top of page
00Preview_010.jpg

Invest Like A Billionaire (IB2025)

Accretive Wealth proudly presents an investment seminar for HNW individuals, highlighting private investments with global asset managers!

Saturday, February 22 | 8:00 AM - 2:00 PM

Signia by Hilton | 170 S Market St, San Jose

Investment Managers Presenting

PRESENTERS

The Carlyle Group | CAZ Goldman Sachs |​ Golub Capital

  | Hamilton Lane  | JP MorganKKR | Shopoff Realty
 

Speaker Line-Up

Keynote Speaker: Christopher Zook
Founder, Chairman, and Chief Investment Officer of CAZ Investments

caz.jpg

Christopher Zook

Exclusive Fireside Chat with Bill Shopoff
President and CEO,
Shopoff Realty Investments

Screenshot 2025-01-23 at 12.41.24 PM.png

Bill Shopoff

Headshot.jpg

Michael Aiken
Director
The Carlyle Group

Ben-Cunningham_Website_724x996.png

Benjamin Cunningham
Managing Director
Golub Capital

Screenshot 2025-01-22 at 12.06.09 PM.png

 Blake Cruice 
 Vice President  
Goldman Sachs

Packer_Lynly_Headshot.png

Lynly Packer
Alternatives Specialist
J.P. Morgan

Screenshot 2025-01-17 at 2.21.56 PM.png

Tara Blackburn
Managing Director
Hamilton Lane

PETER_edited_edited_edited_edited.jpg

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

Contact Us

12657 Alcosta Boulevard, Suite 150

San Ramon, California 94583

bottom of page