Alternative Asset
Investor Summit
Recording

Limited Time Only - $199

What's Included

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
  • Full Video Access to the Entire Summit
  • 6 Months of Access to all Recordings, Presentations, and Workbook Slides

June 29th & 30th 2023

Event Agenda

7:30 - 9:00 AM #Plaza Ballroom

Registration and Event Check In

Enjoy Coffee & Tea

Enjoy Coffee & Tea

9:00 - 9:10 AM #Plaza Ballroom

Alt Asset Summit Kickoff

with Aaron Halderman

with Aaron Halderman

9:10 - 9:30 AM #Plaza Ballroom

Welcome - Alternative Assets in 2023

with Mat Sorensen

with Mat Sorensen

9:30 - 10:00 AM #Plaza Ballroom

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

10:00 - 10:30 AM #Plaza Ballroom

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

10:30 - 10:45 AM #Plaza Ballroom

Break

15-minute break

15-minute break

10:45 - 11:15 AM #Plaza Ballroom

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.

11:15 AM - 12:00 PM #Plaza Ballroom

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

12:00 - 12:15 PM #Plaza Ballroom

Investing for Yourself and Your Family - Building a Legacy

with Mark Kohler

with Mark Kohler

12:15 - 1:15 PM #Terrace Pavillion

Lunch

Lunch will be provided.

Lunch will be provided.

1:15 - 1:45 PM #Plaza Ballroom

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

1:45 - 2:15 PM #Plaza Ballroom

Analyzing and Owning Trust Deeds

with Howard Robbins - Ignite Funding, Matching Investors & Borrowers

with Howard Robbins - Ignite Funding, Matching Investors & Borrowers

2:15 - 3:00 PM #Plaza Ballroom

Using Your IRA or 401k to Invest in ALTS

with Mat Sorensen

with Mat Sorensen

3:00 - 3:15 PM #Plaza Ballroom

Break

15-minute break

15-minute break

3:15 - 3:45 PM #Plaza Ballroom

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.

3:45 - 4:15 PM #Plaza Ballroom

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

4:15 - 4:45 PM #Plaza Ballroom

Note Investing Due Diligence & Looming Foreclosures

with Matt Kelley - Note Investor, Owner of AfterAuctionBid.com

with Matt Kelley - Note Investor, Owner of AfterAuctionBid.com

4:45 - 5:30 PM #Plaza Ballroom

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

5:30 - 7:00 PM #Terrace Gazebo

Welcome and Networking Reception

Cocktail Reception

Cocktail Reception

8:00 - 9:00 AM #Mesa Verde

**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

9:00 - 10:00 AM #Plaza Ballroom

The "Trifecta" - Tax and Legal Strategies for your Business and Investments

with Mat Sorensen

with Mat Sorensen

10:00 - 10:45 AM #Plaza Ballroom

Acorns to Oaks: How To Invest Less Than $20k

with Mark Kohler - Mark J. Kohler/KKOS Lawyers/Directed IRA

with Mark Kohler - Mark J. Kohler/KKOS Lawyers/Directed IRA

10:45 - 11:05 AM #Plaza Ballroom

Break

15-minute break

15-minute break

11:05 - 11:35 AM #Plaza Ballroom

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

11:35 - 12:15 PM #Plaza Ballroom

Market Analysis & Finding Hot Deals Using Today's Technology

with Jason Bible - 2,000+ transactions, $200M+ in borrowed and invested capital, Mr. Texas Real Estate (TM)

with Jason Bible - 2,000+ transactions, $200M+ in borrowed and invested capital, Mr. Texas Real Estate (TM)

12:15 - 1:15 PM #Terrace Pavillion

Lunch

Lunch will be provided.

Lunch will be provided.

1:15 - 2:00 PM #Plaza Ballroom

Top 10 Due Diligence Items for Investors

with Mat Sorensen and Mark Kohler

with Mat Sorensen and Mark Kohler

2:00 - 2:45 PM #Plaza Ballroom

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

2:45 - 3:30 PM #Plaza Ballroom

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

3:30 - 4:00 PM #Plaza Ballroom

Break

15-minute break

15-minute break

4:00 - 4:45 PM #Plaza Ballroom

Panel Discussion

with Veena Jetti, Nicholas McGrue, Cody Faller, and Michael Bradley

with Veena Jetti, Nicholas McGrue, Cody Faller, and Michael Bradley

4:45 - 5:15 PM #Plaza Ballroom

Fireside Chat with a Bank CEO

with Mat Sorensen and Jonathan Morris, CEO, Titan Bank

with Mat Sorensen and Jonathan Morris, CEO, Titan Bank

5:15 - 5:30 PM #Plaza Ballroom

Closing Remarks

with Mat Sorensen

with Mat Sorensen

5:30 - 7:00 PM #Terrace Gazebo

Closing and Networking Reception

Cocktail Reception

Cocktail Reception

7:00 - 10:00 PM #.

** VIP Only Dinner **

Water Grill South Coast Plaza 3300 Bristol Street Costa Mesa, CA 92626

Water Grill South Coast Plaza 3300 Bristol Street Costa Mesa, CA 92626

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

Learn how to Build Wealth with

The Fastest Growing Asset Class in the US - Alternative Assets

Event Ticket Prices

Limited Seating Available

Buy Recording

LIMITED TIME

$ 149 .
  • Full Video Access to the Entire Summit
  • 6 Months of Access to all Recordings, Presentations, and Workbook Slides

General Admission

SOLD OUT

$ 399 .
  • 2-Day Live Event Experience
  • Multi-ticket Discount
  • Lunch Included both days
  • 2 Networking Receptions
  • All Presentations Included

VIP Pass

SOLD OUT

$ 599 .
  • 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

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:

  1. Email [email protected] to receive the continuing education certificate.

  2. 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. 

Yes please contact us by email to make this request – [email protected]

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.

How to reach

Direction to the Venue

Venue

The Westin South Coast Plaza

Address

686 Anton Blvd, Costa Mesa, CA 92626

Let’s do it hurry

Get Your Tickets Now.