LIFT AZ 2027

Arizona's premier investment management & capital summit — strengthening relationships, attracting capital, and showcasing Arizona's growing investment ecosystem.

DatesMarch 10–11, 2027
LocationClayton House, Scottsdale
Registration Coming Soon Become a Partner

About LIFT AZ

LIFT AZ convenes fund managers, institutional allocators, family offices, and industry leaders to strengthen relationships, attract capital, and showcase Arizona's growing investment management ecosystem.

As Arizona's flagship investment summit, LIFT AZ provides an exclusive forum where capital meets conviction — bringing together the state's most influential financial leaders for two days of curated programming, high-value networking, and meaningful dialogue on the forces shaping markets and capital formation.

Hosted at the iconic Clayton House in the heart of Scottsdale, LIFT AZ 2027 continues AFMA's mission to position Arizona as one of the nation's most connected, capital-efficient, and collaborative investment ecosystems.

Day 1 — March 10

Welcome Reception & Relationship Building

An exclusive welcome experience connecting AFMA members, sponsors, institutional investors, and invited guests through curated networking and relationship-building opportunities before the summit.

Day 2 — March 11

LIFT AZ Institutional Summit

Arizona's flagship gathering for fund managers, allocators, family offices, and investment leaders — focused on market insights, institutional relationships, and capital formation.

To help position Arizona as one of the nation's most connected, capital-efficient, and collaborative investment ecosystems — convening fund managers, institutional investors, family offices, and financial leaders to strengthen relationships, attract capital, and drive long-term economic growth.

Our Audience

Institutional allocator engagement remains central to LIFT AZ, with curated participation from family offices, consultants, endowments, foundations, RIAs, and national investment leaders — helping position Arizona as a destination for long-term capital relationships.

Institutional Investors

  • Family Offices
  • Endowments
  • Foundations
  • Consultants
  • RIAs

Fund Managers

  • Public Equities
  • Hedge Funds
  • ETFs
  • Private Equity
  • Venture Capital
  • Real Assets

Industry Partners

  • Legal
  • Fund Administration
  • Tax & Compliance
  • Technology
  • Banking & Insurance

Registration Pricing

Managers / Service Providers
$500

For fund managers, service providers, and investment professionals.

Registration coming soon
End Investor
Complimentary*

Reserved for qualified institutional allocators, family offices, endowments, and foundations to preserve a highly curated institutional experience.

Sign Up coming soon

*Must have a minimum of $100M in investable AUM and allocate to third-party investment fund managers. Subject to AFMA's verification and approval.

AFMA members receive complimentary summit access in accordance with their membership level.

2027 Partnership Opportunities

Partner with AFMA to elevate your brand and connect with Arizona's investment management community. Sponsorship opportunities are intentionally limited to preserve a curated, institutional attendee experience.

Silver
$7,500
  • 2 VIP Access Passes
  • Logo Recognition
  • Main Stage Recognition
  • Website Recognition
  • VIP Reception Access
  • 1-Year AFMA Membership
Gold
$12,500
  • 4 VIP Access Passes
  • Reserved Executive Engagement
  • Enhanced Logo Recognition
  • Main Stage Recognition
  • Enhanced Strategic Networking
  • 1-Year AFMA Membership
Title
$40,000
  • 12 VIP Access Passes
  • Premier Executive Engagement
  • "Presented By" Logo
  • Premier Main Stage Recognition
  • Keynote Thought Leadership
  • Concierge Strategic Networking
  • 1-Year AFMA Membership
A panel discussion at a conference featuring four individuals on stage, with a large screen behind them displaying their names, titles, and organizations. The screen's title reads 'Growing Arizona's Investment Management Industry.' Four panelists are seated on chairs, three men and one woman, all holding microphones, and there is an audience visible in the foreground.
Four men are standing and talking at an outdoor event. They are dressed in business attire, holding drinks, and wearing event badges. The background has string lights and an arched doorway.

Thank You to Our 2027 Sponsors

SILVER SPONSORS:

Distinguished Past Speakers

PAST KEYNOTE SPEAKERS

  • Dan Quayle

    Dan Quayle

    44th VICE PRESIDENT OF THE UNITED STATES | CERBERUS

  • Lawrence H. Summers

    FORMER U.S. SECRETARY OF THE TREASURE

  • Doug Ducey

    FORMER GOVERNOR OF ARIZONA

  • David Herro, CFA

    HARRIS | OAKMARK

  • Mark Divine

    SEALFIT | UNBEATABLE MIND

  • Eric Balchunas

    BLOOMBERG

  • Rob Copeland

    NEW YORK TIMES

FEATURED INDUSTRY LEADERS

Venue Information

Clayton House

3719 N 75th St, Suite 100
Scottsdale, AZ 85251
United States

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