1:00 PM - 7:00 PM
Registration
1:00 PM - 7:00 PM
 
 
4:30 PM - 5:00 PM
First-Time Attendee Reception (By Invite Only)
4:30 PM - 5:00 PM
Sol Risa
 
5:00 PM - 7:00 PM
Welcome Reception
5:00 PM - 7:00 PM
Sol Risa
 
7:00 AM - 4:00 PM
Registration
7:00 AM - 4:00 PM
Lobby
 
8:00 AM - 9:00 AM
Networking Breakfast
8:00 AM - 9:00 AM
Garden by the Bay
 
9:00 AM - 9:15 AM
Welcome and Housekeeping
9:00 AM - 9:15 AM
Sorrento – Riviera
Danielle Delongchamp, Concorde Investment Services
9:15 AM - 10:15 AM
Keynote: Vince Poscente "Full Speed Ahead"
9:15 AM - 10:15 AM
Sorrento – Riviera
Vince Poscente, Rapid Professional Development
10:30 AM - 11:20 AM
Education Session 2: Clean Submissions, Faster Approvals: Winning with Supervision (How to avoid NIGOs and get through review the first time)
10:30 AM - 11:20 AM
Las Palmas
Jae Lee, Concorde Investment Services
Zachary Allsworth, Concorde Investment Services
Education Session 3: Building a Scalable Practice: Hiring, Integrating & Growing High-Performing Teams
10:30 AM - 11:20 AM
Marseilles
Jeffrey Bangerter, Bangerter Financial Services, Inc.
Education Session 1: Market Momentum: Trends Across Real Estate, Alternatives, and Public Markets
10:30 AM - 11:20 AM
Portofino
Robert Burke, Cantor Fitzgerald Asset Management
Education Session 4: FLITE Technology: Streamlining Submissions with New Forms Logic Workflows
10:30 AM - 11:20 AM
Marbella
Joel Friedman, Forms Logic
Jennifer Sauter, Forms Logic
11:30 AM - 12:20 PM
Education Session 1: Community Over Commute - How the Momentum from Flight to Quality has Impacted Asset Classes in Different Markets
11:30 AM - 12:20 PM
Las Palmas
Paul Coffin, Moody Securities, LLC
Education Session 4: How to Evaluate and Separate Energy Offerings to Benefit your Investors
11:30 AM - 12:20 PM
Marbella
Woody Soemantoro, MDS Energy
Education Session 2: From Dirt to Diversification: 1031 Strategies for Landowners
11:30 AM - 12:20 PM
Portofino
Jamie Furlong, Legacy Investments & Real Estate, LLC; 1031C Capital Solutions Alliance
Brent Lee, TruWealth Financial
Louis Rogers, Capital Square
Education Session 3: Succession & Exit Planning: Real Conversations, Real Decisions
11:30 AM - 12:20 PM
Marseilles
Robin Edgar, Wealth Progression Group
Damon Elder, Spotlight Marketing
12:30 PM - 1:30 PM
Networking Lunch
12:30 PM - 1:30 PM
Bayside Terrace
 
1:30 PM - 2:15 PM
State of The Firm
1:30 PM - 2:15 PM
Sorrento – Riviera
Danielle Delongchamp, Concorde Investment Services
2:30 PM - 3:20 PM
Education Session 4: How to increase your revenue with comprehensive wealth planning through joint work
2:30 PM - 3:20 PM
Marbella
James Silbernagel, The Silbernagel Group
Angela Robinson, Kennedy Financial
Education Session 2: Behind the Scenes Operations of Top Producers
2:30 PM - 3:20 PM
Marseilles
Dani King, Concorde
Natalie Merced, Legacy Investments & Real Estate, Strategic Alliance Member
AJ Bances, Fortitude Investment Group
Education Session 3: Stop Asking ChatGPT Questions and Start Building With It.
2:30 PM - 3:20 PM
Portofino
Daniel De Leon, Starboard Realty Advisors
Education Session 1: Empowering the Next Generation: Seamless Estate Planning and Wealth Transfer Through 721 Exchanges
2:30 PM - 3:20 PM
Las Palmas
Matthew Cherry, Brookfield
3:30 PM - 4:15 PM
Visionary Sponsor Panel: Hot Seat: No Preparation Allowed
3:30 PM - 4:15 PM
Sorrento – Riviera
Amy Arnold, Concorde Investment Services
Matthew Fries, Inland Real Estate Investment Corporation
Mike Haven, US Energy Development Corp
Tom Jahncke, Passco
Mark Mercado, Capital Square
4:15 PM - 5:00 PM
Recognition Ceremony & The Top 25 and Leadership Conference Location Reveal
4:15 PM - 5:00 PM
Sorrento – Riviera
Danielle Delongchamp, Concorde Investment Services
5:00 PM - 6:00 PM
Relax & Refresh - Free time
5:00 PM - 6:00 PM
 
 
6:30 PM - 9:00 PM
Yacht Rock Themed Dinner Party
6:30 PM - 9:00 PM
Garden by the Bay
 
9:00 PM - 10:00 PM
Beach Bonfire Afterparty
9:00 PM - 10:00 PM
 
 
8:00 AM - 9:00 AM
Networking Breakfast
8:00 AM - 9:00 AM
Garden by the Bay
 
9:00 AM - 10:00 AM
Keynote: AI in the Age of Us
9:00 AM - 10:00 AM
Sorrento – Riviera
Theresa Payton, Fortalice Solutions
10:10 AM - 11:00 AM
Education Session 1: Sustaining Momentum with ExchangeRight - Advanced Planning Strategies and Recession - Resilient Real Estate Insights
10:10 AM - 11:00 AM
Marbella
Nick Johnson, ExchangeRight
Education Session 2: REPEAT: Operational Playbook of Top Producers - What highest-performing advisors do differently behind the scenes
10:10 AM - 11:00 AM
Portofino
Dani King, Concorde
Natalie Merced, Legacy Investments & Real Estate, Strategic Alliance Member
AJ Bances, Fortitude Investment Group
Education Session 3: REPEAT: Building a Scalable Practice: Hiring, Integrating & Growing High-Performing Teams
10:10 AM - 11:00 AM
Marseilles
Jeffrey Bangerter, Bangerter Financial Services, Inc.
11:10 AM - 12:00 PM
Education Session 3: REPEAT: FLITE Technology: Streamlining Submissions with New Forms Logic Workflows
11:10 AM - 12:00 PM
Marbella
Joel Friedman, Forms Logic
Jennifer Sauter, Forms Logic
Education Session 1: A Guide to Investment Opportunities in Data Centers: The Real Estate Empowering the Digital Economy
11:10 AM - 12:00 PM
Portofino
Bill Shea, Carter Funds
Education Session 2: Seamless Team Onboarding: From Offer to Fully Operational
11:10 AM - 12:00 PM
Marseilles
Taylor Konwinski, Concorde Investment Services
Ellie Ramirez, Concorde Investment Services
12:00 PM - 1:00 PM
Networking Lunch
12:00 PM - 1:00 PM
Bayside Terrace
 
1:15 PM - 1:45 PM
Advancing Alternatives: Trends in Education, Access, and Advocacy
1:15 PM - 1:45 PM
Sorrento – Riviera
Jade Miller, ADISA
1:45 PM - 2:30 PM
Due Diligence in Motion: What Financial Professionals Need to Know Now
1:45 PM - 2:30 PM
Sorrento – Riviera
Amy Arnold, Concorde Investment Services
2:30 PM - 3:15 PM
Power of Branding: What Actually Works
2:30 PM - 3:15 PM
Sorrento – Riviera
Sydney Hockaday, Concorde
Damon Elder, Spotlight Marketing
3:15 PM - 4:00 PM
A Rep Panel: Secret Sauce of Successful Practice
3:15 PM - 4:00 PM
Sorrento – Riviera
Jamie Furlong, Legacy Investments & Real Estate, LLC; 1031C Capital Solutions Alliance
Mark Kosanke, Concorde Financial Group
Brent Lee, TruWealth Financial
Charles Strickler, Sequent REWM
4:00 PM - 5:00 PM
How to Use AI to Grow your Practice: Find New Clients, Deepen Relationships and Increase Critital Thinking Skills (in a compliant way)
4:00 PM - 5:00 PM
Sorrento – Riviera
Craig Kirkpatrick, Optimal Advisor AI
5:00 PM
Free time to explore San Diego & Sponsor Dine Arounds
5:00 PM
 
 
5:00 PM - 5:05 PM
Closing Remarks
5:00 PM - 5:05 PM
Sorrento – Riviera
Danielle Delongchamp, Concorde Investment Services
Travel Day
 
 
 
Time Zone: (UTC-07:00) Pacific Time (US & Canada) [Change Time Zone]