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THE CONRAD
7600 FAY AVE
LA JOLLA, CA

OCT

888

09

88

2025

8888

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Accelerating ideas, strategies, and potential opportunities for the future of wealth.

The Road Ahead

Step into the future at the 2025 AlphaCore Wealth Summit, where visionary advisors, investors, and industry leaders gather for a one-day experience focused on innovation, AI, and purpose-driven planning. Explore bold ideas, candid conversations, and timeless strategies designed to reshape the future of wealth.

Why Attend?

Hear perspectives from experienced investment managers and industry specialists on current market themes and trends shaping portfolios today.

Connect with professionals from across the wealth management, investment, and business community in a collaborative, idea-sharing environment.

Learn about AlphaCore’s planning approach and investment philosophy through discussions with our team and invited guest speakers.

Meet Our Keynote Speakers

  • Anne Marbarger
    ANNE MARBARGER
    CEO
    CUREBOUND
  • Collin West
    COLLIN WEST
    FOUNDER AND MANAGING PARTNER
    ENSEMBLE VC
  • Robert Smith
    ROBERT SMITH
    FOUNDER, CHAIRMAN, AND CEO
    VISTA EQUITY PARTNERS

Speaker Spotlight

Our roster of speakers will share perspectives at 88 MPH from investment professionals, economists, and business leaders contributing to today’s market conversations.

  • Ali Motamed
    ALI MOTAMED
    FOUNDER, MANAGING PARTNER, AND PORTFOLIO MANAGER | INVENOMIC CAPITAL MANAGEMENT
  • Carter Reum
    CARTER REUM
    CO-FOUNDER AND PARTNER | M13 VENTURES
  • Jeffrey Rosenberg
    JEFFREY ROSENBERG
    MANAGING DIRECTOR | BLACKROCK
  • David Hammer
    DAVID HAMMER
    PORTFOLIO MANAGER, MANAGING DIRECTOR | PIMCO
  • Gary Rozier
    GARY ROZIER
    MANAGING DIRECTOR | BLUE OWL REAL ESTATE
  • Keith Derman
    KEITH DERMAN
    PARTNER, CO-HEAD OF ARES INFRASTRUCTURE OPPORTUNITIES | ARES MANAGEMENT
  • Kiran Rao
    KIRAN RAO
    CHIEF OPERATING OFFICER, VALUE CREATION | VISTA EQUITY PARTNERS
  • Michael Cirami
    MICHAEL CIRAMI
    MANAGING DIRECTOR, PORTFOLIO MANAGER | ARTISAN PARTNERS

    Agenda

  • 10:00 AM
    88 MPH Access: General Welcome & The Power of Private Markets
  • 10:25 AM
    Generating Gigawatts: Income in Motion
  • 11:10 AM
    Future Forward: Venture Capital & Next-Gen Investments
  • 11:50 AM
    Lunch
  • 12:35 PM
    From Flux to Function: Innovation & Opportunity
  • 1:15 PM
    Special Guest Speaker: Drew Brees
  • 1:55 PM
    Fueling What Matters: Wealth with Intention
  • 2:30 PM
    Break
  • 3:00 PM
    The Road Ahead: AI & the Future of Software
  • 3:50 PM
    Back to the Future: AlphaCore Overview
  • 4:15 PM
    Great Scott! Macro Forces at Maximum Power: Fireside Chat
  • 5:15 PM
    Guitar Giveaway: Closing Remarks
  • 5:30 PM
    Summit Speaking Sessions Conclude
    Cocktail Reception with Hors d’oeuvres
    Evening Entertainment: 80s Band - BETAMAXX
  • 8:30 PM
    3rd Annual Summit Concludes
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The Venue.

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10.9.25
La Jolla, CA
The Conrad

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