Alternative Asset
Investor Summit
October 24th-25th 2024
Scottsdale, AZ | Orange Tree Resort
Alternative Asset
Investor Summit
October 24th-25th 2024
Scottsdale, AZ | Orange Tree Resort
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 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 Crypto – Returns and Regulation
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
Event Ticket Prices
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
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
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
The Alternative Asset Summit group is set up and you can now make your hotel reservations!
The online booking link is:
https://reservations.travelclick.com/95806?groupID=4349078
Reservations can be booked until September 20, 2024 at 5:00pm EST.
If you would like to book over the phone, please call the group line at 1-800-347-9092 (mention the Alternative Asset Summit group at the Orange Tree Resort to receive the discounted group rate. Hotel office hours are Monday – Friday 8:00AM – 10:00PM EST and Saturday – Sunday 9:00 – 9:00PM EST.
Here are a few reminders for when booking reservations:
- A 2-night minimum is required for all reservations. Reservations will not be accepted that do not meet the minimum night requirement.
- One night plus tax is due to reserve a room. The remaining balance will be due at check-in.
- A security deposit of $250.00 is required per reservation. Deposit will be released at check-out if there are no incidentals or damages to rooms or property.
- Guests may cancel up to fourteen (14) days prior to arrival to receive a full refund of their deposit. Reservations cancelled less than fourteen (14) days from the day of arrival, no shows and early departures will not receive any refunds.
- If making reservations by phone, guests must call the group phone (1-800-347-9092) number to receive the discounted rate.
- You must be 21 or older to check-in.
- Daily housekeeping is not included.
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.
