2011 EVENT SUMMARY
Below is a "Recap" of the events that were hosted by Integrated Financial and IFSG University. These fall into three primary categories:
-
Client Education / Investment Sponsor Dinner Briefings (clients and guests only)
-
"Stop The Wealth Leakage" Dinner Workshops (semi-public, clients and their guests)
-
Private Client Dinner Events (clients and guests)
Our commitment is to client education and the further development of a sense of "community" within our client family. Our objective is to provide the highest caliber of client experience, respective of both the content provided and the venue selected.
Review the list below - Almost FIFTY in total - and take a moment to consider the number of times YOUR financial advisor invited you out to dinner last year!
PRIVATE CLIENT EVENTS
(attendance limited to clients and guests)
| EVENT | DATE | VENUE | ATTENDANCE |
| Annual Client Appreciation Dinner | May 5th | Southfork Ranch, Parker | 221 |
| Referral Rewards Dinner | August 11th | Steve Field's Steak & Lobster Lounge, Plano | 42 |
| Frisco Rough Riders | August 24th | Dr. Pepper Ballpark, Frisco | 66 |
| Top Golf | October 12th | TopGolf Facility, Allen | 54 |
INVESTMENT SPONSOR BRIEFINGS / CLIENT EDUCATION
Over 2/3 of our activities were focused on client education, many of these events being smaller and more intimate groups - our focus for these events will always be on quality vs. quantity.
Events titled in RED represent Private "Accredited Investor" Programs
| SPONSORS / TOPICS |
DATE |
VENUE |
ATTENDANCE |
|---|---|---|---|
|
ITS Asset Management / Active Equities Management |
3/31 |
Silver Fox Steakhouse |
43 |
|
4/1 |
Pappadeaux Seafood Kitchen |
18 | |
|
ICON Equipment Leasing Fund XIV / Franklin Square Business Development Company (Discounted Corporate Notes) |
4/7 |
Silver Fox Steakhouse |
37 |
|
4/8 |
Pappadeaux Seafood Kitchen |
7 |
|
| Gemini Opportunity Fund IV (Secured Corporate Debt) / Noble Royalties Access Funds (Mineral Interest Energy Royalty Program) | 5/12 |
Pappadeaux Seafood Kitchen |
25 |
|
5/13 |
7 | ||
|
Beringer Harvard Multi-Family REIT / Real Estate Done 4 U Residential Rental Real Estate |
5/19 |
Ruth’s Chris Steak House |
33 |
|
5/20 |
Pappadeaux Seafood Kitchen |
6 | |
|
Cypress Equipment Leasing / Altegris Managed Futures |
5/26 |
Silver Fox Steakhouse |
9 |
|
Macquarie Equipment Leasing / Lightstone non-traded REIT |
6/2 |
Silver Fox Steakhouse |
21 |
|
Vertical Capital & Berkeley Capital - Private Whole Residential Loans Program & Private Real Estate LP |
8/3 |
Ruth’s Chris Steak House |
13 |
| 8/4 |
8 |
||
|
Inland Diversified Multi-Asset Class non-traded REIT |
8/17 |
Silver Fox Steakhouse |
20 |
|
8/18 |
12 | ||
|
ICON Equipment Leasing Fund XV & Hines Global non-traded REIT |
8/23 |
Silver Fox Steakhouse |
8 |
| 8/24 |
Pappadeaux Seafood Kitchen |
9 | |
| Carter Validus & Franklin Square | 8/30 | Silver Fox Steakhouse | 21 |
| 8/31 | 14 | ||
| Gemini & Hard Rock Exploration | 9/14 | Silver Fox Steakhouse | 15 |
| 9/15 | 7 | ||
|
CNL & Macquarie |
10/5 |
Silver Fox Steakhouse |
13 |
| 10/6 | 11 | ||
| ITS Asset Management | 10/13 | Pappadeaux Seafood Kitchen | 18 |
| U.S. Energy - Strategic Income & Alpha Drilling Programs / VII Peaks KBR - Co-Optivist B Fund | 10/26 | Silver Fox Steakhouse | 13 |
| 10/27 | 12 | ||
| W.P. Carey - CPA 17 non-traded REIT | 11/2 | Silver Fox Steakhouse | 11 |
| 11/3 | 13 | ||
| Cypress Equipment Leasing Fund 18 / Virtus Student Housing LP | 11/8 | Silver Fox Steakhouse | 10 |
| Vanclef Book Signing / Wealth Code Year End Update | 11/9 | Stonebridge Ranch Country Club | 27 |
| 11/10 | 17 | ||
| King Consolidated - Clearview II, LP - Developmental Drilling Program | 12/8 | King Consolidated Offices | |
| Bolinger & Hogue Retirement Trust Briefing | 12/13 | IFSG Office (2 Sessions) |
EDUCATIONAL DINNER WORKSHOPS
(limited public invitations, clients and guests)
| TOPIC | DATE | VENUE | ATTENDANCE |
|---|---|---|---|
| Stop The Wealth LeakageTM | 2/15 | Silver Fox Steakhouse | 43 |
| Stop The Wealth LeakageTM | 2/17 | Silver Fox Steakhouse | 57 |
| Stop The Wealth LeakageTM | 2/22 | Patrizio’s | 45 |
| Stop The Wealth LeakageTM Discounted Roth Conversion | 2/24 | Patrizio’s | 15 |
| Stop The Wealth LeakageTM | 6/7 | Silver Fox Steakhouse | 8 |
| Stop The Wealth LeakageTM | 6/14 | Silver Fox Steakhouse | 16 |
| Stop The Wealth LeakageTM Discounted Roth Conversion | 6/16 | Silver Fox Steakhouse | 11 |
| Stop The Wealth LeakageTM | 9/20 | Ruth's Chris Steak House | 13 |
| Stop The Wealth LeakageTM | 9/21 | Ruth's Chris Steak House | 21 |
| Stop The Wealth LeakageTM | 9/22 | Ruth's Chris Steak House | 31 |
| Stop The Wealth LeakageTM Discounted Roth Conversion | 9/27 | Ruth's Chris Steak House | 19 |
| Stop The Wealth LeakageTM | 10/20 | Silver Fox Steakhouse | 12 |
