Investments + Wine!
Tuesday, September 26th
1:00pm-7:00pm PT
Austin will host Doc for a fireside chat at the Hotel Healdsburg discussing the state of the markets and their views on how to position your portfolio into the end of the year. We will then take a short trip to the winery where we will spend the afternoon tasting Doc's wines alongside another one of his local favorites. The early evening will conclude with a reception at the winery with Doc and the SAM team. You will enjoy wine, music, local bites, and the scenery before being taken back to the hotel in downtown Healdsburg.
Hotel Healdsburg
25 Matheson Street, Healdsburg, CA
Book your stay at a discounted rate here
Robert Young Estate Winery
5102 Red Winery Road, Geyserville, CA
Get Directions / Info
What We Do
SAM is an SEC Registered Investment Adviser. As such we must act as a fiduciary, which means we must always put the client’s needs before ours. We take pride in our independent thinking. We avoid one-size-fits-all packaged products, creating tailored portfolios that cater to your individual goals—and add value over time.
SAM believes in multi-asset class investing, and invests not only in stocks and bonds, but also in less traditional asset classes such as commodities or real estate. Whether you're seeking an investment manager who shares your philosophy, you don't have the time to manage your investments, or you want to work with an advisor who understands the need to achieve higher risk-adjusted returns, we have the right solutions for you.
Meet the Team
The SAM Investment Team is comprised of a group of professionals with a combined 80+ years of global markets and investing experience.
More about Austin Root
As Chief Investment Officer, Austin is responsible for the development and management of investment strategies across all SAM portfolios. Prior to joining SAM, Austin was the Director of Research at Stansberry Research and the portfolio manager for the company’s flagship portfolio products, Stansberry Portfolio Solutions.
Austin co-founded and ran North Oak Capital, a New York-based hedge fund that received a strategic investment from Julian Robertson and Tiger Management. He also held senior investment positions at SAC Capital Advisors and Soros Fund Management. Austin began his career at the Blackstone Group.
Austin has experience investing across asset classes, including public equities, derivatives, venture capital, private equity, real estate, and fixed-income securities.
He earned an MBA from Stanford Graduate School of Business, and a BS in Commerce from the University of Virginia.
More about David "Doc" Eifrig
David "Doc" Eifrig has one of the most remarkable resumes of anyone we know in this industry. After receiving his B.A. from the Carleton College in Minnesota, he went on to earn an MBA from Northwestern University’s Kellogg School of Management, graduating on the Dean’s List with a double major in finance and international business.
From there, Doc went to work as an elite derivatives trader at the investment bank Goldman Sachs. He spent a decade on Wall Street with several major institutions, including Chase Manhattan and Yamaichi (then known as the “Goldman Sachs of Japan”).
That’s when Doc’s career took an unconventional turn. Sick of the greed and hypocrisy of Wall Street... he quit his Senior Vice President position to become a Doctor. He graduated from Columbia University’s post-baccalaureate pre-medicine program and eventually earned his M.D. with clinical honors from the University of North Carolina at Chapel Hill. While at med school, he was elected President of his class and admitted to the Order of the Golden Fleece (considered the highest honor given at UNC-Chapel Hill).
Doc also completed a research fellowship in molecular genetics at Duke University and became a board-eligible eye surgeon. Along the way, he has been published in scientific journals and helped start a small biotech company, Mirus, that was sold to Roche for $125 million in 2008.
However, frustrated by Big Medicine’s many conflicts, Doc began to look for ways he could talk directly with individuals and use his background to show them how to take control of their health and wealth. In 2008, he joined Stansberry Research and launched his publication, Retirement Millionaire. He has gone on to launch Retirement Trader, which uses options to help people construct safe, reliable income streams, and Income Intelligence, the most comprehensive monthly review we know of the universe of income investments.
Doc is also the Author of five books with four-star ratings (or better) on Amazon. In his spare time, he has run three marathons and several triathlons. He also owns and produces his own wine (Eifrig Cellars) in northern Sonoma County, California.
Stansberry Asset Management ("SAM") is a Registered Investment Advisor with the United States Securities and Exchange Commission. File number: 801-107061. Such registration does not imply any level of skill or training. The information presented herein is for informational purposes only and represents the views of SAM.
Stansberry Research is a subscription-based publisher of financial information. Stansberry Research is not regulated by the Securities and Exchange Commission because it is a publisher. Stansberry Research and SAM are overseen by different boards and will be operated separately by different management teams. SAM’s management team is responsible for the investment decisions of SAM. The members of SAM’s management team are not officers or editors of Stansberry Research and have no financial interest in Stansberry Research. Although SAM will utilize investment research published by Stansberry Research, SAM has no special or early access to such research. It receives information from Stansberry Research just like any other subscriber does – after the issues are published.
Neither Porter Stansberry nor any of the writers at Stansberry Research are personally involved in the day-to-day management of SAM or its investment advisory services, but some of them may choose to become clients of SAM.An arrangement exists under which Stansberry Research will be compensated by SAM for SAM’s use of the “Stansberry” name, for marketing to Stansberry Research subscribers, and in certain instances if a reader enters into an investment advisory relationship with SAM. Additional information about this arrangement and Stansberry Research will be furnished upon request. In addition, David Eifrig is an indirect owner of SAM. David Eifrig, not SAM, will be covering the cost of pouring Eifrig Cellar wines at the event.