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? 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 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? 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 4:00 PM - MIDNIGHT
Location // Hill Country Hyatt Front Desk
- 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 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 7:00 AM - 8:00 AM
Location // Hill Country Ballroom
- 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 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 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 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 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 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 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 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 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 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 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 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 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 4:00 PM - 5:00 PM
Location // Ramblin' River
Come ready to get wet! - 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 7:00 AM - 8:00 AM
Location // Hill Country Ballroom
- 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 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 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 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 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 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 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 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 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 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 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 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 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 4:00 PM - 5:00 PM
Location // Ramblin' River
Come ready to get wet! - 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 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 7:45 AM - 8:30 AM
Location // Independence Ballroom
Troy W. Eckard - State of Banking 8:30 AM - 9:30 AM
Location // Independence Ballroom
Guest Speaker - Jack Selman - Macro Economic Discussion 9:30 AM - 10:00 AM
Location // Independence Ballroom
Guest Speaker - Gary Wood - BREAK 10:00 AM - 10:15 AM
- 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 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 12:00 PM - 12:30 PM
Location // Independence Ballroom
This exclusive book signing will be limited to winners drawn from registered attendees onsite. - 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 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 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 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 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 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 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 7:00 AM - 8:30 AM
Location // Hill Country Ballroom
- Wrap-Up 8:30 AM - 11:00 AM
Location // Independence Ballroom
Troy's final comments & Open Q&A with the Eckard Team - Checkout 11:00 AM
Safe Travels & See you next year!
San Antonio Conference
Speakers

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

Join us Friday Night on the Beach for Havana Night!

Don't Miss out on the White Party Saturday Night!