The Dallas Warburg Chapter was one of the first Chapters established in 1992. Each year, the Chapter hosts several events one a wide range of topics. Recent speakers include Ricklef Beutin, Deputy Chief of Mission of the German Embassy in Washington, DC; Dr. Christian Martin, Professor of European and Mediterranean Studies and Max Weber Visiting chair in German and European Studies at New York University; Stefan Schlüter, former German Consul General in San Francisco; Tobias David, Chief of Staff to the Lord Mayor of Leipzig; 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, former 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
Vice President – Wealth Management
UBS Financial Services Inc.
Jakob Schroeter is German and came to the United States five 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 the UBS International Division in Dallas, Texas. He advises ultra-high net worth individuals, families and family offices by providing tailored financial solutions to international clients. Jakob has more than 15 years of international experience in Wealth Management and Investment Banking with assignments in the US, Switzerland and Europe. Prior to joining the UBS International Division, Jakob worked at UBS Private Wealth Management, 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).