Jay Rogers Email & Phone Number

Ladera Ranch, CA, US

Irvine, CA, US

Investment consulting – work as an outsourced Chief Investment Officer with single-family offices and their related foundations on manager selection and due diligence on alternative investment opportunities including funds, co-investments and special purpose vehicles. Primarily focused on private equity/credit and real estate with oversight on hedge funds.

Irvine, CA, US

Alpha Strategies was formed through a group of highly experienced investment professionals with a shared belief that boutique investment managers as well as qualified investors are still underserved in their access to deep domain expertise in alternative investments and certain long only investment strategies generating consistently high levels of “pure”.

Irvine, CA, US

We were a Third Party Marketing firm who represented best-of-breed, Alpha producing, high quality investment managers (both traditional and alternative) to the institutional, family office, and sovereign wealth marketplaces. Our specialty was working with emerging, boutique and specialty niche managers in developing their sales and marketing efforts and.

Greenwich, Connecticut, US

Charleston, South Carolina, US

Board of Advisors

New York, NY, US

Expert Witness and advisor for investment related matters

Post Lake Capital Partners is a boutique private equity real estate firm that invests and operates generational real estate assets across the United States. The firm’s primary investment strategies are value-add and development opportunities across various asset types. PLCP’s diversified investment approach adapts with market conditions in order to.

Focused on Nature-based solutions to protect, sustainably manage, or restore natural ecosystems, and to address societal challenges such as climate change, human health, food and water security, and disaster risk reduction effectively and adaptively, simultaneously providing human well-being and biodiversity benefits.

Focused on sustainability and environmental related projects including the sequestration and preservation of Brazilian rain forest land for REDD+ voluntary carbon credits.

Single Family Office

Hospitality company with interests in full service restaurants, quick serve restaurants, private clubs and Food & Beverage consulting and programming for boutique hotels.

Hired to turn around a private equity owned consumer lending portfolio

We provide financing solutions to law firms involved in contingency based litigation including mass tort, SSDI and class actions.

The concept of Steinberg Ventures came to life when renowned sports agent Leigh Steinberg, a 40-year sports industry veteran, and Jay Rogers, a 20-year investment professional, decided to synergistically blend their experience and expertise to create an investment vehicle that would allow qualified investors to provide financial capital to early-stage.

Bergendahl Holdings is the single family office of a private investor in Orange County, California. Our interests include investments in real estate, as well as small and middle market companies, hedge funds, private equity, venture capital, and art. We are opportunistic by nature and are always looking for compelling investment opportunities. Our.

Newport Beach, CA, US

Strategic advisor to Anfield Capital Management, a multi-client family office located in Southern California during their start up phase. I brought a perspective on manager selection and analysis of both traditional and alternative investment managers. I sat on their investment committee providing overall asset allocation perspective as well as an in depth.

Third Party Marketing for traditional and alternative investment strategies with a focus on small and "emerging" managers. Targeted marketing to Public Pension Plans, Taft-Hartley, Endowments and Foundations.

Responsible for all strategic relationships for the firm as well as operations, research, marketing and public relations for a high-quality growth institutional money manager based in Los Angeles. We were primarily offered through select wealth management platforms and through institutional investment consultants. For retail investors we were available.

Provided outsourced CIO services to family offices in Southern California. This included asset allocation, due diligence, manager selection and monitoring for traditional and non-traditional asset classes including private equity and direct real estate investments.

Economic analysis, investment research. Assisted in developing national Wealth Management Group for UHNW investors of $25 million+. Knowledge of management techniques, methods, theories, principles, and employee relations concepts, in order to ensure optimum utilization of personnel and resources. Provide technical and administrative oversight, quality.

San Francisco, California, US

Relationship management for high-net-worth clients of the bank through their private bank.

New York, NY, US

Completed comprehensive Wall Street training program in top 5% of peers, Worked with business owners to establish/replace retirement and pension plans, Executed Rule 144 transactions with corporate insiders

Certificate, Estate Planning

Asset Allocation, Estate Planning, 401(K) And Other Retirement Plans

Certificate In Fitness Instruction, Kinesiology And Exercise Science

Bs, Criminal Justice, Political Science

Military Strategy

Diploma, College/University Preparatory And Advanced High School/Secondary Diploma Program