Jay Rogers

President & CIO at Alpha Strategies Investment Consulting

Speaker

Alternative Investment Leadership
Jay has built his career on identifying and structuring complex alternative investment opportunities across real estate, private debt and equity, venture capital, and hedge fund strategies. His approach emphasizes rigorous due diligence, asset allocation optimization, and risk-adjusted return maximization for sophisticated investors seeking access to institutional-quality opportunities.

Legal & Tax Structuring for UHNW Investors
A cornerstone of Jay's practice is designing and implementing tax-efficient investment structures tailored to the unique needs of ultra-high-net-worth families and institutions. His expertise encompasses multi-jurisdictional planning, entity structuring, charitable vehicles, succession planning integration, and sophisticated legal frameworks that optimize after-tax returns while ensuring regulatory compliance and asset protection.

Family Office Advisory
As a trusted advisor to multiple family offices nationwide, Jay serves as a strategic partner in portfolio construction, governance, and generational wealth planning. His comprehensive approach addresses investment policy, operational infrastructure, and the complex coordination of legal, tax, and investment considerations that define modern family office management.

Litigation Support

Provides expert witness services and testimony in litigation involving securities and investment industry matters