Sept. 19, 2024  |  La jolla, CA

Watch Highlights from the 2024 Summit

2024 Photo Gallery

COME TOGETHER

We Can Work It Out at AlphaCore’s flagship educational event where attendees will hear from who we believe are the foremost thought leaders in the wealth management industry. 

Meet our Keynote Speakers

Anastasia Amoroso

iCapital | Alternatives Platform Manager

David Stubbs

BlackStone | Alternative Asset Manager

Jeffrey Rosenberg

BlackRock | Global Asset Manager

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. 

Speaker Spotlight

Our roster of renowned experts will Help! navigate a variety of valuable financial topics with engaging discussions on innovative investment strategies and planning tactics to potentially strengthen portfolios and protect wealth over time.

Juli Bartlett

Schwab Charitable | Global Financial Custodian

Frances Beyers

Cliffwater | Private Credit Manager 

Adam Butterfield

SpiderRock | Custom Equity and Derivatives Solutions Specialist 

Jeremy Caldwell, Ph.D.

RedTree | Biotech and Life Sciences Manager

Lisa Crafford

Constellation Wealth Capital

David Goldfarb

One William Street | Structured Credit Manager

Tom Keck

StepStone | Head of Research & Portfolio Management

Stacy Havener

Havener Capital Partners | Boutique Investment Management Distribution Firm

Michael Liang, Ph.D.

Invivium | Biotech and Life Sciences Manager

Anne Marbarger

CureBound

Ali Motamed

Invenomic | Long Short Equity Hedge Fund

Jessica Muñoz, Esq., MFS

Voices for Children

Sean O’Hara

Pacers | Equity ETF Provider

Ari Rosenbaum

OSAM | Equity- Direct Index Manager and Tax Loss Harvesting

Gary Rozier

Blue Owl Real Estate | Real Estate Manager

Michael Smith

Ares | Alternative and Corporate Credit Manager

Tara Salinas, Ph.D.

Professor | The University of San Diego

Carmine stengone

Contineum Therapeutics

Court Turner, J.D.

Onchilles Pharma

Kunal Shah

iCapital | Head of Private Asset Research & Model Portfolios

VENUE

Conrad Prebys Performing Arts Center

7600 Fay Ave, La Jolla, CA

Sponsors

Diamond Sponsor

Learn More

iCapital is the financial technology company with the mission to power the world’s alternative investment marketplace. Our clients benefit from iCapital as the industry’s trusted technology partner, providing an end-to-end lifecycle operating system that empowers them to explore, invest in and adopt alternative products. With iCapital’s solutions, iCapital strives for customers to gain the confidence to navigate and engage seamlessly in the world of alternative investments, ensuring a reliable and efficient investment experience aligned with their financial goals.

Platinum Sponsor

Learn More

BlackRock is one of the world’s leading providers of investment, advisory and risk management solutions. They are a fiduciary to their clients. They are investing for the future on behalf of their clients, inspiring their employees, and supporting their local communities.

Platinum Sponsor

Learn More

Cliffwater LLC is an independent investment adviser and asset manager that provides research, advisory, and investment services. As a leader in alternatives, they work with institutional investors across the alternative investment landscape. Whether as an adviser or a manager, they help clients develop customized, diversified portfolios that balance return, volatility, and liquidity most effectively.

Platinum Sponsor

Learn More

Ares Management Corporation (NYSE: ARES) is a leading global alternative investment manager offering clients complementary primary and secondary investment solutions across the credit, real estate, private equity and infrastructure asset classes. They seek to provide flexible capital to support businesses and create value for their stakeholders and within their communities. By collaborating across their investment groups, they aim to deliver consistent and attractive investment returns throughout market cycles.

Gold Sponsor

Learn More

1WS Capital Advisors, LLC (the “Adviser” or “1WS”) manages 1WS Credit Income Fund (the “Fund”), a closed-end interval fund. The Adviser is the individual investor focused affiliate of One William Street Capital Management L.P. (“OWS”). OWS is an employee-owned global alternative credit focused asset management platform with more than 85 employees and approximately $5.5 billion of assets under management. OWS’s global investor base is primarily institutional, including pensions and sovereign wealth funds.

Gold Sponsor

Learn More

Invenomic employs a disciplined, fundamentally-driven research process to build a diversified portfolio of U.S. focused long and short equity investments that they believe will provide competitive performance in most market environments. Invenomic leverages what they believe are the best features of quantitative analysis on the front end of their process to source ideas and then applies traditional fundamental analysis in an attempt to create a portfolio of compelling long and short ideas. Portfolio manager Ali Motamed has been successfully employing this strategy for the last 20+ years.

Gold Sponsor

Learn More

JLL is a leading professional services firm that specializes in real estate and investment management. JLL shapes the future of real estate for a better world by using the most advanced technology to create rewarding opportunities, amazing spaces and sustainable real estate solutions for their clients, their people and their communities.

Gold Sponsor

Learn More

Verition seeks to construct a diversified portfolio with low correlation to traditional and alternative asset classes and consistently attractive risk-adjusted returns. Capital is allocated dynamically across the strategies based on the market view and opportunity set for each individual investment team.

Gold Sponsor

Learn More

In the years following our founding more than two decades ago, the firm focused exclusively on California’s burgeoning multi-billion dollar construction industry and methodically amassed unrivaled experience in every facet of construction law.  Our attorneys earned a reputation for being well prepared and the respect of both the courts and opposing counsel.  It was the beginning of an enduring tradition for producing results for general contractors, subcontractors, and suppliers — many of which we continue to represent.

With our office in San Diego, Finch, Thornton & Baird, LLP provides a true legal advantage to many of the most successful construction companies in the country.  And our ever-nimble firm has steadily expanded to meet our clients’ growing needs.  Our legal expertise now includes construction and government contracts law, business and commercial litigation and transactions, labor and employment counseling and litigation, liability defense, insurance coverage, government and regulatory, real estate, intellectual property, and wealth preservation (i.e., trusts and estate planning, administration, and probate litigation).

Silver Sponsor

Silver Sponsor

Silver Sponsor

Silver Sponsor

Silver Sponsor

Silver Sponsor

Silver Sponsor

Get your Ticket to Ride today! Reserve your spot at the AlphaCore Wealth Summit.

* Indicates a required field

I am interested in learning about the services of AlphaCore Wealth Advisory LLC, an SEC registered investment adviser. By submitting my name and phone number (which I intend and agree will constitute my electronic signature for the purpose of agreeing to this consent), I expressly consent to be contacted by AlphaCore by phone and/or email, even if the number I provide is on a Federal and/or a state "Do Not Call" list. I represent that I am authorized to provide this consent on behalf of the phone number provided and that such consent is given voluntarily. I understand that I am not required to enter into this consent as a condition of purchasing any property, goods, or services.

This consent is effective unless and until revoked by me, which may be done at any time by emailing compliance@alphacore.com, by calling 858-875-4100, or by notifying the representative that calls you.

You may request a copy of this consent or our privacy policy to be emailed or mailed to you by contacting us. Click here to read AlphaCore's privacy policy.

This field is for validation purposes and should be left unchanged.