Our Next Event: Alts Expo - Dec 13th
Alts Expo
October 2023
Alternative Investment Strategies For High Net Worth Investors
- October 4, 2023
- Live Online Event
- Watch On-Demand
Our Next Event: Alts Expo - Dec 13th
Watch On-Demand
Alts Expo Title Sponsor
Urban Catalyst Multifamily Equity Fund
Pitch Deck: [Click To Request]
Multifamily Real Estate — The UC Multifamily Equity Fund is structured as a traditional real estate equity fund focusing on the ground-up development of a 272-unit multifamily apartment building in downtown San Jose, California. The Fund is structured to allow qualified retirement plan investments.
Erik Hayden
Founder & CEO
Las Vegas Owens Self-Storage
Pitch Deck: [Click To Download]
Self-Storage — Located at 120 West Owens Avenue, Las Vegas, Nevada. The 2.39 acre, easily accessible parcel is in a densely populated residential area that sits adjacent to the I-15 and is visible to over 190,000 cars daily. The business plan for the subject property is to develop a Class A, institutional quality, 158,844 GBA and approximately 118,000 NRA, self-storage facility with state-of-the-art security.
Russ Colvin
CEO
Aspen Funds Energy Fund VI
Pitch Deck: [Click To Download]
Oil & Gas — This $50MM fund has been created to acquire diversified holdings of Non-Operating Working Interests & Overriding Royalty Interests of middle-market opportunities partnering with larger operators in proven basins.
Ben Fraser
Chief Investment Officer
Gold Leaf Farming
Pitch Deck: [Click To Download]
Farmland — Gold Leaf Farming owns and operates almond, pistachio, and date farms in California and Arizona.
Josh Guggenheim
VP of Acquisitions
Riaz Capital
Pitch Deck: [Click To Download]
Workforce Housing — Riaz Capital develops market cycle-resistant workforce housing in Oakland, CA.
Mathew Salter
VP of Investor Relations
Crossbeam Capital
Pitch Deck: [Click To Request]
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
Co-Founding Principal
VonFinch Capital
Pitch Deck: [Click To Request]
Multifamily Equity & Fixed Income — VonFinch Capital helps their High Net Worth clients add private real estate investments to their portfolios passively by sourcing and operating real estate deals from across the top markets in the country.
Steven Pesavento
President
Educational Segments
Keynote Presentation: Trends In Alternative Investments
There are three main reasons why High Net Worth investors are attracted to alternative investments — portfolio diversification, tax benefits, and enhanced returns. But how does one get started with investing in alternatives? And what are some of the key trends and considerations for investors to be aware of?
Jimmy Atkinson
WealthChannel
Portfolio Construction With Alternative Investments
Presentation Deck: [Click To Download]
Compared to institutional investors and family offices, most individual High Net Worth investors are under-allocated to alternative investments. And therein lies a great opportunity… But why is now such a good time to incorporate alts into your portfolio?
Shana Sissel
Banríon Capital Management
Panel: Tax Efficient Investing Strategies
Educational Panel — Tax efficiency can have an outsized impact on investor returns, yet many overlook this aspect of investing. This panel will discuss different tax-efficient investment vehicles for High Net Worth individuals, tax-friendly asset classes for taxable portfolios, and lesser-known tax-efficient strategies.
Andy Hagans
WealthChannel (Moderator)
Michael Johnston
TaxEfficientInvestor.com
Sarah Sullivan
SuGo Capital
Mr. Ashley Tison
OZPros
Family Office Panel: Investment Strategies For 2023, 2024, & Beyond
Educational Panel — The current focus of family offices, especially in the context of market cycles and potential shifts in investment strategies. Key topics of this panel discussion will include the balance between capital preservation and other priorities, the resurging appeal of bonds and private credit, the ongoing role of real estate, and potential threats to capital preservation.
Andy Hagans
WealthChannel (Moderator)
Kunal Merchant
Revitate
Dany Roizman
Brainvest Wealth Management
Kirk Walton
GPWM Funds
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
WealthChannel
Brad Blash
Crossbeam Capital
Ben Fraser
Aspen Funds
Josh Guggenheim
Gold Leaf Farming
Andy Hagans
WealthChannel
Erik Hayden
Urban Catalyst
Michael Johnston
Tax Efficient Investor
Kunal Merchant
Revitate
Steven Pesavento
VonFinch Capital
Dany Roizman
Brainvest Wealth Management
Mathew Salter
Riaz Capital
Shana Sissel
Banríon Capital Management
Sarah Sullivan
SuGo Capital
Ashley Tison
OZPros
Kirk Walton
GPWM Funds
FAQs
Alts Expo will take place on October 4, 2023, beginning at 10:00 AM ET.
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 October 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
- Present your offering.
- Interact with accredited investors.
- Generate new investor leads.