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
SOLD OUT
- 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
SOLD OUT
- 9 holes of Championship Golf at the Orange Tree Golf Club
- 4-Person Scramble, Shotgun Start Promptly at 8am
- Option to purchase a Foursome at checkout
- Includes a Putt, Chip, and Drive Clinic facilitated by a PGA Golf Pro, starts promptly at 7am. Optional to attend but included with your ticket
- Special Prizes & Fun Challenges (Longest drive, closest to the pin, etc.). The Winning Team Will Receive the Coveted Trophy, “THE ROTH CUP”.
- Light Snacks, Drinks, and Awards immediately following the tournament
October 24th-25th, 2024
Event Agenda
Registration and Event Check In
Enjoy Coffee & Tea
Enjoy Coffee & Tea
Welcome and Introduction to Alternative Assets
Mat Sorensen, CEO Directed IRA, Senior Partner KKOS Lawyers
Mat Sorensen, CEO Directed IRA, Senior Partner KKOS Lawyers
Main Street Business and Real Estate Synergies to Maximize Returns
Josh McCallen, CEO VIVAMEE Hospitality & Managing Partner Accountable Equity
Josh McCallen, CEO VIVAMEE Hospitality & Managing Partner Accountable Equity
Real Estate Strategies in Today’s Market
Robert Helms, Host of The Real Estate Guys Radio and TV shows, RE Investor and Developer
Robert Helms, Host of The Real Estate Guys Radio and TV shows, RE Investor and Developer
Break
30-minute break
30-minute break
Raising Private Money for Investors + Dealmakers
Amy Mahjoory, RE Investor, HGTV Personality, Founder RPM
Amy Mahjoory, RE Investor, HGTV Personality, Founder RPM
Blow the Door off the Rest of 2024
Shenoah Grove, Founder - Texas REIAS - Real Estate Investor Associations
Shenoah Grove, Founder - Texas REIAS - Real Estate Investor Associations
Lunch
Lunch will be provided for VIPs Ticket holders
Lunch will be provided for VIPs Ticket holders
Fireside Chat: Investing in Distressed Assets – Lessons and Deals
Jamison Manwaring, CEO Neighborhood Ventures | Mat Sorensen, CEO Directed IRA, Partner KKOS Lawyers
Jamison Manwaring, CEO Neighborhood Ventures | Mat Sorensen, CEO Directed IRA, Partner KKOS Lawyers
Alternative Asset Panel – Crowdfunding, Private Funds, & Passive Investing
Jamison Manwaring, Neighborhood Ventures | Ted Head, SubTo Fund | Brittany Shulman, Investment Director at Clever Capital Fund
Jamison Manwaring, Neighborhood Ventures | Ted Head, SubTo Fund | Brittany Shulman, Investment Director at Clever Capital Fund | John Shekarchi, Real Estate Attorney & Investor | Moderator: Mat Sorensen, CEO Directed IRA, Partner KKOS Lawyers
The Markets Give and the Markets Take Away - Navigating Your Financial Future Through Alternative Investments.
Dr. David Phelps, CEO Freedom Founders
Dr. David Phelps, CEO Freedom Founders
Break
15-minute Break
15-minute Break
Oil and Gas Investing – Advantages and Opportunities
Troy Eckard, Principal CEO at Eckard Enterprises
Troy Eckard, Principal CEO at Eckard Enterprises
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
Investment Goals (Day 1 Closing Remarks)
Mat Sorensen, CEO Directed IRA, Senior Partner KKOS Lawyers
Mat Sorensen, CEO Directed IRA, Senior Partner KKOS Lawyers
Networking Reception and Live Music
Live Music with Country Artist Jake Ryan on Private Patio, Networking, Cash Bar and Appetizers Served
Live Music with Country Artist Jake Ryan on Private Patio, Networking, Cash Bar and Appetizers Served
Welcome Day 2
Networking - Enjoy Coffee & Tea
Networking - Enjoy Coffee & Tea
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
The Secrets of Achieving Higher Yield on Multifamily
Veena Jetti, Founder of Vive Funds and MultiFi
Veena Jetti, Founder of Vive Funds and MultiFi
Break
15-minute break
15-minute break
Making Your First Venture Investment
Chris Lustrino, Founder & CEO KingsCrowd
Chris Lustrino, Founder & CEO KingsCrowd
Buying Main Street Businesses
Pace Morby, Business and Real Estate Investor | TV Personality | Triple Digit Flip Host
Pace Morby, Business and Real Estate Investor | TV Personality | Triple Digit Flip Host
Lunch
Lunch will be provided for VIPs Ticket holders.
Lunch will be provided for VIPs Ticket holders.
Fireside Chat – Where Do Deals Come From?
Pace Morby and Mat Sorensen
Pace Morby and Mat Sorensen
Secured Note Investing
Desi Arnaz, Private Equity Fund Manager Everly Mae Capital Group
Desi Arnaz, Private Equity Fund Manager Everly Mae Capital Group
Oil & Gas Investing
Mike Mauceli, CEO of REI Energy
Mike Mauceli, CEO of REI Energy
Introduction to Private Equity Investing
Dave Jensen, Co-Founder & Managing Partner of Sandlot Partners
Dave Jensen, Co-Founder & Managing Partner of Sandlot Partners
Tax and Legal Panel
Mat Sorensen and Mark J. Kohler
Mat Sorensen and Mark J. Kohler
Break
30-minute break
30-minute break
Alternative Asset Panel
Jonathan Morris, Titan Bank | Michael Bradley, Bradley Wealth | Paget Stanco, Gemini | Aaron Halderman, Directed IRA
Jonathan Morris, Titan Bank | Michael Bradley, Bradley Wealth | Paget Stanco, Gemini | Aaron Halderman, Directed IRA | Moderator: Mat Sorensen, CEO Directed IRA, Senior Partner KKOS Lawyers
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
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
Networking Reception on Private Patio
Appetizers + cash bar
Appetizers + cash bar
Registration and Check-In
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Putt, Chip, and Drive Clinic with PGA Golf Pro
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.
Shotgun Start
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Lunch and Drinks
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
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.
