Alternative Asset
Investor Summit
October 16th -17th 2025
Scottsdale, AZ | Hilton Resort & Villas
Alternative Asset
Investor Summit
October 16th-17th 2025
Scottsdale, AZ | Hilton Scottsdale Resort & Villas
What to Expect
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 Crypto – Returns and Regulation
Event Speakers
Meet Our Expert Speakers
Event Speakers
Prior Experts/Speakers
Learn how to Build Wealth with
The Fastest Growing Asset Class in the US - Alternative Assets
Event Ticket Prices
Virtual
Earlybird Pricing
$
145
245
- Full Video Access to the Entire Summit via Livestream
- All Presentations Included
- 6 Months of Access to all Video Recordings.
General
Earlybird Pricing
$
395
495
- Access To All Speaker Sessions
- 2 Networking Receptions (appetizers + cash bar)
- Access to After Hours Party and LIVE Directed IRA Podcast with Mat Sorensen and Mark Kohler
- All Presentations Included
General +
Earlybird Pricing
$
595
695
- Includes everything in GA, plus...
- Lunch is included on both days
- Access to After Hours Party and LIVE Directed IRA Podcast with Mat Sorensen and Mark Kohler (On Thursday)
- 6 Months of Access to all Video Recordings.
VIP All-Access
Earlybird Pricing
$
895
995
- Includes everything in GA+, plus...
- Special Reserved Seating
- VIP Swag
- Autographed copy of Mat Sorensen’s Self-Directed IRA Handbook, 3rd Edition (2025)
- VIP Dinner at Fleming's Prime Steakhouse, Friday the 17th
Tickets now available
What you get:
- Access To All Speaker Sessions
- 20+ Sessions & 10+ Top-Industry Speakers
- 6-month Access to Recordings of All Sessions
- 2 Networking Receptions (appetizers + 2 drink tickets)
- Lunch is included on both days
- Special Reserved Seating
- VIP Dinner at Fleming's Prime Steakhouse, Friday the 17th
- VIP Swag
- Autographed copy of Mat Sorensen’s Self-Directed IRA Handbook, 3rd Edition (2025)
Can’t attend in person?
No problem! Grab your virtual ticket and enjoy a front-row seat to all the action—from anywhere in the world.
- 2 Full Days of Cutting-Edge Insights
- 6-Month Access to Recordings of All Sessions
- 20+ Sessions | 10+ Top Industry Speakers
- Access To All Speaker Sessions
- 20+ Sessions & 10+ Top-Industry Speakers
- 6-month Access to Recordings of All Sessions
- Access To All Speaker Sessions
- 20+ Sessions & 10+ Top-Industry Speakers
- 2 Networking Receptions (appetizers + 2 drink tickets)
- Everything in GA Included
- Lunch is included on both days
- Everything in GA and GA+ Included
- Special Reserved Seating
- VIP Dinner at Fleming's Prime Steakhouse, Friday the 17th
- VIP Swag
- Autographed copy of Mat Sorensen’s Self-Directed IRA Handbook, 3rd Edition (2025)
Golf Tournament
SOLD OUT
- 9 holes of Championship Golf at the Orange Tree Golf Club
- 4-Person Scramble, Shotgun Start Promptly at 8am
- Option to purchase a Foursome at checkout
- Includes a Putt, Chip, and Drive Clinic facilitated by a PGA Golf Pro, starts promptly at 7am. Optional to attend but included with your ticket
- Special Prizes & Fun Challenges (Longest drive, closest to the pin, etc.). The Winning Team Will Receive the Coveted Trophy, “THE ROTH CUP”.
- Light Snacks, Drinks, and Awards immediately following the tournament
October 16th-17th, 2025
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
.
.
10:00 - 10:45 AM
#Mariposa
Real Estate Strategies in Today’s Market
.
.
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
.
.
12:00 - 12:30 PM
#Mariposa
Blow the Door off the Rest of 2024
.
.
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.
.
.
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
.
.
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
6:00 - 7:30 PM
#Private Patio
Networking Reception and Live Music
Live Music on Private Patio, Networking, Cash Bar and Appetizers Served
Live Music on Private Patio, Networking, Cash Bar and Appetizers Served
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
.
.
10:30 - 10:45 AM
#Mariposa
Break
15-minute break
15-minute break
10:45 - 11:15 PM
#Mariposa
Making Your First Venture Investment
.
.
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
.
.
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
.
.
2:30 - 3:00 PM
#Mariposa
Introduction to Private Equity Investing
.
.
3:00 - 3:30 PM
#Mariposa
Oil & Gas Investing
.
.
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
Prior Sponsors
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 Hilton Scottsdale Resort & Villas
6333 North Scottsdale Road,
Scottsdale, Arizona, 85250
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.
Let’s do it hurry
Get Your Tickets Now.
Virtual Pass
SOLD OUT
$
195
- Full Video Access to the Entire Summit via Livestream
- All Presentations Included
- 6 Months of Access to all Recordings, Presentations, and Workbook Slides
This Conference’s mission is to help educate attendees about the world of alternative investments (ALTs), where to find them, and how to analyze them.
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© 2025, Alternative Asset Investor Summit, All Rights Reserved.