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.
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.
JP Ruiz
JP Ruiz advises investors and business owners on retirement-plan structure and tax strategy — including the small-business and self-directed plans that hold alternative assets.
Adam O'Brien
Adam O'Brien, founder and CEO of Bitcoin Well, focuses on self-custodial bitcoin and how digital assets are bought, held, and used inside self-directed accounts.
Michael Blanco
Michael Blanco is Managing Director and Practice Lead for Emerging Technology Risk and Governance at Midwood Partners. He advises organizations on AI, digital assets, tokenization, and emerging technology risk, with a focus on governance, controls, due diligence, and practical decision-making for financial services and investment stakeholders.
Faculty and program are subject to change. The summit is educational; nothing presented constitutes an offer, solicitation, or recommendation of any security or investment.