Where private capital is put to work.
A two-day educational summit, co-hosted by GRIT Partners and Heritage IRA, that brings a faculty of subject-matter experts to accredited investors — private equity, private real estate credit, self-directed retirement, precious metals, digital assets, and more, taught by the people who work in them every day.
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Two firms set the table. A faculty of experts leads the room.
The summit is co-hosted by GRIT Partners and Heritage IRA and led by subject-matter experts across the alternatives landscape. The hosts organize and anchor the event; the faculty teaches the sessions.
The private real estate credit specialist.
GRIT Partners is an alternative-investments firm focused on private real estate credit, bridge lending, and distressed-asset acquisition across the Southeast. On the faculty, GRIT leads the sessions on lending and distressed assets — one expert among several guiding investors through the alternatives landscape.
The self-directed retirement platform.
Heritage IRA is a technology-driven, relationship-focused provider of self-directed retirement accounts — the vehicle many investors use to hold alternatives like real estate, private lending, private equity, and crypto. As a neutral third-party administrator and custody partner, Heritage handles compliance, administration, and reporting.
Eight expert-led areas, one room.
The faculty leads sessions across the full alternatives landscape — each area taught by a practitioner who works in it. Several sessions are still being finalized.
A group of experts, not a panel of pitches.
Confirmed voices leading the summit, with more announced as the program is finalized. GRIT Partners and Heritage IRA join the faculty as the specialists in their domains.
Ted Jenkin
Opening the summit with a keynote on building and exiting private-market positions — setting the stage for two days of expert-led sessions across alternatives.
Robert Napolitano
Robert Napolitano brings GRIT Partners' underwriting lens to the summit — private real estate credit, bridge lending, and distressed-asset acquisition across the Southeast. GRIT prices risk through cycles, running every credit through its six-C discipline before it reaches an investor.
Joel Landon
Joel Landon is Heritage IRA’s Director of Revenue & Partnership Growth, leading the firm’s national expansion through partnerships with CPAs, RIAs, attorneys, and alternative-investment communities. With 15-plus years in financial services and business development, he helps investors and professionals unlock self-directed IRAs and Solo 401(k)s.
JP Ruiz
Led by John Paul ‘JP’ Ruiz — 30-plus years in retirement plans. Ruiz Consulting trains advisors and institutions on IRA and 401(k) compliance, administration, and education, with a knack for making complex IRS rules click.
Adam O'Brien
Adam O'Brien is CEO of Bitcoin Well, the first publicly traded self-custody bitcoin platform, serving bitcoiners since 2013. It lets people buy and sell real bitcoin straight to their own wallet — you hold the keys, no custodial middleman.
More to be announced
Additional faculty experts are being confirmed and announced soon.
How the days unfold.
Keynote & foundations
Ted Jenkin opens the summit, followed by foundational sessions across the core asset classes and an evening reception.
The full program
A full day of expert-led sessions — retirement strategy, real estate credit, digital assets, hard assets, and emerging tracks.
Half-day deep dives
Small-group sessions and one-on-one time with the faculty, custodians, and sponsors for those who stay.
By Invitation OnlyA private investor dinner, hosted by GRIT Capital Society.
Alongside the summit, GRIT Capital Society hosts an intimate, invitation-only dinner at the Charlotte City Club — an evening for qualified investors to connect with the team around private real estate credit and distressed-asset opportunities.
Seating is limited and separate from general summit registration. Request an invitation and the GRIT Capital Society team will follow up.
Be first in the room.
We're gauging interest ahead of full registration. Tell us how you'd like to be involved and we'll keep you posted as the faculty and program are confirmed.
We'll be in touch as the program firms up.
This is a preview. The interest form is not yet connected — final registration will run through the official event page.