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Dallas

Since it was established in 1992, the Dallas Warburg Chapter has hosted four to eight events annually with speakers such as former Bundestag Members Hans-Ulrich Klose (SPD), Özcan Mutlu (The Greens/Alliance ’90), and Ruprecht Polenz (CDU); the head of Germany’s Protestant church, Bishop Margot Käβmann; former Executive Board Member of the European Bank Jürgen Stark; Karl-Theodor zu Guttenberg, former Minister of Defense and Minister of Economics and Technology; Klaus-Dieter Frankenberger, Editor of the Frankfurter Allgemeine Zeitung; Andreas Dombret, member of the Executive Board of the Deutsche Bundesbank; and many others.

The Dallas Warburg Chapter cooperates with various local and regional institutions such as the German Consulate in Houston, the German American Chamber of Commerce, The Rotary Club of Dallas, the Dallas Committee on Foreign Relations, the Dallas Goethe Center, as well as Southern Methodist University (SMU). It has also worked with SMU’s John Goodwin Tower Center, International Law Student Bar Association, and the George W. Bush Institute at the Presidential Library.

Through a range of events, the Dallas Warburg Chapter addresses a variety of critical economic, political, and historic topics as well as religion and immigration. On occasion, the Dallas Chapter also hosts commemorative social events and dinners. Chapter events are often held over lunch, with prepared remarks from an external speaker followed by discussion.

About the Chapter Director

Jakob Schroeter is German and came to the United States four years ago to Dallas for a Swiss Private Bank after spending over 10 years in Switzerland working for various Investment Banks.

He currently serves as Vice President of UBS Private Wealth Management in Dallas, Texas. He advises ultra-high net worth individuals, families and foundations by providing tailored financial solutions. Jakob has more than 13 years of international experience in Wealth Management and Investment Banking with assignments in the US, Switzerland and Europe. Prior to joining UBS Private Wealth Management, Jakob worked at Vontobel Swiss Wealth Advisors, BNP Paribas CIB, UBS Investment Bank and Citigroup Global Markets.

He received his BSc (Bachelor of Science) in International Economics & Business from the University of Groningen, before receiving his MSc (Master of Science) in Econometrics with a specialization in Quantitative Finance from Erasmus University Rotterdam, the Netherlands. He also received a Certificate in Management from the Southern Methodist University – Cox School of Business in Dallas, Texas and is a Trusted Estate Practitioner (TEP) and Full Member of the Society of Trust and Estate Practitioners (STEP).