Commercial Finance Association, Houston Chapter

Commercial Finance Association -


Houston Chapter Newsletter                           


 Fall / Winter 2011

2011 Chapter Sponsors

Amerisource Funding


Capital One


Green Bank


Iberia Bank




Prather Kalman


Statesman Business Advisors




Benefits of Membership





Helpful links





Submit an article

If you have an article you'd like included in a future CFA Houston Chapter newsletter, please email it to the editor.





Contact the Chapter


(713) 863-8300 x 243
Marilyn Davis



[email protected]




CFA Houston Photo Gallery

Photo gallery

We invite you to visit the new Houston Chapter photo gallery to see photos from our past events.


Other Upcoming CFA Events Across the Country


Advanced Account Management Workshop
November 15 - 16, 2011 - New York Marriott Marquis, New York, NY

CFA's 67th Annual Convention
November 16 - 18, 2011 - New York Marriott Marquis, New York, NY

Collateral Control Workshop
December 6 - 7, 2011 - Los Angeles, CA

Workouts & Bankruptcy Workshop
December 6 - 8, 2011 - Los Angeles, CA

Field Examiner School
December 6 - 9, 2011 - Los Angeles, CA

Virtual Programs

CFA Webinar: Valuing Distressed Businesses: What Lenders Need to Know
October 18, 2011 - 1:00 -2:00 p.m. Central

CFA Webinar: How to Control Litigation Costs when Defending a Preference Action by the Trustee
November 3, 2011 - 1:00-2:00 p.m. Central

CFA Webinar: Considerations when Formulating Canadian Borrowing Bases
November 8, 2011 - 1:00 - 2:00 p.m. Central

Leveraging the Canadian Market Place - What a U.S. Finance Company Needs to Know about Doing Canadian Deals
November 29, 2011; 1 - 2 p.m. CST

Click here for an updated CFA national calendar.

CFA's Most Recent Event
"State of the Private Equity Markets in Houston"

The chapter's most recent luncheon event "State of the Private Equity Markets in Houston" was held September 21, 2011 at Vic & Anthony's Steakhouse.  The sold out event was received very well, and featured a panel of notable names in the industry, including: Kent Wallace (The Sterling Group), Neil Kallmeyer (The CapStreet Group), Randy Hale (Rock Hill Capital Group), Bruce Ross (OFS Energy Fund) and moderator Mike Chadwick (Shoreline Capital Advisors). 

View the event presentation slides here

Photo 1 CFA

Panelists Bruce Ross (OFS Energy Fund), Kent Wallace (The Sterling Group), Neil Kallmeyer
(The CapStreet Group) and Randy Hale (Rock Hill Capital Group)


Photo 2 CFA

Daniel Ramsier (KPMG) and Jack Gracheck (Cole Taylor Business Capital)

CFA Photo 3

 Danielle Supkis (Prather Kalman) and Herb Kalman (Prather Kalman)

See more photos from the Private Equity luncheon here.


Our thanks to all of the participants and attendees; we hope you enjoyed the event.  We'd also like to recognize Fred Hawley(Vista Bank Texas) as the winner of a $100 AMEX gift card.  In our efforts to make events as successful as possible, all event attendees are invited to participate in a past-event survey and one winner is chosen of those respondents. Congratulations, Fred!


Don't Miss our Next Luncheon Event: "2012 Economic Forecast" featuring
Dr. Barton Smith, February 1, 2012

Please mark your calendar for the first event of 2012, the annual economic outlook featuring Dr. Barton Smith.  The event will be held at La Colombe d'Or Restaurant on February 1.

View event invitation

See Dr. Smith's 2011 economic forecast presentation from last year here.


Now Accepting 2012 Cornerstone Sponsorships

Click below for our pitch book detailing the value proposition of Cornerstone Sponsorship!


Pitchbook - Sponsorship

2012 Preliminary Calendar of Events
Event Speakers Location Date1
2012 Economic Outlook Dr. Barton Smith La Colombe d'Or 02/01

New Member Welcome Event – Box at Astros' Opening Day2 Minute Maid Park 04/06 (Opening Day)

Luncheon panel – topic TBA TBA Brennan's of Houston Early June

Joint cocktail reception with Turnaround Management Association (TMA) TBA TBA TBA

Luncheon panel – topic TBA TBA Vic & Anthony's Early September

Sponsor Appreciation Event TBA TBA October

1 Dates subject to change.
2 For new members, sponsors and chapter leaders only.

Download the CFA Houston
Member Directory

All CFA Houston members have access to our member directory, which can be downloaded below. 

Download Directory

The deadline for inclusion in the 2012 directory is February 15. The directory will be published in March 2012.


If you don't plan to attend the February 1 luncheon, click below to pay your 2012 dues – only $75!

2012 Dues


CFA's Recent Exclusive Interview with former Secretary of Defense, Dr. Robert M. Gates

Recently, Michelle Ocejo with CFA was granted an exclusive interview with Robert Gates, former Secretary of Defense under Presidents Bush and Obama.


It’s clear from Dr. Gates’ interviews and actions that he cares deeply about U.S. troops. When asked what accomplishments during his years as Secretary of Defense is he most proud of, he said, “Well, I think that clearly to my mind what matters the most to me are the things that I was able to do to help the troops, to help them be successful, to help them be safe, and bring them home alive and healthy, and if not, give them the best care and the fastest care available anywhere in the world.”


Continue reading...


Other Recent CFA Houston Events


The Changing Dynamics of the Banking and Financial Industry

June 8, 2011

Michael Hilliard,  Chair - Finance & Banking Practice Group, Winstead PC
Geoff Greenwade,  President & CEO, Green Bank
Robert Mrlik, President & COO, Central Bank
Rob Stuart, President, Capital One Bank - Louisiana
John Heasley, EVP & General Counsel, Texas Bankers Association (moderator)

John Heasley (Texas Bankers Associationl), Michael Hilliard (Winstead PC), Geoff Greenwade (Green Bank), Robert Mrlik (Central Bank)  and Rob Stuart (Capital One Bank)


View more event photos here.



2011 Economic Outlook – Houston & Beyond
February 2, 2011


Dr. Barton Smith, Professor Emeritus, University of Houston

Will Jaco (Statesman Business Advisors), Walter Tomlinson (Statesman Business Advisors),  Gary Canon (Statesman Business Advisors), Drew Sudduth (Statesman Business Advisors), Sid Shaver (Statesman Business Advisors), Oscar Martinez (Wells Fargo Bank), Bobby Bryan (Statesman Business Advisors), George Kurisky   (Johnson DeLuca Kennedy & Kurisky, P.C.), Robert Beasley (Weycer, Kaplan, Pulaski & Zuber, P.C.) and Jamie Sylvester (Briggs & Veselka)

View more event photos here.



The State of the Private Equity Market in Houston

September 1, 2010



Kent Wallace,  Partner, The Sterling Group

Michael Young, Managing Partner, The CapStreet Group
Todd Reppert,
President & CFO, Main Street Capital Corporation
Alan Blackburn, Managing Director, GulfStar Group (moderator)

Panelists Michael Young (The CapStreet Group), Kent Wallace (The Sterling Group), Alan Blackburn (GulfStar Group) and Todd Reppert (Main Street Capital) with Michael Monk (Amerisource Funding, Advisory Board)



Houston...Energy Capital of the Future?

June 2, 2010



James Glassman, Managing Director & Senior Economist, JPMorgan Chase & Co.

James McBride, Executive Vice President, Capital One Energy Banking

Brad Hutchinson, Managing Director, Upstream Coverage at Barclays Capital

William Coskey, Chairman of the Board, ENGlobal Corporation

J.B. Dollison, Principal, Crutchfield Capital Corporation (moderator)



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