The Alternative Asset Summit | Charlotte 2026
Educational Investor Summit · Charlotte · Southeast US

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.

Your Co-Hosts

Two firms set the table.

The summit is co-hosted by GRIT Partners and Heritage IRA. The hosts organize and anchor the event; the faculty teaches the sessions. Each host joins the faculty as the specialist in its domain.

GRIT Partners
The Expertise Layer

GRIT Partners

An alternative investments firm built around one discipline: private real estate credit in the Southeast US — distressed debt, bridge lending, and asset-backed placements, sourced and underwritten against the 6 C's by operators who price risk for a living.

Private Real Estate CreditDistressed AssetsBridge Lending6 C's UnderwritingSoutheast US
Heritage IRA
The Platform

Heritage IRA

As a neutral third-party administrator and custody partner, Heritage handles compliance, administration, and reporting — establishing and holding the self-directed account while keeping its tax advantages intact. It does not offer, recommend, or endorse any investment.

Self-Directed IRAsNeutral CustodyAdministration & ReportingAlternatives AccessTechnology-Driven
What You'll Explore

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.

KeynotePrivate EquityTed Jenkin
Private CreditReal Estate CreditGRIT Partners
RetirementSelf-Directed IRAsHeritage IRA
RetirementSmall-Business PlansJP Ruiz
Digital AssetsBitcoin & CryptoAdam O'Brien
Hard AssetsPrecious MetalsExpert TBA
EmergingTokenizationExpert TBA
EmergingAI & InvestingExpert TBA
GRIT Capital SocietyBy Invitation Only

A 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.

Request an Invitation
On the Agenda · GRIT Partners

Is the deal good — and is it right for you today?

The program is built around working sessions on what actually protects your capital — beginning with how to pressure-test a private credit deal with AI in the room, and how to read the documents a borrower would rather you skim. New sessions are added as the program is confirmed.

View the Full AgendaEducational sessions · updated as the program fills in
The Faculty

A group of experts, not a panel of pitches.

Keynote by Ted Jenkin, with GRIT Partners and Heritage IRA joining as the specialists in their domains — plus a faculty that grows as the program is confirmed.

Meet the Full FacultyNew voices announced as the program fills in
The Alternative Asset Summit

A two-day educational summit for accredited investors, co-hosted by GRIT Partners and Heritage IRA in Uptown Charlotte — October 26–27, 2026.

Co-presented by
GRIT Partners
Heritage IRA

For accredited investors only. The Alternative Asset Summit is an educational event. Nothing presented constitutes an offer, solicitation, or recommendation of any security or investment, and past performance does not guarantee future results. GRIT Partners sources and underwrites alternative investments; it is not a custodian, trustee, or retirement-plan administrator, and does not provide tax or legal advice. Heritage IRA provides self-directed account custody and administration; it does not offer, recommend, or endorse any investment. Self-directed retirement plan holders are solely responsible for their own investment decisions. Alternative investments are illiquid, involve substantial risk including loss of principal, and are not suitable for all investors. Consult your own tax, legal, and financial advisors before investing.