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The Ultimate Passive Investor Virtual Conference
Thur, Oct. 19, 2023 | 10 am to 4 pm ET
Who Should Attend
Professionals and Business Leaders
Doctors, dentists, attorneys – professionals of all stripes – who are looking for consistent cash flow, equity build up, and the tax benefits that long-term passive investing brings to their portfolio. Beat inflation, lower your tax obligations and build your legacy with us.
Family Offices and Managers
Managing wealth for multiple generations means focusing on wealth preservation, intergenerational wealth transfer, and diversifying assets to mitigate risks. We’re here to help you ensure capital growth and protection over generations.
Certified Financial Planners
With access to a broad range of investment opportunities, it’s not always easy to know where you should focus your capital. We’re diving into alternative assets, niche markets and innovative investment structures for sophisticated investors like you. Move beyond the traditional markets and learn how to maximize returns and mitigate risk.
Accredited Investors
As an accredited investor, you have access to a broader range of investment opportunities. This summit will delve into niche markets, alternative assets, and innovative investment structures tailored for sophisticated investors like you. Explore opportunities beyond traditional markets and learn how to maximize returns while managing risks effectively.
What to Expect
- advanced tax mitigation strategies of the Ultra wealthy
- Choosing the Right alternative investments
- Properly Planning you estate
- Advanced passive investing strategies to build legacy wealth for your family
- charitable giving strategies to lower your tax bill
- Legal Strategies to permanantly lower your tax bill
Start your year-end financial planning now. You can't do it next year.
Presenters | Agenda
Hosts and Sponsors
Bob Fraser
Aspen Funds
Co-Founder | CFO
Robert Fraser is a finance and technology executive with over 20 years of experience who is passionate about educating others about alternative investments. In 2012, he co-founded Aspen Funds, a fund management company focused on alternative investments, where he is responsible for financial management, portfolio modeling, as well as systems and processes. Fraser is the co-host of the Invest Like a Billionaire podcast where he joins his son, Ben, and Aspen co-founder Jim Maffuccio, to dive into the world of alternative investments and speak with successful investors.
Brian Spear
Sunrise Capital Investors
Principal | Investor Relations
Brian Spear currently handles investor relations, marketing, and regulatory compliance for SCI. Mr. Spear has an extensive background in market evaluation, property analysis, acquisitions and management. To improve deal flow, Spear systematized the process to build and track relationships with mobile home park brokers nationwide.
Kevin Bupp
Sunrise Capital Investors
Principal | Strategic Vision
Kevin Bupp leads the strategic vision of SCI. As host of two top-ranked real estate investing podcasts, his real estate investment advice has been downloaded millions of times by folks in over 190 countries. With over $250 million of real estate transactions under his belt, Kevin’s extensive investment experience spans the gamut of apartment buildings, single-family homes, office buildings, parking facilities, raw land, condos, and mobile home parks.
Ben Fraser
Aspen Funds
Managing Director | Chief Investment Officer
Ben Fraser is the Chief Investment Officer at Aspen Funds, a private fund manager that operates real estate funds for investors looking to diversify outside of Wall Street. His professional background couples an analytical nature with a passion for serving our clients by providing strong returns through our out-of-the-box passive investments.
Featured Presenters
John Hyre
Tax Attorney
John Hyre is a multifaceted professional, wearing the hats of an attorney, accountant, and investor. He has served at prominent accounting firms and as Tax Counsel for a Fortune 500 Company, mastering corporate-level taxes. For the subsequent 17 years, John has managed both an accounting and tax law practice, assisting small businesses, real estate and note investors, and self-directed retirement accounts. With a track record of preparing thousands of tax returns and successfully defending clients against the IRS, John's expertise is unparalleled. His investment portfolio includes mobile home parks and low-income rentals.
Kirk Chisholm
Wealth Manager
Kirk Chisholm is a distinguished Wealth Manager and Principal at Innovative Advisory Group. Serving as the co-chair of the Investment Committee and leading the Traditional Investment Risk Management Group, his expertise spans both traditional and alternative investment markets. Since 1999, Kirk has offered wealth management services to a diverse clientele, including individuals, executives, entrepreneurs, and businesses. Known for his dedication, Kirk builds enduring relationships with his clients, offering them clear and comprehensible financial guidance. Before joining Innovative Advisory Group in 2008, he founded Stirling Global Advisors, LLC in 2005 and held pivotal roles at UBS PaineWebber and Smith Barney.
Bernard Reisz
CPA
Bernard Reisz, a seasoned CPA, established ReSure with a vision to provide unparalleled real estate tax and financial tools, emphasizing expert and impartial investor education. Before launching ReSure, he was the Director of CoMetrics Partners, overseeing various financial consulting and due diligence projects. Bernard's expertise in advising owners of closely-held middle-market companies on advanced tax mitigation strategies is noteworthy. A sought-after guest on numerous financial, tax, real estate, and legal platforms, Bernard offers invaluable insights to real estate investors across the country.
Erik Oliver
Cost Segregation Expert
Erik Oliver is a seasoned Cost Segregation Expert based in the Greater Phoenix Area, dedicated to optimizing tax savings for real estate investors across the nation. Erik currently serves as the Vice President of Business Developmet at Cost Segregation Authority, LLC. His expertise lies in leveraging engineering-based analyses of buildings to accelerate depreciation, translating into significant current-year tax savings for commercial building owners.
Tom Wheelwright
CPA
Tom Wheelwright is a visionary CPA and best-selling author at the helm of several companies specializing in wealth and tax strategy. Recognized as a leading authority on partnerships and corporation tax strategies, he is a frequent speaker and innovator in wealth education. Tom consistently shares his expertise on taxes, contributing to major professional journals and online platforms. His commendable work has been showcased in numerous media outlets, including Forbes, The Huffington Post, and ABC News Radio. Additionally, he pens columns for Entrepreneur Magazine and Inman News.
Bill High
Legacy Coach
Bill High is a seasoned legacy coach, dedicated to guiding families towards establishing a generational vision. With a rich background in law, having practiced with prominent firms in Kansas City, Bill transitioned into the charitable foundation realm, amassing over 20 years of experience. He co-founded and currently serves as the Executive Chairman of The Signatry: A Global Christian Foundation, leading the foundation's efforts in distributing over $3 billion in grants. Recognized as one of America’s Top 25 Philanthropy Speakers for 2017 by Philanthropy Media, Bill's expertise extends to launching tech companies like iDonate.com and FamilyArc.com. His commitment to fostering family legacy and promoting generosity has made him a sought-after speaker and consultant in the realm of multi-generational family legacy.
Jim Dew
Financial Planner
Jim Dew is a dedicated financial planner with a heart for wealth management. From his early days as a passionate math teacher, Jim's commitment to the success of those he serves has been unwavering. Channeling his expertise in mathematics and finance, he has consistently approached his clients with care and dedication. In 1999, while working at a large financial services company, Jim's deep-seated belief in heart-centered client/advisor relationships was put to the test, leading him to make a pivotal decision in his career, and now guides clients with a unique blend of financial acumen and genuine care.
Register Has Ended
Select Your Ticket Type
- Admission To All Sessions
- Learn The Tax Mitigation Strategies Of The Ultra Wealthy
- Discover The Best Alternative Passive Investments To Secure Legacy Wealth
- Last Minute Tips To Save On Taxes Before Year End
- Participate On Smart Phone, Tablet, or Computer
- No Recordings, No Replays, No Bonuses
FREE
- Everything Included With A Standard Ticket
AND
- Entire Event Recordings Available Oct. 20
- 30-Minute Exclusive Session With Sponsors
- Kevin Bupp's Book 'The Cash Flow Investor'
- Investable Megatrends for the Next Decade (60+ page White Paper) from Aspen Funds
- Post Event Premium Mystery Gift Box Sent to Your Home
$197
Registration for This Event Has Ended
Standard Access to the Legacy Wealth Summit
