Agenda | The Alternative Asset Summit — Charlotte 2026
The Program

The Agenda.

The summit runs on expert-led working sessions across the alternatives landscape. Sessions are added and refined as the program is confirmed — check back as October approaches. Tap any session to read the full description.

Day 1
Sun, Oct 26
Day 2
Mon, Oct 27
Optional
Half-day · Oct 28
Confirmed SessionsGRIT Partners
GRIT Partners sessionThe 6 C's, With AI in the Room: Where It Sharpens Underwriting — and Where It Quietly Lies to YouWhat you can safely hand the machine — and what still takes a human who prices risk.+

AI can pull comps, surface lien and title history, and model downside in seconds. It can also anchor on a bad number, invent a collateral value, and sound completely confident while doing it. This session draws the line: what you can safely hand the machine, and what still takes someone who prices real estate risk for a living.

You'll leave knowing how to use AI as leverage on your underwriting — not as a substitute for the judgment that protects your principal.

GRIT Partners sessionReading the Documents the Borrower Hoped You'd SkimThe clause that buries your principal is rarely on the first page.+

The clause that buries your principal is rarely on the first page. It's in the subordination language, the rent roll that doesn't reconcile, the guaranty that evaporates on a technicality. This session shows how to point AI at the PPM, the loan docs, the title file, and the rent roll to catch the discrepancies most investors never see — and where a machine's "all clear" should still make you nervous.

Concrete, a little uncomfortable, and built to keep you from getting buried in a deal that looked clean.

More sessions — private real estate credit, self-directed retirement, digital assets, precious metals, and more — announced as the faculty and program are confirmed.

Sessions are educational. Nothing presented constitutes an offer, solicitation, or recommendation of any security or investment, and no outcome is guaranteed. Program and timing are subject to change.