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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!

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