Recording
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 Alternative Assets
Event Speakers
Meet Our Expert Speakers
Event Speakers
Meet Our Expert Speakers
Learn how to Build Wealth with
The Fastest Growing Asset Class in the US - Alternative Assets
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
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10:00 - 10:45 AM
#Mariposa
Real Estate Strategies in Today’s Market
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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
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12:00 - 12:30 PM
#Mariposa
Blow the Door off the Rest of 2024
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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.
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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
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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
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
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10:30 - 10:45 AM
#Mariposa
Break
15-minute break
15-minute break
10:45 - 11:15 PM
#Mariposa
Making Your First Venture Investment
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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
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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
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2:30 - 3:00 PM
#Mariposa
Introduction to Private Equity Investing
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3:00 - 3:30 PM
#Mariposa
Oil & Gas Investing
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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
Title Sponsor
Gold Sponsors
FAQS
- Orange Tree Resort (480) 948-6100 - Check FAQ below for discounted Hotel Reservations
- AC Hotel Scottsdale North
- Hyatt Regency Scottsdale Resort & Spa
- Embassy Suites by Hilton Phoenix Scottsdale
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.
Limited Time!
2024 Summit Recording Only $149
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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© 2024, Alternative Asset Investor Summit, All Rights Reserved.