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The Ultimate Passive Investor Virtual Conference
Thur, Feb. 29, 2024 | 11am - 3pm ET / 10am - 2pm CT
Featuring Wealth Without Wall Street Founders — Joey Mure and Russ Morgan
Who Should Attend
Professionals and Business Leaders
Doctors, dentists, attorneys – professionals of all stripes – who are looking for consistent cash flow, equity build up, and the tax benefits that long-term passive investing brings to their portfolio. Beat inflation, lower your tax obligations and build your legacy with us.
Family Offices and Managers
Managing wealth for multiple generations means focusing on wealth preservation, intergenerational wealth transfer, and diversifying assets to mitigate risks. We’re here to help you ensure capital growth and protection over generations.
Certified Financial Planners
With access to a broad range of investment opportunities, it’s not always easy to know where you should focus your capital. We’re diving into alternative assets, niche markets and innovative investment structures for sophisticated investors like you. Move beyond the traditional markets and learn how to maximize returns and mitigate risk.
Accredited Investors
As an accredited investor, you have access to a broader range of investment opportunities. This summit will delve into niche markets, alternative assets, and innovative investment structures tailored for sophisticated investors like you. Explore opportunities beyond traditional markets and learn how to maximize returns while managing risks effectively.
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What to Expect
- Innovative Wealth Strategies: Beyond the noise of Wall Street, discover investment opportunities that offer real, tangible returns, with mitigated risk and volatility.
- Investing for “Infinite” Passive Income: We’re diving deep into the “Infinite Return” approach to investing, where you can build cash flow streams that last for decades – rather than risk it playing Wall Street “roulette”.
- Build an Investor Roadmap: Your personality as an investor can help you pick the Best Alternative Investment.
- Exclusive Investment Opportunities: Get first dibs on investment ventures from Aspen Funds and Sunrise Capital Investors, curated for 2024 and beyond.
- Infinite Banking Explained: Learn how you can become your own bank and why this could be the key to unlocking limitless financial potential.
- Building Generational Wealth With the Best: Strategies from two elite investment firms that are not just surviving – but thriving outside the traditional financial systems.
- Beyond the Stock Market: Discover investment realms that Wall Street doesn’t want you to know about – from mobile home parks to parking lots, and private credit, leveraging life insurance for financing, and more.
We're Flipping The Script On Traditional Investing!
Presenters
Featured Presenters — Wealth Without Wall Street Founders
Joey Mure
Founder — Wealth Without Wall Street
Joey Mure, Founder and Partner at Wealth Without Wall Street, brings impact, integrity, and generosity to the company every day. Despite dreaming, around age 10, of becoming an orthopedic surgeon, Joey was in the mortgage business for 11 years before moving to finance in 2014. Joey’s strengths in building relationships, asking great questions, and influencing and empowering people with the Wealth Without Wall Street message make him invaluable to the company’s mission.
Russ Morgan
Founder — Wealth Without Wall Street
Wealth Without Wall Street’s Founder and Partner, Russ Morgan, is known as “The Idea Guy.” Russ began his professional career as an investment advisor in 2004 after graduating from Auburn University — a slight foray from 10-year-old Russ’ dream of becoming a professional baseball pitcher. Russ started IBC in 2009, and eventually went on to found Wealth Without Wall Street in 2015. Russ’ creativity, fresh ideas, and knack for problem solving are indispensable assets to his role at Wealth Without Wall Street.
Hosts and Sponsors
Bob Fraser
Aspen Funds
Co-Founder | CFO
Robert Fraser is a finance and technology executive with over 20 years of experience who is passionate about educating others about alternative investments. In 2012, he co-founded Aspen Funds, a fund management company focused on alternative investments, where he is responsible for financial management, portfolio modeling, as well as systems and processes. Fraser is the co-host of the Invest Like a Billionaire podcast where he joins his son, Ben, and Aspen co-founder Jim Maffuccio, to dive into the world of alternative investments and speak with successful investors.
Brian Spear
Sunrise Capital Investors
Principal | Investor Relations
Brian Spear currently handles investor relations, marketing, and regulatory compliance for SCI. Mr. Spear has an extensive background in market evaluation, property analysis, acquisitions and management. To improve deal flow, Spear systematized the process to build and track relationships with mobile home park brokers nationwide.
Kevin Bupp
Sunrise Capital Investors
Principal | Strategic Vision
Kevin Bupp leads the strategic vision of SCI. As host of two top-ranked real estate investing podcasts, his real estate investment advice has been downloaded millions of times by folks in over 190 countries. With over $250 million of real estate transactions under his belt, Kevin’s extensive investment experience spans the gamut of apartment buildings, single-family homes, office buildings, parking facilities, raw land, condos, and mobile home parks.
Ben Fraser
Aspen Funds
Managing Director | Chief Investment Officer
Ben Fraser is the Chief Investment Officer at Aspen Funds, a private fund manager that operates real estate funds for investors looking to diversify outside of Wall Street. His professional background couples an analytical nature with a passion for serving our clients by providing strong returns through our out-of-the-box passive investments.
