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ANNUAL DUE DILIGENCE

CONFERENCE 2025

The premier event dedicated to due diligence for wealth managers in the alternative investment community

Sept 8 - 10 | Salt Lake City

The Grand America Hotel

About The Event

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The FactRight Annual Due Diligence Conference 2025 is designed to provide the premier source of perspective and advice for wealth managers seeking access to alternative investments. Attendance will allow you to participate in the following:

  • Over 25 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 wealth managers through a candid discussion of the material risks and strengths associated with each product presented
  • Industry-relevant educational panels and presentations on topics impacting broker-dealers, RIAs, and family offices
  • Networking opportunities with more than 50 product sponsors and 200+ wealth managers

Presenting Sponsors

Reception & Amenity Sponsors

  • BrookfieldOaktree_WS_Logo_Horiz_Color-1
  • RealAssets_Logo_500px
  • VISTRA_Logo_Vistra_Blue_RGB

Exhibit Sponsors

  • ADISA logo (red-cmyk)
  • Ashford Platinum Stacked Trans
  • BVRE Logo Stack-1
  • FG Logo
  • GLADSTONE LG_2016 (1)
  • hamilton-point-investments-logo
  • Quartus Final Logo
  • Starboard Thumbnail
  • TrinityLogo_Vertical

 

 

Agenda

11:30 AM
-
7:30 PM
Monday, September 8
Registration/Boxed Lunches, Sponsor Sessions, Sponsored Cocktail Reception, Sponsor-Hosted Dine-Arounds
7:30 AM
-
6:30 PM
Tuesday, September 9
Breakfast, Sponsor Sessions, Panels, Lunch, Sponsored Cocktail Reception, Sponsor-Hosted Dine-Arounds, 8 PM - 11 PM Sponsored After Hours at Quarters Arcade Bar Downtown
7:30 AM
-
12:30PM
Wednesday, September 10
Breakfast, Sponsor Sessions, Boxed Lunches, Departures

Venue

The conference will be held at the Grand America Hotel in Salt Lake City, Utah.

 

Travel Policy & Expectations

FactRight proudly provides our wealth manager attendees with complimentary hotel and airfare accommodations. A travel agency representative will reach out to assist you with these bookings. Wealth Manager attendees are responsible for any other travel associated costs to and from your home airport.

  • There is a 2-representative per firm limit. 

  • Complimentary registrations include a 2-night stay for the nights of September 8 to 9. Any attendee who 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 not to refund amounts, or a portion thereof, of any registrant who does not adhere to announced attendance requirements.