Investing in Talent to Elevate Arizona
Join us at LIFT AZ 2024, an exclusive and immersive annual summit, where we’re taking Arizona’s investment industry to new heights. Presented by the Arizona Fund Manager Association, this exclusive one-day Summit is designed for institutional investors, family offices, private fund managers, and dedicated investment professionals committed to advancing Arizona’s financial future.
At AFMA, we firmly believe that in order to attract capital, you must first attract talent. Our mission is to create a dynamic institutional investment management ecosystem right here in Arizona. LIFT AZ brings together the finest local fund managers and sophisticated investors across private equity, hedge funds, and other private alternatives, all under one roof.
OUR GOAL: Empower Arizona to attract and retain top-tier talent and capital from both within and beyond our state’s borders.
THE RESULT: A stronger, more prosperous Arizona with remarkable economic opportunities and enhanced educational prospects.
LIFT AZ 2024
The Summit: A Day of Immersive Insights – Sponsored by Smead Capital Management
Prepare for a full day of insightful presentations at the summit. From 10:00 AM to 5:00 PM*, our distinguished speakers will share their expertise, experiences, and foresight, providing you with a deeper understanding of the investment landscape. With a legacy of remarkable speakers like former Arizona Governor Doug Ducey and former U.S. Vice President Dan Quayle, our commitment to delivering high-value content remains unwavering. Thank you to this year’s Title Sponsor, Smead Capital Management.
The Grand Finale: LIFT AZ’s Dinner in the Outfield – Sponsored by Northern Trust
After an engaging day of presentations, join us for LIFT AZ’s Dinner in the Outfield. We’ll make our way to the iconic Scottsdale Stadium and watch the San Francisco Giants take on the Los Angeles Dodgers from the stadium’s Charro Lodge VIP Box. Enjoy the thrill of a night game, connect with peers, and revel in an unforgettable evening under the Arizona stars. Thank you to this year’s Platinum Sponsor, Northern Trust.
**Tickets are FIRST COME, FIRST SERVE. Please be sure to arrive early to secure your tickets. Tickets will be handed out at checkin.
**Please note: Bags larger than 9” x 5” are not permitted at Scottsdale Stadium. Review the full list of Stadium Rules here.
AGENDA
9am-10am: Registration & Light Breakfast – Sponsored by MS Howells
10am-12pm: Morning Keynotes and Panels – Sponsored by Smead Capital Management
- 10:00am: Opening Remarks ft. U.S. Senator Mark Kelly
- 10:15am: Title Sponsor Welcome ft. Cole Smead, Smead Capital Management
- 10:20am: “Fed Watching: Interest Rates, Inflation and the Economy” Keynote ft. Dr. Lawrence H. Summers, Former U.S. Secretary of the Treasury & Dr. Mickey D. Levy, Visiting Scholar, Hoover Institution and Shadow Open Market Committee Member
- 11:05am: Quick Break
- 11:15am: “VC Outlook” Panel ft. Jack Selby, Thiel Capital, Matt McIlwain, Madrona Venture Group & Janelle Goulard, Pangaea Ventures. Moderated by Dan Mahoney, Snell & Wilmer
12pm-1pm: Lunch Break – Sponsored by UMB Bank
1pm-5pm: Afternoon Keynotes and Panels – Sponsored by Greenberg Traurig
- 1:00pm: “Lessons from a Bank Run” Fireside Chat ft. Dale Gibbons, Western Alliance Bank
- 1:45pm: “State of the Homebuilding Market in Arizona and Beyond” ft. Jeff Gunderson, Lennar, Frenchy Iles Cremieux, Richmond American Homes and Nate Nathan, Nathan & Associates. Moderated by Jordan Rose, Rose Law Group
- 2:30pm: Quick Break
- 2:40pm: “Innovation in Public Markets” Panel ft. Pam Krill, Godfrey and Kahn, Jay Laurila, Cohen and Company, and Eric Balchunas, Bloomberg Intelligence. Moderated by Cole Smead, Smead Capital Management
- 3:25pm: “The Great Real Estate Reset: Finding Opportunities in the New Cycle” Panel ft. Shelley Santulli, NEPC, Larissa Herczeg, 1 Seed Partners, Cyndi Thomas, RCLCO Fund Advisors. Rodgers Harshbarger, UNC Management Company, and Jefferson Weston, PSPRS. Moderated by Brad Carroll, TriPost Capital Partners
- 4:20pm: Quick Break
- 4:30pm: “Finance in AZ: The Vision and Path Forward” ft. Daniel Seiden, Arizona Chamber of Commerce and Industry
- 4:40pm: Discussion with Rob Copeland, New York Times Bestselling Author of “The Fund: Ray Dalio, Bridgewater Associates, and the Unraveling of a Wall Street Legend”, moderated by Boots Dunlap, RRA Capital
- 5:15pm: Closing Remarks, Conor O’Callaghan, BTIG
5:30pm: Networking Happy Hour at Scottsdale Stadium – Sponsored by Northern Trust
7:00pm: Spring Training: SF Giants vs LA Dodgers VIP Experience in the Charro Lodge at Scottsdale Stadium. Open Bar & Kitchen – Sponsored by Northern Trust
**Times are subject to change
