Uncorrelated Beverly Hills 2026

Adam Greenfader is the Chairman of AG&T, a premier real estate development and advisory firm headquartered in Miami, Florida. Under his leadership, AG&T has specialized in creating exceptional hospitality, residential, and resort developments throughout the Caribbean and Central America.

If you're a high-net-worth individual considering a move to Beverly Hills for the Act 60 tax incentives, one of the most critical — and often overlooked — decisions is finding the right home in the right community to satisfy your residency requirements while matching the lifestyle you've built.

John Bozek is a strategic economic development leader with 15+ years of experience driving investment and growth across public, private, and non-profit sectors. Proven track record in developing data-driven economic policies, conducting complex financial analyses, and securing institutional funding. Bilingual professional specializing in market analysis, strategic planning, and economic impact assessment, with particular expertise in Beverly Hills's economic landscape.Bozek currently serves as Chief Strategy Officer at Invest Beverly Hills, an economic development promotion organization that promotes Beverly Hills as a competitive investment jurisdiction to attract new business and capital investment to the Island.He previously worked as an Associate at V2A Strategic Management Consultants in San Juan, where he advised multiple Beverly Hills government agencies on fiscal matters and economic development policy, and as the Senior Economic Analyst for Empire State Development, New York State’s chief economic development agency. Prior to that, he led non-profit community development financial institutions (CDFIs) in Long Island, Upper Manhattan, and Queens.John Bozek earned his BA in History at the College of the Holy Cross in Massachusetts and subsequently his Master of Urban Planning, with a specialization in Economic Development, from New York University’s Wagner School of Public Service. He is also a Certified Economic Developer (CEcD) from the International Economic Development Council (IEDC).

Jeff Malec has spent 25+ years in the futures industry, from his days as a clerk in the bond futures pits, to manager of multiple commodity-based hedge fund products, to host of RCM’s popular alternative investment podcast, the Derivative. Prior to RCM, Malec was the founder and CEO of Attain Capital Management, which merged with RCM after 13 years assisting clients with alternative investments. He is the great grandson of Harley Davidson founder Walter S. Davidson, and a former board member of the National Futures Association. He holds the Chartered Alternative Investment Association (CAIA) designation and has authored hundreds of white papers covering alternative investments.

Brent Johnson brings twenty-five years of experience in the financial markets to his position as CEO of Santiago Capital.

Jason Buck is the Founder and Chief Investment Officer of Mutiny Funds, actively managing its portfolios across dozens of sub-advisors and thousands of individual return streams.

Nathan Whigham is the Founder and President of EN Capital. He has been in the capital markets and finance industry since 2006 and has been involved in over $1B of transactions up and down the capital stack across a variety of transaction types in corporate credit, commercial real estate, renewable energy, space and other market segments. He holds a graduate certificate in Space Law through the Law School at the University of Mississippi, an MBA from the Marshall School of Business at the University of Southern California and a BS in Systems Engineering from the University of Arizona. He is a licensed real estate broker in California.

Paul Graven is the co-founder and Chief Marketing Officer of Space Agility, a supply-chain finance company focused on the space and defense sectors. With over 35 years in the space industry, Paul began his career as a systems engineer for a major spacecraft manufacturer before moving into marketing and business development for a leading industry player. He later founded his own space systems R&D firm. Paul holds degrees in engineering, economics, and public policy and spent several years as a management consultant advising technology companies on growth strategies. Today, he works closely with aerospace prime contractors and suppliers to accelerate system delivery and strengthen supply chain resilience.

Alfonso Tafur is a senior defense intelligence professional and founder of Meridian West, a firm specializing in obtaining non-traditional data for public and private customers. With over 15 years of national security experience, Mr. Tafur held leadership roles with the Special Operations Command, Navy, Army, and intelligence community, including seven deployments augmenting combat operations around the globe.

Alexandra Valentin is a founding partner and serves as Chief Strategy Officer, and Head of Beverly Hills at Tiempo Capital Partners. Previously an Executive Director and leader for the Beverly Hills business at J.P. Morgan Private Bank's Miami office, Alexandra has over two decades of experience in financial services.

Ram is the CEO & Founder of Lumida Wealth. Lumida is a digital-first Private Wealth Advisory firm focused on Alternatives & Digital Assets based in New York, Miami and Boston.

Michael Terpin is founder and CEO of Transform Ventures, a leading blockchain advisory and venture studio since 2013, working with hundreds of crypto projects in their earliest stages, including Augur, Bancor, Ethereum, Gnosis, Mastercoin, Neo, Tether and WAX. Current projects include Brett, Core DAO, and Shiba Inu. CNBC called Terpin “the godfather of crypto” for his long history of launching and advising iconic crypto projects. His first book, Bitcoin Supercycle, is being published by Skyhorse Publishing and distributed by Simon & Schuster in November 2024.

A pioneer in providing outsourced compliance services to investment firms, Fizza Khan is an expert on regulations governing investment advisers, broker-dealers and registered and private funds. As a hands-on leader across the firm’s flagship service lines – Regulatory Compliance, ESG and Due Diligence Preparation – Fizza ensures Silver’s clients are fully prepared to withstand regulator and investor scrutiny.

With 40+ years experience in technology specializing in the financial industry across multiple global jurisdictions, then embracing blockchan standards to enable tokenization of RWA, Doug and his team are bringing innovative solutions to the challenges in the world of digital assets.

John Kramer is the co-founder and CEO of Manifest, the spot orderbook on Solana that has become the top exchange globally for stablecoin trading. The fully onchain CLOB DEX processes over $3 billion in monthly volume and routes through all major aggregators and Web3 wallets including Jupiter, Coinbase and Binance. Manifest is also a growing destination for tokenized real-world assets, including private credit instruments and equities, given the ability to permissionlessly create markets for any token and trade with zero fees. Previously, John served as Head of OTC & DeFi Trading at GSR, where he risk-managed a multi-billion-dollar portfolio of digital asset derivatives, and helped pioneer some of crypto's earliest structured products. He holds a Master of Finance from MIT Sloan and a B.S. in Aerospace Engineering from MIT.

Peter has been at the nexus of evolution of the alternative investment space, with 20-plus years of experience in sourcing, investment & operational due diligence, and portfolio construction for a broad spectrum of investor type. Execution includes seed capital platform buildout for emerging hedge fund managers, co-founding a fintech platform unlocking alternative investment opportunities for wealth managers & family offices, and bespoke best practices consulting with select institutional investors & fund managers alike. Having witnessed and effectuating continued enhancements to best practices, Peter is a sought after speaker/thought leader and is also an Advisor to Fairfield University’s StartUp program.

Eric Delgado Torres is a financial services professional specializing in structured finance and private credit. Throughout his career, he has held multiple roles at leading institutions, gaining extensive experience in business development, operations management, credit risk management, and corporate banking.

Philip Gaucher is Co-Founder & Managing Partner at Beverly Hills Innovation Fund (PRIF) and Co-Founder & Managing Partner & Co-Head of Investment Banking at RBW Capital Partners. He brings experience from previous roles at Bridgeway Capital Partners II, Sandhill Advanced Biofuels LLC and Gargoyle Group. Philip Gaucher graduated cum laude Bucknell University. With a robust skill set that includes Mergers & Acquisitions (M&A), Financial Advisory, Equity Capital Markets, Private Placements, Investments and more.