ALTSMIA 2023 | Markets Group | 4 December 2023 | Eden Roc Miami Beach, 4525 Collins Ave, Miami Beach, FL 33140, US

This event is an education-focused alternative investment event designed to bring the investor community together for a full day of dialogue and discussion on the most relevant topics facing investors and managers today.

This is developed and led by the CAIA Association and is a hot spot for those seeking the very latest in alternative investment news and developments. ALTSMIA is specifically designed to provide relevant, education-focused content for individuals who manage, advise, allocate to, or oversee alternative investments. With leading allocating and management firms, the agenda will include topics such as global asset allocation, risk management, private markets, real assets, alternative beta strategies, private equity, hedge funds, ESG, crypto, and more.

2023 Speakers

KEYNOTE SPEAKERS:

Wilbur Ross, Jr.
39th Secretary of Commerce, United States of America

Scott Stone
Chief Investment Officer, Pentegra

Michael Forestner
Global Co-Chief Investment Officer, Private Markets, Mercer

Shannon Saccocia
Chief Investment Officer, Neuberger Berman Private Wealth

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

Yung-Yu Ma, Ph.D
Chief Investment Officer, BMO Wealth Management

Steven Eisman
Managing Director, Neuberger Berman

Cameron Dawson, CFA
Chief Investment Officer, NewEdge Wealth

John Hurley
Chief Investment Officer - Alternative Investments, WorkSafeNB

Maurice Gordon
Senior Managing Director – Head of Private Equity, The Guardian Life Insurance Company of America (US)

Caitlin Mooney
Head of Alternative Investments, AAA-The Auto Club Group

Henry Wilson
Chairman, Wayne County Employees’ Retirement System

Steven Skancke
Chief Economic Advisor, Keel Point

Michael Villanueva
Senior Portfolio Manager, Blue Cross Blue Shield of Florida

RaeAnn Mitrione, CFA
Partner, Investment Management, Callan Family Office

Aaron Lally
CFA, CAIA, Managing Principal, Meketa Investment Group

Brett Graffy
Managing Director, Private Credit, Aksia

Beth Cutler
Founder and President, Merritt Point Wealth Advisors

Timothy Calkins
Co-Chief Investment Officer, Nottingham Advisors

Angelique Sellers
Managing Director of Investments, Pennsylvania State University

Jim Ulseth, CFA, CAIA
Chief Investment Officer, Fire Capital Management

Matthew Storm
Founding Partner, CV Advisors

Dylan Kremer
Co-Chief Investment Officer, Certuity

Becky Lightman
Founder & Managing Director, Lightman Capital

Daniel Xu
Head of North America Direct Lending Investment Due Diligence, Albourne Investments

Joshua Beers
Partner, Head of Private Equity, NEPC

Neetu Puranikmath
Senior Investment Officer, Cooper Family Office

Clint Sorenson
Co-Founder, WealthShield

Tom Ruggie
Founder, Chief Executive Officer, Destiny Family Office

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

Dakota Burke
Director, Investments, WTW

Chris Grizzard
CFA, CAIA, Director, Bayshore Capital Advisors

Michael Furla
Managing Director, Head of Fixed Income, The Mather Group

Emily Hylton
Senior Vice President, Callan

Noah Rubin
Managing Director - Investments, Rubin Wealth Management Group

Jorge Padilla
Principal, Director of Investments, Meira Wealth

John J Lomba
Managing Partner, Investment Strategies, Gratium Wealth Planning

2023 Sponsors

CO-HOSTS:
• CFA Society Miami
• CFA Sociaty Florida
• CAIA
• Miami Finance Forum

LEAD SPONSOR:
• Deloitte

PLATINUM SPONSORS:
• Franklin Templeton
• Hudson Sustainable Group
• Cohen & Company

GOLD SPONSORS:
• VOYA
• Nuveen
• Peachtree Group
• Withum
• ZAISGroup
• LSV
• Safe Harbor
• MT Lucas
• Glade Brook
• Forvis
• Perfected Claims
• BR
• aShareX

SILVER SPONSORS:
• Trilogy
• Chicago Atlantic
• OIC
• Libremax Capital
• Walton
• Kilgour Williams
• Outerlands Capital

BUSINESS SPONSORS:
• Absolute
• Millenium
• Murano
• Nasdaq
• Templum
• Cherry Bekaer

NETWORKING SPONSOR:
• Bay Bridge Ventures