Alternative Asset
Investor Summit
June 29th-30th 2023
Costa Mesa, CA
The Westin South Coast Plaza, 686 Anton Blvd, Costa Mesa, CA 92626
What to Expect
Topics Covered
- Commercial & Multi family Real Estate Investing
- 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 2023 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
June 29th & 30th 2023
Event Agenda
Registration and Event Check In
Enjoy Coffee & Tea
Enjoy Coffee & Tea
Alt Asset Summit Kickoff
with Aaron Halderman
with Aaron Halderman
Welcome - Alternative Assets in 2023
with Mat Sorensen
with Mat Sorensen
Investing for Yourself and Your Family - Building a Legacy
with Mark Kohler
with Mark Kohler
Real Estate Investing: Single Family vs. Multi family
with Steve Olson - Fourplex Investment Group, 4,000 Doors & $500M+ in Cash-Flowing Properties
with Steve Olson - Fourplex Investment Group, 4,000 Doors & $500M+ in Cash-Flowing Properties
Apartment Investing Made Easy
with Dallon Schultz - Apartment Investing Made Easy, President of Rev Equity Group
with Dallon Schultz - Apartment Investing Made Easy, President of Rev Equity Group
Break
15-minute break
15-minute break
Buying Distressed Assets and Opportunities in Hospitality
with Josh McCallen - Owner of Hotels, Resorts, Golf course, & Winery.
with Josh McCallen - Owner of Hotels, Resorts, Golf course, & Winery.
Making Double Digit Returns Backed by Real Estate
with Amy Mahjoory - Real Estate Investor & Educator, HGTV Personality
with Amy Mahjoory - Real Estate Investor & Educator, HGTV Personality
Lunch
Lunch will be provided.
Lunch will be provided.
Market Analysis & Finding Hot Deals Using Today's Technology
with Jason Bible - 2,000+ transactions, $200M+ in bowered and invested capital, Mr. Texas Real Estate (TM)
with Jason Bible - 2,000+ transactions, $200M+ in bowered and invested capital, Mr. Texas Real Estate (TM)
Analyzing and Owning Trust Deeds
with Howard Robbins - Ignite Funding, Matching Investors & Borrowers
with Howard Robbins - Ignite Funding, Matching Investors & Borrowers
Using Your IRA or 401k to Invest in ALTS
with Mat Sorensen
with Mat Sorensen
Break
15-minute break
15-minute break
Panel Discussion
with Jamison Manwaring - Former Goldman Sachs Analyst turned Commercial RE Syndicator, Neighborhood Ventures, John Shekarchi - Attorney,
with Jamison Manwaring - Former Goldman Sachs Analyst turned Commercial RE Syndicator, Neighborhood Ventures, John Shekarchi - Attorney, Real Estate Developer, Private Lender, Jason Bible - 2,000+ transactions, $200M+ in bowered and invested capital, Mr. Texas Real Estate (TM), Josh McCallen - Owner of Hotels, Resorts, Golf course, & Winery.
Lucrative, Luxury, Short Term Rentals
with Randy Pertler - Stayca Vaca, LLC, high-end luxury single family homes
with Randy Pertler - Stayca Vaca, LLC, high-end luxury single family homes
Note Investing Due Diligence & Looming Foreclosures
with Matt Kelley - Note Investor, Owner of AfterAuctionBid.com
with Matt Kelley - Note Investor, Owner of AfterAuctionBid.com
Investing in Notes with a Growth Mindset
with Cody Faller - 240M+ Loan Balance, RE & Distressed Note Investor
with Cody Faller - 240M+ Loan Balance, RE & Distressed Note Investor
Welcome and Networking Reception
Cocktail Reception
Cocktail Reception
**VIP** Breakfast with Jonathan Morris and John Shekarchi
VIP Only - Bonus Session with Jonathan Morris - CEO, Titan Bank and John Shekarchi - Attorney, Real
VIP Only - Bonus Session with Jonathan Morris - CEO, Titan Bank and John Shekarchi - Attorney, Real Estate Developer, Private Lender
Sponsor Speaker Bonus Session
Speakers/Topics TBA
Speakers/Topics TBA
What's Your Strategy with Alternative Assets
with Mat Sorensen
with Mat Sorensen
The "Trifecta" - Tax and Legal Strategies for your Business and Investments
with Mark Kohler - Mark J. Kohler/KKOS Lawyers/Directed IRA
with Mark Kohler - Mark J. Kohler/KKOS Lawyers/Directed IRA
Oil and Gas Investing 2023
.
.
Break
15-minute break
15-minute break
Investing in Alts, Inside Look with a Registered Investment Advisor
with Michael Bradley - CEO Bradley Wealth, Advisor Specializing in Alt Assets
with Michael Bradley - CEO Bradley Wealth, Advisor Specializing in Alt Assets
Making Your First Angel or Venture Investment
with Lisa Walker - President Tech Coast Angels OC Chapter/ Angel Investor
with Lisa Walker - President Tech Coast Angels OC Chapter/ Angel Investor
Lunch
Lunch will be provided.
Lunch will be provided.
Top 10 Due Diligence Items for Investors
with Mat Sorensen and Mark Kohler
with Mat Sorensen and Mark Kohler
Top 3 Questions to ask a multi family Sponsor
with Veena Jetti - $900M+ in Multi Family, CEO of Vive Funds
with Veena Jetti - $900M+ in Multi Family, CEO of Vive Funds
Panel Discussion
with Veena Jetti, Nicholas McGrue, Cody Faller, and Michael Bradley
with Veena Jetti, Nicholas McGrue, Cody Faller, and Michael Bradley
Break
15-minute break
15-minute break
Commercial Real Estate and Pre-IPO Investing
with Chris Loeffler - CEO, Caliber $2.5B+ Alt Asset Manager, and George Pace EVP, Caliber $2.5B+ Alt Asset
with Chris Loeffler - CEO, Caliber $2.5B+ Alt Asset Manager, and George Pace EVP, Caliber $2.5B+ Alt Asset Manager
Fireside Chat - Crypto - What's Hot, What's Not?
With Mat Sorensen and Kristen Mirabella, Director of Business Development at Gemini
With Mat Sorensen and Kristen Mirabella, Director of Business Development at Gemini
Fireside Chat with a Bank CEO
with Mat Sorensen and Jonathan Morris, CEO, Titan Bank
with Mat Sorensen and Jonathan Morris, CEO, Titan Bank
Closing Remarks
with Mat Sorensen
with Mat Sorensen
Closing and Networking Reception
Cocktail Reception
Cocktail Reception
** VIP Only Dinner **
Location to be provided after registration.
Location to be provided after registration.
Event Speakers
Meet Our Expert Speakers
Event Ticket Prices
Limited Seating Available
Virtual Pass
- Full Video Access to the Entire Summit
- 6 Months of Access to all Recordings, Presentations, and Workbook Slides
General Admission
Early Bird Pricing Available till June 5th
- 2-Day Live Event Experience
- Multi-ticket Discount
- Lunch Included both days
- 2 Networking Receptions
- All Presentations Included
VIP Pass
Early Bird Pricing Available till June 5th
- ** Only 20 VIP Tickets Remaining **
- 2-Day Live Event Experience
- Multi-ticket Discount
- Lunch Included both days
- 2 Networking Receptions
- VIP Lounge Access
- Exclusive Summit SWAG-BAG & VIP Only Event Materials
- Reserved Seating
- VIP Dinner on Friday the 30th with Mat, Mark, speakers and other special guests
- All Presentations Included
- 6 Months of Access to all Recordings, Presentations, and Workbook Slides
A Special Thanks To All Our Sponsors
Event Sponsor
Title Sponsor
Platinum Sponsors
FAQS
686 Anton Blvd, Costa Mesa, CA 92626
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.
Because of our VERY limited seating, every person must purchase a ticket to get into the event.
We are not offering transfer of tickets.
We are not offering refunds at this time.
Parking is available onsite at the host hotel located at The Westin South Coast Plaza
686 Anton Blvd, Costa Mesa, CA 92626
Onsite Reduced Parking available for all attendees. Self-parking is $10, Valet-parking is $25, and Overnight self-parking is $30
The Summit is not pre-approved in any state.
If you wish to submit on your own for 12 hours of CE. You will need to follow these steps:
Email [email protected] to receive the continuing education certificate.
You will need to submit the certificate on your own (the Summit is not approved for CE credit but could be submitted if you want to but that’s on you as the individual participant to do and get approved with your state or federal specific licensing authority)
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.
