a civic level, the city's next chapter should supplement conventional bond debt with disciplined capital inflows that strengthen government’s operating foundation. Economic vitality and civic stewardship are interdependent.
Our mission is to strengthen deal flow in Fort Worth and North Texas.
Connect with Dr. Chicotsky
GBR's North Texas Associate Broker, Blake Oliver
Blake leads GBR's M&A brokering and helps facilitate capital fundraising for clients, both for private equity and individual companies with traction and defensibility. GBR attendees are encouraged to contact Blake to explore service offering alignment.
blake@godblessretirement.com | 405-626-2396 (m)
GBR's private equity liaison and veteran community leader, Alexia Tuttle.
Acknowledging a rising leader with a heart for supporting veterans and connecting them to capital communities, which God Bless Retirement is honored to facilitate.
Alexia Tuttle
Managing Partner, Tuttle Equity
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.
Review and register for an upcoming event.
About the host, God Bless Retirement
A family-led capital and transaction advisory firm
Services from God Bless Retirement
Syndication & Deal Flow Support
We raise capital. Connecting private equity funds to accredited families with active capital deployment schedules and a range of investment theses.
Events for Private Capital
Join a deal room where private equity funds offer term sheets for accredited families alongside professional service providers.
M&A Brokering
Offering both buy-side and sell-side services, which include certified valuations and effective targeting of private and public marketplaces.
