Alternative Asset
Investor Summit
October 16th -17th 2025
Scottsdale, AZ | Hilton Resort & Villas
Alternative Asset
Investor Summit
October 16th-17th 2025
Scottsdale, AZ | Hilton Scottsdale Resort & Villas
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 2025
- 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
Prior Experts/Speakers
Learn how to Build Wealth with
The Fastest Growing Asset Class in the US - Alternative Assets
Event Ticket Prices
Virtual
Earlybird Pricing
$
145
245
- Full Video Access to the Entire Summit via Livestream
- All Presentations Included
- 6 Months of Access to all Video Recordings.
General
Earlybird Pricing
$
395
495
- Access To All Speaker Sessions
- 2 Networking Receptions (appetizers + cash bar)
- Access to After Hours Party and LIVE Directed IRA Podcast with Mat Sorensen and Mark Kohler
- All Presentations Included
General +
Earlybird Pricing
$
595
695
- Includes everything in GA, plus...
- Lunch is included on both days
- Access to After Hours Party and LIVE Directed IRA Podcast with Mat Sorensen and Mark Kohler (On Thursday)
- 6 Months of Access to all Video Recordings.
VIP All-Access
Earlybird Pricing
$
895
995
- Includes everything in GA+, plus...
- Special Reserved Seating
- VIP Swag
- Autographed copy of Mat Sorensen’s Self-Directed IRA Handbook, 3rd Edition (2025)
- VIP Dinner at Fleming's Prime Steakhouse, Friday the 17th
Tickets now available
What you get:
- Access To All Speaker Sessions
- 20+ Sessions & 10+ Top-Industry Speakers
- 6-month Access to Recordings of All Sessions
- 2 Networking Receptions (appetizers + 2 drink tickets)
- Optional Group Activities on Saturday 10/18
- Lunch is included on both days
- Special Reserved Seating
- VIP Dinner
- VIP Swag
- Autographed copy of Mat Sorensen’s Self-Directed IRA Handbook
Can’t attend in person?
No problem! Grab your virtual ticket and enjoy a front-row seat to all the action—from anywhere in the world.
- 2 Full Days of Cutting-Edge Insights
- 6-Month Access to Recordings of All Sessions
- 20+ Sessions | 10+ Top Industry Speakers
- Access To All Speaker Sessions
- 20+ Sessions & 10+ Top-Industry Speakers
- 6-month Access to Recordings of All Sessions
- Access To All Speaker Sessions
- 20+ Sessions & 10+ Top-Industry Speakers
- 2 Networking Receptions (appetizers + 2 drink tickets)
- Everything in GA Included
- Special Reserved Seating
- Optional Group Activities on Saturday 10/18
- Lunch is included on both days
- Everything in GA and GA+ Included
- Optional Group Activities on Saturday 10/18
- Special Reserved Seating
- VIP Dinner at Fleming's Prime Steakhouse, Friday the 17th
- VIP Swag
- Autographed copy of Mat Sorensen’s Self-Directed IRA Handbook
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 16th-17th, 2025
Event Agenda
8:00 - 9:00 AM
#Lobby
Registration and Event Check In
Enjoy Coffee & Tea
Enjoy Coffee & Tea
9:00 - 9:05 AM
#.
Welcome and Opening Remarks
Aaron Halderman, COO Directed IRA
Aaron Halderman, COO Directed IRA
9:05 - 10:00 AM
#.
Introduction to Alternative Assets
Mat Sorensen, CEO Directed IRA, Senior Partner KKOS Lawyers
Mat Sorensen, CEO Directed IRA, Senior Partner KKOS Lawyers
10:00 - 10:45 AM
#.
Multi-Family Investing in 2025 – Lender Distress and Investor Opportunity
Jamison Manwaring, Former Goldman Sachs Analyst turned Commercial RE Syndicator, Neighborhood Ventures
Jamison Manwaring, Former Goldman Sachs Analyst turned Commercial RE Syndicator, Neighborhood Ventures
10:45 - 11:15 AM
#.
Break
30-minute break
30-minute break
11:15 - 12:00 PM
#.
Converting Hotels to Apartments – Providing Affordable Housing and Upside Investment Returns
Ryan Sudeck, CEO, Sage Investment Group
Ryan Sudeck, CEO, Sage Investment Group
12:00 - 12:30 PM
#.
The Commercial Real Estate Opportunity - Right Market & Right Strategy
Chris Loeffler, CEO, Caliber $2.5B+ Alt Asset Manager
Chris Loeffler, CEO, Caliber $2.5B+ Alt Asset Manager
12:30 - 1:30 PM
#.
Lunch
Lunch will be provided for VIP and GA+ Ticket holders
Lunch will be provided for VIP and GA+ Ticket holders
1:30 - 2:00 PM
#.
The End of Easy Money — A Self-Directed Playbook for a Higher-Rate Decade
Dr. David Phelps, Founder & CEO, Freedom Founders
Dr. David Phelps, Founder & CEO, Freedom Founders
2:00 - 2:30 PM
#.
Real Estate Panel
Panelists: Josh Gilmore , SVP at SDIRA Wealth; Michael Del Prete , Executive Director, AZ REIA; John Shekarchi
Panelists: Josh Gilmore , SVP at SDIRA Wealth; Michael Del Prete , Executive Director, AZ REIA; John Shekarchi , Attorney, Real Estate Developer, Private Lender; Moderator: Mat Sorensen, CEO Directed IRA, Partner KKOS Lawyers
2:30 - 3:15 PM
#Mariposa
Drill Baby Drill – U.S. Oil & Gas Investment Boom
Troy Eckard, Principal CEO at Eckard Enterprises, LLC
Troy Eckard, Principal CEO at Eckard Enterprises, LLC
3:15 - 3:30 PM
#Mariposa
Break
15-minute Break
15-minute Break
3:30 - 4:00 PM
#.
Investing in Gold and Precious Metals – Strategies and Portfolio Construction
David McAlvany, CEO/CIO, McAlvany Financial Group
David McAlvany, CEO/CIO, McAlvany Financial Group
4:00 - 4:45 PM
#.
The Trifecta Structure – Tax & Legal Strategies for 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
4:45 - 5:00 PM
#.
Day 1 Closing Remarks
Mat Sorensen, CEO Directed IRA, Senior Partner KKOS Lawyers
Mat Sorensen, CEO Directed IRA, Senior Partner KKOS Lawyers
5:00 - 6:30 PM
#.
Networking Reception and Live Music
Live Music on Kiva Patio and Networking, Cash Bar and Appetizers Served
Live Music on Kiva Patio and Networking, Cash Bar and Appetizers Served
6:30 - 8:00 PM
#Kiva Patio
Directed IRA Customer Appreciation Event
Hear from successful SDIRA investors with 7- and 8-figure accounts and connect with fellow Directed IRA clients for
Hear from successful SDIRA investors with 7- and 8-figure accounts and connect with fellow Directed IRA clients for valuable networking. Enjoy a delightful dinner featuring carving stations.
8:30 - 9:00 AM
#Lobby
Welcome Day 2 - Networking
Enjoy Coffee & Tea
Enjoy Coffee & Tea
9:00 - 9:45 AM
#.
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
#.
Financial Advisor Panel: Coordinating Alternative Assets with Your Overall Financial Plan
Panelist: Katrina Santa Maria, Chief Executive Officer at M.S. Howells & Co., Ignatius L. Jackson, CPA/PFS, President, Ignite
Panelist: Katrina Santa Maria, Chief Executive Officer at M.S. Howells & Co., Ignatius L. Jackson, CPA/PFS, President, Ignite Accounting LLC, Carol J. Romney, CFP®, CFA, Financial Advisor | Relationship Manager, CAPTRUST, Moderator: Mat Sorensen, CEO Directed IRA, Partner KKOS Lawyers
10:30 - 11:00 AM
#.
Break
30-minute break
30-minute break
11:00 - 11:45 AM
#.
Investing in Crypto and ……”outlook for the future”
Tillman Holloway,Co-Founder, CEO, Arch Public, Inc
Tillman Holloway,Co-Founder, CEO, Arch Public, Inc
11:45 - 12:30 PM
#.
Private Equity Investing - Investing in the Fastest Growing Asset Class
Nicholas Eliason, Partner, Sandlot Partners
Nicholas Eliason, Partner, Sandlot Partners
12:30 - 1:30 PM
#.
Lunch
Lunch will be provided for VIP and GA+ Ticket holders
Lunch will be provided for VIP and GA+ Ticket holders
1:30 - 2:15 PM
#.
Creative Finance & Buying Main Street Businesses
Pace Morby, Business and Real Estate Investor, TV Host Triple Digit Flip on A&E.
Pace Morby, Business and Real Estate Investor, TV Host Triple Digit Flip on A&E.
2:15 - 2:45 PM
#.
Tax Strategies for the Alternative Investor
Karlton Dennis ,Tax Strategist and Founder of Tax Alchemy
Karlton Dennis ,Tax Strategist and Founder of Tax Alchemy
2:45 - 3:15 PM
#.
Break
30-minute Break
30-minute Break
3:15 - 4:00 PM
#.
Alternative Asset Panel – Crowdfunding, Private Funds, & Passive Investing
Panelist: Jonathan Morris, CEO, Titan Bank; Jalen West, Senior Relationship Manager at PPR Capital Management; Ryan Gibson, President,
Panelist: Jonathan Morris, CEO, Titan Bank; Jalen West, Senior Relationship Manager at PPR Capital Management; Ryan Gibson, President, CIO and Co-Founder, Spartan Investment Group; Paul Mauceli, REI Energy,LLC; Moderator: Mat Sorensen, CEO Directed IRA, Partner KKOS Lawyers
4:00 - 5:00 PM
#.
Live Podcast Recording with Mat and Mark on Tax and Legal Considerations when Investing into Alternative Assets
Join us for a live recording of the Directed IRA Podcast with Mat Sorensen and Mark Kohler! Be
Join us for a live recording of the Directed IRA Podcast with Mat Sorensen and Mark Kohler! Be part of the audience, get your questions answered during the Q&A, and gain insider insights on tax and legal considerations when investing into alternative assets.
5:00 - 7:00 PM
#.
Networking Reception on Private Patio
Networking Reception with Cash Bar & Complimentary Appetizers
Networking Reception with Cash Bar & Complimentary Appetizers
7:00 - 8:30 PM
#.
VIP Dinner
Exclusive VIP Dinner for VIP Ticket Holders and Speakers at Flemings restaurant located at the event hotel property.
Exclusive VIP Dinner for VIP Ticket Holders and Speakers at Flemings restaurant located at the event hotel property.
Optional Group activities – Saturday, October 18
Join other attendees and speakers with one of two networking-friendly outings during Phoenix’s best weather.
Attendees must arrange their own transportation to the parks, which are conveniently located across the street from each other.
Papago Park Hike - 8:00 AM
Mild to moderate trails with striking red rock formations and city views.
Desert Botanical Garden - 9:30 AM
Leisurely stroll among plants native to the Sonoran Desert.
Both options are relaxed enough for conversation, immerse you in Phoenix’s unique desert landscapes, and are conveniently located 10-15 minutes from the hotel—an ideal way to wrap up your Summit.
** Attendees must arrange their own transportation to the parks, which are conveniently located across the street from each other.
A Special Thanks To All Our Sponsors
Event Sponsor
Title Sponsor
Diamond Sponsor
Platinum Sponsor
Gold 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.
Complimentary Self-Parking is available onsite at the host hotel located at Hilton Scottsdale Resort & Villas
6333 North Scottsdale Road,
Scottsdale, Arizona, 85250
No Valet Service provided
Available Baggage check/hold at front desk for early check-in and checkout.
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.
Venue information
Event Details
Venue
Hilton Scottsdale Resort & Villas 6333 North Scottsdale Road, Scottsdale, Arizona, 85250 Complimentary Self-Parking, No Valet Service provided.
Click Here for Special Room Rate
Book your hotel room for the event at a special rate, Limited Availability.
Let’s do it hurry
Get Your Tickets Now.
Virtual Pass
SOLD OUT
$
195
- Full Video Access to the Entire Summit via Livestream
- All Presentations Included
- 6 Months of Access to all Recordings, Presentations, and Workbook Slides
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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© 2025, Alternative Asset Investor Summit, All Rights Reserved.
Alternative Asset Education LLC does not provide tax, legal or investment advice. Any information communicated by Alternative Asset Education LLC is for educational purposes only and should not be construed as tax, legal, or investment advice. When making an investment decision, please consult your tax attorney or financial professional.
Alternative Asset Education LLC and its affiliated entities, sponsors, speakers, and hosts do not conduct due diligence and do not endorse any investment opportunity, person, speaker, sponsor, or company that may participate in the Alt Asset Summit. If you invest your money or time with any company or person at the Alt Asset Summit you agree that you will conduct your own independent due diligence or that will hire and engage a financial advisor to assist you and you further agree to release all other third parties from any liability, losses, or causes of action resulting from any investment you may make.