Saturday, July 18, 2026
This chapter meeting will be held by Zoom Webinar only
The WEBINAR PROGRAM will start at 9:00 a.m. PST
*** REGISTRATION IS REQUIRED ***
SEE WEBINAR MEETING ACCESS DETAILS FOLLOWING THE DESCRIPTION OF THE PROGRAM
PROGRAM INFORMATION
TOPIC 1
As Chief Economic Strategist, Brian provides insight and leadership to Annex’s clients and its Investment Committee, which guides client portfolio construction and investment philosophy. An accomplished writer and speaker, Brian’s perspective and expertise have been featured nationally on networks like CNBC and Bloomberg. He has also appeared on Annex’s “Money Talk” weekly radio program in the past. Brian scored an academic hat-trick by attending the big three universities in Wisconsin, earning a Bachelor’s Degree in Finance from the University of Wisconsin-Madison, a Ph.D. in Economics from the University of Wisconsin-Milwaukee, and a law degree from Marquette University Law School. Brian has earned the right to use the Chartered Financial Analyst (CFA®), the Certified Financial Planner (CFP®), the Chartered Alternative Investment Analyst (CAIA®), and the Certified Business Economist (CBE®) designations. Before working at Annex Wealth Management, Brian worked as a Senior Investment Strategist and as a Chief Portfolio Strategist. He was also an associate professor at Wisconsin Lutheran College.
Navigating the Markets
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TOPIC 2
Scott M. Potter is Managing Director of Business Development and a Senior Consultant with RBN Energy, LLC, based in Houston, TX. Mr. Potter brings almost forty years of experience in the oil & gas industry, with an emphasis on natural gas trading. Mr. Potter actively participates in RBN’s consulting engagements focused on crude oil, natural gas and NGL’s. Mr. Potter began his career in the early 1980’s, working for Northern Natural Gas’ crude oil and condensate subsidiary. From there, Mr. Potter co-founded Aquila Energy, which developed into one of the industry’s leading natural gas marketing companies. In the mid – 1990’s, Mr. Potter joined Mr. Braziel as Texaco’s Natural Gas Vice President of Natural Gas Trading. Mr. Potter also spent time working with Mr. Braziel at Altra Energy, leading a team responsible for delivering Altra software to international clients, including Pemex, Mexico’s state owned oil company. Mr. Potter holds a Bachelor’s degree in Business from the University of Minnesota
Invasion USA
The U.S. natural gas market has undergone a remarkable transformation over the past two decades, evolving from a country importing a significant portion of the natural gas consumed to becoming one of the world’s leading exporters of liquefied natural gas (LNG). Driven by the shale revolution, massive investments in production, pipelines, and export LNG terminals has positioned the U.S. natural gas industry to meet the rapidly growing global demand, particularly in Europe and Asia. Scott Potter of RBN Energy will examine how the growth in U.S. natural gas production has reshaped domestic and international energy markets, the infrastructure expansion enabling future export growth, and the key opportunities and challenges facing the U.S. natural gas industry in the years ahead. Drawing on RBN Energy’s market analysis, the presentation will also explore how rising LNG exports affect natural gas prices, producers, consumers, and investors.
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WEBINAR ACCESS INFORMATION
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