Sept. 19, 2024  |  La jolla, CA

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. 

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. 

Meet our Keynote Speakers

Anastasia Amoroso

iCapital | Alternatives Platform Manager

David Stubbs

BlackStone | Alternative Asset Manager

Jeffrey Rosenberg

BlackRock | Global Asset Manager

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.

Adam Butterfield

SpiderRock | Custom Equity and Derivatives Solutions Specialist 

Frances Beyers

Cliffwater | Private Credit Manager 

Michael Smith

Ares | Alternative and Corporate Credit Manager

Gary Rozier

Blue Owl Real Estate | Real Estate Manager

Michael Liang

Invivium | Biotech and Life Sciences Manager

Jeremy Caldwell

RedTree | Biotech and Life Sciences Manager

Ari Rosenbaum

OSAM | Equity- Direct Index Manager and Tax Loss Harvesting

Nick Veronis

iCapital |Alternatives Platform Manager

Sean O’Hara

Pacers | Equity ETF Provider

Jessica Munoz

Voices for Children

Julie Bartlett

Schwab Charitable | Global Financial Custodian

Anne Marbarger

CureBound

Stacey Havener

Havenver Capital Partners | Boutique Investment Management Distribution Firm

Ali Motamed

Invenomic | Long Short Equity Hedge Fundement

Carmine stengone

Contineum Therapeutics

Court Turner

Onchilles Pharma

David Goldfarb

Chauncey Advisors, LLC

Agenda For The Day

8:30 AM

Doors Open

Coffee & Conversation with the AlphaCore Team

Breakfast Served

9:15 AM

Wealth Planning Demonstration*

Yesterday

10:00 AM

AlphaCore Wealth Advisory Welcome

Come Together

10:15 AM

Macro Keynote

Now & Then

11:15 AM

Income Solutions

Don’t Let Me Down

12:00 PM

Lunch

1:00 PM

AlphaCore Wealth Advisory Overview

Let It Be

1:30 PM

Future Healthcare Solutions

Imagine

2:15 PM

GROWTH SOLUTIONS

Here Comes The Sun

3:00 PM

CHARITABLE SOLUTIONS

With a Little Help from My Friends

3:45 PM

Women & Wealth

Twist & Shout

4:15 PM

Macro Keynote

Across the Universe

5:00 PM

Fireside Chat

Help!

5:30 PM

COCKTAIL RECEPTION WITH HEAVY HORS D’OEUVRES

6:30 PM

EVENING ENTERTAINMENT:
The Fab Four Beatles Tribute

8:00 PM

2ND ANNUAL SUMMIT CONCLUDES

*This session will occur during the breakfast and networking before the official Wealth Summit opening session. Attendees need to register separately for this workshop. Please speak with your advisor if you are interested

** ALL TIMES LISTED ABOVE ARE PACIFIC STANDARD TIME

VENUE LOCATION

Conrad Prebys Performing Arts Center

7600 Fay Ave, La Jolla, CA

2023 Photo Gallery

Sponsors

Diamond Sponsor

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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

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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

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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

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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

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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

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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

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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

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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.

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.

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