Learn & Grow - December 2022 - Accountable Equity
Skip to content Skip to footer

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



Renault Winery & Resort
72 Bremen Ave
Egg Harbor City, NJ 08215

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

Saturday, December 3

8:00 AM – Breakfast


8:30 AM – Introductions  

8:45 AM – Michael Trefel – On Accountable Equity

9:00 AM – Richard Willson – An introduction to The Family Office


9:15 AM – Bob Wells – Morning Mastermind


10:00 AM – Josh McCallen – Legacy Investing

10:45 AM – Melanie McCallen –  Vivamee Update and Vision


11:15 AM – Lance Knaub – The 4% Break-Thru


12:00 PM – Lunch


1:00 PM – Keynote Speaker -Richard Wilson | Family Office Club


2:00 PM – Amit Gaglani – Fund Updates & Opportunities


3:00 PM – Conference Wrap Up and Q&A


3:45 PM – Additional Property Tours

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.



Our Resorts

The Renault Winery Resort https://www.renaultwinery.com/
LBI National Golf & Resort https://lbinational.com/


For Media Inquiries

*The information provided is for convenience only. It is not investment advice or a recommendation, it does not constitute a solicitation to buy or sell securities, and it may not be relied upon in considering an investment in an Accountable Equity fund. Past performance is no guarantee of future results. Any historical returns expected returns or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss. Investment in Accountable Equity funds is available only to independently verified “accredited investors” through an offering made in accordance with Rule 506(c) under Regulation D of the Securities Act of 1933. Before investing in any Accountable Equity fund, prospective investors should consider carefully the investment objective(s), risks, arches, and expenses. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of the data provided. Accountable Equity does not provide legal or tax advice. Prospective investors should consult with a tax or legal adviser before making any investment decision.

** IRR and Equity Multiple listed above represents the property’s internal rate of return (IRR) or Equity Multiple based on the property’s forecasted cash flows generated over a period of time and the amount invested in the property. This is different from the forecasted IRR or Equity Multiple to the investor in the applicable fund or other investment vehicle.

***The website may contain forward-looking statements. You should not rely upon forward-looking statements as predictions of future events. These statements involve known and unknown risks, uncertainties, and other factors that may cause an investment’s actual results to be materially and adversely different from those expressed or implied by these forward-looking statements. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss. Before making an investment decision with respect to any offering, potential investors are advised to carefully read the related subscription and offering memorandum documents and to consult with their tax, legal and financial advisors. Accountable Equity does not give investment advice or recommendations regarding any offering posted on the website.

Ⓒ 2024 Accountable Equity - All Rights Are Reserved.

Skip to content