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.

• 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

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