Alternative Asset
Investor Summit

October 24th-25th 2024

Scottsdale, AZ | Orange Tree Resort

Alternative Asset
Investor Summit

October 24th-25th 2024

Scottsdale, AZ | Orange Tree Resort

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

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
Dr. David Phelps
Robert Helms
Brittany Shulman
Chris Lustrino
Desi Arnaz
Dave Jensen
Paget Stanco
Ted Head
John Shekarchi
Nate Hare
Lindsay Mersino

Learn how to Build Wealth with

The Fastest Growing Asset Class in the US - Alternative Assets

Event Ticket Prices

Virtual Pass

Online

$ 195
  • Full Video Access to the Entire Summit via Livestream
  • All Presentations Included
  • 6 Months of Access to all Recordings, Presentations, and Workbook Slides

General Admission Pass

In-Person

$ 395
  • Access To All Speaker Sessions
  • 2 Networking Receptions (heavy appetizers, carving station + cash bar)
  • Access to After Hours Party and LIVE Directed IRA Podcast with Mat Sorensen and Mark Kohler (On Thursday)
  • All Presentations Included

VIP All-Access Pass

SOLD OUT

$ 695
  • Reserved Seating
  • Access To All Speaker Sessions
  • VIP Swag
  • 2 Networking Receptions (heavy appetizers, carving station + 2 drink tickets)
  • Exclusive VIP room access with snacks and drinks throughout the Summit
  • Lunch Included both days
  • Access to After Hours Party and LIVE Directed IRA Podcast with Mat Sorensen and Mark Kohler (On Thursday)
  • All Presentations Included
  • 6 Months of Access to all Recordings, Presentations, and Workbook Slides

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 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

Josh McCallen, CEO VIVAMEE Hospitality & Managing Partner Accountable Equity

Josh McCallen, CEO VIVAMEE Hospitality & Managing Partner Accountable Equity

10:00 - 10:45 AM #Mariposa

Real Estate Strategies in Today’s Market

Robert Helms, Host of The Real Estate Guys Radio and TV shows, RE Investor and Developer

Robert Helms, Host of The Real Estate Guys Radio and TV shows, RE Investor and Developer

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

Amy Mahjoory, RE Investor, HGTV Personality, Founder RPM

Amy Mahjoory, RE Investor, HGTV Personality, Founder RPM

12:00 - 12:30 PM #Mariposa

Blow the Door off the Rest of 2024

Shenoah Grove, Founder - Texas REIAS - Real Estate Investor Associations

Shenoah Grove, Founder - Texas REIAS - Real Estate Investor Associations

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

Jamison Manwaring, CEO Neighborhood Ventures | Mat Sorensen, CEO Directed IRA, Partner KKOS Lawyers

Jamison Manwaring, CEO Neighborhood Ventures | Mat Sorensen, CEO Directed IRA, Partner KKOS Lawyers

2:00 - 2:30 PM #Plaza Ballroom

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

Jamison Manwaring, Neighborhood Ventures | Ted Head, SubTo Fund | Brittany Shulman, Investment Director at Clever Capital Fund

Jamison Manwaring, Neighborhood Ventures | Ted Head, SubTo Fund | Brittany Shulman, Investment Director at Clever Capital Fund | John Shekarchi, Real Estate Attorney & Investor | 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.

Dr. David Phelps, CEO Freedom Founders

Dr. David Phelps, CEO Freedom Founders

3:15 - 3:30 PM #Mariposa

Break

15-minute Break

15-minute Break

3:30 - 4:15 PM #Mariposa

Oil and Gas Investing – Advantages and Opportunities

Troy Eckard, Principal CEO at Eckard Enterprises

Troy Eckard, Principal CEO at Eckard Enterprises

4:15 - 5:00 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

5:00 - 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 with Country Artist Jake Ryan on Private Patio, Networking, Cash Bar and Appetizers Served

Live Music with Country Artist Jake Ryan 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

Veena Jetti, Founder of Vive Funds and MultiFi

Veena Jetti, Founder of Vive Funds and MultiFi

10:30 - 10:45 AM #Mariposa

Break

15-minute break

15-minute break

10:45 - 11:15 PM #Mariposa

Making Your First Venture Investment

Chris Lustrino, Founder & CEO KingsCrowd

Chris Lustrino, Founder & CEO KingsCrowd

11:15 - 12:00 PM #Mariposa

Buying Main Street Businesses

Pace Morby, Business and Real Estate Investor | TV Personality | Triple Digit Flip Host

Pace Morby, Business and Real Estate Investor | TV Personality | Triple Digit Flip Host

12:00 - 1:00 PM #Terrace Pavillion

Lunch

Lunch will be provided for VIPs Ticket holders.

Lunch will be provided for VIPs Ticket holders.

1:00 - 1:30 PM #Mariposa

Fireside Chat – Where Do Deals Come From?

Pace Morby and Mat Sorensen

Pace Morby and Mat Sorensen

1:30 - 2:00 PM #Mariposa

Secured Note Investing

Desi Arnaz, Private Equity Fund Manager Everly Mae Capital Group

Desi Arnaz, Private Equity Fund Manager Everly Mae Capital Group

2:00 - 2:30 PM #Mariposa

Oil & Gas Investing

Mike Mauceli, CEO of REI Energy

Mike Mauceli, CEO of REI Energy

2:30 - 3:00 PM #Mariposa

Introduction to Private Equity Investing

Dave Jensen, Co-Founder & Managing Partner of Sandlot Partners

Dave Jensen, Co-Founder & Managing Partner of Sandlot Partners

3:00 - 3:30 PM #Mariposa

Tax and Legal Panel

Mat Sorensen and Mark J. Kohler

Mat Sorensen and Mark J. Kohler

3:30 - 4:00 PM #Plaza Ballroom

Break

30-minute break

30-minute break

4:00 - 4:45 PM #Plaza Ballroom

Alternative Asset Panel

Jonathan Morris, Titan Bank | Michael Bradley, Bradley Wealth | Paget Stanco, Gemini | Aaron Halderman, Directed IRA

Jonathan Morris, Titan Bank | Michael Bradley, Bradley Wealth | Paget Stanco, Gemini | Aaron Halderman, Directed IRA | Moderator: Mat Sorensen, CEO Directed IRA, Senior Partner KKOS Lawyers

4:45 - 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

6:00 - 6:30 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

6:30 - 7:00 AM #Orange Tree Golf Club

Registration and Check-In

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7:00 - 7:50 AM #Orange Tree Golf Club

Putt, Chip, and Drive Clinic with PGA Golf Pro

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.

8:00 - 12:00 PM #Orange Tree Golf Club

Shotgun Start

.

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12:00 - 1:30 PM #Orange Tree Golf Club

Lunch and Drinks

Proxy Awards and Roth Cup Presentation

Proxy Awards and Roth Cup Presentation

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

Let’s do it hurry

Get Your Tickets Now.