Learn & Grow
Investment Summit
Renault Winery & Resort
December 3rd, 2022
Egg Harbor City, NJ
Josh McCallen
Managing Partner
Accountable Equity
Richard Wilson
Family OfficeClub
Keynote Speaker
Grow your wealth with Accountable Equity
Join us on Saturday, December 3rd, for the Accountable Equity Investor Summit at the Historic Renault Winery Resort.
This must-attend event will introduce you to the power of Hospitality investment and how an investment community built by investors for investors provides you with your own “unfair” advantage!
On Saturday, December 3rd, join us for an early breakfast at 8 am, followed by an impactful day of learning, including a mastermind with Bob Wells, a founding member of the GoBundunce organization and a workshop with Dr. Lance Knaub, author of the 4% Break-Thru. After an exquisite lunch prepared by our famous executive chef, participate in a powerful keynote conversation with Richard C. Wilson of Family Office Club, who advises $100MM families about investing and wealth creation.
Learn and Grow Investor Summit is a great opportunity for accredited investors to network with other investors, experience our amazing resort, and learn about Accountable Equity fund performance, future developments, and opportunities.
We invite you to bring the whole family and experience the Holiday season at Renault. There will be plenty of activities for the kids alongside the summit and our Vintner village will be in full swing with shops, ice skating, fire pits, and a pavilion.
December is always magical at Renault and we can’t wait to see you there!
Space is limited, RSVP today to guarantee your spot!
Come grow your wealth with Accountable Equity!
Additional networking opportunities for Accredited Investors and their families on Friday night, December 2nd.
RSVP required.
Please note that the team is working very hard to bring you this incredible event and is looking forward to greeting everyone. As we expect to be at capacity and have people on the waiting list, we would greatly appreciate it if you let us know in advance if your plans have changed and you are not able to attend. Simply email mtrefel@accountableequity.com to let us know 48 hours prior to the event.
* Full ticket price of $150 may be charged for unattended reservations.
This year, the event is larger than ever!
Reserve your seat before it sells out!
Date and Time
Saturday, December 3rd, 2022
8:00 AM – 4:00 PM
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
Saturday, December 3
8:45 AM – Michael Trefel – On Accountable Equity
9:00 AM – Richard Willson – An introduction to The Family Office
There is a separate program for kids throughout the day, including story time with Santa, Tractor rides, and hands on workshops. (Please bring coats for the kids, as some activities will be held outside).
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.
