Investment Managers Presenting
| The Carlyle Group | CAZ | Goldman Sachs |​ Golub Capital
| Hamilton Lane | JP Morgan | KKR | Shopoff Realty
Speaker Line-Up
Keynote Speaker: Christopher Zook
Founder, Chairman, and Chief Investment Officer of CAZ Investments
Christopher Zook
Exclusive Fireside Chat with Bill Shopoff
President and CEO,
Shopoff Realty Investments
Bill Shopoff
Michael Aiken
Director
The Carlyle Group
Benjamin Cunningham
Managing Director
Golub Capital
Blake Cruice
Vice President
Goldman Sachs
Lynly Packer
Alternatives Specialist
J.P. Morgan
Tara Blackburn
Managing Director
Hamilton Lane
Peter Milinazzo
Principal
KKR
Agenda
Registration and Breakfast
Welcome Address & Economic Update
By Faraz Sattar
Financial Planning- The Foundation of Financial Wellbeing
Presented by: Sanchi Ranyal and Tej Anand, AWM
​
Equities: How SMA Tax-Loss Harvesting can Generate Alpha?
Presented by: Goldman Sachs
​
BREAK
​
Private Equity Beta- Evergreen Funds
Panelists: The Carlyle Group, Hamilton Lane, KKR, JP Morgan
Moderated by Faraz Sattar
Private Equity Alpha- GP Stakes and Sports Franchise
Keynote Speaker: Christopher Alan Zook (CAZ)
With Faraz Sattar
Manager Breakout 1
​
BREAK
Golden Era of Direct Lending
Panelists: The Carlyle Group, Golub Capital
Moderated by Rizwan Ibrahim
State of Affairs in the Commercial RE Markets?
Fireside Chat with Bill Shopoff (Shopoff Realty) and Faraz Sattar (AWM)
​
Tax Planning- Reduce your Taxes
Presented by: Sanjiv Gupta
Manager Breakout 2
Seminar Conclusion & Lunch
Contact Us
12657 Alcosta Boulevard, Suite 150
San Ramon, California 94583
