Adam Butterfield

Regional Consultant

Adam is responsible for business development, client service and outside marketing efforts at SpiderRock Advisors. In addition to his business development & client service responsibilities, Adam co-manages the internal analyst desk for the firm. Prior to joining SpiderRock, Adam began his career at Stout Risius Ross, Inc. providing financial valuations on fairness and solvency opinions for both corporate acquisitions and divestitures including mergers and acquisitions, equity offerings, and leveraged buy-outs in regard to privately-held ESOP companies. Adam earned his undergraduate degree in Public Policy specializing in Economics from the University of Chicago and is a Chartered Alternative Investment Analyst (CAIA) Charterholder.

Anastasia Amoroso

Managing Director, Chief Investment Strategist

Anastasia Amoroso is a Managing Director and the Chief Investment Strategist at iCapital. In this role, she is responsible for providing insight on private and public market investing opportunities for advisors and their high-net-worth clients. Previously, Anastasia was an Executive Director and the Head of Cross-Asset Thematic Strategy for J.P. Morgan Private Bank, where she identified and invested in emerging technologies and disruptive trends such as artificial intelligence, decarbonization, and gene therapy. She also developed global tactical ideas and implemented institutional-level implementation across asset classes for clients. Anastasia regularly appears on CNBC and Bloomberg TV and is often quoted in the financial press. Prior to this, Anastasia served as a Global Market Strategist on the J.P. Morgan Funds Global Market Insights Strategy team. She also managed global tactical multi-asset portfolios and performed investment due diligence at Merrill Lynch, as well as provided consultative financial advisory services to high-net-worth families and businesses. Earlier in her career, Anastasia held several financial analysis, research, and strategic business planning positions with both private and public sector organizations. She graduated summa cum laude from the University of New Mexico and is a CFA charterholder.

Frances Beyers

Portfolio Manager

Fran is a portfolio manager for the Cliffwater Corporate Lending Fund and the head of Cliffwater’s capital markets group. In this role, Fran is responsible for sourcing middle market lending opportunities and maintaining manager relationships to support Cliffwater’s rapidly growing multi-manager private debt asset management business. Prior to joining Cliffwater in 2020, Fran was Head of Middle Market Loan Analysis for Refinitiv. Previous roles include underwriting and portfolio management at Churchill Asset Management, and she began her career in Corporate Finance Advisory at JPMorgan. She earned a BS in Business Administration from Washington University in St. Louis.

Michael Smith

Partner, Co-Head of Ares Credit Group

Mr. Smith is a Partner and Co-Head of the Ares Global Credit Group. Additionally, Mr. Smith serves as Portfolio Manager of CION Ares Diversified Credit Fund (“CADEX”). He serves on the Ares Executive Management Committee. Additionally, he serves as a Director of Ares Capital Corporation (“ARCC”) and previously served as Co-President of Ares Capital Corporation from July 2014 to October 2022 and Executive Vice President from May 2013 to July 2014. He is a member of the Ares Credit Group’s U.S. Direct Lending, Opportunistic Credit and Commercial Finance Investment Committees, the Ivy Hill Asset Management Investment Committee, the Ares Secondaries Group’s Private Equity Investment Committee, and the Ares Infrastructure Group’s Infrastructure Opportunities, Climate Infrastructure Partners and Infrastructure Debt Investment Committees. Prior to joining Ares in 2004, Mr. Smith was a Partner at RBC Capital Partners, a division of Royal Bank of Canada, which led the firm’s middle market financing and principal investment business. Previously, Mr. Smith worked at Indosuez Capital in their Merchant Banking Group, Kenter, Glastris & Company, and at Salomon Brothers Inc, in their Debt Capital Markets Group and Financial Institutions Group. Mr. Smith serves on the Board of Directors of the University of Notre Dame’s Wilson Sheehan Lab for Economic Opportunity (LEO), which helps service providers apply scientific evaluation methods to better understand and share effective poverty interventions. Mr. Smith received a B.S. in Business Administration from the University of Notre Dame and a Masters in Management from Northwestern University’s Kellogg Graduate School of Management.

David Stubbs

Blackstone

David Stubbs is a Managing Director and the Senior Investment Strategist for the Americas in the Private Wealth Solutions group. Dr. Stubbs previously spent 8 years at J.P. Morgan, where he was most recently the Global Head of Thematic Investing for their Wealth Management business. Prior to that role he was the Head of Investment Strategy for their International Private Bank and a Global Macro Strategist in their Asset Management business. Previously, Dr. Stubbs has worked at the United Nations Department for Economics and Social Affairs and the International Development arm of the U.K. government. Dr. Stubbs received a Ph.D. in Economics from the New School for Social Research, an M.Sc. in International Political Economy from the London School of Economics and Political Science, and a B.Sc. in Economics and Politics from the University of Birmingham. He is on the board of the Children’s Environmental Literacy Foundation and is a CMT and FRM holder.

Jeffrey Rosenberg

Managing Director

Jeffrey Rosenberg, CFA, Managing Director, leads active and factor investments for mutual funds, institutional portfolios and ETFs within BlackRock’s Systematic Fixed Income (“SFI”) portfolio management team. In this role he serves as a member of the SFI Investment and Executive Committees and as a senior portfolio manager for a number of our investment products including the Systematic Multi-Strategy fund.

Mr. Rosenberg’s service with the firm dates back to 2011, when he joined the Fundamental fixed income group as Chief Investment Strategist for fixed income. In 2016, this role transitioned into the BlackRock Investment Institute. His responsibilities included helping to develop BlackRock’s strategic and tactical views on sector allocation within fixed income, currencies and commodities.

Prior to joining BlackRock, Mr. Rosenberg spent nearly 10 years at Bank of America Merrill Lynch as the Chief Credit Strategist coordinating strategy across all fixed income, securitized assets, credit, FX and commodities. In addition, Mr. Rosenberg specialized in quantitative credit modeling and developed the first commercialized credit portfolio analytics system from a dealer firm.

Mr. Rosenberg earned a Master of Science degree in Computational Finance from Carnegie Mellon, a BA in Mathematics from the Univ. of Minnesota, and a BA in Finance from the Univ. of Wisconsin.

Gary Rozier

Managing Director

Gary Rozier serves as Managing Director for the Oak Street division of Blue Owl Capital in its Chicago Illinois office. Gary leads the Investor Relations and Institutional Marketing team for Oak Street, which is responsible for investor communications, capital raising and client servicing. He also serves on the investment committee for the Net Lease strategies. Gary served as Senior Vice President at Ariel Investments for 14 years where he was responsible for institutional business development and client services. Prior to joining Ariel, Gary spent five years with Rydex Investments, holding multiple positions in shareholder services and financial advisor sales before being promoted to regional vice president where he oversaw product development and distribution across nine states in the Midwest. Gary serves on the board of directors for City Colleges of Chicago Foundation, National Equity Fund and the advisory committee for Clifford Capital Partners. Additionally, Gary is a trustee for Frances Xavier Warde School and a 2011 Leadership Greater Chicago fellow. Gary earned a Bachelor of Arts degree in economics from the University of Maryland, where he serves on its Board of Visitors, Economics Leadership Council and was a captain of the rugby team.

Michael Liang, Ph.D.

Managing General Partner

Michael Liang, Ph.D. is a Managing General Partner with InVivium Capital. Previously, Mike spent 16 years as a Partner with Baird Capital, overseeing healthcare investments. Prior to joining Baird Capital, Mike was a healthcare investor with Advent Venture Partners (London, U.K.) and before that served in an operating role as a Director of R&D at Cortek, a spinal orthopedics company. Mike serves on the Board of Directors of Jumpcode Genomics, and recently served on the Board of Directors of AiCure, NeoChord and Zurex Pharma, and was a Board Observer for Saranas and Virtual Incision. Mike was also previously a Board Member of GreenLight Biosciences (NASDAQ: GRNA) Interlace Medical (sold to Hologic), OncoHealth (sold to Arsenal Capital Partners), Veniti (sold to Boston Scientific), and a board observer of TomoTherapy (NASDAQ: TOMO, sold to Accuray). Mike received a B.S. in bioorganic chemistry from the University of California, Berkeley, completed a Ph.D. in biophysical chemistry from Stanford University, and conducted a postdoctoral fellowship at Harvard University.

Jeremy Caldwell, Ph.D.

Partner

Dr. Caldwell is a partner at Red Tree Venture Capital. A widely respected executive and scientist with deep industry expertise built through a decorated career of industry and venture activities, Dr. Caldwell’s accomplishments span from creating innovative drug development companies to driving discovery, development and translation of novel therapies. He has forged deep ties to the San Diego and San Francisco Bay Area biotechnology communities, as well as far-reaching relationships within the global pharmaceutical space. Most recently Dr. Caldwell was CEO of Inception Therapeutics, Versant Ventures’ San Diego-based discovery engine for new company formation, a venture partner with Versant Ventures and a member of the firm’s investment team. In these roles, he co-led in the formation of Chinook Therapeutics (acquired by Novartis for $3.5B), and co-led the investment and formation of Lycia Therapeutics, Belharra Therapeutics, Light Horse Therapeutics, among others, acting as founding CEO and board director of each. Prior to Inception/Versant, Dr. Caldwell was an entrepreneur-in-residence at Third Rock Ventures, where he participated in the genesis and formation of Revolution Medicines (RVMD), Pliant Therapeutics (PLRX), Decibel Therapeutics (DBTX), Relay Therapeutics (RLAY) and Nurix Therapeutics (NRIX). He also played key roles in the foundational science on which Rigel, Inc. (RIGL), and Kalypsys, Inc., were formed, as well as advising in the evolution of Syrrx, Inc. (acquired by Takeda for $270M). With drug discovery and development expertise primarily focused on oncology, immunology, neurology and cardiometabolic disease, Dr. Caldwell is credited with significant contributions to research leading to four commercial drugs. He previously served as executive vice president and chief scientific officer at Ardelyx, Inc., where he advanced a portfolio of novel anti-fibrotic and cardiorenal therapeutics to the clinic. His career has also included key leadership roles with Sirna, Merck Research Laboratories, and the Genomics Institute of the Novartis Research Foundation (GNF). Dr. Caldwell is a member of the board of Sardona Therapeutics and Biograph 55. He received a B.A. in molecular and cellular biology with an emphasis in neuroscience from the University of California at Berkeley and a Ph.D. in molecular pharmacology from Stanford University.

Ari Rosenbaum

Principal, Director of Private Wealth Solutions

Ari Rosenbaum serves as the Director of Private Wealth Solutions at O’Shaughnessy Asset Management (OSAM). He began working with Jim O’Shaughnessy in 1997, and leads the team that delivers OSAM strategies to advisors, consultants, wealth management firms, multi-family offices and private banks. Over his career, he has worked with hundreds of wealth advisory firms coast to coast. Ari is a member of the firm’s Executive Committee. Prior to joining OSAM, Ari was in charge of national sales for financial advisors at Bear Stearns Asset Management. Ari graduated from Penn State University in 1991 with a B.A. in English. He lives in Ridgefield, Connecticut with his wife and two children.

Kunal Shah

Managing Director, Head of Private Asset Research & Model Portfolios

Kunal is Managing Director and Head of Private Asset Research & Model Portfolios, focused on the identification, selection and due diligence of private equity funds to be offered on the Flagship Platform. Previously, Kunal was a Principal in the private markets group at Meketa Investment Group, a leading global investment consultant serving pensions funds, endowments and foundations, and family offices. In that role, Kunal was responsible for leading and managing private equity fund investments. He joined Meketa in 2006 and invested globally, covering buyouts, venture capital, private debt, natural resources, and infrastructure investments. He also developed and led Meketa’s secondary funds purchase practice. Kunal has also served on various limited partners advisory boards. Prior to Meketa, Kunal was an analyst at The Vanguard Group. He received a BS in Business Administration with a concentration in Finance from Drexel University.

Sean O’Hara

Director

Sean began his career at PLANCO/Hartford in 1985, where he spent 22 years as wholesaler, divisional manager, and managing director of the national wholesaler team. In 2007, Sean joined Joe Thomson again, co-founder of PLANCO, at Pacer Financial to serve as a national wholesaling company for various products including exchange traded funds, exchange traded notes, Annuities, and SMAs. In 2015, Pacer ETFs was launched. With Sean’s leadership, the company has become one of the fastest growing ETF companies. Sean often appears on Fox Business Network, CNBC, and various other news outlets to give insight into the market.

Stacy Havener

Founder & CEO

Stacy Havener has a made a career raising $8B+ for new/undiscovered funds that led to $30B+ in follow-on AUM. Prior to finding her niche in raising capital, she was an award-winning writer who dreamed of becoming a literature professor. Ironically, her love of words is one of the secrets to her success in an industry dominated by numbers. Growing up the only girl on all-boy soccer teams, it’s no surprise she’s now a female entrepreneur in one of the toughest “boys clubs.” At the heart of it all, there is one thing Stacy believes in – underdogs. Stacy is the Founder/CEO at Havener Capital Partners, a sales and marketing agency that helps boutique asset managers build, launch and grow funds. Havener Capital is on a mission to level the playing field in asset management by raising $100B for boutiques over the next decade. Stacy holds her Series 6, 7, 24, 63, 66, and 79 licenses and is a registered representative of Compass Securities Corporation. She received her Bachelor of Arts in English Literature from Western Connecticut State University, graduating summa cum laude in 1998. That same year, Stacy was named to both the NCAA and the GTE/CoSida Academic All-American teams for Division III Women’s Soccer and subsequently nominated for NCAA Woman of the Year. Based in Newport, RI, Stacy often spends her mornings walking the beach, sipping a Dunkin’ coffee, and listening to 90’s hip hop.

Jessica Muñoz, Esq., MFS

President and CEO

Jessica Muñoz is the President and CEO of Voices for Children. Voices for Children is the Court Appointed Special Advocate (CASA) program serving San Diego and Riverside Counties and the Pechanga Tribe. Before becoming VFC’s CEO in 2023, Jessica led Voices for Children’s Riverside County program. Jessica is an attorney and has practiced for more than seven years, including as a trial attorney in juvenile dependency courts. Prior to joining Voices for Children in 2016, she developed and coordinated a program at UC San Diego to provide support services to students who are undocumented. In addition to her law degree, she holds a Master of Forensic Science degree and a professional certificate in nonprofit management. Jessica is a past chair of the County of San Diego – Juvenile Justice Commission and served on the board of the San Diego Civic Youth Ballet. Her professional affiliations include the State Bar of California, Leadership Riverside, and The Fieldstone Leadership Network-San Diego. Jessica was also named the 2022 Juvenile Law Attorney of the Year by the Riverside County Bar Association.

Juli Bartlett

Director

Juli is Director of Charitable Consulting at Schwab Charitable. Juli provides independent investment advisors, family offices, and donor communities innovative solutions to incorporate charitable planning into wealth management strategies and helps clients achieve maximum charitable impact. A seasoned relationship management professional with more than 20 years of industry experience, Juli has been with Charles Schwab since 1999, most recently as a Relationship Manager on the Advisor Services team in Southern California. Juli received a Bachelor of Science degree in Science Education with a specialization in Biology from the University of Central Florida and holds the Series 7, 9, 10, and 63 securities licenses. She lives in Los Angeles and directs her charitable efforts towards improving the lives of animals in need and tutoring students in math and reading.

Anne Marbarger

CEO

Anne Marbarger is the CEO of Curebound, a San Diego-based organization committed to accelerating cures for cancer by funding collaborative research among San Diego’s top cancer research centers.Curebound is well on its way to a bold goal of raising and investing $100 million in game-changing research projects that show promise of translating basic discoveries to clinical and commercial stages.

Anne steps into the Curebound CEO position after having led Curebound’s predecessor organization, Padres Pedal the Cause for six years during which time the organization raised $10 million for cancer research. Under Anne’s leadership, Curebound expands beneficiary research partnerships with Moores Cancer Center at UC San Diego Health, the Salk Institute, Sanford Burnham Prebys, and Rady Children’s Hospital to now include two new powerhouses: Scripps Research and La Jolla Institute for Immunology.

A natural consensus-builder and community collaborator, Anne leads the transformation from Padres Pedal the Cause to Curebound including the creation of a new Scientific Advisory Board to guide the organization’s investments, an acquisition of partner organization, the Immunotherapy Foundation, and formation and rollout of the Curebound brand. Curebound will build off this collective foundation of $26 million awarded, and 95 innovative research grants and clinical trials funded, and one of the largest cancer fundraising events on the West Coast.

Prior to joining Pedal the Cause in 2015, Anne worked in management consulting in Washington, DC, within Deloitte Consulting’s federal human capital practice. Earlier in her career, she served as an intelligence analyst at the United States Treasury Department with a focus on major Middle East terrorist organization illicit funding sources and use of the US financial system. She holds a Bachelor’s Degree in Government from Dartmouth College and an MBA from George Washington University.

Ali Motamed

Founder & Managing Partner

Founder, Managing Partner, and Portfolio Manager. Prior to founding Invenomic, Ali was Co-Portfolio manager of the Boston Partners Long/Short Equity Fund. He was awarded Portfolio Manager of the Year in the Alternatives Category by Morningstar in 2014. Prior to joining Boston Partners, he was a member of the global mergers and acquisitions teams at Deutsche Bank and BT Wolfensohn. Mr. Motamed holds a B.A. degree in economics with a minor in accounting from the University of California, Los Angeles, and a M.B.A. degree from Harvard Business School. He holds the Chartered Financial Analyst designation. He has twenty years’ experience. When he is not working, Ali enjoys spending time with his wife and four kids and participating in outdoor activities. Although he grew up in California, he has converted to a full-fledged Boston sports fan and particularly enjoys cheering for the Celtics and Patriots.

Carmine Stengone

President and Chief Executive Officer of Contineum Therapeutics

Carmine Stengone is currently the President and Chief Executive Officer of Contineum Therapeutics (NASDAQ: CTNM), a clinical-stage biopharmaceutical company with a focus in neurology, inflammation and immunology (NI&I).  He is also a member of Contineum’s board of directors. Previously, he served as President and Chief Executive Officer of Avelas Biosciences, Inc., where he also served on the board of directors. Before that he was Senior Vice President, Business Development for COI Pharmaceuticals, Inc. (an Avalon Ventures incubator), where he helped co-found six new biopharmaceutical companies.  Mr. Stengone served as Vice President of Corporate Development for Afraxis Holdings and a co-founder and CEO of Afraxis, Inc. Before that, he was with Phenomix Corporation as the Senior Director of Business Development and a member of the executive team, and previously held positions of increasing responsibility at Anadys Pharmaceuticals, Inc and Johnson & Johnson. Mr. Stengone also currently serves on the board of directors of Kiora Pharmaceuticals (NASDAQ: KPRX). Mr. Stengone received his MBA from the Johnson Graduate School of Management at Cornell University. He received an M.S. degree in Organic Chemistry from Duke University and a B.S. in Chemistry from Wake Forest University.

Court Turner, J.D.

President, CEO & Chairman of Onchilles Pharma and a Partner at LYZZ Capital Advisors

Court R. Turner, JD is the President, CEO & Chairman of Onchilles Pharma and a Partner at LYZZ Capital Advisors (a healthcare venture capital firm). Mr. Turner has more than 25 years of experience in founding, operating, fundraising for, and exiting life science companies.  Prior to co-founding Onchilles with Dr. Lev Becker, Mr. Turner was a venture partner at Avalon Ventures for a decade. During his time at Avalon, he was as the founding CEO and Director of Synthorx, Inc. (acquired by Sanofi) and founding chairman and CEO of RQx Pharmaceuticals (transaction with Genentech). Before Avalon, he served as a member of the executive management teams at Kalypsys, Inc. and Aurora Biosciences (acquired by Vertex Pharmaceuticals).  He is also on the Board and a member of the Scientific Advisory Board of Curebound, a philanthropic organization advancing how we can better prevent, treat, and ultimately find cures for cancer.  Mr. Turner is also a lecturer at San Diego State University in the School of Life Sciences.  Mr. Turner received his J.D. from the University of San Diego School of Law and a B.S. in psychology from San Diego State University.

David Goldfarb

One William Street | Structured Credit Manager

Dave Goldfarb is the Chief Executive Officer of Chauncey Advisors, LLC, a firm partnering with One William Street Capital Management on the 1WS Credit Interval fund. One William Street is an employee-owned global alternative credit focused asset management platform with over $6B AUM.

Prior to founding Chauncey Advisors, Mr. Goldfarb held influential leadership positions in the financial services industry. He is a former Senior Managing Director at Cantor Fitzgerald where he was responsible for building, managing, and overseeing all aspects of the global asset management and wealth management businesses. Mr. Goldfarb was also a Managing Director of LAMCO, LLC, an asset management business responsible for the wind-down of Lehman Brothers Holdings. At Lehman Brothers, he also served as a member of the executive committee and held senior leadership roles, including Global Head of Strategic Partnerships and Principal Investing, Chief Financial Officer, Chief Administrative Officer, and Chief Strategy Officer. He was also the Chairman of Lehman Brothers’ Pension Trustee Committee. Lastly, Mr. Goldfarb was a Partner in the financial services group at Ernst & Young, servicing global financial institutions, including JP Morgan, Morgan Stanley, Sumitomo, Bankers Trust, Lehman Brothers, Shearson, and Paine Webber

Mr. Goldfarb holds a B.S. in Accounting from the University of Maryland and has served on several of the University’s Boards and Committees.

Lisa Crafford

Managing Director, Head of Advisory at Constellation Wealth Capital

Lisa serves as the Head of Advisory at Constellation Wealth Capital. Her previous role as Director and Head of Business Consulting at BNY Mellon | Pershing was focused on working with wealth management and advisory firms to help them grow and strengthen their businesses. In addition to her consulting work, Lisa founded the INSITE University Student Experience, The Next Leadership Forum, and led the Pershing research efforts with industry media partners. Earlier in her career, Lisa was the Director of Business Management for an RIA in the DC Metro area.   Lisa earned a B.A. in Business Management and French from the University of Technology, Sydney Australia and her MBA from the College of William and Mary, Williamsburg VA. She is a recipient of the InvestmentNews 40 Under 40 award (2019), and is a member of the CWC Investment Committee.

Dr. Tara Salinas, Ph.D.

Professor of Business Ethics

Dr. Tara Salinas works at the University of San Diego as a Professor of Business Ethics and the Chair of the Management Department in the Knauss School of Business. She teaches undergraduate, graduate, and executive courses on women in management, business ethics, corporate culture, and leadership. Her research primarily focuses on understanding what motivates ethical behavior in a variety of contexts. Her works have been published in the Journal of Applied Psychology, Journal of Business Ethics, Journal of Business Ethics Education, North American Case Research Journal, Encyclopedia of Business Ethics, Ivey Business School and various books and conference proceedings.

She also serves as the Editor in Chief of the Journal of Business Ethics Education and is a Fellow of the International Association for Business and Society.

Tara earned her PhD and MBA from the University of Washington in Seattle. Her doctoral studies focused on business ethics, strategic management and philosophy. She also has a master’s degree in international studies from the University of Limerick, Ireland, and an undergraduate degree in Political Science and Latin American Studies from the University of Pittsburgh.

Tara lives in sunny San Diego with her husband, their eight-year-old son, and two scruffy dog friends, Mr. Crenshaw Sniffers and Mango San Carlos. In her spare time, she enjoys watching truly terrible television shows, cooking with little regard for measurements, and taking exceptionally hot yoga classes

Tom Keck

Partner & Head of Research & Portfolio Management

Mr. Keck is StepStone’s head of research and portfolio management. He is also involved in the Firm’s responsible investing and risk management initiatives and is a member of the board of directors.

Prior to co-founding StepStone, Mr. Keck was a managing director at Pacific Corporate Group, a private equity investment firm that oversaw over US$15 billion of private equity commitments for institutional investors. Before that, he was a principal with Blue Capital, a middle-market buyout firm.

Mr. Keck graduated cum laude with a BA from George Washington University and received his MBA with high honors from the University of Chicago Booth School of Business. He served in the US Navy as a Naval Flight Officer, receiving numerous decorations flying EA-6Bs off the USS Nimitz (CVN-68).

10:15 AM

Macro | Now and Then

Anastasia Amoroso

Kicking off the day, we will have Anastasia Amoroso share her latest macro insights to help the audience navigate a variety challenges: inflation and economic growth, corporate earnings and valuations, and geopolitics.  She will also be sure to share her list of the most compelling investments opportunities in today’s market environment. She has the uncanny ability to distill complex topics and secular trends into actionable investment themes. She has been a frequented guest here at AlphaCore, and we are excited to bring her back as one of our keynote macroeconomic speakers.  Opening remarks will be followed by Q&A session moderated by Dick Pfister.

Speakers:

• Anastasia Amoroso, iCapital
• Dick Pfister, AlphaCore

9:15 AM

Wealth Planning Demonstration | Yesterday

This year’s AlphaCore Summit event will host two smaller workshop sessions that are designed to educate clients on several tax aware and tax management focused investment solutions.  The workshops will be guided by two of our investment manager partners in OSAM  (Franklin Templeton) and SpiderRock (BlackRock) and provide them with an opportunity to showcase how their high value tax deferral strategies may fit your overall portfolio needs.  We wanted to provide a practical hands-on session with our expert partners in smaller group settings– as this is meant to be a very interactive presentation.

Speakers:

• Adam Butterfield, BlackRock
• Ari Rosenbaum, O’Shaughnessy Asset Management
• Troy Owens, AlphaCore

• • Session Leader: Ari Rosenbaum, Principal at OSAM, Director of Private Wealth Solutions

• • Session Leader: Adam Butterfield, Director at BlackRock – Options Strategist:

11:15 AM

Income Solutions | Don’t Let Me Down

Many investors are searching for ways to invest in durable forms of income to meet their unique outlay needs.  AlphaCore believes that the best way to do this is in the context of a diversified income focused portfolio that looks to allocate capital across a variety of unique sources of income. Joining us on the panel to discuss these income solutions are some of the most senior investors from the following investment firms:  Cliffwater, Ares, Blue Owl Real Estate and Chauncey Advisors. Each of these firms are considered leaders in their respective asset classes. Moderating this discussion will be Senior Wealth Advisor Kirk Strawn.

Speakers:

• Frances Beyers, Cliffwater
• David Goldfarb, One William Street
• Michael Smith, Ares Management
• Gary Rozier, Blue Owl Real Estate
• Kirk Strawn, AlphaCore

1:30 PM

Future Healthcare Solutions | Imagine

Join us for a special discussion covering cutting edge therapies and innovative technologies across the life sciences industry.  We are joined by a diverse panelist group that includes venture investors, scientists, and portfolio company operators to demonstrate their latest breakthroughs in their respective fields of work.  During this interactive panel session, our speakers will share insights into some of the most promising approaches to treating and potentially curing diseases in the areas of Immunology, Oncology and Neurology. This discussion will be led by Chief Investment Strategist, Eric Gerster.

Speakers:

• Michael Liang Ph.D., Invivium Capital
• Carmine Stengone, Contineum Therapeutics
• Jeremy Caldwell, Ph.D, Red Tree Venture Capital
• Court Turner, J.D, Onchilles Pharma
• Eric Gerster, AlphaCore

2:15 PM

Growth Solutions | Here Comes the Sun

Sometimes, taking high levels of risk could translate into high levels of reward. Other times, not so much.  Generally, when investors have sought capital appreciation focused solutions, it has involved owning some form of an equity investment. At AlphaCore, we take the view that there are several smart and active ways to get involved as an equity investor- which can take the form of both public market and private market exposures. Join us for a discussion with our panelists as they uncover their unique growth-oriented solution sets.  We invite speakers from O’Shaughnessy Asset Management, Pacers ETFs, iCapital, and the Stepstone Group to contribute to the discussion. This session will be moderated by the AlphaCore’s Director of Research, Johann Lee.

Speakers:

• Ari Rosenbaum, O’Shaughnessy Asset Management
• Tom Keck, StepStone
• Nick Veronis, iCapital
• Sean O’Hara, Pacer Financial
• Johann Lee, AlphaCore

3:00 PM

Charitable Solutions | With a Little Help From My Friends

Charitable giving is an important focus in the financial plans for many of AlphaCore’s clients. We wanted to invite some of the charities that our firm is involved with to highlight the tremendous work that they are doing to give back to the community. Our diverse group of panelists will join us from organizations such as Voices for Children, Curebound, and Schwab Charitable.  We take pride in giving back here at AlphaCore, and would welcome you to join us for a hopeful and wonderful discussion on “giving a little help to our friends” in the community.  This session will be moderated by our Director of Wealth Planning, Kyle Kraus.

Speakers:

• Jessica Muñoz, Esq., MFS, Voices for Children
• Juli Bartlett, Schwab Charitable
• Anne Marbarger, Curebound
• Kyle Kraus, AlphaCore

3:45 PM

Women & Wealth | Twist & Shout

Join us for an engaging and insightful conversation with female leaders from the wealth management industry and AlphaCore’s very own client base, as they share their experiences, challenges, and successes as luminaries in their respective fields. Whether you are a fan of the Beatles or not, you will find this panel inspiring and informative, as we explore how women are navigating the world of wealth, here, there and everywhere.

Speakers:

• Stacy Havener, Havener Capital Partners
• Tara Ceranic Salinas, Ph.D., University of San Diego
• Lisa Crafford, Constellation Wealth Capital
• Madeline Hume, AlphaCore

4:15 PM

Macro Keynote | Across the Universe

We bring together speakers from two of the world’s largest public and private investment management firms -BlackRock and Blackstone – and set the stage for them to share their unique insights on the macroeconomic backdrop and their forward outlook.  As some of the largest owners of businesses and real estate in the world, these two firms have an unmatched view into the health of the global economy using data driven trends and analytics.  We are joined by Jeffery Rosenberg, CFA, who serves as Managing Director and senior portfolio manager with BlackRock’s systematic fixed income business. In addition, David Stubbs, Managing Director, and the Senior Investment Strategist for the Americas in the Private Wealth Solutions group for Blackstone Group.  This keynote macro session will also be followed up by a Q&A segment moderated by Eric Gerster.

Speakers:

• Jeffrey Rosenberg, BlackRock
• David Stubbs, Blackstone
• Eric Gerster, AlphaCore

5:00 PM

Fireside Chat | HELP!

Voted by attendees as their favorite panel from last year, we are excited to close out this rich day of content with a no-holds-barred battle royal session. No, it’s not a fighting match. We give peace a chance here… but it is designed to be our most free form Q&A session that will be moderated by our CEO and Founder, Dick Pfister.  This unique panel will bring speakers from all throughout the day spanning different disciplines and backgrounds to discuss economics, geopolitics, and markets in a fluid and no rules manner.

Speakers:

• Jeffrey Rosenberg, BlackRock
• David Stubbs, Blackstone
• Anastasia Amoroso, iCapital
• Ali Motamed, Invenomic Capital
• Dick Pfister, AlphaCore

6:30 PM

Evening Entertainment | The Fab Four Beatles Tribute

Experience the popular Fab Four – The Ultimate Beatles Tribute live at the Conrad! This Emmy® Award winning, internationally recognized band has elevated the Beatles concert experience far above every other tribute group. Come enjoy all the classic, top Beatles hits. You’ll be captivated by their precise attention to detail and uncanny impersonation of the Beatles’ band members, delivering note-for-note live renditions of Beatles’ classics. Their incredible stage performances feature three costume changes, each representing a distinct era of the Beatles’ ever-evolving career. This heartfelt tribute has amazed audiences worldwide.