Due Diligence Conferences
FactRight’s Due Diligence Conferences are designed to provide the premier source of perspective and advice for wealth managers seeking access to alternative investments. Attendance gives wealth managers the opportunity to participate in product sponsor presentations featuring a variety of structures and strategies, including REITs, Interval Funds, Private Real Estate, DSTs, QOZs, Oil and Gas, and more. Additionally, wealth managers will be able to sit in on FactRight’s signature closed-door due diligence sessions, where FactRight analysts lead a candid discussion of the material risks and strengths associated with each product presented, as well as attend other industry-relevant educational panels and presentations focused on market conditions, technology solutions, and regulatory developments.
- Dates: August 28 – 30, 2023
- Venue: The Grand America Hotel – Salt Lake City, Utah
- Status: Registration Opens May 2023
- Dates: February 26 – 28, 2024
- Venue: The Scottsdale Plaza Resort – Scottsdale, Arizona
- Status: Registration Opens December 2023
- Dates: September 11 – 13, 2024
- Venue: JW Marriott – Nashville, Tennessee
- Status: Registration Opens May 2024
Due Diligence Reporting
Photos From FactRight’s 2022 Annual Due Diligence Conference
Past Conference Recap Blogs from FactRight
FactRight’s Annual Due Diligence Conference Takes Music City
by Kate Stephany on August 31, 2022
We came, we saw, we diligenced. I know we say it every year, but we mean it. Truly. Thank you for making this conference in Nashville, Tennessee, our biggest and best yet with more than 370(!) total attendees. With record-breaking attendance, the FactRight staff couldn’t be more grateful for your support and appreciate all the positive feedback we have received from so many of you.
Highlights from FactRight’s RIA Spring Due Diligence Conference
by Kate Stephany on March 23, 2022
Was it just me, or did our most recent conference in Scottsdale feel, dare I say it, almost normal? I mean, the sun was shining, the palms were swaying, and the beer burro was melting hearts. We’ve said it before, and I’m going to say it again, but THANK YOU!! This conference was our largest, biggest, and bestest. That is not a typo. It had an even greater attendance than our 2021 Fall Due Diligence Conference last year in Denver. The FactRight staff cannot be more grateful for your support and appreciate all the positive feedback we received from so many.
Highlights from FactRight’s 7th Annual* Fall Due Diligence Conference
by Kate@FactRight.com (Kate Stephany) on September 22, 2021
I know we say it every year, but we mean it. Truly. Thank you for making this conference in Denver, Colorado, our biggest and best yet with more than 300 total attendees. With record-breaking attendance, the FactRight staff couldn’t be more grateful for your support and appreciate all the positive feedback we have received from so many of you. So, here’s some positive feedback for you
Here at FactRight, we want to take a moment to say thank you to all the financial advisory firms and sponsors alike, who took time out of their busy schedules to join us last week in Scottsdale for FactRight’s 2021 Spring Due Diligence Conference. With record-breaking attendance, we couldn’t be more grateful for your support and appreciate all the positive feedback we have received from so many of you.