“Never invest in any idea you can’t illustrate with a crayon” – Peter Lynch
We seek to build a community of informed clients by creating methods you can connect in person, digitally or by telephone to simple, easy to digest, and valuable information on how Caliber is leading the way in helping qualified investors access quality alternatives. The world of investments has changed, will you change with it?
Q: Why do you do events?
A: Live events and web events give our clients a chance to connect, provide an opportunity for Caliber’s leadership to speak to many customers at once, and, most importantly, ensure that our investors feel empowered, educated and connected to their investments.
Q: What will I learn at Caliber Events?
A: We strive to ensure that you will grow your knowledge and comfort with many topics surrounding alternative and real estate investing. We’re in the business of providing great knowledge, not wasting time.
Q: What kinds of events does Caliber put on?
A: We host a variety of events ranging from small, intimate dinners to large, educational seminars. Most of our events occur monthly, but each is a unique experience. We strive to put on casual, informative and fun events that allow you to grow your knowledge and wealth!
Q: How much is it to attend these events?
A: Most of our events are free of charge! We want to give back to our clients by providing education, entertainment and value through both live and web events. Prices will always be listed in event details.
Q: Who attends Caliber’s events?
A: We host events for both prospects and current clients. Our events are always planned by putting our clients’ needs and interests first. While we encourage you to attend our events, many of our events are open to clients only.
Not a current client? That’s okay! Events held for individuals new to Caliber, such as our Lunch with Caliber, are a great introduction to Caliber and our team, and help give interested parties the opportunity to learn more about what we do.
Q: How can I receive email invitations to these events?
A: If you would like to start receiving emails about upcoming events and other Caliber related news and topics, contact us today!
Contact us to book your attendance to our next event.
Reserve your seat
Caliber events are often filled to maximum capacity before the day of the event. We seek to keep our events to an appropriate size to ensure you have ample time to interact with the other attendees as well as the Caliber team. Because of this, we request you book ahead if you plan to attend a specific live event, web event, or call.
Chief Executive Officer / Founder
Chris is a co-founder of Caliber and currently serves as the Company’s Chief Executive officer. In this role, Chris develops overall company strategy in concert with his co-founders and the Company’s Executive Committee and ensures that strategy is communicated to the Caliber team and the general market. Chris leads the growth of the Company’s investment services including acting as the fund manager for Caliber’s private investment funds. Chris seeks out opportunities and strategic relationships to grow the Company’s investment base – both in investment capital and opportunistic projects. Prior to serving as the Company’s CEO, Chris utilized knowledge and skillsets acquired as an auditor for PriceWaterhouseCoopers, LLP to develop the Company’s business systems. Under the leadership of its founders, Caliber has grown over a six year period to manage over $50M in in assets with average year over year growth of nearly 100% per year.
Chief Operating Officer / Founder
Jennifer is a co-founder of Caliber and currently serves the Company’s Chief Investment Officer. In this role, Jennifer ensures the Company’s portfolio of single family homes, apartments, office buildings, and hotels are performing with a maximum positive outcome. Jennifer sets investment strategy for incoming properties in concert with the Company’s Executive Committee and further ensures each strategy is implemented or modified as market conditions change. Prior to taking the role as CIO, Jennifer served as the Designated Broker for Caliber Realty setting up an internal system to manage the purchase and sales of over $50M in investment property. Jennifer has spent her entire career as a real estate entrepreneur after several years of architecture & design school. Her designs and contributions can be seen throughout the Company’s portfolio of investments – including the recent $8.5M renovation of the Crowne Plaza Phoenix Airport Hotel.
Chief Financial Officer
A seasoned executive with diverse finance and operational experience within domestic and international growth companies, Jade leads corporate financial planning, reporting, operational analysis and optimization, and treasury/risk management across Caliber’s five business units: Investment, Construction & Development, Property Management, Brokerage and Hospitality. Prior to joining Caliber in 2015, Jade served in several management roles during his fourteen-year tenure with PricewaterhouseCoopers (PwC), the international financial services firm, where he led audit and accounting advisory engagements for some of the firm’s top 50 global public and private companies. During that time, he managed domestic and foreign Initial and Secondary Public Offerings helping companies raise over $2 Billion in capital and debt. As CFO, Jade focuses on financial strength, governance and transparency to ensure Caliber is well-positioned to bolster both short and long term goals of greater efficiencies, profitability and growth, particularly as the company continue down the strategic path and pursuit of a public offering. Prior to being named Caliber CFO, Jade, a Certified Public Accountant, served as Caliber Vice President of Finance led the execution and oversight of the company’s new financial reporting infrastructure, managed the lengthy external audit process and implemented best practices instrumental for achieving the company’s strategic growth plan.
Executive Vice President – Commercial Acquisitions and Development
Roy is the Director of Commercial Projects and co-manager of the Caliber Distressed Income Fund “CDIF”. Roy plays a critical role in analyzing potential properties, maximizing returns on existing properties and overseeing all aspects of construction at Caliber. He has over 30 years’ experience in Arizona as a principle, operating construction and development companies that have completed over $200,000,000 in developed real estate. He has successfully developed dozens of projects including multi-family, custom home, retail centers, mini-storage, industrial complexes, office building and medical complexes. In addition to ground up development, Roy has completed several hundred tenant improvements from a standard office build out to medical surgery centers. A graduate of Washington State University in 1984 with a degree in Business Computer Systems, Roy received his Commercial General Contractor’s license in 1986 and his AZ Real Estate Broker’s license in 1988. Roy has worked actively with many cities development department and was recently Chairman for Peoria’s Design Standards Advisor Board as well as their construction Board of Appeals.
Senior Vice President – Investor Relations
Travis is a Managing Director of Caliber Securities as well as a member of the Executive Team and spearheads Caliber’s capital raising efforts in conjunction with overseeing Marketing. Throughout his career he has raised capital for Hedge Funds, publicly traded companies, Venture Capital and private investments in public equity (PIPEs). He has also held Sales Leadership roles for several different companies, most recently in FinTech (financial technology) in Silicon Valley. His background in the Capital Markets will be extremely beneficial as Caliber continues to embark on its journey to the public markets. Travis is a graduate of the University of Southern California and received his Bachelor’s degree in Economics. He has held Series 7, 63 and 65 FINRA licenses and enjoys extracurricular activities such as Golf, Football, Music and Martial Arts.
Peter brings 25 years of real estate experience to Caliber including ownership, property management, development and construction. He has invested, owned and mentored in multiple business verticals including retail, banking, finance, hospitality, real estate and technology. He has travelled throughout Asia, Europe and North America teaching and mentoring CEOs on many unique business best practices that he has created. Peter is a past member of the Entrepreneurs Organization (15 years), Vistage (2 years) and was asked by the Business Development Bank of Canada to lead on of the most successful Presidents’ Roundtables on record (3 years). He is often asked to speak to Business Leaders, Politicians, Chamber of Commerce Members, Presidents and CEOs on his unique thought leadership and best practices that he has implemented in nearly every business he is involved in. Peter has worked on large, unique projects that included Colgate Palmolive (UK) , IBM, Southern California Edison, Corel and the Grammy Awards. Peter is currently an advisor to Grayhawk Business Partners, a proposed Community Bank in Scottsdale, Arizona. Peter enjoys spending time with his family, playing ice hockey as a goaltender, in addition to coaching and mentoring inner city youth.