Annual Investor Meeting 2024

Join us for a day of insights, strategy, and networking with our team and fellow investors. We will be announcing new offerings and strategies resulting in wealth growth and preservation.


April 20, 2024


9am - 2pm


Omni Barton Creek Resort & Spa


The following agenda is subject to change.

9:00 - 9:45 am
Breakfast and Networking
9:45 - 10:50 am
Overview & Macro Environment
10:50 - 11:00 am
Networking/Q&A Break
11:00 - 12:15 pm
Real Estate Service Highlights
12:15 - 12:45 pm
Lunch, Q&A, Networking
12:45 - 1:20 pm
Investment Opportunities & Performance, Closing Remarks
1:20 - 2:00 pm
Cocktails, Q&A, Networking


Omni Barton Creek Resort & Spa

8212 Barton Club Drive 

Austin, Texas 78735

Frequently Asked Questions

Can I bring family or friends?
This event is for investors and their spouses. Please no children or additional guests.
Smart casual or country club attire.
The event will include breakfast, lunch, and an afternoon cocktail hour. If you have any dietary requirements, please note those in your RSVP.

Let Us Know You Are Coming!