RIA Spring Due Diligence Conference

An event centered around the best due diligence for Registered Investment Advisors in the alternative investment community.
MARCH 13TH - 15TH
SCOTTSDALE PLAZA RESORT

About The Event

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The FactRight RIA Spring Due Diligence Conference is designed to provide the premier source of perspective and advice for RIAs seeking access to alternative investments. Attendance will give you the opportunity to participate in the following:

  • Over 20 product presentations, featuring a variety of structures and strategies, including REITs, Interval Funds, Private Real Estate, DSTs, QOZs, Oil and Gas, etc.
  • FactRight’s signature closed-door due diligence sessions, where FactRight analysts lead RIAs through a candid discussion of the material risks and strengths associated with each product presented
  • Industry-relevant educational panels and presentations focused on market conditions, technology solutions, and regulatory developments impacting RIAs
  • Networking opportunities with more than 50 product sponsors and 130+ fellow RIAs

 

 

Agenda

12:00 PM
-
6:00 PM
Monday, March 13th
Registration/Boxed Lunches, Sponsor Sessions, Sponsored Cocktail Reception, Sponsor-Hosted Dine-Arounds
7:30 AM
-
6:00 PM
Tuesday, March 14th
Registration/Breakfast, Sponsor Sessions, Panels, Lunch, Cubs vs. Rockies Spring Training Game
7:30 AM
-
12:30PM
Wednesday, March 15th
Breakfast, Sponsor Sessions, Boxed Lunches, Departures

Venue

The conference will be held at the Scottsdale Plaza Resort in Scottsdale, AZ.

 

Travel Policy & Expectations

FactRight is proud to provide our RIA attendees with complimentary hotel and airfare accommodations. A travel agency representative will reach out to assist you with these bookings.

  • There is a 2-representative per firm limit. Please plan your chosen representatives thoughtfully in advance, as you will be notified by a FactRight team member should you exceed this limit. 

  • Complimentary registrations include a 2-night stay for the nights of Monday, March 13th, and Tuesday, March 14th. Any attendee that plans to stay longer than this period will be responsible for booking and covering the cost of those additional dates.

  • All hotel and airfare charges are covered by FactRight, based on the understanding that the attendee has come to partake in a bonafide due diligence event. It is FactRight's expectation that all RIAs in attendance will attend and participate in all conference sessions and activities. FactRight reserves the right to not refund amounts, or a portion thereof, of any registrant who does not adhere to announced attendance requirements.

  Presenting Sponsors:

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Burlington Capital-Logo-Thumbnail
Cantor Thumbnail
Capital Square Logo Thumbail-01
Core Pacific Thumbnail
Croatan Investments Logo Orange Thumbnail - square
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SquareEMPIRE_Square_Logo_BLACK-01
ExchangeRight Logo
Flatirons Thumbnail
Group RMC - Logo - Thumbnail
Hines Thumbnail
InCommercial_logo_1280x720_thumbnail-01
Keystone Logo 600x600
Leitbox Storage Partners - Thumbnail
Mewbourne Thumbnail_Updated Jan 2022
NexPoint Logo Square (002)-01
Overmoon Stacked Thumbnail
Palladius Thumbnail
Peachtree Thumbnail
Prospect Capital Logo Thumbnail
Seedbrite
StratCap Thumbnail Updated 2022
U.S. Energy Thumbnail-1

Reception Sponsors:

Phoenix American Thumbnail
THE TRUE LIFE_COMPANIES (002)

Exhibit Sponsors:

Ashford Platinum Thumbnail
Bourne Logo_4cEPSforsponsorships-01-1
Buddy Mac Holdings 600x600
DWS_transparent BG_600x600-1
Forum Capital Advisors Thumbnail
MHP Thumbnail-01
Patrick Capital
Resource Royalty Logo
Roer-cos-logo-vertictal-600x600
STL_Resources Inc. Thumnail
TradeBacked Logo
triton
urban-1
Wildermuth Wealth-Thumbnail
Yrefy LOGO

Amenity Sponsors:

CALCAP-Advisors-R-Thumbnail-01
Caliber Thumbnail-1
Sovereign thumbnail 200x200-1