Jay Rogers

President & CIO at Alpha Strategies Investment Consulting

Speaker

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