AltsDb

December 8, 2022

Alts Expo 2022

Thank you to all of our sponsors and attendees. Recordings and presentation decks are available below.

Investor Deck

Alts Expo Investor Deck

Recordings

Alternative Wealth Partners

Multi-Asset // Private Equity & Energy // National
Diversity Fund I Pitch Deck [PDF Download]
Energy Fund I Pitch Deck [PDF Download]

Urban Catalyst Opportunity Zone Fund II

Multi-Asset OZ Fund // Multifamily & Office // San Jose, CA
Pitch Deck [Click to Request]

Legacy Group / Green Coffee Company

Single-Asset // Operating Business // Colombia
Pitch Deck [PDF Download]

Caliber Opportunistic Growth Fund III

Multi-Asset // Real Estate // Greater Southwest
Pitch Deck [PDF Download]

Harvest Returns

Multi-Asset // AgTech & Sustainable Farming // National
Pitch Deck [PDF Download]

CBUS OZ Fund III

Multi-Asset OZ Fund // Residential // Columbus, OH
Pitch Deck [PDF Download]

Revitate Cherry Tree Multifamily Fund I

Multi-Asset // Multifamily // Midwest
Pitch Deck [PDF Download]

DIG Tigard Qualified Opportunity Fund

Single-Asset OZ Fund // Multifamily // Tigard, OR
This offering is now closed to new investors.

Gold Leaf Farming Core Fund

Multi-Asset // Specialty Farmland // AZ & CA
Pitch Deck [PDF Download]

Gated Rentals Modular Housing Communities

Multi-Asset // Residential // Houston, TX
Pitch Deck [PDF Download]

Hall Venture Partners / Vanderhall Motor Works

Single-Asset // Operating Company // Provo, UT
Pitch Deck [PDF Download]

Keynote: Alternative Investments Market Update

Keynote Presentation by Kevin Gannon, Robert A. Stanger & Co.

Panel: Investment Strategies For High Inflation

Panel moderated by Andy Hagans of AltsDb; panelists include Jason Cross of Redbrick LMD, Kara O’Halloran of FS Investments, and Cullen Roche of Discipline Funds.

Panel: Alternative Investment Trends For 2023

Panel moderated by Andy Hagans of AltsDb; panelists include Stacy Chitty of Blue Vault, Anya Coverman of IPA, and Robert Worthington of iCapital.

Register Now

Registration is now closed.

Andy Hagans on Alts Expo

One-Day Online Event

Learn How To Enhance Your Portfolio With Alternative Investments.

Andy Hagans

Welcome!

Welcome to Alts Expo 2022. This upcoming online event is designed to help High Net Worth investors, financial advisors, and family offices to learn more about portfolio-diversifying alternative investments. If you’re a wealth advisor, family office, or High Net Worth investor, Alts Expo is for you!

Andy Hagans

Founder of AltsDb
Host of The Alternative Investment Podcast

Agenda

All times listed are Eastern Standard Time. Agenda is subject to change.

Speakers

Jimmy Atkinson

Jimmy Atkinson
OpportunityDb

Stacy Chitty

Stacy Chitty
Blue Vault

Anya Coverman

Anya Coverman
IPA

Jason Cross

Jason Cross
Redbrick LMD

Brenner Daniels

Brenner Daniels
DIG Real Estate

Josh Daniels

Josh Daniels
DIG Real Estate

Kevin Gannon

Kevin Gannon
Robert A. Stanger & Co.

Josh Guggenheim

Josh Guggenheim
Gold Leaf Farming

Andy Hagans

Andy Hagans
AltsDb

Erik Hayden

Erik Hayden
Urban Catalyst

Chris Knoppe

Chris Knoppe
CBUS OZ Funds

Robert Lang

Robert Lang
Revitate Cherry Tree

Chris Marsh

Chris Marsh
Revitate Cherry Tree

Kunal Merchant

Kunal Merchant
Revitate Cherry Tree

Kara O'Halloran

Kara O'Halloran
FS Investments

Chris Rawley

Chris Rawley
Harvest Returns

Cullen Roche

Cullen Roche
Discipline Funds

Greg Talcott

Greg Talcott
Caliber

DJ Van Keuren

DJ Van Keuren
Evergreen Property Partners

Will Walker

Will Walker
Hall Venture Partners

Kelly Ann Winget

Kelly Ann Winget
Alternative Wealth Partners

Robert Worthington

Robert Worthington
iCapital

Josh Ziegelbaum

Josh Ziegelbaum
Legacy Group

Register Now

Registration is now closed.

FAQs

Alts Expo will take place on Thursday, December 8th. Programming will begin at 10:00 AM EST.

If you are a high net worth self-directed accredited investor looking for portfolio diversification, this event will provide you with education and some product options for you to consider.

Approximately 6 different alternative investment product sponsors will give presentations. We will also have at least one educational panel. 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 8th, complete with a link that is unique to you.

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.

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 live event on December 8th, we would still encourage you to register now, so you can view the recording at a later date.

Yes, there will be a keynote address to begin the day, and at least one educational panel featuring industry leaders.

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

Presentation slots for Alts Expo December 2022 are sold out, but if you are interested in partnering with us on Alts Expo May 2023, please click here.

Partner with Alts Expo

Previous Event

Every Alts Expo is recorded and available for free viewing. Click below to watch on-demand…

Alts Expo 2021

  • Keynote Address: The Bull Case For Alts, By Andy Hagans, AltsDb
  • Title Partner: Origin Investments
  • Diamond Partners: Urban Catalyst | Legacy Partners | Harvest Returns | Grubb Properties
  • Panel: Alternative Investment Trends For 2022