ALTSMIA Annual Investor Forum 2018 | Markets Group | 6 November 2018 | JW Marriott Miami, 1109 Brickell Ave, Miami, FL 33131, USA

ALTSMIA 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.

ALTSMIA 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. ALTSMIA is developed and led by the CFA Society of Miami, CAIA Miami and Miami Finance Forum. With their guidance and oversight, this one-day event will provide participants with an educationally focused agenda and will feature leading practitioners from the fields of private equity, venture capital, real estate, hedge funds, cryptocurrency, artificial intelligence and other sectors of the alternative investment market. ALTSMIA has been developed for:

• Institutional investors
• Financial advisors
• Family offices
• Asset managers
• Investment consultants
• Plan trustees
• Portfolio managers
• Research analysts

2018 Speakers

John P. Calamos, Sr.
Founder, Chairman and Global Chief Investment Officer, Calamos Investments

Marc Bell
Chief Executive Officer, Marc Bell Capital

Ray Nolte
Chief Investment Officer and Co Managing Partner, Skybridge Capital

Garth Friesen
CEO, III Capital Management

Jeffrey Krasnoff
Chief Executive Officer, Rialto Capital

Michael Falk
Chairman, Managing Partner and Co-Founder, Comvest Partners

Kelly Williams
Senior Advisors, GCM Grosvenor

Sebastien Gault
Head of Family Office, JMS Holdings

Marc Bell
Chairman and Co-Founder, Terran Orbital

Bill Collatos
Founder, Spectrum Equity

Maria Elena “Mel” Lagomasino
Chief Executive Officer, WE Family Offices

Charmel Maynard
Associate Vice President and University Treasurer, University of Miami

Steven Brod
Chief Executive Officer, Crystal Capital

Pamela Liebman
President and CEO, Corcoran Group

Roman Khlupin
Chief Investment Officer, Strenta Investment Management

Steven Wagner
Co-Founder Chief Executive Officer, Omnia Wealth

Britt Whitfield
Regional Chief Investment Officer, Abbot Downing CFA, CAIA

Max Giolitti
Chief Risk Officer, Verus Investment

Mark Grant
Chief Global Strategist, B. Riley FBR Inc.

Jeffrey R. Nipp
Senior Investment Consultant, Milliman

Steven W. Cottle
Consultant, Milliman

Aaron Lally
Executive Vice-President, Meketa Investment Group

William Kelly
CEO, CAIA

Karim Aryeh
Chief Investment Officer, Lloyd Crescendo Advisors & President, CAIA Miami

Amy Starlight Lawrence
Vice President, Private Client Advisor II at U.S. Trust

Etain Connor
Executive Director, Miami Finance Forum

2018 Sponsors

GOLD SPONSORS:
• Broadstone
• OIC
• Prohaus Group

SILVER SPONSOR:
• Eisneramper

BRONZE SPONSOR:
• Invesco

BUSINESS SPONSORS:
• Midland
• MIAMI DDA

MEDIA AND INSTITUTIONAL PARTNERS:
• CFA Society South Florida
• MIAMI
• Funds Society
• Hedge Fund Association