Alternative Asset
Investor Summit
October 16th -17th 2025
Scottsdale, AZ | Hilton Resort & Villas
Alternative Asset
Investor Summit
October 22nd-23rd 2026
Costa Mesa, CA | Westin South Coast Plaza
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 2026
- 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
Current 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 (2 drink tickets included ONLY for GA+ and VIP)
- Optional Group Activities on Saturday 10/18
- Lunch is included on both days
- Special Reserved Seating
- VIP Dinner
- VIP Swag
- Autographed copy of Mat Sorensen’s Self-Directed IRA Handbook
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)
- Lunch Both Days
- Everything in GA Included
- Special Reserved Seating
- Optional Group Activities on Saturday 10/18
- Lunch is included on both days
- Everything in GA Included
- Special Reserved Seating
- VIP Dinner
- VIP Swag
- Autographed copy of Mat Sorensen’s Self-Directed IRA Handbook
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 22nd-23rd, 2026
Event Agenda
8:00 - 9:00 AM
#
Registration and Event Check In
Enjoy Coffee & Tea
Enjoy Coffee & Tea
9:00 - 9:05 AM
#
Welcome and Opening Remarks
Aaron Halderman, COO Directed IRA
Aaron Halderman, COO Directed IRA
9:05 - 10:00 AM
#
Alternative Assets and Reward vs Risk Insights
Mat Sorensen, CEO Directed IRA, Senior Partner KKOS Lawyers
Mat Sorensen, CEO Directed IRA, Senior Partner KKOS Lawyers
10:00 - 10:45 AM
#
Session to be Announced
10:45 - 11:15 AM
#
Break
30-minute break
30-minute break
11:15 - 12:00 PM
#
Session to be Announced
12:00 - 12:30 PM
#
Session to be Announced
12:30 - 1:30 PM
#
Lunch
Lunch will be provided for VIP and GA+ Ticket holders
Lunch will be provided for VIP and GA+ Ticket holders
1:30 - 2:00 PM
#
Session to be Announced
2:00 - 2:30 PM
#
Real Estate Panel
Moderator: Mat Sorensen, CEO Directed IRA, Partner KKOS Lawyers
Moderator: Mat Sorensen, CEO Directed IRA, Partner KKOS Lawyers
2:30 - 3:15 PM
#
War in Iran – Oil & Gas Investing
Troy Eckard, Principal CEO at Eckard Enterprises, LLC
Troy Eckard, Principal CEO at Eckard Enterprises, LLC
3:15 - 3:30 PM
#
Break
15-minute Break
15-minute Break
3:30 - 4:00 PM
#
Investing in Gold and Precious Metals – Strategies and Portfolio Construction
David McAlvany, CEO/CIO, McAlvany Financial Group
David McAlvany, CEO/CIO, McAlvany Financial Group
4:00 - 4:45 PM
#
The Trifecta Structure – Tax & Legal Strategies for 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
4:45 - 5:00 PM
#
Day 1 Closing Remarks
Mat Sorensen, CEO Directed IRA, Senior Partner KKOS Lawyers
Mat Sorensen, CEO Directed IRA, Senior Partner KKOS Lawyers
5:00 - 6:30 PM
#
Networking Reception
6:30 - 8:00 PM
#
Directed IRA Customer Appreciation Event
Hear from successful SDIRA investors with 7- and 8-figure accounts and connect with fellow Directed IRA clients for
Hear from successful SDIRA investors with 7- and 8-figure accounts and connect with fellow Directed IRA clients for valuable networking.
8:30 - 9:00 AM
#
Welcome Day 2 - Networking
Enjoy Coffee & Tea
Enjoy Coffee & Tea
9:00 - 9:45 AM
#
Using IRAs + 401(k)s to Invest in Alternative Assets
Nate Hare, VP, Sales & Strategic Relationships, Directed IRA
Nate Hare, VP, Sales & Strategic Relationships, Directed IRA
9:45 - 10:15 AM
#
Alternative Assets and your Overall Financial Plan
Da-zha Jones, MSFP, CFT, CEPA , CFP, Chief Product Officer Melanin Money
Da-zha Jones, MSFP, CFT, CEPA , CFP, Chief Product Officer Melanin Money
10:15 - 10:45 AM
#
Break
30-minute break
30-minute break
10:45- 11:15 AM
#
Diligence/Tax/Legal Panel
Moderator: Mat Sorensen, CEO Directed IRA, Partner KKOS Lawyers
Moderator: Mat Sorensen, CEO Directed IRA, Partner KKOS Lawyers
11:15 - 12:00 PM
#
The Ideal Order of Investing & Asset Protection Strategies
Mat Sorensen, CEO Directed IRA, Senior Partner KKOS Lawyers
Mat Sorensen, CEO Directed IRA, Senior Partner KKOS Lawyers
12:00 - 12:30 PM
#
Session to be Announced
12:30 - 1:30 PM
#
Lunch
Lunch will be provided for VIP and GA+ Ticket holders
Lunch will be provided for VIP and GA+ Ticket holders
1:30 - 2:15 PM
#
Creative Finance & Buying Main Street Businesses
Pace Morby, Business and Real Estate Investor, TV Host Triple Digit Flip on A&E.
Pace Morby, Business and Real Estate Investor, TV Host Triple Digit Flip on A&E.
2:15 - 2:45 PM
#
Tax Strategies for the Alternative Investor
Karlton Dennis ,Tax Strategist and Founder of Tax Alchemy
Karlton Dennis ,Tax Strategist and Founder of Tax Alchemy
2:45 - 3:15 PM
#
Break
30-minute Break
30-minute Break
3:15 - 4:00 PM
#
Alternative Asset Panel – Private Assets
Moderator: Mat Sorensen, CEO Directed IRA, Partner KKOS Lawyers Panelist: Tillman Holloway, Founder, CEO @ Arch Public
Moderator: Mat Sorensen, CEO Directed IRA, Partner KKOS Lawyers Panelist: Tillman Holloway, Founder, CEO @ Arch Public
4:00 - 5:00 PM
#
Live Podcast Recording with Mat and Mark on Tax and Legal Considerations when Investing into Alternative Assets
Join us for a live recording of the Directed IRA Podcast with Mat Sorensen and Mark Kohler! Be
Join us for a live recording of the Directed IRA Podcast with Mat Sorensen and Mark Kohler! Be part of the audience, get your questions answered during the Q&A, and gain insider insights on tax and legal considerations when investing into alternative assets.
5:00 - 7:00 PM
#
Networking Reception on Private Patio
6:30 - 8:30 PM
#
VIP Dinner
Exclusive VIP Dinner for VIP Ticket Holders and Speakers
Exclusive VIP Dinner for VIP Ticket Holders and Speakers
Inside the Alt Asset Summit Experience
Hear directly from attendees on why Alt Asset Summit was a valuable experience for investors, operators, and industry leaders.
A Special Thanks To All Our Sponsors
Event Sponsor
Title Sponsor
Diamond Sponsor
Platinum 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.
Complimentary Self-Parking is available onsite at the host hotel located at Hilton Scottsdale Resort & Villas
6333 North Scottsdale Road,
Scottsdale, Arizona, 85250
No Valet Service provided
Available Baggage check/hold at front desk for early check-in and checkout.
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.
Venue information
Event Details
Venue
The Westin South Coast Plaza, Costa Mesa 686 Anton Blv Costa Mesa, CA 92626
Click Here for Special Room Rate
Book your hotel room for the event at a special rate, Limited Availability.
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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© 2026, Alternative Asset Investor Summit, All Rights Reserved.
Alternative Asset Education LLC does not provide tax, legal or investment advice. Any information communicated by Alternative Asset Education LLC is for educational purposes only and should not be construed as tax, legal, or investment advice. When making an investment decision, please consult your tax attorney or financial professional.
Alternative Asset Education LLC and its affiliated entities, sponsors, speakers, and hosts do not conduct due diligence and do not endorse any investment opportunity, person, speaker, sponsor, or company that may participate in the Alt Asset Summit. If you invest your money or time with any company or person at the Alt Asset Summit you agree that you will conduct your own independent due diligence or that will hire and engage a financial advisor to assist you and you further agree to release all other third parties from any liability, losses, or causes of action resulting from any investment you may make.