The Mile Marker Club is a unique organization. We use a mix of events and various delivery methodologies that emphasize learning and experiences that value continued contributions and agreements.
The Mile Marker Club Symposium are designed for investors who value continued learning and experiences related to the Four Pillars of WealthCare: Planning; Risk Management; Investments (both traditional and alternative; and Liquidity.
Our extensive network of entrepreneurs around the country produce transactional knowledge and experience, along with current multi-sector deal opportunities which we make available to our Investors through our Symposium and other events.
Our approach is to make these opportunities available first to you, as an existing Mile Marker Club member/investor, prior to exposing them to our broader internal investor base and then ultimately through our online marketplace.
In order that Participants might have occasion to focus on the Symposium details; Symposium enrollment includes gourmet food at each Symposium session, arranged transportation to and from investment opportunities, and other perquisites available ONLY to Symposium attendees and networking events.
Due to the unique nature of our April 2017 Symposium, only High Net Worth Investors may attend. In order to give participants ample time to interact with guest speakers and other attendees, seating is limited, and a maximum of 40 attendees (20 couples or two bonafide business partners) will participate.
April 2017 Symposium Agenda
While topics vary from Symposium to Symposium, the core agenda focuses on:
- The Personal Goal(s) and Master Plan;
- How to develop and organize the Master Plan;
- Asset Accumulation
- Capital Deployment.
- Risk Management:
- Key Experts;
- Portfolio management
- Case studies
- Active Deal flow/investment opportunities
- Estate Planning
- Wealth Preservation & Transfer
Event for High Net Worth Investors
We have developed credible information and strategies for alternative investments and vehicles for individuals & families with net worth between $1 and $20 million (excluding your primary residence). These extensive and detailed events (each a “Symposium”), will both thoroughly teach you financial strategies you won’t hear about from the traditional financial planning industry AND will also provide you with credible alternative investment deal flow with reasonable, risk-adjusted returns to help you bring your unique goals and aspirations to fruition, while reducing the time to such realization AND minimizing investment risk.
Due to the unique nature of our April 2017 Symposium, only Accredited Investors may attend. In order to give participants ample time to interact with guest speakers and other attendees, the RSVP list is limited, and a maximum of 40 attendees (20 couples) will participate.
In order that Participants might have occasion to focus on the Symposium details; Symposium enrollment includes gourmet food at each session, arranged transportation to and from the various multi-sector investment opportunities.
Since the April 2017 Symposium will be in thriving Portland, Oregon, there is the opportunity to extend your trip to take advantage of local attractions and activities (we will provide a booklet/guide for ancillary activities and features for your free time). Notwithstanding its intensity and thoroughness, the Symposium will be casual, comfortable, and memorable.
In keeping with the spirit and decorum of this event, please plan to have an interview with a Mile Marker Club executive prior to registering and paying.