LIFT AZ
LOCAL INVESTMENT FUND TALENT
FOR ARIZONA
LIFT AZ 2025
LIFT AZ is an exclusive and immersive annual summit, where we're taking Arizona's investment industry to new heights. Presented by the Arizona Fund Manager Association, this exclusive one-day summit is designed for institutional investors, family offices, private fund managers, and dedicated investment professionals committed to advancing Arizona's financial future. The summit will be held at the Heard Museum in Phoenix, AZ. We will venture over to the Phoenix Country Club for evening entertainment at the Arizona Tennis Classic.
OUR GOAL
In order for Arizona to have capital, Arizona must first attract talent. LIFT AZ is an annual full-day summit aiming to bring together top local fund managers and sophisticated investors across private equity funds, hedge funds, and other private alternatives in order to create a thriving institutional investment management ecosystem in Arizona. LIFT AZ's main goal is for Arizona to better attract, and retain, top-tier talent and capital, from within and beyond, generating outsized economic impact and educational opportunities for our home state.
FEATURED GUESTS
Danny Seiden
Boots Dunlap
Paul Binsfeld
Cole Smead
Drew Trojanowski
Greater Phoenix Economic Council
Mat Sorensen
Alex Chucri
Jessica Pacheco
Jack Selby
Former US Secretary of the Treasury
Conor O’Callaghan
John Schmidt
Glenn Williamson
Thomas Radic
AZ Commerce
Joe Hegener
Michael Green
LIFTAZ 2025 AGENDA
*Agenda is subject to change
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Enjoy a fueling breakfast sponsored by MS Howells & Co.
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A warm welcome from Ben Vega, AFMA.
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Featured Guests:
Joe Hegener, Asterozoa Capital
Boots Dunlap, RRA Capital
Alex Chucri, Pravati Capital
Moderated by Matt Sorenson, Directed IRA
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Enjoy refreshing beverages hosted by GT Law.
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Featured Guests:
Lawrence H. Summers, Former US Secretary of the Treasury
Cole Smead, Smead Capital
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John Schmidt, Commercialization Partner & Software Product Leadership, University of Arizona
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Head into the Heard Museum with a colleague to explore vibrant American Indian art before lunch at 12PM.
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Enjoy a delicious lunch sponsored by UMB Bank.
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Featured Guests:
Jack Selby, AZ-VC
Tom Radic, RevTek Capital
Drew Trojanowski, SWMAC
Moderated by Jessica Pacheco, ABOR
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Exciting opportunity for AFMA members. Hear from Paul Binsfeld, Honorary Consulate of Luxembourg.
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Enjoy a refreshing beverage sponsored by Greenberg Traurig.
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Featured Guest
Glenn Williamson, Canada Arizona Business Council
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Chris Camacho, Greater Phoenix Economic Council
Sandra Watson, AZ Commerce
Danny Seiden, Arizona Chamber of Commerce & Industry
Moderated by Conor O’Callaghan, Smead Capital
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Enjoy a refreshing beverage & snack sponsored by Greenberg Traurig.
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Featured Guest:
Michael Green, Simplify
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Join us at the Phoenix Country Club for delicious food & refreshing beverages before the evening tennis match hosted by the Arizona Tennis Classic.
* Complimentary valet or self parking available.
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LIFTAZ attendees have access to reserved seating to watch a Round of 16 hosted by the Arizona Tennis Classic. You never know which famous player will join for the evening!
*Tickets are first come, first serve.
Interested in Partnering with us in 2026?
Become a vital part of our mission by joining us as an event sponsor.
Your support at any level will contribute to the success of this transformative event, and further our shared commitment to elevating Arizona's investment ecosystem.
If you are interested in exploring sponsorship opportunities for LIFT AZ 2026, or have any inquiries about how you can get involved, please contact our executive director Ben Vega at Ben@azfundma.org.
THANK YOU TO OUR 2025 SPONSORS:
PLATINUM SPONSOR:
GOLD SPONSORS:
CONTENT SPONSORS:
SILVER SPONSORS:

See you on March, 13th 2025!
Past Speakers & Attendees
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Dan Quayle
CERBERUS
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Doug Ducey
FORMER GOVERNOR OF ARIZONA
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Dr. Christopher Howard
ASU ENTERPRISE
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Michael Green
SIMPLIFY
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Christopher Thornberg
BEACON ECONOMICS
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Marc Schmittlein
COPPERPOINT INSURANCE CO.
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Stacy Tucker
FLINN FOUNDATION
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Jack Selby
THIEL CAPITAL
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Sandra Watson
ARIZONA COMMERCE AUTHORITY
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Daniel Seiden
ARIZONA CHAMBER
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Mike Viteri
ARIZONA STATE RETIREMENT SYSTEM
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Chad Welborn
COPPERPOINT INSURANCE CO.
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Conor O'Callaghan
BTIG
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Krista Kerr
OAK STREET
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James Falbe
SAGUARO CAPITAL
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Thomas Martin
AKSIA
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Al Alaimo
ARIZONA RETIREMENT SYSTEM
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Chris Camacho
GREATER PHOENIX ECONOMIC COUNCIL
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Paul Matson
ARIZONA STATE RETIREMENT SYSTEM
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Mark Steed
ARIZONA PSPRS TRUST
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Jay Petkunas
THE WOLFF COMPANY
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Jeff Mindlin
ASU ENTERPRISE PARTNERS
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Jeff Padden
BALBEC CAPITAL
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Helaine Rosenbaum Dryden
EPISTEME CAPITAL
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Tricia Lee
DECHERT LLP
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Bill Smead
SMEAD CAPITAL
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Cole Smead
SMEAD CAPITAL
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Youmna Assad
EISNER AMPER
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Boots Dunlap
RRA CAPITAL
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Callie McDaniel
UMB FUND SERVICES
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Janelle Goulard
PANGAEA VENTURES
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Michael David
BRIDGE BANK
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Kyle Brown
TRINITY CAPITAL
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Brad Gulbrandsen
NORTHRIM HORIZON
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Joe Hegener
ASTEROZOA CAPITAL
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Marcus Kurschat
CLEAR SKY CAPITAL
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Michael Perini
PERINI CAPITAL
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Andrew Robertson
JUNIPER MESA MANAGEMENT
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Jim Small
SANTE REALTY INVESTMENTS
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Gregg Scoresby
CAMPUSLOGIC
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Noah Brocious
CAPITAL FUND 1
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Paul Cardon
BENCH EQUITY
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Ben Brockwell
INVISION AZ FUND
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Bill Prophet
KOCH ASSET MANAGEMENT
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Brett Hucklebridge
STEEL CANYON CAPITAL
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Margaret McKnight
STEPSTONE GROUP
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Cordell Rogers
CARDON FAMILY OFFICE
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Ted Van Brunt
RRA CAPITAL
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Kyung Kim
RRA CAPITAL
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Jeff Beyersdorfer
FRANKLIN MOUNTAIN CAPITAL
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Mark Brenner
CRIMSON CANYON
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Matt Behrens
NAJAFI COMPANIES
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Patrick Armstrong
JDA INVESTMENTS
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Leib Bolel
GRAYHAWK CAPITAL
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Lawrence H. Summers
FORMER U.S. SECRETARY OF THE TREASURY
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Sen. Mark Kelly
U.S. SENATOR
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Dr. Mickey Levy
HOOVER INSTIUTION
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Rob Copeland
NEW YORK TIMES
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Jack Selby
THIEL CAPITAL
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Dale Gibbons
WESTERN ALLIANCE BANK
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Daniel Seiden
ARIZONA CHAMBER
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Brad Carroll
TRIPOST CAPITAL PARTNERS, LLC
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Cole Smead
SMEAD CAPITAL
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Cyndi Thomas
RCLCO FUND ADVISORS
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Dan Mahoney
SNELL & WILMER
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Eric Balchunas
BLOOMBERG
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Frenchy Iles Cremieux
RICHMOND AMERICAN HOMES
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Janelle Goulard
PANGAEA VENTURES
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Jay Laurila
COHEN & COMPANY
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Jeff Gunderson
LENNAR
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Jefferson Weston
PSPRS
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Jordan Rose
ROSE LAW GROUP
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Larissa Herczeg
1 SEED PARTNERS
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Matt McIlwain
MADRONA VENTURE PARTNERS
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Nate Nathan
NATHAN & ASSOCIATES
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Pam Krill
GODFREY & KAHN
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Rodgers Harshbarger
UNC MANAGEMENT COMPANY
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Shelley Santulli
NEPC