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: March 17-19, 2025
- Venue: The Westin Kierland Resort & Spa — Scottsdale, Arizona
- Status: Registration is Open
- Dates: September 8 – 10, 2025
- Venue: The Grand America Hotel – Salt Lake City, Utah
- Status: Registration Opens May 2025
- Dates: March 25-27, 2026
- Venue: The Westin Kierland Resort & Spa — Scottsdale, Arizona
- Status: Registration Opens in December 2025
- Dates: August 26-28, 2026
- Venue: JW Mariott — Nashville, TN
- Status: Registration Opens in May 2026
Due Diligence Reporting
Photos From Prior FactRight Conferences
Past Conference Recap Blogs from FactRight
Highlight Reel from FactRight’s 2024 RIA Spring Due Diligence Conference
by Kate Stephany on March 13, 2024
With March Madness upon us, what better way to celebrate then to recap some of the shining moments that happened at the FactRight RIA Spring Due Diligence Conference—and what a conference it was!
FactRight Takes Salt Lake City
by Kate Stephany on September 7th, 2023
How amazing Salt Lake City was!! Thank you all for coming, and I mean ALL. Over 400 total attendees, all! We, the FactRight staff, cannot thank you enough or be more appreciative of your continued support and participation.
Highlights from FactRight’s 2023 RIA Spring Due Diligence Conference
by Sarah Thommes on March 23, 2023
We say this every conference, but we are so beyond grateful to all of you for making this Spring RIA Due Diligence Conference in beautiful Scottsdale, Arizona such a success! With over 350 total attendees, the FactRight staff cannot be more appreciative of your continued support and participation.
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.