2023 INVESTOR SUMMIT SCHEDULE
Get ready for an AMAZING week of FUN, SUN, EDUCATION and NETWORKING…with some of the biggest brains in real estate, investing, economics, wealth building, and entrepreneurship!!!
Click Here for Dinner Seating Arrangements
Here’s the Class and Activity Plan for our 2023 Investor Summit™…
MS=Main Session – All Summiteers Welcome
BO=Breakout Session – Attendance May Be Limited
IS=Introductory Session – Great for Those New to Investing
RT=Roundtable – Small Format Discussion over Lunch
TK=Optional Event or Activity – Separate Ticket Required
IC=Inner Circle Private Sessions for SMC Inner Circle Members
GA=Group Activity – Summiteers of All Ages Encouraged!
*Note: All Times are approximate and subject to change. Times are in Military Time.*
Day 1
11 Jun 2022
Day 2
12 Jun 2022
Day 3
13 Jun 2022
Day 4
14 Jun 2022
Day 5
15 Jun 2022
Day 6
16 Jun 2022
Day 7
17 Jun 2022
Day 8
18 Jun 2022
Day 9
06 Jun 2023
Day 10
07 Jun 2023
8:20
Verandah Restaurant Outside Deck
Drop off your Pepper Pals
Pepper Pal kids meet at Verandah Restaurant for breakfast, activities to follow.
9:45 - 10:00
Main Ballroom
Optional Tours & Activities Update (MS)
Whether you’ve already planned your “open afternoons” or are still needing to do so, we’ll get the latest status on fun things you can do later in the week.
10:00 - 10:15
Upstairs Deck & Foyer
10:15 - 10:30
Main Ballroom
The 20th Annual Investor Summit Secret Word Contest (MS)
A Summit tradition, following a short break you’ll learn out about the infamous, fun and extremely competitive Secret Word contest! You’ll also learn about the treasure that awaits the winner…
10:30 - 11:20
Main Ballroom
Seventies Night Fever (MS)
Are the 2020s the new 1970s? Today’s soaring inflation, shortages, and looming recession are evoking memories of 70’s style stagflation. With the Fed finally hiking rates, pundits wonder if we’re... Read More
11:30 - 12:20
Main Ballroom
The Multifaceted Ramifications of Persistent Inflation (MS)
First there was no inflation. Then it was transitory. Now it’s high and may go higher. What does that mean for you, your tenants and your business? What happens next?... Read More
12:20 - 12:30
Main Ballroom
Roundtable Discussions (RT)
You’ve heard about them, and now you can hear from them! Real life people, just like you, who have bought, sold, managed, profited from, and in some cases, lost money... Read More
12:30 - 13:30
Verandah Restaurant & Pool Deck (Great House, Lobby Level)
LUNCH IS SERVED
Following introductions of today’s Roundtable leaders, you will be dismissed for lunch by Summit Number.
12:30 - 13:30
Founders Club (Great House, Third Level)
SMC Inner Circle – Private Lunch (IC)
Private Lunch with Inner Circle Members and invited guests.
Highway to Hell (MS)
After kicking the can down the road for years, what happens when the Federal Reserve runs out of highway? Returning Summit Faculty member scientist, and prolific content creator Dr. Chris... Read More
Capitalism Without Currency (MS)
Imagine a world without currency. It’s easy if you try. Could you get through life, business and commerce with no fiat paper or digital wealth? This week you will discover... Read More
Steve Streetman
Russell Gray
Young Adult Mandatory Meeting (BO)
Here’s a quick chance for folks in our Young Investor Program this year to meet each other, get on the same page, and discuss the week ahead. IF YOU ARE... Read More
Russell Gray
Book Store Open (BO)
We are blessed to have many published authors with us again this year. Throughout the Summit you will have a chance to come shop in the Summit Book Store, meet... Read More
21:00 - 22:00
Village Square Stage (between Streets 2 & 3)
Summiteer Welcome to the Tropics Party
We work hard, and we play hard! Every night during the Summit we have some “unique” entertainment – and a few fun surprises – so stay out and help us... Read More
6:00 - 19:00
Rum & Bean (Street 3)
Rum & Bean Opens
The Rum & Bean (Street 3) opens for Barista hand-crafted coffee and remains open until 7:00 pm
8:30 - 8:40
Main Ballroom
PANEL DISCUSSION: SWOT Analysis of Real Estate & Business Niches (MS)
Given all we heard from the Faculty and Summiteers yesterday, this morning we’ll interview lots of real estate investors and business owners and ask them to share both the opportunities... Read More
Robert Helms
Capitalism Without Currency (MS)
Now that you’ve had some time to digest the Cowboy Auction, we’ll dive right back in and get some more participation before we head to the beach to soak up... Read More
Steve Streetman
Russell Gray
11:30 - 12:30
MBR Marina (behind the Great House)
Boat Service to the Summiteer Private Club Party (GA)
It’s Beach Day!! Come join your fellow Summiteers and Faculty for fun, sun and more at Mahogany Beach! Just a short boat ride away is swimming, sipping, tanning and relaxing.... Read More
12:00 - 17:30
Mahogany Beach
17:30 - 18:30
Shaken Bar & Bay Club Pool
Swim Party & No Host Cocktails (GA)
Back at Mahogany Bay Resort, come enjoy a swim, libation or both to whet your appetite for another great Summiteer dinner. And there’s a new Drink of the Day!
19:00
Bay Club Pool Deck
Pasta Night Buffet Dinner with New Summiteers
Be sure to check tonight’s seating assignments, and enjoy an Italian-inspired dinner with new friends!
21:30 - 23:00
Main Ballroom
It’s Movie Night! (GA)
After a long day in the sun, let’s relax with a movie (kind of) upstairs…while enjoying locally crafted cocktails, beer, wine and soft drinks. Plus a very special surprise!!
6:00
Street 3
Rum & Bean opens
Rum & Bean opens for coffee (or Rum?) and stays open until 7:00 pm
6:00 - 8:30
Verandah Restaurant & Deck
Introduction to Real Estate Investing (IS)
New to real estate investing? If you’re feeling a little overwhelmed this week, no worries! Today we will offer several introductory classes designed to cover the basics and get even... Read More
Russell Gray
Robert Helms
Continue to Win Big with Apartments in 2022 (BO)
Brad and his students are in the midst of buying hundreds of millions of dollars of Apartment Buildings and adapting to the rapidly changing environment. A Twenty year Apartment veteran,... Read More
Brad Sumrok
Commercial RE Investing and Outlook (BO)
Join seasoned Summiteer Tom Wilson as he shares a Market Update to review how the performance has been, is, and is predicted to be in each of the four major... Read More
Tom Wilson
Introduction to Real Estate Financing (IS)
One of the key benefits of real estate is your ability to use leverage – you can borrow most of the money need to buy investment property. Come find out... Read More
Anton Mattli
Russell Gray
Developing in a Downturn (BO)
A look at the various headwinds and tailwinds that are affecting the single family home market, and ground up multi family projects. We will look at suburban garden style multi... Read More
Victor Menasce
Introduction to the eQRP (IS)
Did you know there is $25 Trillion+ in retirement accounts? Many people don’t realize they can use these funds to invest in more than just stocks and mutual funds. Come... Read More
Damion Lupo
11:30 - 12:20
Main Ballroom
Live Taping of The Real Estate Guys™ Radio Show (GA)
With so many amazing Faculty members this year, we’re recording TWO live radio shows, and this is the first. Join us and be part of the live Studio Audience!
12:20 - 12:30
Main Ballroom
Roundtable Discussions (RT)
Meet today’s Roundtable leaders and enjoy lunch and interesting conversation with real people doing real deals.
12:30 - 13:30
Verandah Restaurant & Pool Deck (Great House, Lobby Level)
12:30 - 13:30
Founders Club (Great House, Third Level)
SMC Inner Circle – Private Lunch (IC)
Private Lunch with Inner Circle Members and invited guests.
Grow Your Profits with Agricultural Real Estate in Paraguay (MS)
The calorie crunch is on. Learn why agriculture provides an excellent hedge against inflation and a relatively safe alternative to other overheated markets. Carsten will discuss citrus and greenhouse production... Read More
Carsten Pfau
Introduction to Syndication (IS)
What do you do when you run out of your own capital? You use your talent and experience to find great deals, then raise money from other people. Most large... Read More
Russell Gray
Robert Helms
Profiting From Changes in the Oil & Gas Markets (MS)
Energy is the economy. Rising oil prices affect nearly every product and service on earth. How can you benefit? Come discover the upside, potential risks, and unique tax benefits of... Read More
Bob Burr
Introduction to Physical Precious Metals (IS)
A 41-year market veteran, Dana will explain how to effectively buy or sell physical precious metals, including modern gold, silver, platinum and palladium bullion coins and bars plus vintage US... Read More
Dana Samuelson
Capitalism Without Currency (MS)
Ready to do some more trading? Value is in the eye of the beholder, so sharpen your pencils and let’s get some awesome stuff on the board!
Steve Streetman
Russell Gray
17:10
Great House Front Steps & Porch
Summiteer Group Photo (GA)
Immediately after our last session, we’ll all head downstairs to the front steps of The Great House to pose for our annual Group Photo. Faculty in the front row, and... Read More
17:30 - 19:00
Shaken Bar
Pre-Dinner Cocktails and Conversation (GA)
The bar is open following the group photo, so come discuss and debate the day’s learning over a tropical beverage.
19:00
Bay Club Pool Deck
Pirate Night Seafood Fest Dinner
A new Summit tradition since 2021…it’s Pirate Night! So look your swashbuckling best and come dressed to impress…Pirate style! Plus, Chef Adan and his team have prepared over 300 pounds... Read More
21:00 - 22:00
Village Square Stage (between Streets 2 & 3)
Summiteer Summer Sandals & Sunburns Party (GA)
Enjoy some tunes from the nearly-famous Tequila Shooters Band. They may not top the charts, but they’ll sure take a shot!
6:00
Street 3
Rum & Bean Opens
Rum & Bean opens for coffee (or Rum?) and stays open until 7:00 pm
6:00 - 8:30
Verandah Restaurant & Deck
Current Status of the Real Estate Markets (MS)
Back for his Tenth Investor Summit, come join Best-Selling author and the Rich Dad® Advisor for Real Estate, Ken McElroy as he and Robert discuss the current temperature of the... Read More
Ken McElroy
Robert Helms
How to Build Wealth and Thrive in a Time of Economic Uncertainty (MS)
After 12 years as a successful entrepreneur, George Gammon semi-retired at the ripe old age of 38, and shifted into real estate, where he has remodeled and flipped over 40... Read More
George Gammon
Building a Business, a Brand & a Worldwide Following – A Conversation with Kim Kiyosaki (MS)
Vision, Heart, Teamwork, Execution, Scaling, Passion and Purpose are among the many things that helped shape and continue to build the Rich Dad® brand across the world. Her sixth Investor... Read More
Kim Kiyosaki
Robert Helms
12:15
Main Ballroom
Roundtable Discussions (RT)
New and returning Roundtable leaders share today’s topics so you can learn and share while you eat!
12:30 - 13:30
Founders Club (Great House, Third Level)
SMC Inner Circle – Private Lunch (IC)
Private Lunch with Inner Circle Members and invited guests.
12:30 -13:30
Verandah Restaurant & Pool Deck (Great House, Lobby Level)
Book Store Open (BO)
There will be a Book Signing with Kim Kiyosaki & Ken McElroy following our afternoon sessions, so visit the Book Store after lunch so you’ll be ready!
Kim Kiyosaki
Ken McElroy
14:00 - 15:30
PANEL: Topic TBD (MS)
One of our favorite things about the Summit is that several times throughout the week we’ll hear from a panel of our amazing Faculty members for a collaborative conversation. While... Read More
Planting An Offshore Flag by Investing in Belize (MS)
There are plenty of reasons for divesting outside of your home country, and even more strategies to do so. Learn about the local real estate market and get the backstage... Read More
Beth Clifford
Robert Helms
Author Book Signing – Ken McElroy & Kim Kiyosaki (BO)
Get your books signed outside the Book Store before the Alumni Dinner or fun meals in the Village.
Kim Kiyosaki
Ken McElroy
18:00 - 21:00
The Village Shops & Restaurants
Dinner on Own for our First-Time Summiteers
If you have one pepper on your badge, check out the tasty offerings within Mahogany Bay Village, including Verandah Restaurant at the Great House, Shaken Bar near the Pool Deck,... Read More
18:15
Meet in Lobby
Alumni Dinner (TK)
If this is not your first Summit, please join us for the “Peppers in Paradise” private gala dinner for all Alumni Summiteers. Meet at the Great House porch at 6:15... Read More
21:30 - 23:00
Village Square (between Streets 2 & 3)
Summiteer Visit The Village Party (GA)
Tonight we’ll head to the Village for some music and fun! Following dinner we’ve invited some local artisans and vendors to exhibit their wares. DJ Pol plays your favorite tunes... Read More
6:00
Street 3
Rum & Bean Opens
Rum & Bean opens for coffee (or Rum?) and stays open until 7:00 pm
6:00 - 8:30
Verandah Restaurant & Deck
8:00
Great House Front Steps & Porch
Summiteer Group Photo (GA)
After breakfast and before class, head to the front steps of The Great House to pose for our annual Group Photo. Faculty in the front row, and tallest Summiteers in... Read More
Building Your Business and Brand (MS)
Multiple Best-Selling Author & Jim Rohn’s 18 year business partner, Kyle will share many of the marketing principles and strategies he used to build his own 7 figure business, and... Read More
Kyle Wilson
PANEL: Sales, Marketing & Branding (MS)
Following Kyle’s presentation, we’ll continue the conversation on branding while expanding it to include sales and marketing tactics. Russ will lead a discussion with a diverse panel of investors, business... Read More
Staci Gray
Kim Kiyosaki
Damion Lupo
Kyle Wilson
Ken McElroy
Russell Gray
BREAKOUT SESSION: Women in Real Estate, Business & Life (BO)
Another Summit tradition…when Kim joins us, we set aside time for her to lead our Summiteer Women in a conversation about life, business, and more.
Kim Kiyosaki
BREAKOUT SESSION: Never Let A Crisis Go to Waste (BO)
The Rebel Capitalist takes you inside the Authoritarian’s Playbook and shares some insights on how we can fight back.
George Gammon
11:30 - 12:00
Board Room (Great House, Second Level)
Book Store Open (BO)
Time to add to your personal library. And who do you know who would appreciate a signed book from one of the Faculty?
Book Signing (BO)
Get your books signed outside the Book Store before you head out to explore beautiful Belize.
Tom Burns
Kyle Wilson
YOUNG ADULT SESSION: Words of Wisdom for a Changing World
A very special closed-door session for members of the Young Investors Program with some of the Summit Faculty.
Kim Kiyosaki
George Gammon
Ken McElroy
Russell Gray
Robert Helms
11:45 - 13:15
Meet on Great House Front Porch
Real Estate Tour of Mahogany Bay Village (TK)
The Belize real estate market is hotter than ever. Come find out how real estate investment works at the largest resort by room count in the country.
12:00 - 17:30
Check Your Confirmation for Location
Optional Belize Tours and Summiteer Activities (TK)
If you signed up for a tour or ticketed activity, check to confirm your starting time and location. Also, the Mahogany Bay Private Beach Club is open…last boat back at... Read More
Rum Tasting with Robert Helms (TK)
Belize is home to many varieties of Rum. If you were able to secure a ticket online, come learn about, sample and compare several Belizean Rums, and enjoy a special... Read More
Robert Helms
18:00 - 19:00
Main Ballroom
Cocktails & Conspiracies (GA)
A surprise hit last year, come upstairs and grab your favorite beverage – or try the Drink of the Day – and buckle in as a few of your Faculty... Read More
19:00
Bay Club Pool Deck
Scrumptious Summiteer Dinner
Time to meet some new friends and share your stories of island adventure while you compare your “aha” moments from the sessions and conversations this week so far.
21:00 - 22:30
Main Ballroom
Summiteer Pepper Party & Talent Show (GA)
The Shooters are back in the (Great) House for a slightly different take on some classics. Plus enjoy a special collection of entertainment by your fellow Summiteers and Faculty.
6:00
Street 3
Rum & Bean Opens
Rum & Bean is at-the-ready for your fancy coffee order or plain cup of Joe (or Ron)…open until 7 pm.
6:00 - 8:30
Verandah Restaurant & Deck
Introduction to Cryptocurrency & Blockchain (IS)
New to crypto and FinTech? Blockchain is so much bigger than Bitcoin and will change, disrupt and revolutionize many industries. Does the recent drop in Cryptocurrency this week mean it’s... Read More
Courtney Moeller
Steve Streetman
Why Higher Gold Prices Are Inevitable…And Imminent (MS)
The title of this talk could just as easily have been “Why lower fiat currency values are inevitable and imminent” — which should provide a hint as to what this... Read More
Brien Lundin
LIVE BROADCAST FROM THE 2022 SUMMIT- Hot Off The Press – Detailed Reaction to the FOMC
A global thought leader on monetary policy, economics and finance, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard... Read More
Danielle DiMartino Booth
Book Signing (BO)
Danielle’s book sold out, but if you managed to get one, come get it signed outside the Book Store before the Radio Show taping.
Danielle DiMartino Booth
Live Taping of The Real Estate Guys™ Radio Show #2 (GA)
Join us and be part of the live Studio Audience for our second Live Summit Show featuring more of the amazing Faculty.
Russell Gray
Robert Helms
11:45
Mahogany Beach
Beach Club Opens
Beach Club is open! Shuttles are available to take you on a short, but fun boat ride to Mahogany Beach.
11:45 - 13:00
Meet on Great House Front Porch
Real Estate Tour of Mahogany Bay Village (TK)
Tour the resort units and learn about the investment opportunities at Mahogany Bay with the local team.
12:00
Check Your Confirmation for Location
Optional Belize Tours and Summiteer Activities (TK)
If you have a pre-arranged tour or ticketed activity, check to confirm your starting time and location.
CASHFLOW® in the Caribbean (TK)
A chance for select Summiteers to play CASHFLOW before dinner. Whether you’ve played for years, or this is your first time, you’ll want to participate in the game CNN/Money calls... Read More
Kim Kiyosaki
Rum Tasting with Robert Helms (TK)
If you don’t like Rum, don’t come. If you have a ticket, or are on the waiting list, come learn about, sample and compare several Belizean Rums, and enjoy a... Read More
Robert Helms
BREAKOUT SESSION: Women in Real Estate, Business & Life (BO)
Another Summit tradition…when Kim joins us, we set aside time for her to lead our Summiteer Women in a conversation about life, business, and more.
Kim Kiyosaki
19:00
Bay Club Pool Deck
Asian Stagflation Buffet
Time for delectable dinner and dialogue! Enjoy some Asian-inspired creations and mix it up with new table-mates.
21:00
Bay Club Pool Deck
Summiteer Seventies Stayin’ Alive Party (GA)
Tonight you look like you’re living in the 70’s…now you can dance like it! DJ Pol takes the Pool Deck stage and spins the (old) hits. Plus we’ll have prizes... Read More
6:00
Street 3
Rum & Bean Opens
Rum & Bean will be open today from 6 am to 7 pm. But by now you know that.
6:00 - 8:30
Verandah Restaurant & Deck
Announcements & Logistics for Our Final Day (MS)
Robert Helms
Investing in Real Asset…Increase Your Cashflow, Eliminate Your Tax (MS)
A successful business owner, but reluctant real estate investor, Dave paid a LOT of tax…until he discovered the tax advantages of owning real property. 7 years ago he discovered real... Read More
Dave Zook
9:30 - 10:45
Main Ballroom
PANEL: Mystery Topic… (MS)
Time for another intriguing panel discussion. We can tell you where and when, but not who or what just yet. Guessing you’ll be sorry if you miss it!
11:00 - 12:20
Main Ballroom
PANEL DISCUSSION: Practical Preparedness (MS)
We’ve had lots of discussion this week about market trends, changes, and possible consequences. So, what can we all actually do about it? Listen in as our panelists discuss tangible... Read More
George Gammon
Brien Lundin
Russell Gray
Robert Helms
12:20 - 12:30
Main Ballroom
Roundtable Discussions (RT)
Our popular lunch-time discussions continue with some new topics and new leaders. (NOTE: No Inner Circle Breakout Lunch today.)
12:30 - 13:30
Verandah Restaurant & Pool Deck
13:45 - 14:15
Announcing the 2023 Investor Summit at Sea™
Who wants more?!? Be the very first to hear about our plans for the Twenty-First Annual Investor Summit.
14:15 - 15:15
Main Ballroom
Ask The Faculty (MS)
We’re not done yet! As we enter the home stretch, you may have more questions than answers. Come with your comments, questions, takeaways and epiphanies as our Summit Faculty and... Read More
15:30 - 17:00
Main Ballroom
Best Ideas and Action Plans (MS)
Now that you’ve had your mind expanded, met some awesome new friends, and enjoyed a week immersed in a positive, supportive environment, what are the action steps you’ll take next?... Read More
Book Store Open (BO)
Last call for books. Get them signed before you leave Belize, and take home a unique keepsake for yourself or the folks back home.
Steve Streetman
Kyle Wilson
18:00 - 19:00
Shaken Bar & Pool Deck
Farewell Cocktail Reception (GA)
It’s our last night, so get ready to party like there’s no tomorrow, courtesy of our friends at PANEX! Bring any tickets for the prize drawings that you haven’t put... Read More
19:00
Bay Club Pool Deck
Summiteer Belizean Bye Bye Buffet (GA)
Sad to be leaving, but happy to have dinner with new friends! Enjoy a Delicious Mestizo Maya Buffet.
21:00 - 22:30
Main Ballroom
Summiteer Parody Party & Secret Word Contest Finalists (GA)
The Tequila Shooters Fan Club convenes for their last performance of the Summit, with a new musical twist. Plus, you can cheer on the finalists for the Secret Word contest... Read More
22:30
Bay Club Pool Deck
Summiteer Sendoff with a Splash Party (GA)
Let’s bring it home with a bang! It’s our second Annual Late Night Swim Party, so go grab your suit and let’s fill the pool with Pepper People! You don’t... Read More
11:00
Time to Depart
It’s time to depart. Check out is 11am.
18:00 - 19:00
Shaken Bar & Pool Deck
Welcome Cocktail Reception (GA)
Lots to celebrate as we gather together in Beautiful Belize, so come enjoy some appetizers and a pre-dinner cocktail or two with your fellow Summiteers, courtesy of our good friends... Read More
19:00
Bay Club Pool Deck
Summiteer Belizean BBQ Dinner (GA)
Dinner is always a highlight of the Summit as you get to meet new people, see old friends and talk about the day’s presentations. Your seating assignment will change each... Read More
6:00 - 19:00
Street 3
Rum & Bean Opens
The Rum & Bean opens for Barista hand-crafted coffee and stays open until 7:00 pm
7:00 - 8:30
Verandah Restaurant & Deck (Great House, Lobby Level)
Summiteer Breakfast (GA)
Each morning during the Summit a delicious full breakfast will be provided in the restaurant. Say hello to old friends and meet some new ones!
7:00 - 8:30
Verandah Restaurant & Deck
7:15 - 8:20
Founders Club (Great House, Third Level)
Faculty & Speaker Breakfast (TK)
For all Faculty members plus other invited Speakers. Please join us for Breakfast and a Faculty/Speaker Briefing in the Founders Club on the 3rd floor (it shows as “2” on... Read More
8:15
Main Ballroom (Great House, Second Level)
Welcome & Summit Overview (MS)
Let’s officially kickoff the 20th Annual Investor Summit! We’ll start with a quick overview of the week, meal & resort logistics, last-minute updates and important announcements.
Robert Helms
9:00 - 9:45 am
Main Ballroom
Meet the Speakers (MS)
Your opportunity to learn about the Speakers and Topics being covered during the 2023 Summit on Sand.