ALTSMIA 2022 | Markets Group | 12 December 2022 | Miami Marriott Biscayne Bay, 1633 N Bayshore Dr, Miami, FL 33132, USA

Following in the footsteps of the highly successful ALTSLA conference, the West’s premier alternative investment conference moves north to the nations new investment engine room, Silicon Valley!

ALTSSV will provide your company with an opportunity to market your brand and services to a highly engaged group of institutional investors, allocators, family offices and financial advisors who are evaluating and investing in alternative investments.

2022 Speakers

Eric Cooperström
Managing Director - Impact Investing and Natural Climate Solutions, Manulife Investment Management

Chris Grizzard
CFA, CAIA, Director, Bayshore Capital Advisors

Tom Balcom
Founder, 1650 Wealth Management

Rosemary Sagar, CFA
Chief Investment Officer, Sagar Family Office

Scott Gerdes, CFA, CAIA
Vice President, Private Investments, Builders Asset Management

Kevin Schmid
CFA, CAIA, Area Vice President, Gallagher Fiduciary Advisors, LCC

Anant Kumar
Managing Director, Benefit Street Partners

Dhvani Shah, CFA
Chief Investment Officer and Group VP, JM Family Enterprises

Scott Nance, CAIA
Vice President - Impact Investing, Fidelity Charitable®

Jeff T. Zipper, CFA
SVP - Senior Portfolio Manager / Managing Director, U.S. Bank Private Wealth Management

Christopher T. Battifarano, CFA, CAIA
Executive Vice President - Chief Investment Officer, FineMark National Bank & Trust

Shundrawn A. Thomas
Founder & Managing Partner, The Copia Group, LLC

Terrance Davis, CAIA
Senior Portfolio Manager, State Board of Administration of Florida

Kenneth Pitman, CFA, CAIA
Principal, Mercer

Sylvia Benito, CFA
Chief Investment Officer, ASK Family Office

Howard Cooper
Founder, Cooper Family Office

Jim Ulseth, CFA, CAIA
Senior Partner / Chief Investment Officer, Fire Capital Management

Matthew Jansen
Managing Director, StepStone Group

Matt Farrell, CAIA
Senior Investment Officer, WE Family Offices

Noah Rubin
Managing Director – Investments, Rubin Wealth Management Group / Wells Fargo

Francois Otieno
Director of Fixed Income, Segal Marco Advisors

Nate Maier, CAIA
Investment Office - Private Markets, State of Wisconsin Investment Board

Rhys Williams
Director / Senior Wealth Advisor, Dakota Wealth Management

Chip Stevens
Senior Managing Director / Global Head of Structured Private Credit / Alternatives / Macro and Derivatives, Aflac Global Investments

2022 Sponsors

LEAD SPONSORS:
• Deloitte
• Cohen & Company
• Nuveen, a TIAA Company
• Menai

GOLD SPONSORS:
• Franklin Templeton
• CAIS
• iCapital
• Withum
• FS Investments
• Bay Bridge Ventures
• Peachtree Hotel Group
• BlockFi
• S&P Dow Jones
• RBC Global Asset Management (RBC GAM)
• The Financial Data Professional Institute (FDPI)

SILVER SPONSORS:
• Chicago Atlantic Credit
• Avenue Living
• Milliman
• StoneX (formerly known as INTL FCStone)
• Commonfund Capital, Inc.
• Bolder Group
• Starwood Capital Group
• Cohen & Company
• Backstop Solutions Group
• 57 Stars
• Pine Valley
• UMB Fund Services
• The Options Industry Council (OIC) SM

BUSINESS SPONSORS:
• Millennium Trust
• Fidelity Digital AssetsSM
• Richey May & Co.
• IQ-EQ
• Trident Trust
• Vidrio Financial

NETWORKING SPONSOR:
• SS&C Intra Links