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SAIA Quarterly Event: Save The Date (6/13/2024)
Thursday, June 13, 2024, 3:30 PM - 6:30 PM PDT
Category: Quarterly Event

SAIA Quarterly Event: 6/13/2024
Off-The-Run Alternatives: Exploring Unconventional Sources of Return

 

Dear SAIA Community,

 

Please join us for our second event of the year on the afternoon of June 13, 2024. This quarter, our conversation will focus on exploring the potential benefits and nuanced characteristics of adding niche alternative asset types to investment portfolios. SAIA has curated a roster of specialist practitioners that are innovatively pursuing opportunities to generate outsized, uncorrelated returns via non-traditional exposures. We expect to cover asset types including whiskey barrels, distressed mobile home parks, carbon credits, and boat marinas, to name a few. 

 

For more information and to register, please see below. We look forward to seeing you at the event.

Event Details: 

Date: June 13th, 2024
 
Time:
Registration & Sign up: 3:30PM to 4:00PM
Panel Discussion and Q&A: 4:00PM to 5:15PM
Networking: 5:15PM to 6:30PM
Location: 
K&L Gates
925 Fourth Avenue, Suite 2900
Seattle, WA 98104
Cost:
SAIA Members: Free
Non-Members: $50
Open Bar & Heavy Hors-d'oeuvres Included

 

Click Here To Register

 

Panel

 

Nick Caras
CEO & Co-Founder, Caras Real Estate

 

Nick Caras is the CEO and Founder of Caras Real Estate, a Montana-based investment firm focused on investing in office, retail and multi-family assets. Nick is a fourth generation Montanan, historic preservationist and restauranteur. Experienced in syndication, contracting and creative value-add developments, his latest projects include a rainforest ecolodge in Puerto Rico, Montana's largest antique mall and restoring the infamous Rock Creek Testicle Festival to its former glory. Nick earned a bachelors degree in Spanish literature from the University of Oregon. 

 

Ashley Marks
Co-Founder & Co-Managing Partner, Cordillera Investment Partners

 

Ashley Marks is a Co-Founder and Co-Managing Partner of Cordillera Investment Partners. She is responsible for directing Cordillera’s overarching investment strategy alongside her co-founders. She also serves as a director of Cordillera portfolio companies.

Prior to founding Cordillera, Ashley was a Partner at Makena Capital Management where she was a senior member of Makena’s Real Estate investment team and served as the Portfolio Manager responsible for a Makena Real Estate Fund. She was also a member of the firm’s Investment Committee. Before Makena, Ashley was an Associate at MacFarlane Partners, a real estate private equity firm in San Francisco, and held previous positions at MacFarlane Partners and Robertson Stephens in the Technology Investment Banking group.

Miles Yourman 

Principal & CEO, Knightsbridge Wealth Management

 

A member of the Knightsbridge team since 2010, Miles is deeply involved in the firm’s investment process and portfolio management efforts. He is a Chartered Financial Analyst (CFA) Charterholder and earned an MBA from Columbia University, where he graduated with Dean’s Honors and Distinction and was awarded the Sonkin Family Prize for Value Investing. Miles earned an AB in economics from Dartmouth College (Phi Beta Kappa, magna cum laude). Before joining Knightsbridge, he worked for Citigroup in New York and London. Miles currently volunteers for the Witte Lecture Series from the Newport Beach Public Library Foundation.

 

Moderator

Ann Gookin

Managing Director, Freestone Capital Management

 

Ann is managing director of Freestone's investment team, in which capacity she oversees the team’s daily operational functions. She previously focused on various alternative investment management strategies and co-led the firm’s due diligence function. Prior to joining Freestone in 2016, Ann spent her career in business operations and strategy roles, the bulk of which was spent with the D. E. Shaw group in New York and in London.

 

We look forward to hosting you!

SAIA Board