Learn & Grow
Investment Summit
Kent Island Resort

August 11-12, 2022
Stevensville, MD

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Josh McCallen

Managing Partner
Accountable Equity

Whitney Sewell

Life Bridge Capital
Keynote Speaker

Grow your wealth with Accountable Equity

Join us for the Accountable Equity Summer Investment Summit.  This must-attend event will introduce you to the power of Hospitality and Multifamily investment.

This Summit is also a family-focused event with kid-friendly activities and topics that focus on generational wealth-building.

Join us on Thursday, August 11th, for the Tour of Kent Island Resort, see the incredible transformation of this historic property, followed by networking and a special dinner.

On Friday, August 12th, join us early for breakfast at 8 am, followed by an exciting day of our quarterly Learn & Grow Investors Summit.

Come for one day or both. It’s a great opportunity to network with other investors, experience our amazing resort, learn about Accountable Equity fund performance and future developments, and hear from our special keynote speaker Whitney Sewell.  Whitney is the founder of Life Bridge Capital, one of the top leaders in the multi-family investment space, and we are very excited to have him as our keynote speaker at Kent Island Resort.

For this Learn & Grow Summit, we have also planned a special day for the kids, so that the whole family could come, enjoy and grow together with us!

We can’t wait to see you there!

Children’s Track

Throughout our program, we will have activities with our Chef, and fun games and surprises! Be sure and give us the number of children you are bringing along with their ages so we can be prepared!

Only $150 per person

Date and Time

Friday, August 12, 2022
8:00 AM – 4:00 PM

 

Location

Kent Island Resort
500 Kent Manor Dr.
Stevensville, MD 21666
View Google Map

 

About Us:

ACCOUNTABLE EQUITY is an integrated development, management, and private equity company.

Our mission is to offer accredited investors access to some of the most compelling private offerings available today. Our goal is to be accountable for the equity entrusted to our care by our investor partners.

We are committed to offering our investor partners a level of management and development expertise that is typically only available for the largest family offices and institutional investors.

Today, the accredited investor is looking to participate in alternative investments which extend beyond publicly traded equities.

Daily Agenda

Thursday, August 11th

6:00 PM – Registration & Check-In

6:30 PM – Meet & Greet | Cocktails and Hors d’Oevres at the Farmstead

7:00 PM – Tour of Kent Island Estate

7:30 PM – Dinner & Networking at the Farmstead

Friday, August 12th

8:00 Breakfast

9:00 AM – Morning Mastermind & Introductions

9:45 AM – Josh McCallen – Yours In Gratitude

10:45 AM – Melanie McCallen – Kent Island Resort update and vision

11:30 AM – Amit Gaglani

12:00 PM – Lunch

1:00 PM – Keynote Speaker -Whitney Sewell | Family Wealth

2:00 PM – Accountable Equity – Fund Updates & Opportunities

3:00 PM – Conference Wrap Up and Q&A

3:30 PM – Additional Tours

ACCOUNTABLE EQUITY is the partner of thoughtful accredited investors who seek to benefit from tax-advantaged investments and who want a team of professionals who will be accountable with their investments in privately offered equities. ACCOUNTABLE EQUITY does not give investment advice, endorsements, analysis or recommendations with respect to any securities. Nothing contained in this email constitutes tax, legal, insurance or investment advice, nor does it constitute a solicitation or an offer to buy or sell any security or other financial instruments, which only can be made through official offering documents that contain important information about risks, fees, and expenses.

https://www.investor.gov/additional-resources/news-alerts/alerts-bulletins/investor-bulletin-accredited-investors

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