News & Press: Updates

Attend a CalALTs Special Interest Group (SIG) Meeting this August

Wednesday, July 29, 2020  
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Are you interested in meeting other professionals in the alternative industry?

Join CalALTS at one of our upcoming Special Interest Group (SIG) meetings this August to meet others with similar interests - ranging from Private Equity, Real Estate, Hedge Funds, Venture Capital, and FinTech. We’re missing in-person events just as much as you, but our SIGs will help foster new connections with our vast network of thought leaders, influencers and peers. The goal of our Special Interest Groups is to share investment ideas, best practices, and industry intelligence that will answer today’s question and drive tomorrow’s success. 

 

Sign up for CalALTs Membership at a 50% discount with the code: CALALTS50 (offer expires August 25th.)

Become a Member 


Registration is first come first serve with priority for CalALTs Members. Sign up for any of the following Special Interest Group meetings in August to get involved and meet others (virtually)! Please note, pre-registration is required for each meeting.

 

Hedge Fund Special Interest Group
Moderated by Jason Gerlach of Sunrise Capital Partners
Wednesday, August 5th from 2:00 - 3:00 pm PT

Sign-Up Here

 

Real Estate Special Interest Group

Moderated by Dana Light of George Smith Partners

Thursday, August 13th from 3:30 - 4:30 pm PT

Sign-Up Here

Venture Capital Special Interest Group
Moderated by David Burnett of Breakthrough Ventures

Tuesday, August 18th from 12:00 - 1:00 pm PT

Sign-Up Here

Private Equity Special Interest Group

Moderated by Vince Calcagno of Agile Fund Solutions and Marc Wolf of CohnReznick

Wednesday, August 26th from 1:00 - 2:00 pm PT
Sign-Up Here

 

We look forward to “seeing” you in August at one of our upcoming Virtual SIG meetings! If you have any questions, please contact the CalALTs Office at info@calalts.org.

 

Meet our Moderators: 

 

 

Jason Gerlach is the CEO and Managing Partner of Sunrise Capital Partners, a San Diego-based multi-family office, hedge fund, and asset management firm that has operated since 1980 and celebrates its 40th anniversary in 2020. In his role at Sunrise, Gerlach determines and drives the firm’s overall business strategy and oversees the firm’s day-to-day business operations and activities. Gerlach also chairs Sunrise’s Management Committee. 

 

 

 

 

 

 

 

 

 

Dana Light is the Vice President of Marketing Research at George Smith Partners. She is responsible for developing and driving the firm’s comprehensive marketing strategy as well as oversight of all day-to-day marketing activities. Her role encompasses strategic planning, brand management, market research, strengthening relationships with capital providers, spearheading industry and company events and identifying web marketing strategies, including social media integration into marketing campaigns. With over 13 years of combined experience in the real estate investment industry, Ms. Light has a track record of success for identifying business development opportunities in residential, commercial and mixed-use properties.

 

 

 

 

 

 

 

David Burnett is a founding partner of Breakthrough Ventures. He is a senior executive with a passion for helping organizations scale and build revenues. Mr. Burnett most recently was Chief Executive Officer of a leading fund administration firm. Prior to that role, he spent 5 years in London developing an international business from its origin to an industry leading platform. Mr. Burnett graduated with honors from the University of Chicago earning an MBA in analytic finance and economics and a BA in accounting and economics from Marquette University.

 

 

 

 

 

 

 

Vincent Calcagno is the CEO of Agile Fund Solutions, LLC. He specializes in operational, financial, compliance, accounting, tax and consulting for hedge funds, private equity funds, venture capital funds, fund of funds, and investment advisors that sponsor these products. Leveraging his extensive operational experience from his dealings in the private and public sector of the financial services industry he has both operated and advised these entities on business structure and strategy, as well as the management of financial, operational, compliance and tax matters.

 

 

 

 

 

 

 

Marc Wolf, CPA, is a partner in the Accounting and Assurance Department and the Co-Leader of Financial Services for the firm. He has more than 25 years of diverse experience in audit, tax and consulting services, specializing in Regulated Investment Companies (RICS), venture capital funds, hedge funds, fund of funds, private equity funds, mutual funds, real estate fund, management companies, registered investment advisors and broker-dealers.


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