2023 Partner Conference

San Antonio
Hill Country Hyatt
-
May 4-7

Conference Live Stream

All sessions of this year's Eckard Partner Conference will be live streamed. In addition to live stream access, you can submit questions, participate in an attendee forum, and keep notes all with one helpful web app. The web app is available for both online and in-person attendees.

2023 Partner Conference

Itinerary

Thursday MAY 4TH schedule // meet & greet

  • Oil & Gas - What Are The Drivers?
    Oil & Gas - What Are The Drivers? 2:00 PM - 3:30 PM

    Location // Bandera Conference Room

    To be successful in making investments directly into oil and gas assets, it is critical to understand the marco drivers that move the industry. Whether you're an industry professional, or a newer partner, this session will provide valuable information from Eckard's perspectives on the oil and gas industry. and how Eckard's team views these drivers.

  • Conference Registration
    Conference Registration 2:00 PM - 8:00 PM

    Location // Hill Country Foyer

    Pick up your conference lanyard, materials, and visit the Eckard Swag Shop.

  • Self Storage Industry - What Is Today's Market Like?
    Self Storage Industry - What Is Today's Market Like? 4:00 PM - 5:00 PM

    Location // Bandera Conference Room

    Guest Speaker - Jake Vanderslice

    The self-storage industry has seen tremendous growth in recent years. We wish to address this sector and what it looks like and going forward. What can an investor learn about the overall investment market from understanding self-storage as it relates to residential and commercial activity. This session will provide an overview of the self-storage trends, today's investment opportunities, and the challenges in the self-storage market.

  • Hotel Check-In
    Hotel Check-In 4:00 PM - MIDNIGHT

    Location // Hill Country Hyatt Front Desk

  • Cocktails & Welcome Dinner
    Cocktails & Welcome Dinner 6:00 PM - 9:00 PM

    Location // Hill Country Ballroom

    Cocktails begin at 6:00 PM, with come and go dinner starting at 7:00 PM.

  • Casino & Karaoke
    Casino & Karaoke 8:00 PM - 11:00 PM

    Location // RW Pavilion

    That's right, American Idol has nothing on us (or so we hope...)

    1st Place: Best Solo $500
    2nd Place: Best Duet $500
    3rd Place: Worst Performance of the Night $500

Friday MAY 5TH schedule // Activities

  • Breakfast
    Breakfast 7:00 AM - 8:00 AM

    Location // Hill Country Ballroom

  • Activities
    Activities 10:00 AM - 3:00 PM

    Location // Buses will depart for respective activities from the Windmill Motor Court.

    Lunch will be provided during each activity. Activities include:

    Best of San Antonio Tour
    Mission Kayak Tour
    Historic Missions Tour
    Pearl District Tour
    Food Enthusiasts Demo Class at the Culinary Institute of America
    Glass Blowing Demo & Brewery Tour
    National Shooting Complex: Clay Shooting
    Natural Bridge Caverns + Twisted Zip Trails and Ropes
    Brewstillery Tour

    Hotel Activities
    Hotel Spa - Limited Space Available
    Hotel Golf Tournaments

  • How Eckard Builds Mineral Portfolios
    How Eckard Builds Mineral Portfolios 8:00 AM - 9:00 AM

    Location // Fredericksburg Conference Room A-C

    George Grunau
    Trevor Harlos
    Garrett Flowers
    Trevor Eckard

    Members of Eckard's Acquisition team will be on hand to discuss how they assemble mineral acres to create ELA's various mineral portfolios, and will share insights into the way Eckard views minerals and the portfolios we offer. Attendees will gain a better understanding of the values involved and how our team takes an in-depth approach toward our mineral portfolio strategy and design.

  • Understanding The Acquisition Cycle
    Understanding The Acquisition Cycle 9:00 AM - 10:00 AM

    Location // Bandera Conference Room

    Matt Marchiori
    Garrett Flowers

    This session will provide insight into the Eckard viewpoint of the mineral rights acquisition cycle and will discuss Issues like research, components of the cycle to be considered, expected timelines, and how the cycle evolves from step one until minerals are in pay. Topics may include identification of areas of interest (AOI’s), Eckard’s approach to negotiations, standard due diligence, filing of deeds, notification to operators, and much more,

  • Due Diligence
    Due Diligence 10:00 AM - 12:00 PM

    Location // Fredericksburg Conference Room E-G

    Guest Speaker - Al Philips
    Troy W. Eckard

    The fundamentals of basic due diligence are necessary for every investment. It is important to note the difference between pre and post due diligence, topics which require distinct questions and precise answers. This session will focus on the due diligence process, required expectations, and other key considerations to help sophisticated investors mitigate risks and maximize returns.

  • Maximizing Your Eckard Experience
    Maximizing Your Eckard Experience 11:00 AM - 12:00 PM

    Location // Fredericksburg Conference Room A-C

    Ryan Norris
    Chuck Pope

    This session will help Eckard partners maximize their experience by how to best utilize all the tools developed by the Eckard team. The Team will demonstrate the central features of the Eckard Insight app, discuss essential resources available, and help Eckard partners understand how to leverage the app's marketplace and real-time data, keeping them up to date on new investments.

  • Eckard's Transition
    Eckard's Transition 12:00 PM - 1:00 PM

    How We are Building Eckard for the Next Decade

    Location // Fredericksburg Conference Room E-G

    Troy W. Eckard
    Matt Marchiori
    Ryan Norris
    Trevor Eckard

    Transitions can be challenging processes, but with the right strategies and planning, they can also be an opportunity for growth and development. This session will explore management’s current focus, opportunities going forward, and plans to build the team to ensure Eckard’s competitive position in the marketplace.

  • Walking Through The Revenue Process As A Mineral Owner
    Walking Through The Revenue Process As A Mineral Owner 1:00 PM - 2:00 PM

    Location //Location // Fredericksburg Conference Room D-G

    Matt Marchiori
    Trevor Harlos

    This session is designed to provide Eckard partners a greater clarity in their revenues for all asset classes managed by Eckard. Partners will be able to discuss in-depth aspects of revenue statements, explore accounting processes for Eckard managed assets, and leave equipped with the necessary knowledge to navigate the revenue process with confidence.

  • Production Characteristics
    Production Characteristics 1:00 PM - 2:00 PM

    Understanding How Oil & Gas Wells Work

    Location // Fredericksburg Conference Room A-C

    George Grunau
    Trevor Eckard
    Kyle Poeske

    The Eckard team will discuss the technical aspects of oil and gas well production. This session will provide an overview of drilling, completion, and production of oil and gas wells. Additionally, the team will address decline curves, infill drilling, multiple reservoirs and operator influence on production results.

  • Creating Wealth Through Multifamily Real Estate
    Creating Wealth Through Multifamily Real Estate 1:00 PM - 2:00 PM

    Location // Bandera

    Guest Speaker - Pranay Parikh

    Come to hear how you can create tax-advantaged wealth for generations through multifamily real estate and the three most important factors when differentiating a bad deal from a great deal.

  • Converting Your Self Directed IRA
    Converting Your Self Directed IRA 2:00 PM - 3:00 PM

    How To Use Your Self-Directed IRA to fund an investment in Mineral Rights

    Location // Bandera Conference Room

    Guest Speaker - Derreck Long

    Join Derrick Long for an in-depth look into the process of investing through a Self-Directed IRA. Partners will discover the advantages of utilizing a SDIRA to invest in minerals, as well as the necessary rules and regulations that govern such investments. This session is for partners of all levels of experience, from those who are new to investing in mineral rights, to more seasoned partners looking to expand their investment portfolio.

  • Understanding Working Interest Participation
    Understanding Working Interest Participation 2:00 PM - 3:00 PM

    Location // Fredericksburg Conference Room D-G

    George Grunau
    Trevor Eckard

    The Eckard team will explore the fundamental principles of working interest, including financial obligations, operational responsibilities, and tax advantages. Partners will learn how working interest participation functions and how they can leverage this knowledge to benefit their portfolios.

  • How 1031's Work
    How 1031's Work 3:00 PM - 4:00 PM

    Location // Fredericksburg Conference Room A-C

    Trevor Harlos
    David Moore

    This session will provide an overview of how 1031 exchanges work and their potential benefits for Eckard Partners. We will cover the key rules and requirements for a successful 1031 exchange into minerals, including timelines, property types, and identification rules. We will also explore how to structure a 1031 exchange and provide examples of how this strategy can be used to build and grow a solid mineral rights portfolio.

  • P2P Mineral Market - Eckard's New Tool
    P2P Mineral Market - Eckard's New Tool 3:00 PM - 4:00 PM

    Location // Fredericksburg Conference Room D-G

    Troy W. Eckard
    Ryan Norris
    Gerwin Martin
    Judy Tyler

    In this session, Eckard staff will provide an overview of how an internal P2P (Peer to Peer) mineral market will provide Eckard partners the ability to see the "L" in Eckard's AML strategy. This new feature will allow partners the ability to internally purchase minerals directly from other partners. Whether you are a seasoned mineral owner, or a newer Eckard Partner, this session will give you a solid understanding of the benefits of an internal peer-to-peer mineral market as well as how the market will function.

  • Diving For DUC's
    Diving For DUC's 4:00 PM - 5:00 PM

    Location // Ramblin' River

    Come ready to get wet!

  • Cocktails & Cinco De Mayo Dinner
    Cocktails & Cinco De Mayo Dinner 6:00 PM - 9:00 PM

    Celebrate Cinco de Mayo with us on Friday evening in the spectacular style of Eckard! Enjoy a festive selection of food and drinks alongside a night filled with traditional Cinco de Mayo entertainment. Come in your most festive attire or as you are for a party you won’t soon forget! ¡Nos vemos pronto!

  • Breakfast
    Breakfast 7:00 AM - 8:00 AM

    Location // Hill Country Ballroom

  • Activities
    Activities 10:00 AM - 3:00 PM

    Location // Buses will depart for respective activities from the Windmill Motor Court.

    Lunch will be provided during each activity. Activities include:

    Best of San Antonio Tour
    Mission Kayak Tour
    Historic Missions Tour
    Pearl District Tour
    Food Enthusiasts Demo Class at the Culinary Institute of America
    Glass Blowing Demo & Brewery Tour
    National Shooting Complex: Clay Shooting
    Natural Bridge Caverns + Twisted Zip Trails and Ropes
    Brewstillery Tour

    Hotel Activities
    Hotel Spa - Limited Space Available
    Hotel Golf Tournaments

  • How Eckard Builds Mineral Portfolios
    How Eckard Builds Mineral Portfolios 8:00 AM - 9:00 AM

    Location // Fredericksburg Conference Room A-C

    George Grunau
    Trevor Harlos
    Garrett Flowers
    Trevor Eckard

    Members of Eckard's Acquisition team will be on hand to discuss how they assemble mineral acres to create ELA's various mineral portfolios, and will share insights into the way Eckard views minerals and the portfolios we offer. Attendees will gain a better understanding of the values involved and how our team takes an in-depth approach toward our mineral portfolio strategy and design.

  • Understanding The Acquisition Cycle
    Understanding The Acquisition Cycle 9:00 AM - 10:00 AM

    Location // Bandera Conference Room

    Matt Marchiori
    Garrett Flowers

    This session will provide insight into the Eckard viewpoint of the mineral rights acquisition cycle and will discuss Issues like research, components of the cycle to be considered, expected timelines, and how the cycle evolves from step one until minerals are in pay. Topics may include identification of areas of interest (AOI’s), Eckard’s approach to negotiations, standard due diligence, filing of deeds, notification to operators, and much more,

  • Due Diligence
    Due Diligence 10:00 AM - 12:00 PM

    Location // Fredericksburg Conference Room E-G

    Guest Speaker - Al Philips
    Troy W. Eckard

    The fundamentals of basic due diligence are necessary for every investment. It is important to note the difference between pre and post due diligence, topics which require distinct questions and precise answers. This session will focus on the due diligence process, required expectations, and other key considerations to help sophisticated investors mitigate risks and maximize returns.

  • Maximizing Your Eckard Experience
    Maximizing Your Eckard Experience 11:00 AM - 12:00 PM

    Location // Fredericksburg Conference Room A-C

    Troy W. Eckard
    Ryan Norris
    Chuck Pope

    This session will help Eckard partners maximize their experience by how to best utilize all the tools developed by the Eckard team. The Team will demonstrate the central features of the Eckard Insight app, discuss essential resources available, and help Eckard partners understand how to leverage the app's marketplace and real-time data, keeping them up to date on new investments.

  • Eckard's Transition
    Eckard's Transition 12:00 PM - 1:00 PM

    How We are Building Eckard for the Next Decade

    Location // Fredericksburg Conference Room E-G

    Troy W. Eckard
    Matt Marchiori
    Ryan Norris
    Trevor Eckard

    Transitions can be challenging processes, but with the right strategies and planning, they can also be an opportunity for growth and development. This session will explore management’s current focus, opportunities going forward, and plans to build the team to ensure Eckard’s competitive position in the marketplace.

  • Walking Through The Revenue Process As A Mineral Owner
    Walking Through The Revenue Process As A Mineral Owner 1:00 PM - 2:00 PM

    Location //Location // Fredericksburg Conference Room D-G

    Matt Marchiori
    Trevor Harlos

    This session is designed to provide Eckard partners a greater clarity in their revenues for all asset classes managed by Eckard. Partners will be able to discuss in-depth aspects of revenue statements, explore accounting processes for Eckard managed assets, and leave equipped with the necessary knowledge to navigate the revenue process with confidence.

  • Production Characteristics
    Production Characteristics 1:00 PM - 2:00 PM

    Understanding How Oil & Gas Wells Work

    Location // Fredericksburg Conference Room A-C

    George Grunau
    Trevor Eckard
    Kyle Poeske

    The Eckard team will discuss the technical aspects of oil and gas well production. This session will provide an overview of drilling, completion, and production of oil and gas wells. Additionally, the team will address decline curves, infill drilling, multiple reservoirs and operator influence on production results.

  • Creating Wealth Through Multifamily Real Estate
    Creating Wealth Through Multifamily Real Estate 1:00 PM - 2:00 PM

    Location // Bandera

    Guest Speaker - Pranay Parikh

    Come to hear how you can create tax-advantaged wealth for generations through multifamily real estate and the three most important factors when differentiating a bad deal from a great deal.

  • Converting Your Self Directed IRA
    Converting Your Self Directed IRA 2:00 PM - 3:00 PM

    How To Use Your Self-Directed IRA to fund an investment in Mineral Rights

    Location // Bandera Conference Room

    Guest Speaker - Derreck Long

    Join Derrick Long for an in-depth look into the process of investing through a Self-Directed IRA. Partners will discover the advantages of utilizing a SDIRA to invest in minerals, as well as the necessary rules and regulations that govern such investments. This session is for partners of all levels of experience, from those who are new to investing in mineral rights, to more seasoned partners looking to expand their investment portfolio.

  • Understanding Working Interest Participation
    Understanding Working Interest Participation 2:00 PM - 3:00 PM

    Location // Fredericksburg Conference Room D-G

    George Grunau
    Trevor Eckard

    The Eckard team will explore the fundamental principles of working interest, including financial obligations, operational responsibilities, and tax advantages. Partners will learn how working interest participation functions and how they can leverage this knowledge to benefit their portfolios.

  • How 1031's Work
    How 1031's Work 3:00 PM - 4:00 PM

    Location // Fredericksburg Conference Room A-C

    Trevor Harlos
    David Moore

    This session will provide an overview of how 1031 exchanges work and their potential benefits for Eckard Partners. We will cover the key rules and requirements for a successful 1031 exchange into minerals, including timelines, property types, and identification rules. We will also explore how to structure a 1031 exchange and provide examples of how this strategy can be used to build and grow a solid mineral rights portfolio.

  • P2P Mineral Market - Eckard's New Tool
    P2P Mineral Market - Eckard's New Tool 3:00 PM - 4:00 PM

    Location // Fredericksburg Conference Room D-G

    Troy W. Eckard
    Ryan Norris
    Gerwin Martin
    Judy Tyler

    In this session, Eckard staff will provide an overview of how an internal P2P (Peer to Peer) mineral market will provide Eckard partners the ability to see the "L" in Eckard's AML strategy. This new feature will allow partners the ability to internally purchase minerals directly from other partners. Whether you are a seasoned mineral owner, or a newer Eckard Partner, this session will give you a solid understanding of the benefits of an internal peer-to-peer mineral market as well as how the market will function.

  • Diving For DUC's
    Diving For DUC's 4:00 PM - 5:00 PM

    Location // Ramblin' River

    Come ready to get wet!

  • Cocktails & Cinco De Mayo Dinner
    Cocktails & Cinco De Mayo Dinner 6:00 PM - 9:00 PM

    Celebrate Cinco de Mayo with us on Friday evening in the spectacular style of Eckard! Enjoy a festive selection of food and drinks alongside a night filled with traditional Cinco de Mayo entertainment. Come in your most festive attire or as you are for a party you won’t soon forget! ¡Nos vemos pronto!

Saturday MAY 6th schedule // Presentations

  • Breakfast
    Breakfast 7:00 AM - 7:45 AM

    Location // Hill Country Ballroom

    A quick bite to eat before we kick off a full day of fun and education!

  • Opening Remarks
    Opening Remarks 7:45 AM - 8:30 AM

    Location // Independence Ballroom

    Troy W. Eckard

  • State of Banking
    State of Banking 8:30 AM - 9:30 AM

    Location // Independence Ballroom

    Guest Speaker - Jack Selman

  • Macro Economic Discussion
    Macro Economic Discussion 9:30 AM - 10:00 AM

    Location // Independence Ballroom

    Guest Speaker - Gary Wood

  • BREAK
    BREAK 10:00 AM - 10:15 AM
  • Featured Speaker Steve Forbes
    Featured Speaker Steve Forbes 10:30 AM - 11:30 AM

    Location // Independence Ballroom

    Featured Speaker -Steve Forbes

  • Moderated Q & A With Featured Speaker Steve Forbes
    Moderated Q & A With Featured Speaker Steve Forbes 11:30 AM - 12:00 PM

    Location // Independence Ballroom

    Moderated Q & A with Troy W. Eckard and featured speaker Steve Forbes

  • Steve Forbes Book Signing
    Steve Forbes Book Signing 12:00 PM - 12:30 PM

    Location // Independence Ballroom

    This exclusive book signing will be limited to winners drawn from registered attendees onsite.

  • Lunch
    Lunch 12:00 PM - 1:15 PM

    Location // Independence Ballroom

    Time to stand, stretch, and move to the Lunch Room.

  • Economics of the Oil & Gas Mineral Market
    Economics of the Oil & Gas Mineral Market 1:15 PM - 2:15 PM

    Location // Independence Ballroom

    Panel Discussion With
    Guest Speaker - JP Dick
    Troy W. Eckard
    Matt Marchiori
    George Grunau

  • Acquisition Team - Panel Presentation
    Acquisition Team - Panel Presentation 2:15 PM - 3:15 PM

    Location // Independence Ballroom

    Matt Marchiori
    George Grunau
    Trevor Harlos
    Garrett Flowers
    Trevor Eckard
    Ryan Norris

  • Shuttles Depart For The Rodeo
    Shuttles Depart For The Rodeo 5:00 PM - 6:00 PM

    Shuttles will begin departing the Hyatt at 5:00 PM for the Rodeo Arena.

  • Eckard's Private Rodeo & Dinner
    Eckard's Private Rodeo & Dinner 6:00 PM - 8:30 PM

    Location // Offsite

    Get ready to enjoy a front row seat to Eckard’s private rodeo on Saturday night! We’ve hired a professional western company and planned an unforgettable night complete with barrel racing, bull riding, and team roping alongside Troy and fellow Eckard partners.

  • Private Concert With Josh Turner
    Private Concert With Josh Turner 8:30 PM - 9:45 PM

    Location // Offsite

    Don’t miss this once-in-a-lifetime opportunity to see one of the most popular country artists perform privately for our Eckard partners! With hits including “Your Man,” “Would You Go with Me,” and “Long Black Train,” you will want to come early and stay late for a night with Josh Turner that you didn’t even know was on your bucket list!

  • Final Shuttles Depart For The Hyatt
    Final Shuttles Depart For The Hyatt 11:00 PM

    The final shuttles will depart the rodeo arena at 11:00 PM to return partners to the Hyatt for the evening.

Sunday MAY 7th schedule // Wrap-Up & Departure

  • Breakfast
    Breakfast 7:00 AM - 8:30 AM

    Location // Hill Country Ballroom

  • Wrap-Up
    Wrap-Up 8:30 AM - 11:00 AM

    Location // Independence Ballroom

    Troy's final comments & Open Q&A with the Eckard Team

  • Checkout
    Checkout 11:00 AM

    Safe Travels & See you next year!

San Antonio Conference

Speakers

Troy W. Eckard

Troy W. Eckard

An energy expert since 1985. Enjoyed 35 years of investing in and managing assets ranging from oil and gas minerals, leases, seismic acquisitions, salt water disposal wells, pipelines, exploration, production and most activity in upstream and midstream! My passion has been working on behalf of wealthy individuals who desire to directly own energy assets. I've been blessed, challenged, seen major cycles both up and down! Our direction today is to aggregate, maturate and prudently liquidate as we build wealth for our partners and our firm!

Steve Forbes

As an internationally respected authority in the worlds of economics, finance, and corporate leadership, Mr. Forbes is one of the most well-known names in American business. With the economy at the forefront of conversation on a global level, Mr. Forbes offers exceptional understanding, iconic thinking, and timely economic insight. Eckard Enterprises is excited to welcome Mr. Forbes as a featured speaker for our 2023 Eckard Partner Conference.

Mark P. Mills

Mark P. Mills is a senior fellow at the Manhattan Institute and a faculty fellow at Northwestern University’s McCormick School of Engineering and Applied Science. He is also a strategic partner with Montrose Lane (an energy-tech venture fund). Previously, Mills cofounded Digital Power Capital, a boutique venture fund, and was chairman and CTO of ICx Technologies, helping take it public in 2007. Mills is author of the book The Cloud Revolution: How the Convergence of New Technologies Will Unleash the Next Economic Boom and a Roaring 2020s (Encounter Books, 2021), and host of the new podcast The Last Optimist. He is also author of Digital Cathedrals (2020), and Work in the Age of Robots (2018). Mills earlier coauthored (with Peter Huber) The Bottomless Well: The Twilight of Fuel, the Virtue of Waste, and Why We Will Never Run Out of Energy (Basic Books, 2005).

David McAlvany

David has served as CEO of the McAlvany Financial Group since 2008. Portfolio management began with Morgan Stanley during the 2000 and 2001 tech crisis where he avoided major losses and benefitted clients from the early stages of a commodity super cycle. Founding MWM in 2008 he and his team managed portfolio positions through a second period of financial compression, maintaining positive returns throughout the global financial crisis. In 2017, partnering with market short specialist Doug Noland, Tactical Short was launched as a hedging strategy for institutional and retail clients. He now oversees four portfolio styles (MAPS) with the collaboration of his team. He has over 20 years of involvement in the wealth management industry and is Author of the Intentional Legacy. David is a graduate of Biola University, and an associate member of Keble College, Oxford University. He is Series 65 licensed.

David Moore

David Moore is Chief Executive Officer of Equity Advantage, Incorporated, a nationally recognized leader in 1031 Exchange facilitation. David founded Equity Advantage with his brother Tom in 1991 after a successful career in real estate investment. Since then, Equity Advantage has developed an outstanding reputation for partnering with their investment clients to develop unique strategies for the 1031 Exchange, reducing their clients’ tax risks and increasing the value of their property portfolios. David is a recognized 1031 Exchange expert, and is regularly invited to share his knowledge with realtors, investors, attorneys and property owners through seminars and classes. He is a power sponsor of the Certified Commercial Investment Members (CCIM) and is a former board member of the Federation of Exchange Accommodators (FEA). David played an instrumental role in the FEA’s expansion throughout the Pacific Northwest and served as chairman of the FEA Ethics Committee. He is active in Rotary Club and serves on the boards of several charity organizations.

San Antonio Conference

SPONSORS

Thank You To Our Sponsors

Mark P. Mills

Mark P. Mills is a senior fellow at the Manhattan Institute and a faculty fellow at Northwestern University’s McCormick School of Engineering and Applied Science. He is also a strategic partner with Montrose Lane (an energy-tech venture fund). Previously, Mills cofounded Digital Power Capital, a boutique venture fund, and was chairman and CTO of ICx Technologies, helping take it public in 2007. Mills is author of the book The Cloud Revolution: How the Convergence of New Technologies Will Unleash the Next Economic Boom and a Roaring 2020s (Encounter Books, 2021), and host of the new podcast The Last Optimist. He is also author of Digital Cathedrals (2020), and Work in the Age of Robots (2018). Mills earlier coauthored (with Peter Huber) The Bottomless Well: The Twilight of Fuel, the Virtue of Waste, and Why We Will Never Run Out of Energy (Basic Books, 2005).

David McAlvany

David has served as CEO of the McAlvany Financial Group since 2008. Portfolio management began with Morgan Stanley during the 2000 and 2001 tech crisis where he avoided major losses and benefitted clients from the early stages of a commodity super cycle. Founding MWM in 2008 he and his team managed portfolio positions through a second period of financial compression, maintaining positive returns throughout the global financial crisis. In 2017, partnering with market short specialist Doug Noland, Tactical Short was launched as a hedging strategy for institutional and retail clients. He now oversees four portfolio styles (MAPS) with the collaboration of his team. He has over 20 years of involvement in the wealth management industry and is Author of the Intentional Legacy. David is a graduate of Biola University, and an associate member of Keble College, Oxford University. He is Series 65 licensed.

David Moore

David Moore is Chief Executive Officer of Equity Advantage, Incorporated, a nationally recognized leader in 1031 Exchange facilitation. David founded Equity Advantage with his brother Tom in 1991 after a successful career in real estate investment. Since then, Equity Advantage has developed an outstanding reputation for partnering with their investment clients to develop unique strategies for the 1031 Exchange, reducing their clients’ tax risks and increasing the value of their property portfolios. David is a recognized 1031 Exchange expert, and is regularly invited to share his knowledge with realtors, investors, attorneys and property owners through seminars and classes. He is a power sponsor of the Certified Commercial Investment Members (CCIM) and is a former board member of the Federation of Exchange Accommodators (FEA). David played an instrumental role in the FEA’s expansion throughout the Pacific Northwest and served as chairman of the FEA Ethics Committee. He is active in Rotary Club and serves on the boards of several charity organizations.

Colorado Conference

Acquisition Team

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Join us Friday Night on the Beach for Havana Night!
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Don't Miss out on the White Party Saturday Night!