LUNCHEON BEGINS AT 11:30AM THROUGH 1PM @ RIVER CREST COUNTRY CLUB

Brad Wallace, Kim Carter, and Taylor Hale bring a powerful blend of investment leadership and operational expertise to the Leader Xchange luncheon. Wallace and Carter are Partners at LKCM Headwater Investments, where they lead investment strategy, financial oversight, and value creation across a diverse portfolio of middle-market companies. Wallace draws on deep experience in private equity, restructuring, and executive leadership, while Carter oversees alternative investment strategies and works closely with management teams to drive sustainable growth. Hale, President of Muckleroy & Falls, provides a practitioner’s perspective, leading with a people-first philosophy and guiding complex projects with a focus on long-term vision, integrity, and operational excellence.

Grounded in the principles of servant leadership, their collective experience reflects a commitment to serving teams, partners, and organizations first in order to achieve lasting impact. From empowering management teams and investing in people to leading with humility, accountability, and purpose, these speakers bring a practical and authentic view of leadership in action. Attendees can expect a thoughtful, real-world conversation on how servant leadership shapes culture, drives performance, and creates enduring value.