AGENDA
- 4:30 PM | Cocktails & Hors d'oeuvres
- 5:30 PM | Open-Ended Panel Discussion
- 6:30 PM | Event Concludes
PANELISTS
Dick Pfister, CAIA® – CEO, Founder / AlphaCore
Dick, CEO and founder of AlphaCore, has over 25 years of experience in wealth advisory and financial services, specializing in diversifying traditional portfolios with alternative strategies. Previously, he democratized access to elite asset managers as a partner at Altegris, which he and his partners sold to a Fortune 500 company in 2010. Earlier, he worked as a technical analyst and floor trader at the Chicago Mercantile Exchange and managed the Global Trade Desk for Dean Witter Reynolds. A member of the inaugural Chartered Alternative Investment Analyst (CAIA®) class, Dick has successfully guided entrepreneurs and investment professionals through changing market conditions.
Ed Durica, CFA® – Senior Wealth Advisor / AlphaCore
Prior to joining AlphaCore, Ed spent over 20 years as the Chief Investment Officer and Portfolio Manager of Johnston & Associates, Inc., a Denver-based wealth management firm. He led the investment management team, spearheading portfolio strategy, security selection and trading. He also engaged with client relationship management, including providing consulting services for ultra-high-net-worth clients. Ed has volunteered for many years with the CFA® Western Region and the CFA® Society of Colorado, including holding the office of President.
Samuel F. Jones – Senior Wealth Advisor / AlphaCore
Sam Jones, Senior Wealth Advisor and Principal at AlphaCore Wealth Advisory, brings nearly 30 years of experience serving high-net-worth clients. Before joining AlphaCore in 2024, he led and rebranded his family’s firm into All Season Financial Advisors, expanding it into a full-service wealth management firm. A past president of NAAIM and an SEC-registered representative since 1994, Sam specializes in portfolio management, due diligence, and socially responsible investing. He serves on the Yampa Valley Community Foundation finance committee, is President of the Steamboat Education Fund, and has been featured in Barron’s, The Wall Street Journal, and Investment News.
Armando Urena – Portfolio Specialist / Stepstone
Mr. Ureña is the Portfolio Specialist for StepStone Private Wealth. He started his career at StepStone as the Associate for the Southeast territory. Prior to joining StepStone Private Wealth, Mr. Ureña worked at Charles Schwab on the derivatives team for the Client Service and Support Department. Mr. Ureña received a BBA in Finance, and a BA in Radio, Television, and Film from the University of North Texas. He is a Chartered Financial Analyst and holds FINRA 7, 9, 10, and 63 licenses. Mr. Ureña serves as the treasurer for education non-profit, The Artist Outreach.
