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Buttonwood Due Diligence Conference 2024

BD/RIA/Family Office Registration

August 5-8, 2024
Cheyenne Mountain Resort

Registration: Filling out the registration form confirms your registration. Book your flight and we’ll see you in August! Please read ALL information below prior to registering.

Registration Form

Please find all the following information on this page:

  1. Conference Format
  2. Transportation Information
    1. Travel Policy
    2. Attendee Expectations
    3. Reimbursement Information
    4. Airport
    5. Transportation to/from airport and hotel
    6. Hotel Information
  3. Dress Code
  4. Basic Agenda
Conference Format
Conference Format: Buttonwood is proud to offer a unique and dynamic format for our Due Diligence Conferences. The goal is to provide the most beneficial interactions between the sponsors and BD/RIA/FO representatives for the ultimate due diligence experience. Our format is as follows:

 

Presentations:

Groups of 5 sponsors will present in the following 3-part format:

 

  • Part 1 – Large Group, Main Presentation
    • 10 min Quick Pitch to the Main Group by each Sponsor
  • Part 2 – Small Group Presentations
    • BD/RIAs broken into 5 smaller groups that the presenting sponsors will rotate through for the small group sessions.
    • 15 min with EACH presenting sponsor to ask questions and get more details on the program/sponsor.
  • Part 3 – BD/RIA/FO Only Due Diligence Session
    • BD/RIA/FO Only due diligence session where you can ask questions of the Buttonwood analysts on the presented products and sponsors.

Social Events:

We strongly believe that of equal importance to the presentations for an offering, is the opportunity to engage and talk with the sponsors and other BD/RIA attendees in more informal settings over the course of several days. To that end, we hold several social events designed to take the group out of the conference room for a relaxed and enjoyable change of scenery and networking opportunities. This includes:

 

  • Opening Evening Reception and Dinner
    • Kick-start the conference and socialize with the other attendees.
  • Buttonwood Signature Dinner Event
    • Off-site dinner event designed to be a relaxing and enjoyable event, not just a meal.
  • Buttonwood Signature Event
    • We leave the conference room behind and go on an excursion to experience the local area. This is designed to create a social and networking opportunity that goes beyond the conference room sales pitch.
  • Meals and Breaks
    • Enjoy the traditional networking opportunities during the meals and breaks throughout the conference.

Please note Buttonwood’s investment research, due diligence reviews and this conference are designed to provide the BDs, RIAs, and Family Offices with analysis of each program reviewed, but do not offer any specific recommendations regarding their approval. We believe it is incumbent upon each BD/RIA/FO to choose for themselves which product(s) to approve. Each firm may choose to accept or not accept products based on its individual risk tolerance and approved product list.

Please see the notes below regarding expected participation in presentations and social events. We aim to provide an enjoyable experience alongside the deep dives into the due diligence of the programs being offered. Your attendance and participation are a key component of our format and the successful due diligence opportunity being presented.

Transportation/Lodging Information

Travel Policy:

BD/RIA/FOs qualify for complimentary hotel rooming and transportation related expenses up to $700 applicable to air or car travel for up to 2 individuals per firm (space permitting). Buttonwood will cover a maximum of 3 rooming nights based on qualified event attendance per person. Due to our limited number of attendees, firms are limited to 1 attendee, with a maximum of 2 attendees, if space allows. You will be notified by Buttonwood if more than 2 representatives have registered from the same firm and/or if we can only accommodate 1 attendee.

*Important* Hotel, airfare, and similar charges are paid for by our Presenting Sponsors registration fees as part of a qualified due diligence event, based on the understanding that BD/RIA attendees will attend all conference presentations and events as may be specified. Buttonwood reserves the right to no refund amounts, or a portion thereof, of any registrant who does not adhere to announced attendance expectations. We appreciate your understanding of this policy!

Attendance Expectations:

  • Monday, August 5, 2024 - 6:00pm - 8:30pm MST
  • Tuesday, August 6, 2024 - 7:30am - 9:00pm MST
  • Wednesday, August 7, 2024 - 7:30am - 6:00pm MST

Basic agenda is included below to assist with travel planning.

Transportation:

Buttonwood will cover up to $700 in travel costs limited to airfare and mileage reimbursement if driving to the event. Please make your own travel arrangements. Buttonwood will process reimbursements post-conference, after your attendance has been confirmed. Please send all travel information to Alyna once booked so shuttles and hotel arrangements can be confirmed.
Note: If traveling by air, travel reimbursement will be based on Economy travel only. Car travel defined as transportation to the conference, NOT airport parking, driving from office/home to airport, valet parking, etc. Please contact Alyna if you have travel related questions (flight costs, times, etc)

 

Airport:

Colorado Springs Municipal Airport (COS)

 

Transportation to/from Resort and Airport: Transportation to & from the Cheyenne Mountain Resort and Colorado Springs Airport will be covered by Buttonwood. The resort is 20 minutes from the Colorado Springs Airport, with Uber and taxi availability if arriving outside of provided shuttle times. There will be shuttles arranged by Buttonwood on Monday, Aug 5th and Thursday, Aug 8th throughout the day. Once you've booked your flight, please send that information to Alyna so the shuttles can be arranged accordingly. If arriving early or staying post conference, please make separate arrangements for transportation and submit receipts to Alyna for reimbursement. Limit of $40 per trip cost.

 

Hotel Information:

Cheyenne Mountain Resort, 3225 Broadmoor Valley Rd, Colorado Springs, CO 80906. 719-538-4000

 

Room Reservations:

Buttonwood will cover hotel room/fees/taxes for the nights of 8/5, 8/6, & 8/7. Charges will be incurred for incidentals, additional rooming beyond the nights of 8/5, 8/6, & 8/7, or if you do not show up/cancel your room. You will be asked to provide a valid card to the hotel upon check-in to cover incidentals. Your room must be cancelled 72 hours prior to your arrival date for no charge to be incurred. If you have to cancel, please notify Alyna as soon as possible at Alyna @buttonwoodllc.net or 720-360-1082.

 

Additional Room Nights:

Group room rates are $239.00 + taxes/fees + $15 resort fee per night and will hold for 3 days before and after the Conference and are subject to availability. If you would like to arrive early or stay longer, please specify the additional nights during registration, or contact Alyna as soon as possible to modify the reservation.

 

Check-in is after 4:00PM; check-out is before 12:00PM. If checking in prior to 4:00PM, hotel will hold luggage until room is available.

 

Meals: All meals are complimentary from 8/5 dinner – 8/7 dinners (if attending sponsor dine-arounds; if not, attendee is on their own for that meal). Please let Alyna know if you have any food allergies or dietary restrictions when registering.

 

Attire: Conference functions are Smart Casual. Activities will be outdoors, dress for comfort and varying mountain weather (cool mornings, warm/hot day, cool evenings). Conference facility temps are typical.

 

Basic Agenda
  • Monday, August 5 –
    • 6pm Registration and Welcome Reception/Dinner 
      • Join us for registration, cocktails and dinner as we kick-off the conference.
  • Tuesday, August 6 –
    • 8am-4:30pm Conference Presentations,
      • Sponsor Presentations, Small Group Q&A Sessions, BD/RIA Only Sessions, 
    • 4:30pm-9pm Buttonwood Signature Dinner Event
      • Dinner at The Cheyenne Mountain Zoo - America's Mountain Zoo!
  • Wednesday, August 7 –
    • 8am-6pm Conference Presentations & Group Social Event,
      • Sponsor Presentations, Small Group Q&A Sessions, BD/RIA Only Sessions, Group Social Event
      • Social Event: Pikes Peak Cog Railway to the top of Pikes Peak
    • 7p Sponsor Hosted Dine-Arounds
  • Thursday, August 8 - Check out or extend your stay through the weekend