1:00 PM - 7:00 PM
Registration
1:00 PM - 7:00 PM
The Scott Lobby
 
4:30 PM - 5:00 PM
First Time Attendee Reception ( By Invite Only)
4:30 PM - 5:00 PM
La Boca Pool
 
5:00 PM - 7:00 PM
Welcome Reception
5:00 PM - 7:00 PM
La Boca Pool
 
7:00 AM - 4:00 PM
Registration
7:00 AM - 4:00 PM
The Scott Lobby
 
8:00 AM - 9:00 AM
Networking Breakfast
8:00 AM - 9:00 AM
Heritage Patio/Laguna Lawn
 
9:00 AM - 9:15 AM
Opening Remarks
9:00 AM - 9:15 AM
Heritage Ballroom
Danielle Delongchamp, Concorde Investment Services
9:15 AM - 10:15 AM
Keynote: Jesse Itzler "Spiritual Billionaire"
9:15 AM - 10:15 AM
Heritage Ballroom
Jesse Itzler
10:30 AM - 11:20 AM
Breakout Session 2: Using AltsIllustrator to Grow your 1031 Business
10:30 AM - 11:20 AM
Sunset Room
Jason McMurtry, 1031 Capital Solutions
Rick Gann, 1031 Capital Solutions
Breakout Session 4: High Institutional, Defensive Income in 2025
10:30 AM - 11:20 AM
Heritage 5
Mike Giegerich, Peachtree Group
Breakout Session 3: Building a Winning Business with AssetMark
10:30 AM - 11:20 AM
Heritage 4
Nick Lapin, AssetMark
Damian Dering, Custom Wealth
Breakout Session 1: The Tax Horizon: Planning Ahead in a Shifting Regulatory Landscape
10:30 AM - 11:20 AM
Heritage 3
Steve Farbish, EisnerAmper
11:30 AM - 12:20 PM
Breakout Session 4: All Roads Lead to Infrastructure Investment
11:30 AM - 12:20 PM
Heritage 5
Michael Underhill, Cantor Fitzgerald
Breakout Session 3: Introduction to Leading Edge Investment Advisers
11:30 AM - 12:20 PM
Heritage 4
Keith Harris, BCD Advisors
Breakout Session 1: Strategic Insights in Action: Collaborative Case Study Roundtables
11:30 AM - 12:20 PM
Sunset Room
Marc Haiar, Concorde Investment Services
Breakout Session 2: Alts FundLINK: Simplifying & Centralizing Advisor Fund Data Access
11:30 AM - 12:20 PM
Heritage 3
Mike Faciana, Alts Fund LINK
12:30 PM - 1:30 PM
Networking Lunch
12:30 PM - 1:30 PM
Heritage Patio/Laguna Lawn
 
1:30 PM - 2:15 PM
State of The Firm
1:30 PM - 2:15 PM
Heritage Ballroom
Danielle Delongchamp, Concorde Investment Services
2:30 PM - 3:20 PM
Breakout Session 1: Solving the Roth Conversion Conundrum Using financial planning to help clients visualize if it’s right for them.
2:30 PM - 3:20 PM
Heritage 3
Daniel Charley, Alpine Brokerage Group
Breakout Session 2: Alternative Investment Exchange (AIX) Demonstration
2:30 PM - 3:20 PM
Heritage 4
Brad West, Alternative Investment Exchange
Breakout Session 3: Data Centers, Multifamily and Tax Strategies
2:30 PM - 3:20 PM
Sunset Room
Bill Shea, Carter Funds
Breakout Session 4: Study the Big Maps. Positioning Your Real Estate Portfolio in an Inflationary Environment
2:30 PM - 3:20 PM
Heritage 5
William Meyer, ERP Industrials
3:30 PM - 4:00 PM
Maximizing Potential: Technology Driving Operational Efficiencies
3:30 PM - 4:00 PM
Heritage Ballroom
Keith McMurry, Concorde Investment Services
4:00 PM - 4:30 PM
Regulation Nation: Test Your Compliance IQ
4:00 PM - 4:30 PM
Heritage Ballroom
Jena Stacey, Concorde Investment Services
4:30 PM - 5:15 PM
A Rep Panel: How to Pair Alternative Assets with Asset Management: No Longer a Silo Strategy
4:30 PM - 5:15 PM
Heritage Ballroom
Marc Haiar, Concorde Investment Services
Robin Edgar, Wealth Progression Group
Mark Kosanke, Concorde Financial Group
Steve Erickson, Wealth Investment Services
5:15 PM - 7:00 PM
Relax & Refresh - Free time
5:15 PM - 7:00 PM
 
 
7:00 PM - 10:00 PM
Dinner Havana Nights Themed
7:00 PM - 10:00 PM
La Boca Pool
 
8:00 AM - 9:00 AM
Networking Breakfast
8:00 AM - 9:00 AM
Heritage Patio/Laguna Lawn
 
8:00 AM - 2:00 PM
Concierge Desk
8:00 AM - 2:00 PM
The Scott Lobby
 
9:00 AM - 10:00 AM
Keynote: Unlocking Your Inner Superhero
9:00 AM - 10:00 AM
Heritage Ballroom
Erin Botsford, The Advisor Authority
10:10 AM - 11:00 AM
Breakout Session 3: Impactful Tax Strategies: 1031 & 721 Exchanges and Tax-Efficient Preferred Stock Overview
10:10 AM - 11:00 AM
Heritage 4
Gil Savransky, Bluerock
Jeff Loyd, Bluerock
Breakout Session 2: AI, AI, AI – the Intersection of Alternative Investments, Accredited Investors, and Artificial Intelligence
10:10 AM - 11:00 AM
Citrus Room
Emily Barrringer, SEI Access
Breakout Session 1: Multifamily, Hospitality, Office, and Development
10:10 AM - 11:00 AM
Heritage 3
Paul Coffin, Moody
Davison Nutt, Moody
11:00 AM - 12:00 PM
Breakout Session 1: The Secret Sauce to Building a Rockstar Business
11:00 AM - 12:00 PM
Citrus Room
Erin Botsford, The Advisor Authority
Breakout Session 3:Fueling the Future Under the Current Administration: Direct Energy Investment & Case Planning Opportunities
11:00 AM - 12:00 PM
Heritage 3
Nick Padula, U.S. Energy Development Corporation
Duncan VanDurme, U.S. Energy Development Corporation
Breakout Session 2: The Power of 1031 Tax Deferred Exchange
11:00 AM - 12:00 PM
Heritage 4
Jana Reyes, Asset Preservation Inc - 1031 Exchange
12:00 PM - 1:00 PM
Networking Lunch
12:00 PM - 1:00 PM
Heritage Patio/Laguna Lawn
 
1:10 PM - 2:00 PM
The Diamond Sponsor Showdown: Game Changing Strategies
1:10 PM - 2:00 PM
Heritage Ballroom
Andy Wang, Passco Companies
Brian Fritz, Inland Real Estate Investment Corporation
Thomas Belcher, Capital Square
Amy Arnold, Concorde Investment Services
2:00 PM - 2:45 PM
Alternative Investment Updates with the Concorde Due Diligence Team
2:00 PM - 2:45 PM
Heritage Ballroom
Amy Arnold, Concorde Investment Services
2:45 PM - 3:15 PM
Recognition Ceremony, The Top 25 and Leadership Conference Location Reveal
2:45 PM - 3:15 PM
Heritage Ballroom
Danielle Delongchamp, Concorde Investment Services
3:15 PM - 3:30 PM
Closing Remarks
3:15 PM - 3:30 PM
Heritage Ballroom
Danielle Delongchamp, Concorde Investment Services
3:30 PM - 5:00 PM
1-on-1 Meetings with Home Office (Click meeting tab to request)
3:30 PM - 5:00 PM
 
 
5:00 PM
Free time to explore Old Town Scottsdale
5:00 PM
 
 
Travel Day
 
 
 
Time Zone: (UTC-07:00) Arizona [Change Time Zone]