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
Registration and Event Check In
Enjoy Coffee & Tea
Enjoy Coffee & Tea
Summit Sessions
TBD
TBD
Break
30-minute break
30-minute break
Summit Sessions
TBD
TBD
VIP Lunch
Lunch will be provided for VIPs Ticket holders
Lunch will be provided for VIPs Ticket holders
Summit Sessions
TBD
TBD
Break
30-minute break
30-minute break
Summit Sessions
TBD
TBD
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
Network with our Sponsors
Enjoy Coffee & Pastries
Enjoy Coffee & Pastries
Summit Sessions
TBD
TBD
Break
30-minute break
30-minute break
Summit Sessions
TBD
TBD
VIP Lunch
Lunch will be provided for VIPs Ticket holders.
Lunch will be provided for VIPs Ticket holders.
Summit Sessions
TBD
TBD
Break
30-minute break
30-minute break
Summit Sessions
TBD
TBD
Closing Networking Reception
Appetizers, carving station + cash bar
Appetizers, carving station + cash bar
Registration and Check-In
.
.
Putt, Chip, and Drive Clinic with PGA Golf Pro
.
.
Shotgun Start
.
.
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
Event Ticket Prices
Limited Seating Available
Virtual Pass
Online
- 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
- 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
- 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
- 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.
