Helvetica Group at the Alternative Asset Investor Summit

The Alternative Asset Investor Summit runs two days at The Westin South Coast Plaza in Costa Mesa. The 2026 program lists 20+ sessions and 10+ speakers across private debt, secured notes, real estate, energy, and self-directed retirement accounts.

Helvetica Group attends as a participant. We are not on the 2026 speaker lineup. Our team will be at both networking receptions and in the hall between sessions, so if you lend, borrow, or sponsor a fund that needs collateral behind it, tell us you are coming and we will hold time to talk.

The sessions on private debt funds and secured notes all circle one question: what does a dollar earn when it sits behind real collateral? Helvetica Group supplies the collateral. We fund commercial real estate that banks decline, $300,000 to $10,000,000 and up, at rates starting at 8.99% plus 1.5% or more in points. Interest and points on those loans produce yields from 9% to 14% or more, depending on the deal.

• Yields from 9% to 14% or more, set by the deal rather than by a market index
• First trust deed position at up to 65% of appraised value, so 35% or more of equity sits below the note
• Monthly interest on most loans, with terms of 6 months to 5 years, so capital is committed for a defined window
• Spread across property types and states: 1000+ funded deals, 47 states, more than $1B in volume

Self-directed retirement accounts are one route people use to fund these notes, and the summit gives that program its own track. Before capital moves, the questions are the ones we already ask on the loan desk: what is the property, who is the sponsor, what is the exit, and what happens if the exit slips. Our team is at both receptions with answers and with the file on every deal we have funded.