2024 Concorde
National Conference: Fostering Growth, Amplifying Value
May 19 - 22, 2024
The Daxton Hotel
8298 South Old Woodward Avenue
Birmingham, MI 48009
Annual Education, Practice Building & Networking Conference
The Concorde Investment Services National Conference is an opportunity for industry leaders and professionals like yourself to come together to share knowledge, network, and gain insights into the latest trends and developments in the investment services industry. We have lined up a fantastic program of keynote speakers, panel discussions, and workshops that will provide you with the latest information and tools to help you succeed in your business.
Our team has put together a comprehensive schedule that includes a range of topics, including industry trends, regulatory updates, and investment strategies. Whether you are new to the industry or a seasoned professional, we believe there will be something of value for you.
*Conference registration does NOT include hotel and transportation reservations, which must be booked separately by attendees.
REGISTRATION
19
Sunday
MAY
TIME
EVENT
LOCATION
12:00 - 7:00 p.m.
Registration Opens
Daxton Lobby
1:00 - 4:00 p.m.
Sponsor Set Up
Daxton Ballroom
4:30 - 5:00 p.m.
First Time Attendee Reception
Daxton Ballroom
3:00 p.m.
Hotel Check-In
Daxton Lobby
Dress Code: Business Casual
5:00 - 7:00 p.m.
Welcome Reception
Daxton Ballroom
20
Monday
MAY
TIME
EVENT
SPEAKER(S)
LOCATION
7:00 a.m. - 4:00 p.m.
Registration Opens
Daxton Hotel Lobby
Dress Code: Business Casual
8:00 - 9:00 a.m.
Networking Breakfast
Madam | Daxton Hotel
9:00 - 10:15 a.m.
General Session: Keynote
Thomas J. Handler
Partner, Handler Thayer, LLP
Chair, Advanced Planning & Family Office Practice Group
Daxton Ballroom
10:30 - 11:20 a.m.
Education Sessions
Birmingham 8/
Emagine Theatre
Session 1:
Performing Your Own Due Diligence Tips
Amy Arnold, Director of Research/Senior Due Diligence Officer, Concorde Investment Services
Ken Corson, Due Diligence Officer, Concorde Investment Services
Marc Haiar, Due Diligence Officer, Concorde Investment Services
Session 2:
Estate Planning & Related Tax Strategies
Rachel H. Tucker, Esq. Partner, Joelson Rosenberg, PLC
TBD
Session 3:
Benefits of the CVA Program & How to Maximize your Virtual Assistant
Dani King, Operations Support Team Leader, Concorde Investment Services
Ellie Ramirez, Operations Support Team Leader, Concorde Investment Services
TBD
Session 4:
Marketing to Amp Up Your Sales
Holly Rollins, President, 10x Digital
Caroline Liller, Vice President & Senior Account Executive, 10x Digital
TBD
11:30 a.m. - 12:20 p.m.
Education Sessions
Birmingham 8/
Emagine Theatre
Session 1:
Alternative Investments, DSTs, QOZs 101
Jamie Furlong, Managing Partner, Legacy Investments & Real Estate, LLC
TBD
Session 2:
Preparing Your Practice: Growth by Acquisition
Rico Casares, Vice President/Director, Business Consulting, AssetMark
TBD
Session 3:
Private Wealth Consulting: Attracting and Retaining High Net Worth Investors
Chad Edwards, Vice President, Regional Director, Envestnet
TBD
Session 4:
AIX Launch - Tools to streamline alternative investment trade processing & PPM Delivery - NEW TECH!
Brad West, Chief Operating Officer, AIX
TBD
12:30 - 1:30 p.m.
Networking Lunch
1:30 - 2:20 p.m.
Speed Dating /
Round Table Discussions
Madam | Daxton Hotel
Daxton Ballroom
2:30 - 3:20 p.m.
Education Sessions
Birmingham 8/
Emagine Theatre
Session 1:
Inflation & Real Estate, Changing the Rules of the Game
Session 2:
The $100,000 question: The LTCi Conversation
William A. Meyer II, Partner/Founder/President, ERP
Meghan J. Berry, Partner, ERP
Dan Charley, President, Alpine Brokerage Group
Session 3:
Compliance & Marketing Best Practices- How to Successfully Market Alternatives
Lori DeLuna, Chief Compliance Officer, American Alternative Capital
Session 4:
Tax Strategies
Kent Fitzpatrick, Managing Director, Asset Strategy
Jeff Bangerter, President & Financial Coach, Bangerter Financial Services
Jim Silbernagel, Founding Partner, Silbernagel Group
3:30 - 4:15 p.m.
Sponsor Panel: The DST and Commercial Real Estate Markets – What the Future Holds
4:15 - 5:00 p.m.
Representative Panel
5:10 - 6:00 p.m.
Recognition &
The Top 25 Reveal
6:30 - 8:00 p.m.
Evening Reception
Moderator: Marc Haiar, Due Diligence Officer, Concorde Investment Services
Braxton Allen, Vice President, Private Capital Inland Securities Corporation
Kara Howard, Director of National Accounts, ExchangeRight
Chris Wadelin, CEO, ARCTRUST Private Capital
Archie Hughes, Senior Regional Vice President, Trilogy
Aaron Wessner, Managing Director, Cantor Fitzgerald
Nick Karim, Senior Regional Vice President, Moody
Daxton Ballroom
Jan Lehman, Executive Coach, Productivity Expert, International Speaker, Time Management Expert, Microsoft 365 Solution Provider
Robin Edgar, Owner & Wealth Strategist, Wealth Progression Group
Angela Bellanti, Partner & Director of Marketing, Real Wealth Marketing
Daxton Ballroom
Danielle Delongchamp, President & CEO, Concorde Investment Services
Birmingham 8/ Emagine Theatre
Daxton Ballroom
Dress Code: Casual
21
Tuesday
MAY
TIME
EVENT
SPEAKER(S)
LOCATION
8:00 a.m. - 2:00 p.m.
Registration Opens
8:30 - 9:15 a.m.
Breakfast
Daxton Hotel Lobby
Madam | Daxton Hotel
9:15 - 10:00 a.m.
State of the Firm
Danielle Delongchamp
Daxton Ballroom
Dress Code: Business Casual
Concorde Investment Services
10:10 - 11:00 a.m.
Education Sessions
Birmingham 8/
Emagine Theatre
Session 1:
Performing Your Own Due Diligence Tips
Amy Arnold, Director of Research/Senior Due Diligence Officer, Concorde Investment Services
Marc Haiar, Due Diligence Officer, Concorde Investment Services
Ken Corson, Due Diligence Officer, Concorde Investment Services
Session 2:
AIX Launch - Tools to Streamline Alternative Investment Trade Processing & PPM Delivery - NEW TECH!
Brad West, Chief Operating Officer, AIX
Session 3:
Land As Your Legacy
Josh Lipson, Vice President, Alpine Brokerage Group
11:10 a.m. - 12:00 p.m.
Education Sessions
Birmingham 8/
Emagine Theatre
Session 1:
BlackRock Advisor Center & Target Allocation Models
Jeffrey Janer, Market Leader, Blackrock
Michael Moore, Vice President - Market Leader, Blackrock
TBD
Session 2:
Streamlining Operations & Maximizing Efficiency
Shannon Arndt, Chief Operations Officer, Concorde Investment Services
TBD
Session 3:
Maximizing 401K Opportunities to Gather AUM
Mark Huber, President, Thornwood Financial
TBD
12:00 - 1:00 p.m.
Networking Lunch
1:10 - 2:00 p.m.
Sponsor Panel: Utilizing Tax Strategies for Investing
Madam | Daxton Hotel
Moderator: Amy Arnold, Senior Due Diligence Officer, Concorde Investment Services
Duncan VanDurme, Director of Business Development, US Energy
Dan De Leon, Chief Operating Officer, Starboard Realty Advisors
Adriana Olsen, National Sales Manager, Passco Companies
Louis Rogers, Founder/Chief Executive Officer, Capital Square
Daxton Ballroom
2:00 - 3:15 p.m.
Closing Session & Keynote
Michael Caito, Owner and CEO, MAP Vital Factors System
Daxton Ballroom
3:15 - 5:00 p.m.
1-on-1 Meetings with Home Office
Daxton Ballroom
5:30 - 7:30 p.m.
M&A Movie Premiere & Dinners
Birmingham 8/
Emagine Theatre
Dress Code: Business Casual
22
Wednesday
MAY
Shuttle departing Daxton to
Ann Arbor Home Office
8:45 - 9:00 a.m.
Daxton Hotel
Dress Code: Business Casual
TIME
EVENT
LOCATION
Please reach out to info@concordeevents.com if you are interested
in visiting the new Ann Arbor Home Office on Wednesday, May 22nd
Transportation to Ann Arbor Home Office
9:00 - 10:00 a.m.
3909 Research Park Drive
Suite 200
Ann Arbor, MI 48108
Tour of Office
10:00 a.m. - 12:00 p.m.
HOTEL INFORMATION
Situated in Birmingham, Michigan, the Daxton Hotel features accommodation with a fitness centre, private parking, a terrace and a bar.
This 4-star hotel offers room service, a 24-hour front desk and free WiFi.
At the hotel you will find a restaurant serving American cuisine. Vegetarian, dairy-free and gluten-free options can also be requested.
Hotel accommodation at the discounted rate is no longer available. Please contact us if you have any questions.
SPEAKERS
Keynote Speakers:
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Thomas J. Handler
Partner, Handler Thayer, LLP
Chair, Advanced Planning & Family Office
Practice Group
Mr. Handler is an advanced planning attorney focused on the analysis and structuring of sophisticated estate plans and family offices, and handling taxation and business planning issues for business owners, executives, professional athletes, celebrities and family offices. He has extensive experience in the analysis, design and implementation of domestic and international business planning, financial and estate planning, asset protection, family office compliance and advanced tax planning strategies. Mr. Handler is a managing partner in Handler Thayer, LLP, where he chairs the firm’s Advanced Planning & Family Office Practice Group.
His experience includes public accounting and corporate and foundation directorships. He is involved in Chicago Bar Association activities including its Taxation and Trust Law committees and has authored numerous professional articles. He has lectured extensively both nationally and internationally at wealth industry, professional and family office educational conferences. Mr. Handler created the Asset Protection ProfileTM and Stealth PrenupTM in addition to other proprietary strategies for affluent families and family offices.
Mr. Handler has been named one of the Top 15 Wealth Planners and one of the Top 100 Attorneys in the United States. He has also been named to Who’s Who in American Law, Who’s Who in America, Who’s Who in the World and Global Leading Lawyers. Illinois Leading Lawyers named Mr. Handler one of the Top Lawyers in the areas of Closely and Privately Held Business Law and Trust, Will and Estate Planning Law. He received the Family Wealth Alliance Leadership Award for Lifetime Achievement in 2017 and the Private Asset Management Lifetime Achievement Award in 2021. He was named 2017 Private Client Lawyer of the Year and in 2016 won the Excellence in Estate Planning Award. In 2015, he was named International Wealth Planner of the Year and Wealth Planning Gamechanger Lawyer of the Year in addition to receiving the Michael J. Brink Lifetime Achievement Award for Leadership and Service.
He earned a Bachelor of Sciences in Accountancy degree from the University of Illinois at Urbana-Champaign and a Juris Doctor degree, Law Review, from DePaul University College of Law in Chicago, Illinois. Mr. Handler is a recognized thought leader in the advanced planning and family office marketplaces who has been quoted in the Wall Street Journal, Chicago Tribune, New York Times, Worth Magazine, Financial Times, Barron’s, Christian Science Monitor, Family Office Review, Las Vegas Review-Journal, Chicago Sun-Times, Structured Products Magazine, ABA Journal, Family Office Real Estate Magazine, National Law Journal, Crain’s Chicago Business, Derivatives Weekly, Family Wealth Report, Wealth Manager Magazine and other publications. He has appeared as an expert commentator on numerous radio and television programs.
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Michael Caito
Owner and CEO, MAP Vital Factors System
In the realm of entrepreneurship, Michael forged his path in the1990s, co-founding Restaurants on the Run with two partners and a mere $6,000. As the CEO, he cultivated its growth, expanding the footprint to 10 markets, 600 personnel, and $40 million in revenue, eventually selling it for 12x EBITDA to GrubHub.
Crediting the MAP Management SystemTM for much of the success, he acquired MAP in 2017. MAP specializes in accelerating the performance of individuals, teams, and companies through their powerful accountability system. Michael has 25+ years in
Entrepreneurs’ Organization, and served as the Global Chairman. He has traveled to 30 countries interacting with entrepreneurs around the world. Currently he is a member of YPO. and is the CEO of MAP.
Breakout Session Speakers:
Monday, May 20 | 10:30 - 11:20 A.M.
Performing Your Own Due Diligence Tips
Amy Arnold
Director of Research/
Senior Due Diligence Officer, Concorde Investment Services
Ken Corson
Due Diligence Officer, Concorde Investment Services
Marc Haiar
Due Diligence Officer, Concorde Investment Services
Estate Planning & Related Tax Strategies
Rachel H. Tucker, Esq
Partner, Joelson Rosenberg, PLC
Benefits of the CVA Program & How to Maximize your Virtual Assistant
Dani King
Operations Support Team Leader, Concorde Investment Services
Ellie Ramirez
Operations Support Team Leader, Concorde Investment Services
Marketing to Amp Up Your Sales
Holly Rollins
President, 10x Digital
Caroline Liller
Vice President & Senior Account Executive, 10x Digital
Monday, May 20 | 11:30 A.M. - 12:20 P.M.
Alternative Investments, DSTs, QOZs 101
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Jamie Furlong
Managing Partner, Legacy Investments & Real Estate, LLC
Preparing Your Practice: Growth by Acquisition
Rico Casares
Vice President/Director, Business Consulting, AssetMark
Private Wealth Consulting
Chad Edwards
Vice President, Regional Director, Envestnet
AIX Launch - Tools to streamline alternative investment trade processing & PPM Delivery - NEW TECH!
Brad West
Chief Operating Officer, AIX
Monday, May 20 | 2:30 - 3:20 P.M.
Inflation & Real Estate, Changing the Rules of the Game
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William A. Meyer II
Partner/Founder/
President, ERP
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Meghan J. Berry
Partner, ERP
The $100,000 Question – The LTCi Conversation
Dan Charley
President, Alpine Brokerage Group
Compliance & Marketing Best Practices - How to Successfully Market Alternatives
Lori DeLuna
Chief Compliance Officer, American Alternative Capital
Tax Strategies
Kent Fitzpatrick
Managing Director,
Asset Strategy
Jeff Bangerter
President & Financial Coach, Bangerter Financial Services
Jim Silbernagel
Founding Partner, Silbernagel Group
Monday, May 20 | 3:30 - 4:15 P.M.
Sponsor Panel: The DST and Commercial Real Estate Markets – What The Future Holds
Braxton Allen
Vice President, Private Capital Inland Securities Corporation
Kara Howard
Director of National Accounts, ExchangeRight
Chris Wadelin
CEO, ARCTRUST Private Capital
Archie Hughes
Senior Regional Vice President, Trilogy
Aaron Wessner
Managing Director, Cantor Fitzgerald
Nick Karim
Senior Regional Vice President, Moody
Monday, May 20 | 4:15 - 5:00 P.M.
Representative Panel
Jan Lehman
Executive Coach, Productivity Expert, International Speaker, Time Management Expert, Microsoft 365 Solution Provider
Robin Edgar
Owner & Wealth Strategist, Wealth Progression Group
Angela Bellanti
Partner & Director of Marketing, Real Wealth Marketing
Tuesday, May 21 | 10:10 - 11:00 A.M.
Performing Your Own Due Diligence Tips
Amy Arnold
Director of Research/
Senior Due Diligence Officer, Concorde Investment Services
Marc Haiar
Due Diligence Officer, Concorde Investment Services
Ken Corson
Due Diligence Officer, Concorde Investment Services
AIX Launch - Tools to Streamline Alternative Investment Trade Processing & PPM Delivery
- NEW TECH!
Brad West
Chief Operating Officer, AIX
Land as Your Legacy
Josh Lipson
Vice President, Life Sales,
Alpine Brokerage Group
Tuesday, May 21 | 11:10 A.M. - 12:00 P.M.
BlackRock Advisor Center & Target Allocation Models
Jeffrey Janer
Market Leader, BlackRock
Michael Moore
Vice President - Market Leader, BlackRock
Streamlining Operations & Maximizing Efficiency
Shannon Arndt
Interim Chief Operations Officer, Concorde Investment Services
Maximizing 401K Opportunities to Gather AUM
Mark Huber
President, Thornwood Financial
Tuesday, May 21 | 1:10 - 2:00 P.M.
Utilizing Tax Strategies for Investing
Duncan VanDurme
Director of Business Development, US Energy
Adriana Olsen
National Sales Manager, Passco Companies
Daniel De Leon
Chief Operating Officer, Starboard Realty Advisors
Louis J. Rogers
Founder/Chief Executive Officer, Capital Square
SPONSORS
Diamond Sponsors
Platinum Sponsors
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Gold Sponsors
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Silver Sponsors
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Traditional Sponsors
The hotel wants us to inform all sponsors that packages should NOT arrive prior to Thursday 05/16/24. All packages need to be shipped to arrive after 5/16/24.
PACKAGES/PACKAGE HANDLING
All incoming and outgoing boxes will be charged a handling fee of $10.50 per box or $250.00 per pallet each way. Boxes stored longer than three days will incur a charge of $25.00 per box per day. Exhibitors should ship all materials directly to the drayage company or show decorator. All exhibitor materials directed to the hotel will be refused and re-routed to the drayage company or show decorator.
This will usually result in secondary delivery charges and possibly storage fees. The Hotel shall not be liable for the safe or timely arrival of any packages sent to the Hotel by or for the Group. It is the Group’s responsibility to check on the arrival of any packages and to check to ensure that the contents are intact. The Hotel accepts no liability for lost, stolen, or damaged goods.
Incoming Materials:
The hotel will accept only pre-paid packages. The hotel will refuse any packages delivered by COD and will not notify the shipper. All packages must contain a label giving the following information:
CONCORDE NATIONAL CONFERENCE
ATTN: BRITTANY LING
CONCORDE NATIONAL CONFERENCE
298 South Old Woodward
Birmingham, MI 48009
And load in and load out times:
Booth set up times: Sunday, May 19, 2024 from 1:00 PM-4:00 PM
Booth tear down times: Tuesday, May 21, 2024 from 3:30 PM-5:00 PM
Each sponsor will have a 6’ table. Gold, Silver and Alt Sponsors will have tables set up around the perimeter of the main ballroom. Diamond and Platinum sponsors will have lounge areas (with a table if preferred) to set up in the Parlor 1 and Parlor 2, respectively. Exact booth layouts will be provided upon registration at the conference.
ABOUT BIRMINGHAM
Birmingham is 27.6 miles from Detroit Metropolitan Wayne County (DTW) airport. It is typically is a 35–55-minute drive. Taxis or ride-shares are available at the airport. View driving directions from the airport here.
The city of Birmingham is vibrant and prosperous and a center for business, social and cultural activities.
Birmingham’s lively, pedestrian-friendly downtown offers one of the midwest's premier shopping districts. Comprised of nearly 300 retailers, downtown Birmingham offers a wonderfully diverse assortment of boutiques and national retailers, restaurants, gift shops, jewelers, salons, spas, art galleries, and antiques. Movie theaters and two beautiful parks complete the city center. Browse the shopping, dining, and service directories or download the Visitor Guide to find a user-friendly map organized by category.
In nearby Bloomfield Hills (3.7 miles from The Daxton), visit the Cranbrook House & Gardens, a 1908 arts-&-crafts home with 40 acres of gardens, the Cranbrook Art Museum or the Cranbrook Institute of Science.
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Things to do in Detroit:
A Weekend Long Art Tour of Detroit >
First Timers 72 Hour Guide to Detroit >
Visit the Detroit Institute of Arts Museum >
Explore Campus Martius, Including
Monroe Street Midway >
See a Show at the Detroit Opera House or
Fox Theatre >
Book a Segway Tour of Detroit >
CONFERENCE FAQs
Q: What is the Concorde National Conference?
A: The Concorde Investment Services National Conference is an opportunity for industry leaders and professionals like yourself to come together to share knowledge, network, and gain insights into the latest trends and developments in the investment services industry. We have lined up a fantastic program of keynote speakers, panel discussions, and workshops that will provide you with the latest information and tools to help you succeed in your business.
Our team has put together a comprehensive schedule that includes a range of topics, including industry trends, regulatory updates, and investment strategies. Whether you are new to the industry or a seasoned professional, we believe there will be something of value for you.
Q: When is the Concorde National Conference taking place?
A: The 2024 Concorde National Conference will take place from Sunday, May 19 to Wednesday, May 22, 2024.
Q: Where is the conference being held?
A: The conference will be held at the Daxton Hotel in Birmingham, Michigan, 298 South Old Woodward Avenue, Birmingham, MI 48009.
Q: What is the dress code for the conference?
A: The dress code is business casual. Please note that temperatures in conference rooms may vary, so it is recommended to bring a sweater or light jacket.
Q: What should I bring to the conference?
A: It is recommended to bring a notebook and pen for taking notes, as well as business cards for networking. Also, don't forget your ID and any necessary travel documents.
Q: What are some travel tips for attending the conference?
A: It is recommended to book your flight and hotel accommodations early to secure the best rates. THE HOTEL GROUP BLOCK EXPIRES APRIL 18. Book your hotel here. If you would like assistance booking your travel to the conference, please complete the travel assistance form here and our travel team will reach out to you.
*Hotel and Travel are not provided by the conference registration. All attendees are responsible for their own travel and accommodations. *Home Office hotel arrangements are being made on their behalf.
Q: Who are the keynote speakers for the 2024 Concorde National Conference?
A: The keynote speakers for the 2024 Concorde National Conference will be announced. Please check the speakers section of this page for updates.
Q: Will there be any pre-conference events or activities?
A: There is nothing formally planned prior to the conference. You are welcome to plan any activities prior to the conference events. Please reach out to the Concorde Events Team with any questions or for assistance.
Q: How do I register for the conference?
A: You can register for the conference online at the link here. The hotel room block expires on April 18, 2024.
Q: Is there a conference hotel rate?
A: Yes, Concorde has negotiated a discounted hotel rate at The Daxton Hotel for conference attendees. Please visit the hotel link for more information.
Q: Will there be a mobile app for the conference?
A: No, there will not be a mobile app for conference attendees. However, we will be using our SMS text messaging service again to provide conference updates to all attendees. Details on how to receive these messages will be provided closer to the conference date.
Q: Where can I find more information as a sponsor?
A: We are grateful to our Concorde Sponsors. If you would like more information regarding your sponsorship please contact us.