Alternative Asset
Summit

Get the 2024 Summit Recordings

Only $149

Alternative Asset
Investor Summit

Get the 2024 Summit Recording

Only $149

Recording

Topics Covered

  • Alternative Assets and Wealth Building
  • Multi-Family Strategies and Fund Structures
  • U.S. Oil and Gas Investing – Risks, Returns, and Tax Benefits
  • Small Business Acquisitions – Betting on Main Street
  • Coordinating Alternative Assets with Your Overall Financial Plan
  • Private Equity Funds – Evaluating and Accessing the Asset Category with the Highest Returns
  • Evaluating Venture & Angel Investing
  • Tax and Legal Planning for Investors and Business Owners
  • Single Family Real Estate Opportunities in 2024
  • Private Debt Funds – For Investors and Borrowers
  • Secured Note Investing for High-Yield Assets
  • Tapping the $40 Trillion in IRAs/401Ks To Invest in Alternative Assets
  • The Future of Alternative Assets

Event Speakers

Meet Our Expert Speakers

Event Speakers

Meet Our Expert Speakers

Mat Sorensen
Mark J. Kohler
Aaron Halderman
Amy Mahjoory
Pace Morby
Veena Jetti
Michael Bradley
Jonathan Morris
Troy Eckard
Michael Mauceli
Jamison Manwaring
Josh McCallen
Shenoah Grove
John Kobierowski
Dr. David Phelps
Robert Helms
Brittany Shulman
Chris Lustrino
Desi Arnaz
Dave Jensen
Paget Stanco
Ted Head
Wendy Sweet
John Shekarchi
Nate Hare
Lindsay Mersino

Learn how to Build Wealth with

The Fastest Growing Asset Class in the US - Alternative Assets

October 24th-25th, 2024

Event Agenda

7:30 - 9:00 AM #Mariposa

Registration and Event Check In

Enjoy Coffee & Tea

Enjoy Coffee & Tea

9:00 - 9:15 AM #Mariposa

Welcome and Introduction to Alternative Assets

Mat Sorensen, CEO Directed IRA, Senior Partner KKOS Lawyers

Mat Sorensen, CEO Directed IRA, Senior Partner KKOS Lawyers

9:15 - 10:00 AM #Mariposa

Main Street Business and Real Estate Synergies to Maximize Returns

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10:00 - 10:45 AM #Mariposa

Real Estate Strategies in Today’s Market

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10:45 - 11:15 AM #Plaza Ballroom

Break

30-minute break

30-minute break

11:15 - 12:00 PM #Mariposa

Raising Private Money for Investors + Dealmakers

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12:00 - 12:30 PM #Mariposa

Blow the Door off the Rest of 2024

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12:30 - 1:30 PM #Terrace Pavillion

Lunch

Lunch will be provided for VIPs Ticket holders

Lunch will be provided for VIPs Ticket holders

1:30 - 2:00 PM #Mariposa

Fireside Chat: Investing in Distressed Assets – Lessons and Deals

Mat Sorensen, CEO Directed IRA, Partner KKOS Lawyers

Mat Sorensen, CEO Directed IRA, Partner KKOS Lawyers

2:00 - 2:30 PM #Plaza Ballroom

Alternative Asset Panel – Crowdfunding, Private Funds, & Passive Investing

Moderator: Mat Sorensen, CEO Directed IRA, Partner KKOS Lawyers

Moderator: Mat Sorensen, CEO Directed IRA, Partner KKOS Lawyers

2:30 - 3:15 PM #Mariposa

The Markets Give and the Markets Take Away - Navigating Your Financial Future Through Alternative Investments.

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3:15 - 3:30 PM #Mariposa

Break

15-minute Break

15-minute Break

3:30 - 4:30 PM #Mariposa

Oil and Gas Investing – Advantages and Opportunities

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4:30 - 5:15 PM #Mariposa

Tax and Legal Strategies When Building Wealth

Mark J. Kohler, CPA, Attorney, Co-Founder Directed IRA, Senior Partner - KKOS Lawyers

Mark J. Kohler, CPA, Attorney, Co-Founder Directed IRA, Senior Partner - KKOS Lawyers

5:15 - 5:30 PM #Mariposa

Investment Goals (Day 1 Closing Remarks)

Mat Sorensen, CEO Directed IRA, Senior Partner KKOS Lawyers

Mat Sorensen, CEO Directed IRA, Senior Partner KKOS Lawyers

8:30 - 9:00 AM #Mariposa

Welcome Day 2

Networking - Enjoy Coffee & Tea

Networking - Enjoy Coffee & Tea

9:00 - 9:45 AM #Mariposa

Using IRAs + 401(k)s to Invest in Alternative Assets

Mat Sorensen, CEO Directed IRA, Senior Partner KKOS Lawyers

Mat Sorensen, CEO Directed IRA, Senior Partner KKOS Lawyers

9:45 - 10:30 AM #Mariposa

The Secrets of Achieving Higher Yield on Multifamily

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10:30 - 10:45 AM #Mariposa

Break

15-minute break

15-minute break

10:45 - 11:15 PM #Mariposa

Making Your First Venture Investment

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11:15 - 11:45 PM #Plaza Ballroom

Alternative Asset Panel

Moderator: Mat Sorensen, CEO Directed IRA, Senior Partner KKOS Lawyers

Moderator: Mat Sorensen, CEO Directed IRA, Senior Partner KKOS Lawyers

11:45 - 12:30 PM #Mariposa

Buying Main Street Businesses

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12:30 - 1:30 PM #Terrace Pavillion

Lunch

Lunch will be provided for VIPs Ticket holders.

Lunch will be provided for VIPs Ticket holders.

1:30 - 2:00 PM #Mariposa

Fireside Chat – Where Do Deals Come From?

Mat Sorensen

Mat Sorensen

2:00 - 2:30 PM #Mariposa

Secured Note Investing

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2:30 - 3:00 PM #Mariposa

Introduction to Private Equity Investing

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3:00 - 3:30 PM #Mariposa

Oil & Gas Investing

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3:30 - 4:00 PM #Plaza Ballroom

Break

30-minute break

30-minute break

4:00 - 4:30 PM #Mariposa

Tax and Legal Panel

Moderator: Mat Sorensen, CEO Directed IRA, Senior Partner KKOS Lawyers

Moderator: Mat Sorensen, CEO Directed IRA, Senior Partner KKOS Lawyers

4:30 - 5:00 PM #Plaza Ballroom

Blueprint for Building Wealth – What is Your Wealth Profile?

Mat Sorensen, CEO Directed IRA, Senior Partner KKOS Lawyers

Mat Sorensen, CEO Directed IRA, Senior Partner KKOS Lawyers

5:15 - 6:00 PM #Plaza Ballroom

Live Podcast Recording with Mat Sorensen and Mark Kohler

Key Takeaways and Action Items from the 2024 Alternative Asset Summit

Key Takeaways and Action Items from the 2024 Alternative Asset Summit

6:30 - 8:00 PM #Private Patio

Networking Reception on Private Patio

Appetizers + cash bar

Appetizers + cash bar

A Special Thanks To All Our Sponsors

Event Sponsor

Title Sponsor

Gold Sponsors

FAQS

Temperatures range from highs near 86 and lows near 60. On average, there is 5% or less chance of rain this time of the year.

Please fill out our Sponsor interest form under our Sponsor section.

Because of our VERY limited seating, every person must purchase a ticket to get into the event.

We are not offering transfer of tickets.

Parking is available onsite at the host hotel located at Orange Tree Resort

10601 N 56th St., Scottsdale, AZ 85254

Accessible self-parking

Located minutes away near Old Town and North Scottsdale, the hotel sits just around the corner from the Paradise Valley premier shopping and eating experience. And just a short drive to Old Town Scottsdale or the Scottsdale Quarter for fine dining and entertainment.

The dress code is business casual for the event. Our meeting room WILL be on the cool side, so plan accordingly and bring an additional sweater, wrap, or jacket.

We are not offering refunds at this time.

How to reach

Direction to the Venue

Venue

Orange Tree Resort

Address

10601 N 56th Street
Scottsdale, AZ 85254

Limited Time!

2024 Summit Recording Only $149