Alliance Portfolio’s Alternative Investment Summit & 2025 Outlook

A special thank you to all the attendees for making Alliance Portfolio’s Alternative Investment Summit & 2025 Outlook a smashing success.  Our summit was held Friday February 7th at Morton’s Steak house at South Coast Plaza Village. Right from the start with registration, meeting the attendees and putting faces with names that we have known for years created a memorable experience. We enjoyed hearing from Dr. Christopher Thornberg of Beacon Economics who kicked off the event, providing his 2025 economic forecast with energy, meaningful content and humor was captivating. Jeffery Verdon, an expert in asset protection and estate planning, offered valuable insights and educational content, enhancing attendees’ knowledge and skills. And, Christopher Donovan of Doss Law gave us a legislative update, which provided deep knowledge and fresh perspectives on industry trends, innovations, and best practices.

We followed up with a survey and received very favorable feedback from very happy clients and friends who attended the event. Here is what they had to say:

“This conference was incredibly insightful and provided valuable takeaways,” Bill

“The speakers were engaging and truly knowledgeable,” Charlotte

“I left feeling inspired and ready to apply what I learned,” Dave

“This is the best conference I’ve attended in a long time,” Kathy

“The content was relevant and directly applicable to my investment goals,” Vladimer

“I’m already looking forward to next year’s event.” Jefferey

The Alliance Portfolio team worked tirelessly to create such a remarkable experience. The incredible turnout and positive feedback truly made this an event to remember and grow from.  It was a very special afternoon bringing together such a passionate and engaged audience; the connections made here will have a lasting impact.

If you would like to see the Presentations slides, please contact our office and we will be happy to share them with you. Additionally, we will have the videos of each presentation coming next week to distribute as well. If you missed this year’s event please be sure to sign up for next year’s event early as seats fill up quickly.