Carl Dockery

Carl Dockery Email and Phone Number

Investment Advisor, Venture Capital Partner @ Aytu BioScience, Inc.
Carl Dockery's Location
Lakeland, Florida, United States, United States
Carl Dockery's Contact Details
About Carl Dockery

My background is in investment and finance spanning a number of different industries and specialties. I am an advocate for the role of true fiduciaries, and the more transparent disclosure of the conflicts of interest widespread in our industry. I founded Alpha Advisors in 2006 to manage the assets of a few clients who wanted the benefits of a more disciplined approach to investing. Our firm is a registered investment advisor (RIA), and in 2008 we earned certification by the Centre for Fiduciary Excellence (CEFEX) as an Investment Advisor. Today, Alpha Advisors is nationally recognized for our asset allocation strategies and portfolio construction methodology. In 2010, together with a group of partners and investors, Alpha Venture Capital Partners (AVCP) was founded to invest in late stage opportunities alongside top-tier venture capital firms.Specialties: Investment Strategy, Late Stage Venture Capital, Risk Analysis, Financing, Fundraising, Deal Structure, Investment Banking

Carl Dockery's Current Company Details
Aytu BioScience, Inc.

Aytu Bioscience, Inc.

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Investment Advisor, Venture Capital Partner
Carl Dockery Work Experience Details
  • Aytu Bioscience, Inc.
    Director
    Aytu Bioscience, Inc. 2016 - Present
    Member of the Board of Directors of Aytu BioScience, Inc (AYTU). Aytu BioScience is a public company specializing in urological medicine including urinary tract infection, prostate cancer, low testosterone, and infertility. The company plans to expand into additional urological indications through acquisition or licensing of approved, commercialized products and late-stage development assets (www.aytubio.com).
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  • Cytodyn, Inc
    Director
    Cytodyn, Inc 2014 - Present
    Member of the Board of Directors of CytoDyn, Inc. (CYDY), a public biotechnology company focused on the clinical development and potential commercialization of humanized monoclonalantibodies for the treatment and prevention of Human Immunodeficiency Virus (HIV)infection and other potential indications (www.cytodyn.com).
  • Alpha Venture Capital Management, Llc
    Investment Manager (General Partner)
    Alpha Venture Capital Management, Llc 2010 - Present
    General Partner to two limited partnerships, Alpha Venture Capital Partners and Alpha Venture Capital Fund, overseeing each entity's operation and managing banking, custodian and TPA relationships. In my capacity as the fund’s Investment Manager, I also work to select investment candidates and perform due diligence.
  • Alpha Advisors, Llc
    President
    Alpha Advisors, Llc 2006 - Present
    As the founder and principal of Alpha Advisors, I oversee all aspects of investment strategy, research and financial planning at the firm. Alpha Advisors serves as a true fiduciary to clients including individuals, charitable organizations, companies, and venture capital partnerships. One of fewer than 100 CEFEX certified Investment Advisors worldwide, our firm is subject annually to a rigorous independent audit. I ensure that all of our accounts are managed in a prudent and accountable manner, and that we comply with the stringent requirements necessary to maintain this distinction.
  • Crossroads Insurance Company
    Board Of Directors, Corporate Officer
    Crossroads Insurance Company 1988 - 2008
    Chief risk analyst for Crossroads Insurance Company, and sister company Gulf Insurance, Ltd. Based in Bermuda and Grand Cayman, I worked with the London reinsurance market, as well as clients located throughout the Southeastern U.S. My role included oversight of investment managers for institutional assets, structuring both firms’ risk tiers, placing reinsurance, and minimizing claim volatility through the implementation of proactive settlement strategies.
  • Allen & Company Of Florida
    Financial Advisor
    Allen & Company Of Florida 2001 - 2006
    Responsibilities at Allen & Company consisted of advising corporate clients on portfolio construction policies, oversight of investment managers, and day to day management of closely held asset pools. Key areas of focus included developing risk profiles and diversification strategy.
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Carl Dockery Skills

Investments Portfolio Management Finance Strategic Financial Planning Asset Allocation Due Diligence Investment Strategies Venture Capital Investment Banking Management Strategy Strategic Planning Insurance Financial Advisory Leadership Banking Wealth Management Retirement Planning Business Planning Employee Benefits Fundraising Customer Service Risk Analysis Accounting Auditing

Carl Dockery Education Details

  • Denver Seminary
    Denver Seminary
    Philosophy Of Religion
  • Southeastern University
    Southeastern University
    Humanities

Frequently Asked Questions about Carl Dockery

What company does Carl Dockery work for?

Carl Dockery works for Aytu Bioscience, Inc.

What is Carl Dockery's role at the current company?

Carl Dockery's current role is Investment Advisor, Venture Capital Partner.

What is Carl Dockery's email address?

Carl Dockery's email address is ca****@****bio.com

What is Carl Dockery's direct phone number?

Carl Dockery's direct phone number is +186366*****

What schools did Carl Dockery attend?

Carl Dockery attended Denver Seminary, Southeastern University.

What skills is Carl Dockery known for?

Carl Dockery has skills like Investments, Portfolio Management, Finance, Strategic Financial Planning, Asset Allocation, Due Diligence, Investment Strategies, Venture Capital, Investment Banking, Management, Strategy, Strategic Planning.

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