Alts Expo

December 2023

Get Access To Alternative Investment Deal Flow In A Live, One-Day Event

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

Self-Storage Deals in Houston & Tucson

Houston Deck: [Click To Download]
Tucson Deck: [Click To Download]

Self-Storage — Presented by YourSpace America, two state-of-the-art ground-up self-storage deals. One in Houston, and another in Tucson. The Tucson deal is located in an Opportunity Zone..

Russ Colvin

CEO

Circuit City

Pitch Deck: [Click To Download]

Operating Business Series A Funding Round — Circuit City is on the verge of an extraordinary comeback, set out to revolutionize the consumer electronics industry and aspiring to become the premier online destination for both individual consumers and businesses. We invite you to participate in this exceptional investment opportunity.

Dustin Baldwin

Director of Capital Strategy

Josh Ziegelbaum

Head of Investor Relations

GTIS Partners US Real Estate Debt Strategies Fund

Pitch Deck: [Click To Download]

Real Estate Credit — Origination and acquisition/restructure of high-yield senior debt, mezzanine debt and preferred equity, capitalizing on the favorable market opportunity for real estate credit created by rising interest rates and bank liquidity crunch.

Peter Ciganik

Senior Managing Director

Gold Leaf Farming

Pitch Deck: [Click To Download]

Agriculture — Gold Leaf Farming owns and operates almond, pistachio, and date farms in California and Arizona.

Josh Guggenheim

VP of Acquisitions

Brandon Rebiero

Co-Founder

SMK Capital Management

Pitch Deck: [Click To Download]

Real Estate — SMK Alternative Income Fund III provides a diversified blend of cash flowing recession resistant assets, focusing on income and growth. Fund III seeks to reduce risk through cautious alternative investment selection, and by spreading capital across multiple assets, regions and operating partners.

Mark Khuri

Co-Founder

Daniel Valenti

Portfolio Manager

Invito Energy Partners

Pitch Deck: [Click To Download]

Oil & Gas — An investment and tax planning strategy to retain and grow qualified investors wealth by investing in domestic oil and gas production while supporting America’s goal of becoming energy independent. The primary objective of the Fund is to acquire operated or non-operated drilling locations to generate cash flow and tax deductions through the drilling of oil and gas wells and the favorable IRS tax treatment for direct oil and gas investments.

Steve Blackwell

CEO

American Revitalization Company

Pitch Deck: [Click To Download]

Real Estate & Operating Businesses — ARC is an investment fund that focuses on current income and capital appreciation. ARC acquires historic commercial properties with good fundamentals and permanently protect these properties by placing a historical preservation easement on the deed. Then with remaining fund assets, ARC acquires cash-flowing businesses with strong balance sheets.

Steve Austin

Partner

Harvest Returns

Pitch Deck: [Click To Download]

Agriculture & Ag Tech — An investing platform offering passive investments in farming and agribusiness.

Chris Rawley

CEO

Amazon Warehouse Deal by 49PFR Partners

Pitch Deck: [Click To Download]

Industrial — Equity raise for a 40,000-sqft Amazon last-mile e-commerce center, build to suit on 7.75 acres in California.

Patrick Lucas

Patrick Lucas

CEO

Educational Segments

Keynote Presentation: Alternative Investments Made Simple

Pitch Deck: [Click To Download]

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

Panel: Tax Free Income Strategies

Educational Panel — Several alternative asset classes can provide tax-efficient or even tax-free income for HNWIs in high tax brackets. This panel will discuss the nuances of several income reduction strategies and asset classes.

Andy Hagans

WealthChannel (Moderator)

Steve Blackwell

Invito Energy Partners

Michael Johnston

TaxEfficientInvestor.com

Kirk Walton

GPWM Funds

Title Partner

Partners

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

Steve Austin
ARC

Dustin Baldwin
Circuit City

Steve Blackwell
Invito Energy Partners

Peter Ciganik
GTIS Partners

Russ Colvin
YourSpace America

Josh Guggenheim
Gold Leaf Farming

Andy Hagans
WealthChannel

Erik Hayden
Urban Catalyst

Michael Johnston
Tax Efficient Investor

Mark Khuri
SMK Capital Management

Patrick Lucas

Patrick Lucas
49PFR Partners

Chris Rawley
Harvest Returns

Brandon Rebiero
Gold Leaf Farming

Daniel Valenti
SMK Capital Management

Kirk Walton
GPWM Funds

Josh Ziegelbaum
Circuit City

FAQs

Alts Expo will take place on December 13, 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 December 13th. 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