December 8, 2021

Alts Expo

Thank you to all of our Alts Expo partners and attendees for making this a successful event! Recordings of all of the sessions will be available shortly.

Why Attend

Compare Products

Attend live alt product presentations from 6 different fund sponsors.

Get Educated

Hear live panel discussions with industry leaders.

Ask Questions

Participate in live Q&A with our speakers.

Register Now

Registration for this event is closed.

Andy Hagans at Alts Expo

One-Day Online Event

Learn How To Diversify Your Portfolio With Alts Before Year-End.

Alts Expo 2021 Title Partner

Alts Expo 2021 Partners

Andy Hagans


Welcome to Alts Expo 2021. This upcoming online event is designed to drive education of using alternative investment products to diversify the portfolio of high net worth, self-directed accredited investors.

Andy Hagans

Founder of AltsDb
Host of The Alternative Investment Podcast


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

Jimmy Atkinson

10:00 AM - Welcome Address

Jimmy Atkinson, AltsDb Co-Founder
AltsDb co-founder and The Alternative Investment Podcast co-host Jimmy Atkinson kicks off the event.

Andy Hagans

10:05 AM - Keynote Address

Andy Hagans, AltsDb Co-Founder
AltsDb co-founder Andy Hagans presents the case for alts, and the four main reasons why a high net worth investor should consider adding alternative investments to his/her portfolio.

Jose Torres

10:25 AM - Puerto Rico Opportunity Zone Fund

Qualified Opportunity Fund
Jose Torres
Investing in the future of Puerto Rico, the PROZ Fund seeks to achieve sustainable impact investing by following ESG guidelines. Current and future projects include a seaweed biorefinery, renewable energy, and infrastructure redevelopment.

Michael Episcope

10:40 AM - Origin Investments

Core-Plus and Value-Add Multifamily
Michael Episcope
Origin Investments IncomePlus Fund features tax-efficient passive income and appreciation by investing in equity and debt multifamily projects in neighborhoods across 14 fast-growing U.S. cities.

Jimmy Atkinson

11:15 AM - Alternative Investment Trends For 2022

Educational Panel Moderated by Jimmy Atkinson
Panelists: Megan Gavin, Reid Thomas, and Ashley Tison
A discussion of the most popular alternative asset classes, legislative and regulatory issues, and alts trends to keep an eye on as we head into 2022.

Megan Gavin

Megan Gavin
Institute for Portfolio Alternatives

Reid Thomas

Reid Thomas
JTC Americas

Ashley Tison
OZ Pros

Erik Hayden

12:10 PM - Urban Catalyst

Qualified Opportunity Fund
Erik Hayden
Urban Catalyst Opportunity Zone Fund II was launched in 2021 with Icon/Echo. Urban Catalyst is already in control of the property for this Fund, which will feature 300 units of multifamily rental units and approximately 450,000 square feet of office space in downtown San Jose.

Josh Ziegelbaum

12:45 PM - Legacy Group

Global Agriculture
Josh Ziegelbaum
Legacy Group's Green Coffee Company is a consolidated coffee farming operation based in Medellin, Colombia and a Top 3 producer of coffee in all of Colombia. GCC raised $8.3 million in its Seed and Series A funding rounds to acquire, improve, and expand its farm portfolio in Colombia.

Chris Rawley

1:20 PM - Harvest Returns

Farmland & Agribusiness
Chris Rawley
Harvest Returns facilitates capital raises for small to medium-sized farmers and ranchers while providing investors streamlined access to attractive opportunities in sustainable farming businesses.

James Holleman

1:55 PM - Grubb Properties

Office & Multifamily Real Estate
James Holleman
Grubb Properties offers an opportunistic closed-end fund that combines value-add office and multifamily developments. They also offer a Qualified Opportunity Fund that invests in multifamily developments.

Origin Investments

2:30 PM - Happy Hour Mixer

Presented by Origin Investments
Join other alternative investors, sponsors, fund mangers, and advisors during our interactive Happy Hour mixer.


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

Register Now

Registration for this event is closed.


Alts Expo will take place on Wednesday, 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!

Alts Expo is currently seeking presenting partners. If you are interested in presenting your product at Alts Expo, fill out the Alts Expo Partner interest form, and we will follow up with more information.

Partner with Alts Expo