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.
Date
April 20, 2024
Time
9am - 2pm
Location
Omni Barton Creek Resort & Spa
Agenda
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
Location
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.
What is the dress code?
Smart casual or country club attire.
Will meals be provided?
The event will include breakfast, lunch, and an afternoon cocktail hour. If you have any dietary requirements, please note those in your RSVP.
I am traveling from out of town, where should I stay?
The Omni Barton Creek Resort & Spa, where the meeting will be held, is an excellent option. If you are spending time in other parts of town, take a look at our short list of hotel recommendations here.
Can I schedule a one-on-one meeting while I’m in town?
Yes! Our team is happy to meet with you to discuss your portfolio. You can schedule one-on-one meetings with our team during your visit. Let us know you want to meet in the RSVP form below and we will contact you to arrange the details.
What other activities do you recommend while I’m in town?
Austin is an incredible city with lots to do. April is typically a great time of year to enjoy the outdoors in Austin. Golfing, exploring downtown, or taking a day trip into the hill country are great options. And of course make time to enjoy some of Austin’s delicious Barbeque and Tex Mex. Reach out to our team in the RSVP form below for specific recommendations to suit your tastes and interests. Whether you are coming from near or far, you can stop by our office and visit with our team. We are happy to schedule site tours with you to look at investments. Let us know you are interested in the RSVP form below and we will reach out to you to arrange the details.
