JOIN OUR SIXTH ANNUAL SUMMIT

April 5th, 2018

2017 Caliber Annual Summit

The 2017 Caliber Annual Summit is designed is to provide you with valuable knowledge in the ever changing investment landscape. Never before has it been more important to know what is happening in the investment world to help grow your wealth, maximize returns and increase the security in your investment portfolio. Caliber accomplishes this through an innovative, sophisticated approach to alternative investment insights, news, information and resources that you won’t find anywhere else. At this year’s 2017 Caliber Annual Summit, you will gain exclusive insight into alternative access.

Through innovative, proven best practices in real estate, Caliber’s presenters are a world class mix of industry professionals. Thought provoking aspects of investment and financial planning will be presented to empower you to take further ownership of your investment life and wealth.

You will learn what the experts already have learned in a no pressure collaborative environment. You will want to attend the entire 4 days and bring your like-minded friends, colleagues and advisors.

Meals, Cocktails & Networking

Meet likeminded investors and leading industry experts like yourself. Build valuable relationships and friendships.

Limited Seating Property Tours

Reserve your seat today before they sell out! Optional personalized tours on either Friday or Saturday of Caliber owned properties and cash flowing real estate assets. CPA and Legal Q&A session with experts on tour in between properties.

Choose Your Own Workshops

Workshops that YOU get to choose what you wish to learn! There are several workshops to choose from during the two-day event with suggested paths based on your own interests!

World-Class Experts

Up close and personal interactions with world class experts in a no pressure environment.

Informative and Interactive

Informative general sessions and interactive panel forums with industry thought leaders.


2017 CALIBER SUMMIT SPEAKERS


plus

Zach Fuller

Caliber Co

plus

Brion Crum

Caliber Co

plus

Roy Bade

Caliber Co

plus

Peter Anadranistakis

Caliber Co

plus

Dr. Harold Wong

Dr. Harold Wong

plus

Victoria J. Powell JD LL.M

Victoria J. Powell JD, LL.M

plus

Kathy Fettke

Real Wealth Network

plus

Richard C. Wilson

Family Office Club, LLC

plus

Louis Navellier

Navellier & Associates, Inc.

plus

Jon Merriman

B. Riley & Co.

plus

Johnny Steele

plus

Matt Miller

Rowland Carmichael

plus

Corey Bird

Rowland Carmichael

plus

Mat Sorensen

KKOS Lawyers

plus

John Cummuta

SMARTEST Wealth Systems

plus

J.P. Dahdah

Vantage Self-Directed Retirement Plans

plus

Alan Reid

Reid Partners, LLC

plus

Steve Jurich

IQ Wealth Management

plus

Frank Heavlin

Heavlin Management Company LLC

plus

Charles Brokop

Clear Stream Advisors, Inc.

plus

Randy Williams

Keiretsu Forum

plus

Mark Vange

Caliber Co

plus

Scott Porter

Bennett & Porter

plus

Jonathan Frutkin

Radix Law

plus

Mark Barone

Barone CPA

plus

Vanessa Gadaden

Youngry

plus

Mark Beauvais

Caliber Co

plus

Aaron Zeese

PAJ Enterprises

plus

Michael Williamson

Caliber Co

plus

Michael Bradley

Bradley Wealth

plus

J.P. Dahdah

plus

Mark Barone

plus

Tina Good

plus

Wendy Fant

plus

John Wake

plus

Charles Brokop

plus

Sally Taylor

plus

John Cummuta

plus

Sotirios Kotoulas

plus

Alan Reid

plus

Adam Scheer

plus

Zach Fuller

plus

Frank Heavlin

plus

Frank Riggs

2017 CALIBER SUMMIT SPEAKERS

plus

Zach Fuller

Caliber Co

plus

Brion Crum

Caliber Co

plus

Roy Bade

Caliber Co

plus

Peter Anadranistakis

Caliber Co

plus

Dr. Harold Wong

Dr. Harold Wong

plus

Victoria J. Powell JD LL.M

Victoria J. Powell JD, LL.M

plus

Kathy Fettke

Real Wealth Network

plus

Richard C. Wilson

Family Office Club, LLC

plus

Louis Navellier

Navellier & Associates, Inc.

plus

Jon Merriman

B. Riley & Co.

plus

Johnny Steele

plus

Matt Miller

Rowland Carmichael

plus

Corey Bird

Rowland Carmichael

plus

Mat Sorensen

KKOS Lawyers

plus

John Cummuta

SMARTEST Wealth Systems

plus

J.P. Dahdah

Vantage Self-Directed Retirement Plans

plus

Alan Reid

Reid Partners, LLC

plus

Steve Jurich

IQ Wealth Management

plus

Frank Heavlin

Heavlin Management Company LLC

plus

Charles Brokop

Clear Stream Advisors, Inc.

plus

Randy Williams

Keiretsu Forum

plus

Mark Vange

Caliber Co

plus

Scott Porter

Bennett & Porter

plus

Jonathan Frutkin

Radix Law

plus

Mark Barone

Barone CPA

plus

Vanessa Gadaden

Youngry

plus

Mark Beauvais

Caliber Co

plus

Aaron Zeese

PAJ Enterprises

plus

Michael Williamson

Caliber Co

plus

Michael Bradley

Bradley Wealth

2016 SPEAKERS

plus

Corey Bird

plus

Lisa Pudewell

Caliber Co

plus

Brion Crum

Caliber Co

plus

Roy Bade

Caliber Co

plus

Mat Sorensen

plus

Jonathan Frutkin

plus

Dr. Harold Wong

plus

Scott Porter

plus

J.P. Dahdah

plus

Mark Barone

plus

Tina Good

plus

Wendy Fant

plus

John Wake

plus

Charles Brokop

plus

Sally Taylor

plus

John Cummuta

plus

Sotirios Kotoulas

plus

Alan Reid

plus

Adam Scheer

plus

Zach Fuller

plus

Frank Heavlin

plus

Frank Riggs

ITINERARY

Enjoy the Welcome Reception Thursday at our beautifully landscaped Holiday Inn Hotel & Suites Phoenix Airport North hotel and the two-day Caliber Summit event at our prominent Crowne Plaza Phoenix Airport hotel with current and future stock holders of Caliber The Wealth Development Company.

Registration, Cocktails & Passed Hors d’Oeuvres

1hr 30min

Holiday Inn

Property Tour Registration

1hr

Crowne Plaza

Property Tour

2hr 50min

Crowne Plaza

Summit Day 1 Registration & Breakfast in Ballroom

1hr

Crowne Plaza

Caliber – The Basics | General Session 1 in Ballroom

Zach Fuller

Travis Okamoto

Roy Bade

1hr 15min

Crowne Plaza

15 Minute Break – Expo Booths

15min

Crowne Plaza

Looking Forward Into 2017 | General Session 2 & Lunch in Ballroom

Zach Fuller

Chris Loeffler

Frank Heavlin

Roy Bade

Peter Anadranistakis

1hr 45min

Crowne Plaza

15 Minute Break – Expo Booths

15min

Crowne Plaza

Breakout Session 1

Private Shareholders Meeting

Jon Merriman

Chris Loeffler

Palo Verde Room

Income Oriented Alternatives

Corey Bird

Saguaro Room

Integrative Ninja Nanoeconomics: Great Tax and Financial Ideas for Not Billionaires

Victoria J. Powell JD LL.M

Turquoise Room

Why Investors are Starting Their Own Single Family Office to Manage Your Investments Holistically

Richard Wilson

Copper Room

1hr

Crowne Plaza

Breakout Session 2

Take Control of Your Investing

Randy Williams

Palo Verde Room

Profiting from Private Lending

Aaron Zeese

Saguaro Room

Outlook for the Hotel Industry

Frank Heavlin

Turquoise Room

Buying Real Estate with a Self-Directed IRA: Accessing the $25 Trillion in Retirement Plans.

Matt Sorenson

Copper Room

1hr

Crowne Plaza

Breakout Session 3

Why Tax Savings and Alternative Investments are better than Wall Street!

Dr. Harold Wong

Palo Verde Room

Innovative Income Strategies

Matt Miller

Saguaro Room

You Can’t Get a Higher ROI Anywhere!

John Cummuta

Turquoise Room

Real Estate & Technology: Trends, Hype and Security

Mark Vange

Copper Room

1hr

Crowne Plaza

15 Minute Break – Expo Booths

15min

Crowne Plaza

Beautiful Investments – Residential and Commercial Live Case Studies | General Session 3

Jennifer Schrader

Roy Bade

Mark Beauvais

Chris Gray

Milt Elliot

1hr 30min

Crowne Plaza

Happy Hour with Caliber

1hr 15min

Crowne Plaza

Property Tour Registration

1hr

Crowne Plaza

Property Tour

2hr 50min

Crowne Plaza

Summit Day 2 Registration & Breakfast in Ballroom

1hr

Crowne Plaza

Registered Investment Advisors Panel | General Session 4 in Ballroom

Travis Okamoto

Corey Bird

Scott Porter

Craig Martin

Michael Bradley

15min

Crowne Plaza

15 Minute Break – Expo Booths

15min

Crowne Plaza

Real Estate Market Update | General Session 5 & Lunch in Ballroom

Louis Navellier

1hr 45min

Crowne Plaza

Breakout Session 1

Growing Wealth Through Tax Savings for the Ultra Accredited

Scott Porter

Palo Verde Room

Preserving Your Capital and Generating Retirement Income with Caliber’s Residential Advantage Fund, LP

Chris Loeffler

Saguaro Room

Legacy By Design: Understanding Your 'Why'

J.P. Dahdah

Turquoise Room

How To Raise A Successful Equity CrowdFunding Round

Vanessa Ganaden

Copper Room

1hr

Crowne Plaza

Breakout Session 2

Why Alternatives Are Hot

Alan Reid

Palo Verde Room

Create Passive Income Streams Through R.E.A.L. Turn-key Rental Property

Kathy Fettke

Saguaro Room

Tax Planning and Business Structure for Small Business Owners and Individuals

Mark Barone

Turquoise Room

Not Gonna Use Your Daddy’s Broker Anymore: The New World of Online Investing

Jon Frutkin

Copper Room

1hr

Crowne Plaza

Breakout Session 3

Growing Your Wealth with Caliber’s Diversified Opportunity Fund, LP

Chris Loeffler

Palo Verde Room

How To Insure Your Income, Insure Your Outcomes, and Invest the Rest With Purpose

Steve Jurich

Saguaro Room

How a Trump Economy Will Affect You in 2017

Charles Brokop

Turquoise Room

Scottsdale Real Estate Trends

Michael Williamson

Copper Room

1hr

Crowne Plaza

Closing Presentation | Cocktails & Networking | VIP Dinner Registration

Travis Okamoto

Chris Loeffler

1hr 30min

Crowne Plaza

VIP Dinner, Awards Ceremony & Presentation (CURRENT CLIENTS ONLY)

2hr

Crowne Plaza

After Hours & Networking

1hr

Crowne Plaza

Depart from Crowne Plaza Hotel

30min

Crowne Plaza

Arrive & Warm Up

45min

Raven Golf Club

Tee Off & Group Photo

30min

Raven Golf Club

Lunch

1hr 30min

Raven Golf Club

HOTEL

Reserve your spot at the Crowne Plaza Phoenix Airport hotel for the duration of the event. If you plan to stay at the Crowne Plaza, you must register through the link below.

Holiday Inn Hotel & Suites Phoenix Airport North

Thursday, January 19th

Modern all-suites venue with a landscaped outdoor pool, event space & a sleek bar/bistro.

1515 N 44th St, Phoenix, AZ 85008

more information

Crowne Plaza Phoenix Airport

Friday, January 20th - Saturday, January 21st

Our Caliber Ownership Summit is hosted at the beautiful Crowne Plaza Phoenix Airport.

4300 E Washington St, Phoenix, AZ 85034

more information

Raven Golf Club

Sunday, January 22nd

Our Caliber Summer Golf Outing is hosted at the lush Raven Golf Club with sweeping panoramic vistas.

3636 E Baseline Rd, Phoenix, AZ 85042

more information

REGISTER

$179 Earlier Bird ticket sales end November 30th, 2016

$197 Early Bird ticket sales end December 31st, 2016

General Admission ticket sales end January 18th, 2017

2017 CALIBER SUMMIT OFFERS


SUMMIT GOLF OUTING

Sunday, January 22nd

INCLUDES:

Green Fee & Cart Fee

Drink Tickets

Lunch

There’s no better way to end the highly anticipated 2017 Caliber Summit than with a golf outing with Caliber and other investors alike! Green fees, location and times are to are subject to change. *This is a pay-to-play golf outing for both current Caliber clients and general admission attendees.

CALIBER SUMMIT

Thursday, January 19th – Saturday, January 21st

INCLUDES:

Welcome Reception

Optional Friday or Saturday Property Tour (limited seats)

Two-Day Caliber Summit Admission

Drink Tickets

Meals

Two days of networking with the industry’s leading experts as they cover investment and financial opportunities, trends and updates in the real estate market. Hear from over 20 speakers and choose your very own workshop paths, based on your own interests. Kick the 2017 Caliber Annual Summit off with the Welcome Reception held Thursday evening at the Holiday Inn & Suites Phoenix Airport North.

PRIVATE VIP DINNER

CURRENT CLIENTS ONLY

Saturday, January 21st

INCLUDES:

VIP Dinner

Awards Ceremony

The importance of our relationship cannot be overstated! We thank you for your trust and business. This is an invitation only event, for current Caliber clients only. You must check in at the registration table outside the ballroom at The Crowne Plaza before entering the reception to receive your ticket. *If you are not on the invitation list and do not have a ticket you will not be allowed to enter.

There’s no better way to end the highly anticipated 2017 Caliber Summit than with a golf outing with Caliber and other investors alike! Green fees, location and times are to are subject to change.
*This is a pay-to-play golf outing for both current Caliber clients and general admission attendees.

Two days of networking with the industry’s leading experts as they cover investment and financial opportunities, trends and updates in the real estate market. Hear from over 20 speakers and choose your very own workshop paths, based on your own interests. Kick the 2017 Caliber Annual Summit off with the Welcome Reception held Thursday evening at the Holiday Inn & Suites Phoenix Airport North.

The importance of our relationship cannot be overstated! We thank you for your trust and business. This is an invitation only event, for current Caliber clients only. You must check in at the registration table before entering the reception to receive your ticket.
*If you are not on the invitation list and do not have a ticket you will not be allowed to enter.

SPONSORS

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