Jay Rogers Email and Phone Number
Jay Rogers work email
- Valid
- Valid
- Valid
- Valid
- Valid
- Valid
Jay Rogers personal email
- Valid
Jay Rogers phone numbers
Experienced, senior level executive and dynamic thought leader in the areas of traditional and alternative investments with a track record of success in delivering superior risk-adjusted returns. Sophisticated understanding of legal, tax, financial markets, industry verticals and political factors that affect decision making process for successful outcomes.Strategic and proactive leader with highly effective written and verbal presentation and communication skills. Respected in business and investment circles with experience in successfully identifying and assessing value added business and investment ideas and opportunities. Ability to form high functioning teams to deliver top quartile results. Proficient at implementing and executing strategies at an exceptionally high level in environments of rapid change. Adaptable and responsive to diverse client needs.Litigation Support - We have been providing expert witness services for law firms since 2015. We are focused on the financial services and investment management industries and have experience ranging from major Wall Street banks and brokerages to smaller independent advisory firms. Our expertise covers the full spectrum of traditional and alternative investments including venture capital, private equity, real estate and hedge funds.We are available to provide analysis, commentary, opinion, and strategy guidance for litigation matters related to fiduciary duty, business disputes, shareholder rights, securities, financial planning, and investment advisory services. Our full-service approach covers case preparation, analysis, expert witness reports, depositions and testimony during trial and for any appeals.Please DO NOT CONTACT to pitch unsolicited investments. We are not interested in cannabis, crypto or opportunity zone funds.Specialties: Investment Consulting, Family Office, UHNW Portfolio Management, Asset Allocation, Portfolio Optimization, Investment Management, Due Diligence, Expert Witness
Alpha Strategies Investment Consulting
View- Website:
- asinvestmentgroup.com
- Employees:
- 5
-
President And Chief Investment OfficerAlpha Strategies Investment ConsultingLadera Ranch, Ca, Us
-
President & Chief Investment OfficerAlpha Strategies Investment Consulting Aug 2008 - PresentIrvine, Ca, UsInvestment 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 and venture capital. Business consulting – provide strategy and growth support to family-owned enterprises.Alpha also works with sovereign Tribal Nations to create solutions and assist with the unique financial challenges they face. Alpha has made a commitment to our Native American partners to assist them with economic development and project financing. Our approach provides our Tribal partners with an advocate who can access institutional capital on their behalf by structuring financial solutions which are mutually beneficial.We share the interests of our Tribal Nation partners to diversify their economic base, create jobs, diversify revenue sources, and help them to prudently manage their investable assets. Our goal is to guide our tribal clients towards self-sufficiency and economic independence.We also provide expert witness services in the areas of investment advisory, securities, traditional and alternative investments including hedge funds, private equity, venture capital and real estate.
-
President & Chief Investment OfficerAlpha Strategies Investment Consulting Apr 2011 - Dec 2015Irvine, Ca, UsAlpha 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” alpha.We are the investment advisor to private equity and hedge funds. We also offer white labeled, customized alternative investment strategies to RIA's, banks and trust companies looking to offer their clients comprehensive alternative investment solutions.
-
PresidentAlpha Strategies Investment Consulting Aug 2008 - May 2011Irvine, Ca, UsWe 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 providing them access to our global network of institutional investors.
-
Advisory Board MemberFamily Office Association Dec 2022 - PresentGreenwich, Connecticut, Us -
AdvisorAltriarch Apr 2022 - PresentCharleston, South Carolina, UsBoard of Advisors -
Council MemberGlg (Gerson Lehrman Group) Dec 2016 - PresentNew York, Ny, UsExpert Witness and advisor for investment related matters -
Family Office AdvisorPost Lake Capital Partners Nov 2021 - Dec 2023Post 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 mitigate risk, enhance value creation, and prioritize capital preservation.
-
Chief Executive OfficerAmazon Partners, Llc Sep 2022 - Sep 2023Focused 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.
-
Chief Executive Officer413 Environmental, Llc Mar 2020 - Sep 2023Focused on sustainability and environmental related projects including the sequestration and preservation of Brazilian rain forest land for REDD+ voluntary carbon credits.
-
Chief Executive OfficerFour Thirteen, Llc Apr 2019 - Sep 2023Single Family Office
-
Board MemberWm Development, Llc Sep 2014 - Jan 2021Hospitality company with interests in full service restaurants, quick serve restaurants, private clubs and Food & Beverage consulting and programming for boutique hotels.
-
Chief Executive OfficerLoantopia, Llc Dec 2018 - Apr 2019Hired to turn around a private equity owned consumer lending portfolio
-
Managing MemberWaterfall Investment Strategies, Llc May 2014 - Mar 2019We provide financing solutions to law firms involved in contingency based litigation including mass tort, SSDI and class actions.
-
Managing Partner And Chief Investment OfficerSteinberg Ventures Jan 2016 - Dec 2018The 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, high-potential, startup companies within the broad-reaching sports arena. Sports-oriented financing deals continue to draw and capture the attention of investors. Steinberg Ventures is well positioned to counsel and guide entrepreneurs through the fertile and exciting, yet highly competitive, landscape that has now become mainstream. Our focus and goal is to return strong, long-term results for investors and provide new businesses with intimate support and assistance as they grow. -
Executive Director And Chief Investment OfficerBergendahl Holdings Jul 2011 - Nov 2018Bergendahl 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 experience has shown that we can generate superior returns by identifying talented entrepreneurs and giving them the capital and guidance they need to succeed. We make investments in a variety of sectors via co-investments and direct equity positions.
-
Strategic AdvisorAnfield Capital Management, Llc Sep 2010 - Aug 2011Newport Beach, Ca, UsStrategic 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 knowledge of alternative investment strategies. -
Managing DirectorIndependent Financial Marketing Mar 2005 - Mar 2009Third 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.
-
Managing DirectorDiamond Portfolio Advisors, Llc Dec 2003 - Dec 2008Responsible 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 through a mutual fund.
-
PartnerR & L Partners, Llc Aug 2001 - Jan 2005Provided 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.
-
Vice PresidentBear Stearns Jan 2001 - Sep 2001Economic 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 reviews and ensure all program objectives.
-
Private Client ManagerWells Fargo Jan 1998 - Jan 2001San Francisco, California, UsRelationship management for high-net-worth clients of the bank through their private bank. -
Financial ConsultantMorgan Stanley Oct 1995 - Dec 1997New York, Ny, UsCompleted 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
Jay Rogers Skills
Jay Rogers Education Details
-
Canon Financial InstituteEstate Planning -
Dean Witter Graduate School401(K) And Other Retirement Plans
-
Ucla ExtensionKinesiology And Exercise Science
-
Northeastern UniversityPolitical Science
-
Usmc Officer Candidate SchoolMilitary Strategy
-
Westhill High SchoolCollege/University Preparatory And Advanced High School/Secondary Diploma Program
Frequently Asked Questions about Jay Rogers
What company does Jay Rogers work for?
Jay Rogers works for Alpha Strategies Investment Consulting
What is Jay Rogers's role at the current company?
Jay Rogers's current role is President and Chief Investment Officer.
What is Jay Rogers's email address?
Jay Rogers's email address is ja****@****hoo.com
What is Jay Rogers's direct phone number?
Jay Rogers's direct phone number is +131099*****
What schools did Jay Rogers attend?
Jay Rogers attended Canon Financial Institute, Dean Witter Graduate School, Ucla Extension, Northeastern University, Usmc Officer Candidate School, Westhill High School.
What are some of Jay Rogers's interests?
Jay Rogers has interest in Social Services, Children, Cooking, Investing, Economic Empowerment, Civil Rights And Social Action, Education, Mixed Martial Arts, Movies.
What skills is Jay Rogers known for?
Jay Rogers has skills like Alternative Investments, Hedge Funds, Investments, Investment Strategies, Asset Allocation, Private Equity, Investment Management, Portfolio Management, Equities, Venture Capital, Asset Management, Mutual Funds.
Who are Jay Rogers's colleagues?
Jay Rogers's colleagues are William Valladolid, Christina 💡 Whittle.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial