Infinity Financial
Services 2023
National Conference
Mandatory Annual Compliance Symposium
August 21 - 23, 2023
Dallas Plano Marriott at Legacy Town Center
7121 Bishop Road | Plano, TX 75024
Registration deadline: July 23, 2023
Confirm Your Invitation Today!
The 2023 Infinity National Conference is a closed event; attendance is by invite only.
This National Conference allows select industry leaders and professionals like yourself to come together and share knowledge and insight into the latest trends and developments in the investment services industry. We’re excited to provide you with an excellent program filled with keynote speakers, panel discussions, and workshops that will provide ample tools and information to help you succeed in your business.
Whether you are new in the industry or a seasoned veteran, you’ll learn about industry trends, regulatory updates, and innovative investment strategies while networking with your fellow financial professionals.
Call (888) 888-5321 to confirm your spot at the conference.
Conference Information
Day 1 – Monday, August 21
3:45-4:15 - Greg Gilbert - OPENING REMARKS, 2023 CONFERENCE KICK-OFF
4:15-4:50
DESTRA
Bluebay Destra International Event-Driven Credit Fund
Banx
Meridian Contrarian Retail Fund
4:50-5:30
DONOVAN VENTURES
Bakken Energy Income 23-2 LP
5:30-6:00 - COMMUNITY NATIONAL BANK
6:00-6:30 - BUDDY MAC
6:30-7:00 - Pietro Puducay - CYBER SECURITY
7:00-7:30 - NETWORKING
7:30-9:00 - DINNER
Day 2 – Tuesday, August 22
7:00-8:00 - BREAKFAST
8:00-8:10 - INTRODUCTION
8:10-8:40 - RBC
8:40-9:20 - SANDY BAY PARTNERS
9:20-9:50 - MCI
9:50-10:20 - BREAK WITH SPONSORS
10:20-10:50 - GROUP 1 SPONSORS
10:50-11:00 - BREAK
11:00-11:30 - GROUP 1 SPONSORS
11:30-11:40 - BREAK
11:40-1:00 - GROUP 1 SPONSORS, LUNCH
1:00-1:30 - GROUP 2 SPONSORS
1:30-1:40 - BREAK
1:40-2:10 - GROUP 2 SPONSORS
2:10-2:20 - BREAK
2:20-2:50 - GROUP 2 SPONSORS
2:50-3:20 - BREAK
3:20-3:50 - GROUP 1 SPONSORS
3:50-4:00 - BREAK
4:00-4:30 - GROUP 1 SPONSORS
4:30-4:40 - BREAK
4:40-5:10 - GROUP 1 SPONSORS
5:10-5:20 - BREAK
5:20-5:50 - GROUP 1 SPONSORS
5:50-6:00 - BREAK
6:00-6:30 - MRP
6:30-7:00 - IFS COMPLIANCE AND SUPERVISION
7:00-7:30 - NETWORKING
7:30-8:00 - DINNER
Day 3 – Wednesday, August 23
7:00-8:00 - BREAKFAST
8:00-8:30 - GROUP 2 SPONSORS
8:30-9:00 - GROUP 2 SPONSORS
9:00-9:10 - BREAK
9:10-9:40 - GROUP 2 SPONSORS
9:40-10:10 - GROUP 2 SPONSORS
10:10-10:20 - BREAK
10:20-10:50 - AIX
10:50-11:15 - Paul Dietrich - B RILEY WEALTH AND CURRENT ECONOMIC OUTLOOK
11:15-11:20 - BREAK
11:20-11:45 - IFS FINANCIAL PLANNING
11:45-12:00 - Greg Gilbert - CLOSING REMARKS
GROUP ONE
MACKENZIE REALTY CAPITAL PREFERRED STOCK OFFERING
EAGLE POINT INSTITUTIONAL INCOME FUND
FORUM PARTNERS
ASHFORD SECURITIES
CARTER FUNDS
STORAGE UNITS FUND
GROUP TWO
PREFERRED CAPITAL SECURITIES
MANUFACTURED HOUSING PROPERTIES SERIES D PREFERRED STOCK
RED OAK HOLDINGS
STRATCAP WIRELESS INFRASTRUCTURE FUND
TASTY BRANDS
LEGION CAPITAL
e2 COMPANIES
SPONSORS
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