Alternative Asset
Investor Summit

October 24th-25th 2024

Scottsdale, AZ

Orange Tree Resort

What to Expect

Topics Covered

  • Commercial & Multi family Real Estate Investing
  • Buying and Selling Small Businesses
  • Investing in Private Equity Funds
  • Venture Capital Investing
  • Single Family Real Estate – Rentals and Flips
  • Becoming an Angel Investor
  • Tax & Legal Planning for Investors and Business Owners
  • Investing in Notes and Private Debt
  • Banking in 2024 and What Investors Should Know
  • How to Use IRAs and 401ks to Invest in Alternative Assets

Learn how to Build Wealth with

The Fastest Growing Asset Class in the US - Alternative Assets

October 24th-25th, 2024

Event Agenda

7:00 - 9:00 AM #Plaza Ballroom

Registration and Event Check In

Enjoy Coffee & Tea

Enjoy Coffee & Tea

9:00 - 10:30 AM #Plaza Ballroom

Summit Sessions

TBD

TBD

10:30 - 11:00 AM #Plaza Ballroom

Break

30-minute break

30-minute break

11:00 - 12:15 PM #Plaza Ballroom

Summit Sessions

TBD

TBD

12:15 - 1:15 PM #Terrace Pavillion

VIP Lunch

Lunch will be provided for VIPs Ticket holders

Lunch will be provided for VIPs Ticket holders

1:15 - 3:00 PM #Plaza Ballroom

Summit Sessions

TBD

TBD

3:00 - 3:30 PM #Plaza Ballroom

Break

30-minute break

30-minute break

3:30 - 5:00 PM #Plaza Ballroom

Summit Sessions

TBD

TBD

6:00 - 9:00 PM #Terrace Gazebo

After Hours Party and LIVE Directed IRA Podcast with Mat Sorensen and Mark Kohler

Opening Welcome and Networking Reception with appetizers, carving station + cash bar

Opening Welcome and Networking Reception with appetizers, carving station + cash bar

8:00 - 9:00 AM #Plaza Ballroom

Network with our Sponsors

Enjoy Coffee & Pastries

Enjoy Coffee & Pastries

9:00 - 10:30 AM #Plaza Ballroom

Summit Sessions

TBD

TBD

10:30 - 11:00 AM #Plaza Ballroom

Break

30-minute break

30-minute break

11:00 - 12:15 PM #Plaza Ballroom

Summit Sessions

TBD

TBD

12:15 - 1:15 PM #Terrace Pavillion

VIP Lunch

Lunch will be provided for VIPs Ticket holders.

Lunch will be provided for VIPs Ticket holders.

1:15 - 3:00 PM #Plaza Ballroom

Summit Sessions

TBD

TBD

3:00 - 3:30 PM #Plaza Ballroom

Break

30-minute break

30-minute break

3:30 - 5:00 PM #Plaza Ballroom

Summit Sessions

TBD

TBD

6:00 - 9:00 PM #Terrace Gazebo

Closing Networking Reception

Appetizers, carving station + cash bar

Appetizers, carving station + cash bar

7:30 - 8:00 AM #Orange Tree Golf Club

Registration and Check-In

.

.

8:00 - 8:30 AM #Orange Tree Golf Club

Putt, Chip, and Drive Clinic with PGA Golf Pro

.

.

9:00 - 12:00 PM #Orange Tree Golf Club

Shotgun Start

.

.

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

Lunch, Drinks, and Raffles

Proxy Awards and Roth Cup Presentation

Proxy Awards and Roth Cup Presentation

Event Speakers

Previous Summit Speakers

Event Speakers

Meet Our Expert Speakers

Mat Sorensen
Mark Kohler
Aaron Halderman
Amy Mahjoory
Veena Jetti
Michael Bradley
Chris Loeffler
Howard Robbins
Jonathan Morris
Steve Olson
Lisa Walker
Jamison Manwaring
John Shekarchi
Randy Pertler
Cody Faller
Sean McNicholas
Nic McGrue
Josh McCallen
Dallon Schultz
Matt Kelley
Nate Hare
Jason Bible
George Pace
Don Russell
Dean Batogowski
Lindsay Mersino

Event Ticket Prices

Take advantage of our Special Earlybird pricing and save $100! Offer valid until July 8th!

Virtual Pass

Online

$ 95 $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

$ 295 $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

In-Person

$ 595 $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

Special Event 10/26

$ 100 .
  • 9 holes of Championship Golf at the Orange Tree Golf Club
  • 4-Person Scramble, Shotgun Start Promptly at 9am
  • Option to purchase a Foursome at checkout
  • Includes a Putt, Chip, and Drive Clinic facilitated by a PGA Golf Pro
  • Special Prizes & Fun Challenges (Longest drive, closest to the pin, etc.). The Winning Team Will Receive the Coveted Trophy, “THE ROTH CUP”.
  • Lunch, Drinks, and Awards immediately following the tournament
  • All proceeds for the benefit of The Foundation for Entrepreneurship and Financial Literacy, eflfoundation.org

A Special Thanks To All Our Sponsors

Event Sponsor

Title Sponsor

Platinum 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 near John Wayne Airport, the hotel sits directly across from South Coast Plaza, Costa Mesa's premier shopping experience. Browse over 280 luxury shops and trendy eateries before seeing a world-renowned performance at the Segerstrom Performing Arts Center. 

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.