The Capital of Texas Group at Morgan Stanley

06/09/2026

If a transaction opportunity appeared next quarter, would your operations be ready to handle it cleanly?
That question feels abstract until you see this: 59% of private company decision-makers report increased pressure to pursue a liquidity event.

In uncertain markets, readiness is not a buzzword. It is the difference between scrambling and executing.

The article defines transaction readiness in practical terms and points to the common friction points that surface during equity events, especially when timelines compress.

If you want the checklist-level view of what "ready" really means, click the full article:

morganstanley.com

06/01/2026

Artificial intelligence and evolving market conditions continue to shape the opportunity set. Alternative investments may help diversify traditional portfolios and generate income, with potential to protect against inflation. Explore the themes: https://livesocial.seismic.com/a1ZOpr

05/29/2026

May 29 is National 529 Day, a timely reminder to think about education financial planning across generations. A 529 Plan can be a flexible, tax-efficient way to invest for future education needs while supporting broader wealth and legacy goals. Reach out to discuss. https://livesocial.seismic.com/atwlfh

05/20/2026

As mental health challenges rise among boys and young men, and as traditional expectations collide with new stressors, how can families and communities better support them to thrive? Join the Morgan Stanley Alliance for Children's Mental Health on May 27 for a timely webinar based on a new report from The Jed Foundation (JED). Register here: https://livesocial.seismic.com/aJKy5g

05/07/2026

This inaugural edition of Geo Policy Pulse explores how the 2026 global elections and a shifting multipolar world are shaping policy, risks, and investment opportunities.

brightcove.net

05/06/2026

Crypto may feel new, but the tax rules aren't. See how our advisors help translate complex requirements into clearer decisions.
https://livesocial.seismic.com/aEMZ_6

05/01/2026

Market volatility has challenged the assumptions behind traditional portfolio construction. Watch this conversation that explores how alternative investments may offer diversification beyond the traditional 60/40 – and why access and manager selection are increasingly important. https://livesocial.seismic.com/53pfw

04/29/2026

A $100B market is big.

A $190B market is a power shift.

Morgan Stanley's latest take suggests the global GLP-1 weight-loss market may nearly double to approximately $190B by 2035. That's not just a "healthcare story." It's a demand shock that could ripple across multiple industries in ways most investors aren't pricing in yet.

The interesting part isn't the headline number.

It's what has to be true for that growth to happen, and who stands to feel second-order effects if adoption keeps expanding, and if it doesn't.

I won't spoil the framework here. Read the full article to see the assumptions, the adoption drivers, and the less-obvious winners and pressure points Morgan Stanley highlights.

morganstanley.com

04/27/2026

Join us on Monday, May 4 for "Mental Health, Money and The Next Generation: Financial Wellness," part of our Wealth Education for the Next Generation series. This session explores the powerful connection between emotional wellbeing and financial habits, including how the choices adults make today can shape the stability and confidence children inherit tomorrow. Register here. https://livesocial.seismic.com/awj8fO

03/31/2026

Alternatives can offer differentiated sources of return—but structure and implementation matter. In this episode of The Alts Report, Brian Holzer, Head of Alternative Investments Sales, and Alisa Wood, Partner at KKR, discuss what's driving growth in private markets, what's making these investments more accessible and flexible, and why allocating to alternatives often calls for a long-term mindset. Watch the full conversation: https://livesocial.seismic.com/psTsJ