Alpha Strategies Team
FOUNDER & PRESIDENT
Jay Rogers is an investment management professional and entrepreneur with over two decades in the financial services industry. His financial background began with a career on the sell side with such firms as Morgan Stanley, Wells Fargo and Bear Stearns. He later worked as Chief Investment Officer for a family office and made his transition to the buy side with a long only growth equity manager. For several years he also worked for an independent third party marketing firm raising money in both traditional and alternative asset classes. Alpha Strategies was formed through a group of highly experienced investment professionals with a shared belief that boutique investment managers as well as qualified investors are still underserved in their access to deep domain expertise in alternative investments generating consistently high levels of “pure” alpha. It has since grown into a diversified financial services company with specialties in alternative investment consulting, management and marketing.
Jay is a trusted advisor to several family offices and is instrumental in syndicating private investment opportunities among family offices and institutional investors nationwide. These opportunities include real estate, private equity, and venture capital.
Jay acts as advisor to several Native American Tribal Nations in the area of economic development and investment opportunities. An advocate for tribal independence he has provided financial solutions to several tribes and is the founder of the Native Made Foundation, championing the purchase of goods and services originating on Native American Reservations.
Jay is also a frequent speaker at industry events on family office and alternative investment issues. He has appeared on CNN’s Your Money and is frequently quoted and interviewed for financial publications including the Wall Street Journal, Bloomberg News and NPR. He has presented to audiences at IMN, Opal Financial, IvyPlus, World Research Congress, Alternative Assets Summit and other investment conferences around the country. Jay is also a guest lecturer at USC Marshall School of Business. Jay also provides expert witness testimony for litigation involving securities industry issues.
Jay holds a BS from Northeastern University and is also a graduate of the USMC Officer Candidate School in Quantico, VA. He holds multiple securities licenses and has completed professional courses in Advanced Estate Planning, Asset Allocation, and Retirement Planning. He is a member of the CFA Institute and the CFA Society of Orange County (CFAOC). Currently residing in Ladera Ranch with his wife and three sons, he is active in his local community as President of the Board of Directors for Ladera Ranch Community Services (LARCS), a community services organization. Mr. Rogers is also an Assistant Scoutmaster for Boy Scout Troop 636 and is a member of the National Eagle Scout Association and the Order of the Arrow.
2012 International Hedge Fund Awards – Rising Star of Hedge Funds
2013 AI Finance Awards winner – Investment Consultancy (California)
2014 International Hedge Fund Awards – Family Office Choice: Consultancy Firm of the Year
2014 International Hedge Fund Awards – Sustained Excellence Award – Hybrid Private Equity/Hedge Fund & Investment Advisory Firm of the Year
2015 M&A Awards (Corporate Livewire) – Excellence in Private Equity Investments –USA
2015 M&A Awards (Corporate Livewire) – Alternative Investment Platform of the Year
2015 Wealth & Finance International – Best Investment Advisory – USA
2015 Wealth & Finance International – Best for Alternative Investment Opportunities – California
James is a Senior Consultant at Alpha Strategies overseeing media and entertainment investment opportunities. In that role, he advises start-ups, venture capital funds, strategic investors, and family offices on how to identify and source opportunities in the Telecommunications, Media and Technology (TMT) sector. James has sourced capital, advised on M&A transactions, and driven business development deals for clients with leading media clients including Disney, Fox and NBC Universal. Prior to business school, he worked as an executive at the William Morris Agency, advising Fortune 500 companies and global brands including General Motors, Hilton Hotels and the NFL. He was responsible for devising and implementing strategies to integrate marketing platforms with cable and network television programming and digital media. James holds a BA in Political Science from UC Berkeley and an MBA from Columbia Business School.
Mr. Wynne is not currently licensed as an Investment Advisor Representative and does not provide investment advice.
Mr. Knowles oversees the Real Estate group within Alpha Strategies. In this capacity he is responsible for the sourcing, diligence and closing of real estate transactions for our investors in multi-family, commercial, senior living, medical, industrial, self-storage, and land acquisitions. Prior to Alpha Strategies Mike was the founder and President of Strategic Capital, an active player in a broad range of real estate acquisition, development and financing strategies.
Mr. Knowles’ core competencies are the sourcing, selling and diligence of land and real estate. He has a deep transactional history and understanding of the closing process.
Mr. Knowles has been a licensed California real estate broker and land developer for 35 years. In various companies controlled by him, he has been involved in transactions totaling over $750 Million in sales throughout the western U.S. He has worked for or consulted for many major national and international banks, pension funds, major opportunity funds, large landowners, major merchant homebuilders, and equity investors on all types of real estate development projects.
Strategic Capital has also raised capital for and expanded market penetration for a number of companies in the healthcare, renewable energy, software and water filtration sectors.
In addition, Mr. Knowles serves in an advisory capacity to several private companies, including a Board Advisor for ReCreation Management Solutions, a private high net worth estate management and consulting firm based in Rancho Mirage, California.
Mr. Knowles graduated from Stanford University in 1979 with a degree in Political Science, and from La Jolla High School in 1975. He resides in San Diego, California with his wife Monica, a USC graduate.
Mr. Knowles is not currently licensed as an Investment Advisor Representative and does not provide investment advice.
Mr. Mariman began his career as an investment consultant on the retail side with such firms as Merrill Lynch, Smith Barney, and Raymond James & Associates. He then joined Prime Asset Management as a Partner where he became an NFLPA Agent, negotiating contracts with the NFL Players Association and helping athletes with tax and financial planning.
He then joined Advanced Investment Technology as Director of Sales. Responsibilities included raising assets through retail and institutional channels. Creating a business strategy, marketing materials, and presentations designed to illustrate complicated non-linear quantitative artificial intelligence based portfolio strategies. While at AIT a strategic alliance was formed with State Street Global Advisors allowing the firm to design and manage quantitative management strategies for institutional clients around the world.
As President and CEO, Randy launched Concentric Capital Partners as a marketing and consulting firm. Developed to serve both retail and institutional money managers, private equity firms, and corporate entities. Designed to raise assets, and open distribution channels in both institutional and retail areas, and conduct marketing assessments, both strategic and tactical. Mr. Mariman has been retained to work with dozens of firms, including SSGA, ING, and Home Depot.
At Alpha Strategies he helps with due diligence, manager research and consults with clients on sports ventures and private investment strategies.
He has worked with several charities and served on non-profit boards. Primarily focusing in the areas of underprivileged and at-risk youth and families. Mr. Mariman is not currently licensed as an Investment Advisor Representative and does not provide investment advice. Mr. Mariman holds a BBA from the University of Iowa.
William Valladolid oversees the financial advisory group within Alpha Strategies Investment Consulting. He has had an active role in helping preserve the financial interests of executives and business owners for almost 20 years. He began his financial career in 1997 as an intern at Bear Sterns in San Francisco following his graduation from the University of San Francisco. He transferred to CIBC Oppenheimer in 2000, Merrill Lynch from 2010 to 2015, and Morgan Stanley from 2015 to September of 2017.
Along with the team and all available resources at Alpha Strategies, it is his simple goal to provide investors a clear path to meet their financial needs. He will help evaluate near-term concerns, plan long-term goals, and assist in developing strategies tailored to specific goals. He oversees comprehensive financial strategies including legacy and estate planning, philanthropic goals, tax sensitive and cross border wealth management. He believes in managing, strategizing, building, and preserving wealth.
Mr. Valladolid strongly believes in the fiduciary model and providing comprehensive and conflict-free advice. He believes that everyone should seek a second opinion on their financial plan. There is a great sense of pride associated with taking you “From” uncertain, confused, overloaded by industry jargon, and just an overall unease about the future “To” a more focused, content, and confident place in your life. We are grateful for that opportunity to serve those of significant wealth.
Mr. Valladolid brings an area of expertise in executive services, business owner services, retirement planning, cash flow analysis & budgeting, estate planning strategies & insurance, and asset allocation & portfolio management.
When Mr. Valladolid is not in the office, he enjoys time with his family, especially his two young girls. Mr. Valladolid believes children are important and is involved with several children based charities within the San Diego community. When spare time presents itself, he can be found running, surfing, and training.