ELITE RIA & Family Office Investment Opportunities Summit for RIA * Family Office * HNWI​ * Accredited Investors

​Exclusively for: RIAs, Family Offices, Professional Athletes, HNWI

​​ELITE Investment Opportunities Summit - Big Canyon Country Club

​​Exclusive 1-Day Due Diligence Summit

​Independent RIAs (Minimum $250M AUM), Family Offices, Professional Athletes and High Net Worth Investors are invited to attend. 

​There are a few seats available for the Day 2, Friday, August 22, 2025 ELITE RIA & Family Office Investment Opportunies Summit that will be located at the Big Canyon Country Club, established in 1971 and is a private, member-owned club.  Video    Website 

​Opportunties to present and sponsor - See below

​T.J. Coveyou is a member of Big Canyon and has offered to host the day 2 event. T.J. is the Co-Founder and Managing Partner of Newport Private Group and is developing and building the Capistrano Ranch. a world-class private hunter/jumper training facility with the needs of elite horses and riders in mind.  Website

​​Best in Class Presenters Include:

• ​​Institutional Real Estate Managers

• ​​Alternative Investments

• ​​Asset Managers

• ​​Institutional Credit Managers

• ​​Blockchain and Cryptocurrency 

• ​​Opportunity Zones

• ​​Venture Capital

• ​​Private Equity 

• ​​Tax Deferred Annuities

• ​​Investment Banking

• ​​Alternative Energy Companies

• ​​Life Insurance 

• ​​Hedge Funds 

​​Education is the Cornerstone of the ELITE Conferences / Summits.

​​Sessions at the Conference / Summit Include:

• ​​Due Diligence & Risk Management

• ​​Best Practices

• ​​Family Governance 

• ​​Unique Income Strategies

• ​​Retirement Planning

• ​​Tax Strategies 

• ​​Succession / Legacy Planning 

• ​​Cutting Edge Sales and Marketing Ideas

• ​​Succession Planning

• ​​Regulatory Compliance Hot Topics

• ​​ESG / Impact Investing

• ​​FinTech / Cyber Security

• ​​Access to Deal Flow

• ​​Cross Border Opportunities

• ​​How to Select the Best Asset Managers

• ​​Philanthropy

​Investment Product Sponsor - $5,000 USD

• ​15-Minute presentation to all attendees

• ​2 sponsor attendees

• ​Meals Included

• ​Logo prominently displayed on signage at the summit

• ​Electronic list of conference attendees

• ​Full-Page compliance approved Ad in the summit guide

• ​Extra sponsor attendees $1000 per attendee

​​Service Provider Sponsor (Lawyer, CPA, Custodian) - $3,750 USD

• ​15-Minute presentation to all attendees

• ​1 sponsor attendee

• ​Meals Included

• ​Electronic list of conference attendees

• ​Extra sponsor attendees $1,250 per attendee