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ALTSMIA Annual Investor Forum


Developed and led by Markets Group, the CFA Society of Miami, CAIA Miami and Miami Finance Forum

Start Time

11/6/2018 8:00 AM

End Time

11/6/2018 6:00 PM


Member Price

Please check event website

Non-Member Price

Please check event website

Candidate Price

Please check event website

Location Info

JW Marriott Miami
1109 Brickell Avenue
Miami, FL 33131

Event Description

Dear member,

You are invited to join us in Miami for the ALTSMIA Annual Investor Forum! 

ALTSMIA is developed and led by Markets Group, the CFA Society of Miami, CAIA Miami and Miami Finance Forum to provide relevant content for individuals who manage, advise, allocate to, or oversee alternative investments.
Register now to take advantage of the Early Bird discount
before it ends August 31st.*
Tuesday, November 6, 2018
JW Marriott | Miami, Florida
Confirmed speakers include:
  • Michael Falk, Chairman, Managing Partner, Comvest Partners & Co-Trustee ofMichael and Annie Falk Foundation
  • Charmel Maynard, Associate Vice President & University Treasurer, University of Miami
  • Mel Lagomasino, President, WE Family Office
  • Aaron Lally, Executive Vice-President, Meketa Investment Group
  • Sebastien Gault, Head of Family Office, JMS Holdings
  • Ken Souza, Investment Director- Foundation, University of South Florida
  • Roman Khlupin, Chief Investment Officer, Strenta Investment Management
  • Richard Johns, Chief Investment Officer, South Ocean Investment Partners
  • Jeffrey R. Nipp, Senior Investment Consultant, Milliman
  • Mark Eisner, Chairman, Daytona Beach Police and Fire Pension Fund
  • Steven Cottle, Investment Consultant, Milliman
  • Steven Brod, Chief Executive Officer, Crystal Capital
  • Michael Villanueva, Investment Director- Alternatives, Alfred I. duPont Charitable Trust
  • Monica Poveda, Vice President & Senior Portfolio Manager, Northern Trust & Past President, CFA Society of Miami
  • Karim Aryeh, Chief Investment Officer, Lloyd Crescendo Advisors & President, CAIA Miami
  • Etain Connor, Executive Director, Miami Finance Forum

To download the conference agenda, click here.

For further information about the program or how your team can get involved, please contact Paul Hamann at +1 347-308-7792 or by e-mail at

Event Type


Partner Category


Education Topic

Alternative Investments

Event Region


CE Credit


SER Credit


Event Terms

​​Please contact event manager for details.

All Day Event





11/6/2018 6:00 PM



Event Manager Email
Approval Status Approved


Content Type: MyCFA Calendar
Created at 8/16/2018 10:53 PM by Ursula Auger
Last modified at 8/18/2018 10:13 AM by Ursula Auger