Alts Expo May 2023

Learn How To Grow Your Wealth With Income-Producing Alternative Investments

Recordings

10:00 AM – 10:20 AM

Keynote Address

A God-fearing man with a passion to serve others, Shawn Meaike is on a mission to redesign the way the world operates, away from the scarcity mindset to one of abundance and grace, one person at a time… Starting with you.

Shawn Meaike

Shawn Meaike

Family First Life

10:20 AM – 10:40 AM

Meriwether Group Capital

Presentation Deck: Click To Download
Shareholder Letter: Click To Download

Private Credit — Private commercial credit fund investing debt capital in high growth, lower middle market businesses. Meriwether supplies capital needs outside the criteria of traditional lenders. Their fund is established as an income strategy for LPs with a target annual return of 10% and a recurring quarterly distribution.

Jamie Shulman

Jamie Shulman

Co-Founder & Fund Manager

10:45 AM – 11:15 AM

First National Realty Partners

Presentation Deck: Click To Request

Commercial Real Estate — First National Realty Partners offers accredited investors unique opportunities to invest in grocery-anchored shopping centers, multifamily communities, and industrial commercial real estate.

Mike Hazinski

Michael Hazinski

Chief Investment Officer

11:20 AM – 11:40 AM

Humphreys Capital

Presentation Deck: Click To Download

Real Estate — Humphreys Real Estate Income Fund is a perpetual-life fund that seeks best-in-class developers as they acquire, develop, and operate income-producing, multi-sector properties including industrial, multifamily, office, and retail, located within high-growth Sunbelt cities.

Grant Humphreys

Grant Humphreys

President

11:45 AM – 12:25 PM

Capital Preservation Strategies For Uncertain Times

Educational Panel — Where we are right now in the market cycle. Plus, the main threats to a capital preservation strategy (and how to protect against them). And, the best asset classes and strategies for capital preservation in uncertain times.

Andy Hagans

Andy Hagans

WealthChannel (Moderator)

Josh Cantwell

Josh Cantwell

Freeland Ventures

Dany Roizman

Dany Roizman

Brainvest

DJ Van Keuren

Family Office Real Estate Institute

12:30 PM – 1:00 PM

Percent

Presentation Deck: Click To Download

Private Credit — Percent unlocks exclusive private credit investments for your portfolio. The platform is powering the future of private markets, making it easier to find and invest in alternative investments than ever before.

Nelson Chu

Nelson Chu

Founder & CEO

Prath Reddy

Prath Reddy

Head of Capital Markets

1:05 PM – 1:25 PM

Kirkland Capital Group

Presentation Deck: Click To Download

Commercial Real Estate Private Equity & Private Credit — The Kirkland Income Fund is a principal preservation focused passive high-yield income fund that delivered over 11% returns in 2022. While doing well, investors are doing good, with the Fund’s micro-commercial real estate loans used to rehabilitate housing and neighborhoods.

Chris Carsley

Chris Carsley

Chief Investment Officer

Brock Freeman

Brock Freeman

Chief Operating Officer

1:30 PM – 1:40 PM

Crossbeam Capital

Presentation Deck: Click To Download

Mountain West Residential Real Estate — Crossbeam finds opportunity where other investment firms don’t, identifying investment locations where housing is in high demand and supply is artificially constrained. They focus on infill locations in markets primed to serve the entry-level renter or buyer.

Brad Blash

Brad Blash

Managing Partner

Ted Kerr

Ted Kerr

Managing Partner

1:45 PM – 1:55 PM

Saratoga Group

Presentation Deck: Click To Download

Mobile Home Community — Saratoga Group is purchasing a portfolio of 6 mobile home communities in the Kansas City submarkets of Belton, Lansing, Excelsior Springs, Warrensburg, and Ottawa. There is an OZ investment offering (3 parks) and standard investment offering (other 3 parks).

Sam Hales

Sam Hales

CEO

2:00 PM – 2:40 PM

Income Investing Strategies For High Net Worth Investors

Educational Panel — As the economy continues to face headwinds, many High Net Worth investors are focused on both capital preservation, as well as income. Why is income such a focus for High Net Worth and ultra-wealthy investors, especially right now?

Andy Hagans

Andy Hagans

WealthChannel (Moderator)

Nelson Chu

Nelson Chu

Percent

Shana Sissel

Shana Sissel

Banríon Capital Management

Kelly Ann Winget

Kelly Ann Winget

Alternative Wealth Partners

2:45 PM – 3:15 PM

Legacy Group / Green Coffee Company

Presentation Deck: Click To Download

Private Equity — The Green Coffee Company, a Legacy Group portfolio company and Colombia’s largest coffee producer, is accepting commitments in the final tranche of its Series C funding round. It is on-track for a 2026 sale or IPO in the U.S. and is projecting an 11x return on investment in 2026 for investors.

Josh Ziegelbaum

Josh Ziegelbaum

Director of Investor Relations

3:20 PM – 3:30 PM

StarPoint Properties

Presentation Deck: Click To Download

Real Estate — Founded in 1995, StarPoint Properties is an uncommonly innovative real estate firm, combining exceptional operating expertise with creativity in asset transformation to drive superior outcomes for its investors. Taylor will give an overview of StarPoint and their current investment offerings, which include a short-term/opportunistic development, an Opportunity Zone development, and their income fund.

Taylor Trautloff

Taylor Trautloff

Capital Markets & Acquisitions

3:50 PM – 4:00 PM

29th Street Capital

Presentation Deck: Click To Download

Real Estate — 29th Street Development is developing a 200-key Caption by Hyatt within an opportunity zone in downtown Sacramento. The project will have site plan approval in May and anticipates construction beginning in October.

Nikola Krcmarevic​

Nikola Krcmarevic

Vice President of Development

Zach Shulruff

Zach Shulruff

Vice President of Investments

Register Now

Registration for Alts Expo is now closed.

Our next event is WealthChannel Summit — June 16th, 2023 in Fort Worth, TX.

Click here to learn more and get your tickets.

One-Day Online Event

For accredited investors* seeking passive alternative investments.

* An accredited investor is a person with an annual income of at least $200,000 (or $300,000 if combined with a spouse’s income); or who has a net worth in excess of $1 million (excluding primary residence).
Alts Expo Panel

Alts Expo Partners

Jimmy Atkinson

Welcome!

Welcome to Alts Expo by WealthChannel. This online event is designed to match accredited investors with alternative investment funds and platforms. Learn how these investments can help protect and grow your wealth, and take the next step in adding more alternative investments to your portfolio.

Jimmy Atkinson

Co-Founder of WealthChannel

Speakers

Jimmy Atkinson

Jimmy Atkinson
WealthChannel

Brad Blash

Brad Blash
Crossbeam Capital

Josh Cantwell

Josh Cantwell
Freeland Ventures

Chris Carsley

Chris Carsley
Kirkland Capital Group

Nelson Chu

Nelson Chu
Percent

Brock Freeman

Brock Freeman
Kirkland Capital Group

CJ Follini

CJ Follini
NOYACK

Andy Hagans

Andy Hagans
WealthChannel

Sam Hales

Sam Hales
Saratoga Group

Mike Hazinski

Michael Hazinski
FNRP

Grant Humphreys

Grant Humphreys
Humphreys Capital

Ted Kerr

Ted Kerr
Crossbeam Capital

Nikola Krcmarevic​

Nikola Krcmarevic
29th Street Capital

Shawn Meaike

Shawn Meaike
Family First Life

Prath Reddy

Prath Reddy
Percent

Dany Roizman

Dany Roizman
Brainvest

Jamie Shulman

Jamie Shulman
Meriwether Group Capital

Zach Shulruff

Zach Shulruff
29th Street Capital

Shana Sissel

Shana Sissel
Banríon Capital Management

Taylor Trautloff

Taylor Trautloff
StarPoint Properties

DJ Van Keuren

DJ Van Keuren
Evergreen Property Partners

Kelly Ann Winget

Kelly Ann Winget
Alternative Wealth Partners

Josh Ziegelbaum

Josh Ziegelbaum
Legacy Group

FAQs

Aspiring investors, experienced investors, entrepreneurs, business owners, real estate operators, alternative investment professionals, service providers, and financial advisors should attend.

If you have an interest in investing for generational wealth, diversifying your portfolio with alternative investment strategies, and passive income investing, this event is for you.

If you’re a High Net Worth accredited investor, this event can help you find alternative investment offerings that can help you grow your wealth.

The “accredited investor” definition is important because many types of alternative investments are only open to accredited investors.

You meet the definition of an accredited investor if at least one of the following applies to you:

  • You are an individual investor with an annual income of at least $200,000 (or, $300,000 if combined with a spouse’s income), OR
  • You are an individual investor with a net worth in excess of $1 million (excluding your primary residence), OR
  • You are a financial advisor who holds in good standing a Series 7, 65, or 82 license.

Up to 12 different alternative investment sponsors will present their private investment offerings during the course of the day. We will send around an agenda to everyone who registers for the event at least a few days in advance. Click here for the current agenda, subject to change. All times listed are Eastern.

The event will be hosted 100% online, via Zoom. Registration is required. Click here to register now. After you register, you will receive instructions via email on how to add the event to your calendar and attend the live Zoom session on May 4th. You will be sent a unique login link that is tied to your individual registration. You can use this link the day of the event to join the Zoom session.

No. In an attempt to open up this event to as many investors as possible, we are not charging a fee to attendees.

No. When the final agenda is announced, you can feel free to pop in and out at your leisure throughout the day. If you only want to see presentations from a few of the funds, you can choose to attend only during their presentation slots.

Yes! The entire event will be recorded, so you can watch at a later date if you so choose. Everyone who registers for the event will receive access to the recording. So even if you cannot attend the event live, we would still encourage you to register now, so you can view the recording at a later date.

While this event is mainly focused on matching investors with investment offerings, there will be plenty of additional value-added educational content, including a keynote address and multiple educational panels.

Yes! Throughout the day, we will have live Q&A sessions with fund managers and other investing experts. This will present a great chance for you to get your alternative investment questions answered!

Alts Expo is currently seeking presenting sponsors. If you are interested in presenting your product live during Alts Expo, please send an email to the WealthChannel team at [email protected].

Partner With WealthChannel