Concorde Sponsor Appreciation Event
Wednesday, August 23, 2023
The Daxton Hotel
Birmingham, Michigan
2:30 - 3:00 PM
3:00 - 3:45 PM
3:45 - 4:30 PM
Registration Opens
Concorde Investment Services Firm Overview and Updates
Speaker: Drew Jackson
Due Diligence and Product Updates
Speaker: Amy Arnold & Marc Haiar
Break
Regulatory Update Perspective
Speaker: Kim Levy
Business Development and Recruiting
Speaker: Robin Edgar
Q&A with the Concorde Team
Speaker: Concorde Executive Team
Walk to Birmingham Pub
Dinner
4:30 - 4:45 PM
4:45 - 5:30 PM
7:00 - 10:00 PM
5:30 - 6:00 PM
6:00 - 6:30 PM
6:30 - 7:00 PM
The Daxton Hotel
Level 3, Mezzanine I
Level 3, Mezzanine I
Level 3, Mezzanine I
Level 3, Mezzanine I
Level 3, Mezzanine I
Birmingham Pub
555 South Old Woodward Avenue
Birmingham, MI 48009
Working Session topics will include:
Concorde's Leadership and Executive Team will cover the firm's current and future status with the shifting regulatory status. We will be looking at our plans for educational and in-person events for the balance of 2023 and into 2024. Additionally, we will examine our views on the evolution of product development. We will also be soliciting your advice in a Q&A session to understand how we can best serve your needs and gain insight into what is working and what is not. We look forward to welcoming you!