About the Alternative Asset Summit
The Alternative Asset Summit is an annual event that brings together investors, fund managers, and industry experts who are building portfolios beyond Wall Street. Now in its third year, this premier event was founded by Mat Sorensen, a pioneer in self-directed retirement investing, with the vision of helping others diversify their portfolios into private, non-traditional assets.
Our Mission: The Summit’s core mission is to educate attendees about the world of alternative investments. Over two intensive days, participants gain firsthand insights into a wide spectrum of strategies, from venture capital and private equity to commercial real estate, single-family real estate, startups, oil & gas, and crypto. Hear from industry experts — including public company and bank CEOs, fund managers that have done over a billion dollars in deals, as well as top attorneys, CPAs, and financial advisors. Attendees leave with practical tools and knowledge to confidently pursue opportunities in the alternative asset space.
By blending education and networking, the Summit empowers attendees to elevate their investment game and build a supportive network that extends far beyond the event itself. The Alternative Asset Summit is highly focused on networking and community building, convening a room full of experts and leaders in their fields each year. This setting creates unparalleled opportunities for attendees to connect, share success stories, exchange ideas, and form lasting partnerships, whether they are business leaders, seasoned investors, or newcomers to the space.
About the Alternative Asset Summit
The Alternative Asset Summit is an annual event that brings together investors, fund managers, and industry experts who are building portfolios beyond Wall Street. Now in its third year, this premier event was founded by Mat Sorensen, a pioneer in self-directed retirement investing, with the vision of helping others diversify their portfolios into private, non-traditional assets.
Our Mission: The Summit’s core mission is to educate attendees about the world of alternative investments. Over two intensive days, participants gain firsthand insights into a wide spectrum of strategies, from venture capital and private equity to commercial real estate, single-family real estate, startups, oil & gas, and crypto. Hear from industry experts — including public company and bank CEOs, fund managers that have done over a billion dollars in deals, as well as top attorneys, CPAs, and financial advisors. Attendees leave with practical tools and knowledge to confidently pursue opportunities in the alternative asset space.
By blending education and networking, the Summit empowers attendees to elevate their investment game and build a supportive network that extends far beyond the event itself. The Alternative Asset Summit is highly focused on networking and community building, convening a room full of experts and leaders in their fields each year. This setting creates unparalleled opportunities for attendees to connect, share success stories, exchange ideas, and form lasting partnerships, whether they are business leaders, seasoned investors, or newcomers to the space.
Who Should Attend
- Business Leaders & Executives: Corporate decision makers and entrepreneurs looking to diversify their investment strategies beyond traditional markets.
- Experienced Investors: Seasoned investors, fund managers, and alternative asset specialists seeking new opportunities to expand their portfolios.
- Aspiring Investors & Novices: Professionals and individuals new to alternative investing who are eager to learn how to invest in private assets with guidance from experts in the field.
- Financial Advisors & Professionals: Advisors, attorneys, and industry service providers aiming to stay at the forefront of alternative asset trends and connect with peers and potential clients.
Meet our Speakers
speakers
Mat Sorensen
Directed IRA/KKOS Lawyers
Mark J. Kohler
Mark J. Kohler/KKOS Lawyers/Directed IRA
Aaron Halderman
COO, Directed IRA
Troy Eckard
Principal CEO at Eckard Enterprises, LLC
Pace Morby
Business and Real Estate Investor, TV Host Triple Digit Flip on A&E.
Karlton Dennis
Tax Strategist and Founder of Tax Alchemy
Jonathan Morris
CEO, Titan Bank
Ryan Sudeck
CEO, Sage Investment Group
Chris Loeffler
CEO, Caliber $2.5B+ Alt Asset Manager
Paul Mauceli
REI Energy,LLC
David McAlvany
CEO/CIO, McAlvany Financial Group
Jamison Manwaring
Former Goldman Sachs Analyst turned Commercial RE Syndicator, Neighborhood Ventures
Jalen West
Senior Relationship Manager at PPR Capital Management
Dr. David Phelps
Founder & CEO, Freedom Founders
Ryan Gibson
President, CIO and Co-Founder, Spartan Investment Group
Josh Gilmore
SVP at SDIRA Wealth
Michael Del Prete
Executive Director, AZ REIA
Ignatius L. Jackson, CPA/PFS
President, Ignite Accounting LLC
Carol J. Romney, CFP®, CFA
Financial Advisor | Relationship Manager, CAPTRUST
John Shekarchi
Attorney, Real Estate Developer, Private Lender
Joe Laux
CEO, Managing Partner, and Certified Private Wealth Advisor at Silverhawk Private Wealth
Nate Hare
VP, Sales & Strategic Relationships, Directed IRA
Lindsay Mersino
Executive Director, Operations, Directed IRA