Vantage Retirement Plans, LLC
Vantage Retirement Plans, LLC
J.P. Dahdah is the CEO of Vantage Self-Directed Retirement Plans, which currently administers over $1 billion in retirement assets. Vantage is the nation’s premiere Self-Directed retirement plan and custodial services company specializing in serving investors who seek to diversify their savings into non-traditional alternative investments, such as, real estate, private equity, limited partnerships, private placements, private notes and other non-traded options. Registered Investment Advisors, Family Offices, CPAs and other trusted advisors choose Vantage for their vast experience, and personalized level of service sought out by their high-net-worth clientele.
Throughout his 18 year financial career, Mr. Dahdah has received a multitude of awards and recognition, which include being awarded the prestigious “Entrepreneur of the Year” by the Arizona Hispanic Chamber of Commerce and being honored by the Phoenix Business Journal and the Arizona Hispanic Chamber of Commerce with the “Forty Under 40 Award” as one of the valley’s most powerful and influential leaders in the community.
As a recognized thought leader in the retirement industry, J.P. is continually asked to be a featured speaker at financial conferences nationwide and has been quoted in national publications including InvestmentNews, NuWire Investor and The Wall Street Journal. J.P. serves on the Board of Directors for the Entrepreneurs’ Organization (EO) and the Phoenix Committee on Foreign Relations (PCFR) and is actively involved philanthropically in the community via many charitable organizations, including his own, Advance Guatemala, which he founded in 2008 to serve Guatemalans in need of aid.
Brian J. Burt
Snell & Wilmer L.L.P.
Brian J. Burt
Snell & Wilmer L.L.P.
Brian J. Burt is a partner with Snell & Wilmer LLP., a full-service business law firm with over 450 attorneys practicing in fifteen offices throughout the United States and Mexico. Brian is a business lawyer advising entrepreneurs and emerging growth companies in all stages of development, from formation to liquidity, and serves as Chair of the firm’s Emerging Business Group.
He has extensive experience in corporate formation, reorganization, and governance; private equity and debt financing; shareholder/owner relations, buyouts and disputes; general contract negotiations; securities regulation; joint ventures and strategic alliances; corporate asset protection and succession planning; and mergers and acquisitions. He also represents banks, financial services companies, private investors, and venture capital funds.
Having previously founded, capitalized, and run his own company, Brian brings a real-world perspective to his practice. Brian received his B.A. in Political Science and Philosophy, summa cum laude, from Allegheny College, where he was class valedictorian and a member of Phi Beta Kappa. He earned his J.D. from Harvard Law School, where he served as Managing Editor of the Harvard Journal of Law & Public Policy.
Brion Crum is a Vice President, Investments, at Caliber Companies. His responsibilities include raising money for Caliber’s multiple real estate funds and helping accredited investors develop their wealth.
Prior to Caliber, Brion was a financial advisor at Merrill Lynch and Synergy Investments, advising high-net-worth clients and business owners on strategies for asset protection, tax planning, and portfolio construction. Brion began his career as an internal wholesaler at ING Funds before becoming an independent advisor and consultant for companies with high-growth potential and their executives.
Brion has been on the founding advisory board of Eliances, an entrepreneurship community, and is a board member/advisor for a diverse group of organizations that have community impact and sustainability at their core.
Brion obtained his BSBA in Finance and Aviation Management from The Ohio State University. He is a registered representative with Caliber Funds, which is affiliated with Tobin & Company – Member FINRA/SIPC1.
Set Your IRA Free®
(Presented by J.P. Dahdah, Founder and CEO at Vantage Self-Directed Retirement Plans, LLC – General Audience)
A self-directed retirement plan is the best kept secret for building wealth and enjoying investment flexibility. This interactive, eye-opening introductory workshop offers investors a fundamental understanding of how to take control of your financial future with a Vantage Self-Directed IRA. Attendees receive personalized tools to help you understand how the self-directed process works and determine if a Self-Directed IRA is right for you. If you are interested in learning more about the alternative investment choices available to you. Register TODAY for our FREE workshop offered virtually.
How to Raise Capital…Legally
(Presented by Brian J. Burt, Partner with Snell & Wilmer L.L.P. — For Entrepreneurs, Business Owners, and Professionals Raising Capital from Investors – General Audience)
To start or expand a business, you need capital. Raising capital, however, is one of the most difficult challenges that a company can undertake. In the current economy, investors at all levels have become increasingly risk-averse, resulting in even greater competition for their limited investment dollars. And heightened regulatory scrutiny by the SEC means that compliance with securities laws has never been more important. In this workshop, Mr. Burt will discuss what an entrepreneur or business owner must do to successfully navigate the process. To learn more, register today for our FREE workshop offered bi-monthly virtually.
How to Invest in Private Companies
(Presented by Brian J. Burt, Partner with Snell & Wilmer L.L.P. – General Audience)
During the early stages of a private company’s lifecycle, the necessary capital comes from “angel investors” who are willing to bear high risk for potentially high rewards. During the Great Recession, many potential angels sat on the sidelines. With the U.S. economy starting to show signs of life, however, those angels are looking to re-engage. This class presents topics including risks and rewards of private company investments; locating investment opportunities; analyzing prospective deals; negotiating favorable investment terms; protecting your investment, and the investor’s role post-closing. To learn more, register today for our FREE workshop offered bi-monthly virtually.