AlphaCore Wealth Summit

Anastasia Amoroso is the Chief Investment Strategist at iCapital. In this role, she is responsible for providing insight on private market investing opportunities for advisors and their high-net-worth clients. Previously, Anastasia was an Executive Director and the Head of Cross-Asset Thematic Strategy for J.P. Morgan Private Bank, where she identified and invested in emerging technologies and disruptive trends such as artificial intelligence, decarbonization, and gene therapy. Prior to this, Anastasia served as a Global Market Strategist on the J.P. Morgan Funds Global Market Insights Strategy team. She also managed global tactical multi-asset portfolios and performed investment due diligence at Merrill Lynch, as well as provided consultative financial advisory services to high-net-worth families and businesses. She graduated summa cum laude from the University of New Mexico and is a CFA charterholder.

Allan Swaringen – CEO & President

Allan Swaringen is President and CEO of JLL Income Property Trust. Mr. Swaringen has more than 30 years of experience in the real estate industry, including a variety of leadership and investment management positions with LaSalle Investment Management over the last 24 years. A leading industry expert and advocate for standards and transparency in the non-listed REIT space, Mr. Swaringen is a recognized thought leader, consistently featured at industry conferences and interviewed in industry publications. He serves as the Executive Committee Chair for NAREIT’s Public Non-Listed REIT Council and Board Member of JLL Income Property Trust. Mr. Swaringen has previously served as Co-President of Defined Contribution Real Estate Council and a Board Member of the Institute of Portfolio Alternatives; he continues to be active with both organizations.

Tom Keck – Partner, Head of Research and Portfolio Management

Mr. Keck is StepStone’s head of research and portfolio management. He is also involved in the Firm’s responsible investing and risk management initiatives and is a member of the board of directors.

Prior to co-founding StepStone, Mr. Keck was a managing director at Pacific Corporate Group, a private equity investment firm that oversaw over US$15 billion of private equity commitments for institutional investors. Before that, he was a principal with Blue Capital, a middle-market buyout firm.

Mr. Keck graduated cum laude with a BA from George Washington University and received his MBA with high honors from the University of Chicago Booth School of Business. He served in the US Navy as a Naval Flight Officer, receiving numerous decorations flying EA-6Bs off the USS Nimitz (CVN-68).

Stephen L. Nesbitt – Chief Executive Officer, Chief Investment Officer

Steve is the CEO of Cliffwater, an investment advisory firm specializing in alternative investments, including private equity, private debt, hedge funds, real assets, and real estate. Additionally, Steve is portfolio manager for the Cliffwater Corporate Lending Fund and the Cliffwater Enhanced Lending Fund. Prior to forming Cliffwater in 2004, Steve was a Senior Managing Director at Wilshire Associates. From 1990 to 2004, Steve led the Consulting division at Wilshire Associates and also started and built its asset management business using a ‘manager of managers’ investment approach, including private equity and hedge fund-of-fund portfolios. Steve started his career at Wells Fargo Investment Advisors, an early pioneer in index funds, where he developed and managed index funds and oversaw asset allocation.

He graduated summa cum laude, with a BA in Mathematics and Economics from Eisenhower College (Rochester Institute of Technology), and an MBA, with Distinction, from The Wharton School at The University of Pennsylvania.

Gary Rozier – Managing Director

Gary Rozier serves as Managing Director for the Oak Street division of Blue Owl Capital in its Chicago Illinois office. Gary leads the Investor Relations and Institutional Marketing team for Oak Street, which is responsible for investor communications, capital raising and client servicing. He also serves on the investment committee for the Net Lease strategies. Gary served as Senior Vice President at Ariel Investments for 14 years where he was responsible for institutional business development and client services.

Prior to joining Ariel, Gary spent five years with Rydex Investments, holding multiple positions in shareholder services and financial advisor sales before being promoted to regional vice president where he oversaw product development and distribution across nine states in the Midwest. Gary serves on the board of directors for City Colleges of Chicago Foundation, National Equity Fund and the advisory committee for Clifford Capital Partners. Additionally, Gary is a trustee for Frances Xavier Warde School and a 2011 Leadership Greater Chicago fellow. Gary earned a Bachelor of Arts degree in economics from the University of Maryland, where he serves on its Board of Visitors, Economics Leadership Council and was a captain of the rugby team.

Gary Rozier – Managing Director

Gary Rozier serves as Managing Director for the Oak Street division of Blue Owl Capital in its Chicago Illinois office. Gary leads the Investor Relations and Institutional Marketing team for Oak Street, which is responsible for investor communications, capital raising and client servicing. He also serves on the investment committee for the Net Lease strategies. Gary served as Senior Vice President at Ariel Investments for 14 years where he was responsible for institutional business development and client services.

Prior to joining Ariel, Gary spent five years with Rydex Investments, holding multiple positions in shareholder services and financial advisor sales before being promoted to regional vice president where he oversaw product development and distribution across nine states in the Midwest. Gary serves on the board of directors for City Colleges of Chicago Foundation, National Equity Fund and the advisory committee for Clifford Capital Partners. Additionally, Gary is a trustee for Frances Xavier Warde School and a 2011 Leadership Greater Chicago fellow. Gary earned a Bachelor of Arts degree in economics from the University of Maryland, where he serves on its Board of Visitors, Economics Leadership Council and was a captain of the rugby team.

Adam Witt – Partner

Adam Witt focuses principally on serving the broad-based transactional needs of business owners and executives, contractors and developers, tenants and landlords, and buyers and sellers of real property.  His practice includes the drafting and review of a broad range of agreements; construction and general business dispute negotiation and litigation; and guidance on business formation, operation, and governance.  Clients include real estate developers, general contractors, subcontractors, and a rich mix of both large and small business owners, investors, and lenders.

Adam has the vision to see the big picture, the wisdom to ask the right questions, and the experience to know attention to detail is crucial.  Familiar with both construction industry and general business challenges, Adam is as comfortable facilitating real property transactions as he is adept at efficiently and cost-effectively resolving the stickiest business disputes along the way.

• AlphaCore Wealth Advisory, Senior Wealth Advisor & JMJ Consulting, INC – Jim Johnston, CPA

Juli Bartlett – Director of Charitable Consulting

Juli is Director of Charitable Consulting at Schwab Charitable. Juli provides independent investment advisors, family offices, and donor communities innovative solutions to incorporate charitable planning into wealth management strategies and helps clients achieve maximum charitable impact. A seasoned relationship management professional with more than 20 years of industry experience, Juli has been with Charles Schwab since 1999, most recently as a Relationship Manager on the Advisor Services team in Southern California.

Juli received a Bachelor of Science degree in Science Education with a specialization in Biology from the University of Central Florida and holds the Series 7, 9, 10, and 63 securities licenses. She lives in Los Angeles and directs her charitable efforts towards improving the lives of animals in need and tutoring students in math and reading.

AlphaCore Wealth Advisory, Senior Wealth Advisor & JMJ Consulting, INC – Jim Johnston, CPA

Jim Johnston is a highly experienced professional with 30 years of expertise in designing comprehensive income and estate tax planning strategies. Prior to founding JMJ Consulting, Jim worked in Public Accounting and the financial services industry. Currently serving as a Senior Wealth Advisor at AlphaCore, Jim also holds the position of President at JMJ Consulting, Inc. His wealth preservation and prudent succession solutions have earned him a reputation for excellence. With a client-focused approach, Jim helps individuals and businesses maximize their wealth for long-term success.

Eric Byrnes is a keynote speaker, author, and former Major League Baseball outfielder that played 11 seasons before transitioning to a career in sports broadcasting and discovering a passion for ultra-endurance sports.

Ali Motamed – Founder & Managing Partner

Founder, Managing Partner, and Portfolio Manager. Prior to founding Invenomic, Ali was Co-Portfolio manager of the Boston Partners Long/Short Equity Fund. He was awarded Portfolio Manager of the Year in the Alternatives Category by Morningstar in 2014. Prior to joining Boston Partners, he was a member of the global mergers and acquisitions teams at Deutsche Bank and BT Wolfensohn. Mr. Motamed holds a B.A. degree in economics with a minor in accounting from the University of California, Los Angeles, and a M.B.A. degree from Harvard Business School. He holds the Chartered Financial Analyst designation. He has twenty years’ experience.

When he is not working, Ali enjoys spending time with his wife and four kids and participating in outdoor activities. Although he grew up in California, he has converted to a full-fledged Boston sports fan and particularly enjoys cheering for the Celtics and Patriots.

Lawrence Kissko – Client Portfolio Manager

Lawrence Kissko is a Client Portfolio Manager for Man AHL. Lawrence joined Man AHL in July 2014. Prior to this he was at Hermes BPK Partners where he was a partner, member of the Investment Committee and Head of Macro and Systematic strategies. Before Hermes BPK Partners, Lawrence was at BlackRock where he was a Director within the Alternative Advisors team with due diligence coverage of CTA, macro and quantitative strategies. Lawrence joined BlackRock via a merger with Merrill Lynch Investment Advisors where he held a similar role with due diligence responsibilities for CTA and macro strategies. Prior to that he was an Associate at Deutsche Bank in both the Deutsche Bank Advisors and Strategic Equity Transactions groups. Prior to that he worked at PaineWebber Incorporated as an investment banking Analyst within the Commercial Real Estate Group. Lawrence holds an MBA from Duke University and a Bachelor of Science in Economics from the Wharton School at the University of Pennsylvania.

Dave Goldfarb – Chief Executive Officer

Dave Goldfarb is the Chief Executive Officer of Chauncey Advisors, LLC, a firm partnering with One William Street Capital Management on the 1WS Credit Interval fund. One William Street is an employee-owned global alternative credit focused asset management platform with over $6B AUM.

Prior to founding Chauncey Advisors, Mr. Goldfarb held influential leadership positions in the financial services industry, including:

• Senior Managing Director at Cantor Fitzgerald, responsible for building, managing, and overseeing all aspects of the global asset management and wealth management businesses
• Managing Director of LAMCO, LLC, an asset management business responsible for the wind-down of Lehman Brothers Holdings
• Member of the executive committee at Lehman Brothers in senior leadership roles, including Global Head of Strategic Partnerships and Principal Investing, Chief Financial Officer, Chief Administrative Officer, and Chief Strategy Officer
• Chairman of Lehman Brothers’ Pension Trustee Committee
• Partner in the financial services group at Ernst & Young, servicing global financial institutions, including JP Morgan, Morgan Stanley, Sumitomo, Bankers Trust, Lehman Brothers, Shearson, and Paine Webber

Mr. Goldfarb holds a B.S. in Accounting from the University of Maryland and has served on several of the University’s Boards and Committees.

Josh Goldstein – President & Co-Founder

Josh Goldstein is the President and Co-Founder of Verition Fund Management. He is responsible for the daily management of Verition, and works closely with Mr. Maounis to oversee the Firm’s investment process, capital allocation decisions, risk management, and talent recruitment. Prior to co-founding Verition, Mr. Goldstein was Chief Operating Officer of NM Holdings, LLC where he oversaw Mr. Maounis’ family office investments. Previously, he held positions at Lehman Brothers, the Yankees Entertainment & Sports Network, LLC (YES Network) and First Manhattan Consulting Group. Prior to that, he practiced corporate and securities law at Blank Rome LLP and served as an Assistant District Attorney in New York. Mr. Goldstein holds a J.D. from Brooklyn Law School, where he was a Senior Editor of the Law Review, and a Bachelor of Arts degree from the Pennsylvania State University.

 David Hammer – Portfolio Manager

Mr. Hammer is a managing director in the Newport Beach office and leads municipal bond portfolio management, with oversight of the firm’s municipal investment grade, high yield, taxable, and separately managed accounts. He is the lead portfolio manager on PIMCO’s municipal bond fund complex, including investment grade, high yield, state-specific, closed-end funds, and interval fund. Prior to rejoining PIMCO in 2015, he was a managing director at Morgan Stanley, where he was head of municipal trading, risk management, and research. He has 20 years of investment experience and holds an undergraduate degree from Syracuse University.

Josh Emanuel, CFA – Chief Investment Officer

Josh leads Wilshire’s investment activities, including investment strategy, manager research, portfolio management, and quantitative alpha research. He also chairs the firmwide Wilshire Investment Committee. Josh re-joined Wilshire in 2015 and has 20 years of industry experience. From 2010 to 2015, Josh served as Chief Investment Officer of The Elements Financial Group, LLC (TEG), where he developed and managed a variety of outcome-oriented investment strategies and exchange trade funds. Prior to his tenure at TEG, Josh served in several roles at Wilshire from 2004–2010, including head of manager research, head of strategy for Wilshire Funds Management, and co-chairman of the Wilshire Funds Management Investment Committee. Before 2004, he was responsible for international manager research for Jeffrey Slocum & Associates, Inc.

Josh has a BA in Finance from the University of Pittsburgh and holds the Chartered Financial Analyst designation.

David Stubbs – Director & Senior Investment Strategist

David Stubbs is a Managing Director and the Senior Investment Strategist for the Americas in the Private Wealth Solutions group. Dr. Stubbs previously spent 8 years at J.P. Morgan, where he was most recently the Global Head of Thematic Investing for their Wealth Management business. Prior to that role he was the Head of Investment Strategy for their International Private Bank and a Global Macro Strategist in their Asset Management business. Previously, Dr. Stubbs has worked at the United Nations Department for Economics and Social Affairs and the International Development arm of the U.K. government. Dr. Stubbs received a Ph.D. in Economics from the New School for Social Research, an M.Sc. in International Political Economy from the London School of Economics and Political Science, and a B.Sc. in Economics and Politics from the University of Birmingham. He is on the board of the Children’s Environmental Literacy Foundation and is a CMT and FRM holder

Ali Motamed – Founder & Managing Partner

Founder, Managing Partner, and Portfolio Manager. Prior to founding Invenomic, Ali was Co-Portfolio manager of the Boston Partners Long/Short Equity Fund. He was awarded Portfolio Manager of the Year in the Alternatives Category by Morningstar in 2014. Prior to joining Boston Partners, he was a member of the global mergers and acquisitions teams at Deutsche Bank and BT Wolfensohn. Mr. Motamed holds a B.A. degree in economics with a minor in accounting from the University of California, Los Angeles, and a M.B.A. degree from Harvard Business School. He holds the Chartered Financial Analyst designation. He has twenty years’ experience.

When he is not working, Ali enjoys spending time with his wife and four kids and participating in outdoor activities. Although he grew up in California, he has converted to a full-fledged Boston sports fan and particularly enjoys cheering for the Celtics and Patriots.

Stephen L. Nesbitt – Chief Executive Officer, Chief Investment Officer

Steve is the CEO of Cliffwater, an investment advisory firm specializing in alternative investments, including private equity, private debt, hedge funds, real assets, and real estate. Additionally, Steve is portfolio manager for the Cliffwater Corporate Lending Fund and the Cliffwater Enhanced Lending Fund. Prior to forming Cliffwater in 2004, Steve was a Senior Managing Director at Wilshire Associates. From 1990 to 2004, Steve led the Consulting division at Wilshire Associates and also started and built its asset management business using a ‘manager of managers’ investment approach, including private equity and hedge fund-of-fund portfolios. Steve started his career at Wells Fargo Investment Advisors, an early pioneer in index funds, where he developed and managed index funds and oversaw asset allocation.

He graduated summa cum laude, with a BA in Mathematics and Economics from Eisenhower College (Rochester Institute of Technology), and an MBA, with Distinction, from The Wharton School at The University of Pennsylvania.

Nick Veronis – Co-Founder & Managing Partner, Head of Portfolio Management

Nick is Co-Founder and one of the Managing Partners of iCapital Network, where he is Head of Portfolio Management. Nick spent 11 years at Veronis Suhler Stevenson (VSS), a middle market private equity firm where he was a Managing Director responsible for originating and structuring investment opportunities. At VSS, he specialized in the business information services sector and helped spearhead the firm’s investment strategy in the financial software and data sector, including its investment in Ipreo. Nick was previously an operating advisor to Atlas Advisors, an independent investment bank based in New York. He began his career as a financial journalist for The Boston Business Journal, was a reporter for The Star-Ledger, and a Senior Associate in the New Media Division of Newhouse Newspapers. He holds a BA in economics from Trinity College and FINRA Series 7, 79, and 63 licenses.