September 28-29

Le Meridien Hotel  |  Denver, Colorado

REGISTER NOW

Join fellow Advisers in person to discover why and how top Investment Advisers use private funds to fuel their growth. You’ll walk away with a ready-to-implement plan to launch your own Private Fund along with a proven strategy to market your fund and propel your business growth.

Million Dollar Content

Actionable Strategies

Unmatched Networking Opportunities

“Every adviser looking to stay relevant and propel business growth needs to open a private fund. Advisers who understand the benefits of private funds deliver invaluable service to their clients.”

– Adam Ponder, CEO, Alta Trust

The Private Fund Conference will include…

  • Inspiring & Informational Keynotes from World-Class Professional Speakers
  • Powerful Breakout Sessions Filled with Actionable Content
  • Ample Networking Opportunities with Top Industry Professionals
  • Guidance and Training from Private Fund Experts
  • See How to Take Your RIA to the Next Level
  • Delicious Meals & Snacks Provided Throughout the Conference
  • Night Out at Coors Field to Watch the Rockies take on the Nationals
  • Exclusive Networking Dinner with Conference Attendees and Guests
  • Opportunity to Use Your Registration Fee Toward Launching a Private Fund with Alta Trust

Keynote Speaker

Mitch Lowe

Top Business Speaker and Entertainment Speaker, Co-Founding Executive of Netflix, Former President of RedBox

Mitch Lowe will share his experiences with disruption in the entertainment industry. Mitch’s experience will help Investment Advisers start thinking outside of the box and gain confidence to break the mold in their industry.

Featured Speakers 

Robert Velotta

CPA, Cohen & Company

Mike Moradi

Co-founder and Managing Director, R3 Bio

Adam Ponder

CEO, Alta Trust

Fay Matsukage

Senior Counsel, Doida Crow Legal

Camille Clemons

Executive Director Business Development, Cohen & Company

Zach Wiegert

CEO, Goldenrod Companies

Stephen Ponder

Executive Vice President, Alta Trust

Judd Kohn

Managing Director and Head of Private Credit Enterprise Lending Solutions, White Wolf Capital, LLC

Nathan Crisenberry

Chief Operating Officer, Alta Trust

Paul Barausky

Chief Distribution Officer, Sealy Investment Securities

Audrey Howes

Founder & Chief Marketing Nerd, 27th Letter Media

Timothy LeRoux

Director, Broyhill Asset Management

Clint Sorenson

Co-Founder, Wealthshield

Schedule
At-a-Glance

 

We have carefully cultivated our schedule and speakers. Agenda and speakers subject to change.

DOWNLOAD FULL AGENDA

TUESDAY, 9/28

11 a.m. Registration Opens

Kick-Off Luncheon

General Session One
Keynote: The Global Economy: Public and Private Investments, Clint Sorenson, CFA, Co-Founder, WealthShield

Breakout Sessions

General Session Two
Keynote: Impact Investing in Regenerative Medicine, Mike Moradi, Co-Founder & Managing Director, R3 Bio
How RIAs and Their Clients Can Scale Into the Future, Rob Dearman

Rockies Game & Dinner

WEDNESDAY, 9/29

Breakfast

General Session Three
Keynote: Netflix or Blockbuster, Which One Are You?, Mitch Lowe, Netflix Executive Co-Founder

Breakout Sessions

Rooftop Luncheon

General Session Four
Keynote: 15 Reasons A Private Fund Makes Sense For You and Your Clients, Camille Clemons and Rob Velotta, Cohen & Co
Panel Discussion: Making Private Investments Accessible, Michael Bell, Tim LeRoux and Paul Barausky

Breakout Sessions

Closing Session
Keynote: Private Real Estate Investing For RIAs, Zach Weigert, CEO, Goldenrod Companies
Keynote: Expand Your Vision. Expand Your Possibilities, Adam Ponder, CEO, Alta Trust Company & Managing Partner, Structure Private Equity

Offsite Networking Dinner

Sponsors

DIAMOND SPONSOR

PRESENTING SPONSOR

PLATINUM SPONSOR

PLATINUM SPONSOR

GOLD SPONSOR

SILVER SPONSOR

SILVER SPONSOR

BECOME A SPONSOR

Conference PackageGreat Value

$ 495

Limited space available
  • Informative & Inspirational Keynote Sessions
  • Headliner Keynote with Mitch Lowe
  • Actionable Breakout Sessions
  • High-Level Networking Opportunities
  • Welcome Dinner & Game at Coors Field
    Colorado Rockies vs. Washington Nationals
  • Breakfasts at AC Kitchen in the Le Meridien
  • Lunches on Denver’s Highest Open-Air Rooftop with Views of the Rocky Mountains
  • Exclusive Networking Dinner with Conference Attendees & Guests
  • Registration Fee Credit Toward New Private Fund with Alta Trust
  • Signed Copy of Private Funds for Investment Advisers by Adam Ponder

Guest PackageAdd-On

$ 295

only available with conference package
  • Welcome Dinner & Game at Coors Field
    Colorado Rockies vs. Washington Nationals
  • Breakfasts at AC Kitchen in the Le Meridien
  • Lunches on Denver’s Highest Open Air Rooftop with Views of the Rocky Mountains
  • Exclusive Networking Dinner with Conference Attendees & Guests
  • Guest must be 21 years of age or older

     

HotelAdd-On

$ 219

per night • Valid Sept. 28 & 29 only
  • 1 Room at Le Meridien Hotel in Downtown Denver

Frequently Asked Questions

What safety precautions are you taking related to Covid-19?

We are following the lead of the City of Denver, Denver Public Health, and the Le Meridien Hotel for all Covid-related safety precautions. They currently have enhanced cleaning protocols, social distancing measures, mask requirements. With vaccinations increasing nationwide we know much can change between now and September. We will continue to update attendees as the conference comes closer.

Le Meridien’s policies are continually being updated and can be found here.

Who can I bring as my guest?

A spouse, sister, brother, friend… anyone 21+ who’d like to come enjoy the Mile High City while you attend the conference. Guests will not have access to any of the conference sessions. Anyone interested in attending the sessions needs to purchase a full conference package. Guests need to share a hotel room with the conference attendee or reserve their own.

Can I add a guest to my registration at a later time?

If you would like to add a guest to your registration after you have registered, please contact us at events@trustalta.com.

What travel/transportation will be provided?

Conference attendees are responsible for travel to and from the Conference. Parking is not included in the conference package.

What is your refund policy?

If you are unable to attend the event for any reason, you may request to cancel. Attendees who cancel prior to July 31, 2021, will receive a full refund less a deposit of $195. Attendees who request to cancel August 1-August 31, 2021 will receive a refund less a deposit of $295. Guest Package can be canceled for a full refund through September 10, 2021.

Contact us at events@trustalta.com with a request to cancel.

Can I transfer my Conference Package to someone else?

If you would like to transfer your conference package to a new attendee, please contact us at events@trustalta.com before Friday, September 24, 2021.