Alumni and friends gathered on March 8, 2018, in Dallas for dinner and discussion on family, finance, and philanthropy.

After a spirited cocktail reception, guests were welcomed to dinner with inspiring remarks by host Byron Carlock MBA ’88, with lively conversation that lasted throughout the evening. Anne McClintock, executive director of Harvard University Planned Giving, began the program with a presentation on charitable planning ideas, and Alasdair Halliday AB ’82, philanthropic advisor and director of principal gifts, followed by leading a discussion on family and wealth. Host Stacey Paddock Malcolmson MBA ’97 made thought-provoking remarks to close the evening.

View photos from the event:

A special thank you to our hosts:

  • R. Byron Carlock Jr. MBA ’88
  • Richard W. Fisher AB ’71, IAF ’01, P’07, ’06, ’02, ’99 and Missy Bailey Fisher
  • Richard E. Gutman AB ’66, P’00 and Rosann S. Gutman P’00
  • Stacey Paddock Malcolmson MBA ’97 and Ken Malcolmson
  • Jon L. Mosle III AB ’83 and Jennifer Mosle
  • Rebecca Dubowy Posten AB ’95 and William D. Posten AB ’95

Interested in a particular photo included in the album above? Please email Ben Federlin in the University Planned Giving Office to request a copy.

If you would like to discuss gift strategies and/or wealth and family issues, please, contact the University Planned Giving team.

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