Join Us Live: August 21–22, 2026
Miami, FL - Hilton Miami Aventura
Stop Chasing $50K Checks from Your Personal Network And… Start Closing $500K+ Commitments with Institutional Capital.
Over 2 days in Miami, you'll sit across from the family offices and registered investment advisors who are actively looking to deploy capital right now.
We've moved beyond educational theories to provide a high-stakes networking environment designed to get you into the right rooms with the right people to close your next $10M+ round.
Join fund managers, syndication sponsors, and serial entrepreneurs who've collectively raised over $500M in the past 24 months.
Limited seating. Once it sells out, registration closes.
Stop chasing $50K checks from your personal network. Start closing $500K+ commitments
Limited seating. Once it sells out, registration closes.
You've Raised Capital Before. So Why Does $5M Still Feel Out of Reach?
You've done the deals. You know how a PPM works, you can walk someone through a waterfall structure, and you've had investors write you checks before. But those checks came from people you already knew. And at some point, maybe last year, maybe last quarter, you hit the ceiling of that network. You started making calls to people you didn't know. You sent pitch decks to strangers. You followed up twice, three times, four times. But most of them went cold.
And the ones who responded wanted more track record, more AUM, more of something you couldn't hand over email. So you went to events, paid for courses, and sat through webinars. But you walked out the same way you walked in, still without the relationships that actually move capital. What nobody is saying out loud is that the operators raising $10M, $20M, $50M+ aren't doing it because they know more than you. They're doing it because they're already known by the people writing the checks. They got introduced. They got in the room and that room changed everything.
"The Capital Connections Summit is built around one idea…. Get you in the right room with the right people, and let proximity do what no course or webinar ever could."
PREVIOUS AND CURRENT EVENT SPONSORS
What Capital Connections Summit Does That No Other Event Does
Most events fill a room with capital raisers and call it a networking event. You end up in a room full of people with the same problem you have. Everybody's looking for investors. And nobody brought the investors.
At the Capital Connections Summit, we structure the room differently. We personally invite and vet family offices and registered investment advisors, institutional allocators who are actively looking for qualified operators and deal flow. They attend at no cost to them, because their presence is valuable to everyone in the room. Not every event goes out and recruits the money. We do.
When you share a table with someone who manages $300M, $500M or more in AUM and is actively seeking access to quality deal flow - over two days of meals, breakouts, and fireside conversations, the relationship you build is the kind that doesn't happen over a cold email or a LinkedIn connection request.
Special Guest Speakers
The go-to private equity attorney who closes $1B in transactions annually.
The founder of Premier Law Group, dedicated to keeping your real estate investments compliant and safe.
A guru for high-earning, conscious entrepreneurs. His expertise in investment and business coaching is unparalleled. Multifamily and self-storage
A real estate maestro and the brain behind The Multifamily Conference - the largest real estate event for Canada. As CPI Capital's COO, he's transforming the real estate landscape.
From firefighter to serial real estate entrepreneur - the founder of Freedom Ventures with $350M in assets.
Special Guest Speakers
The go-to private equity attorney who closes $1B in transactions annually.
The founder of Premier Law Group, dedicated to keeping your real estate investments compliant and safe.
A guru for high-earning, conscious entrepreneurs. His expertise in investment and business coaching is unparalleled. Multifamily and self-storage
A real estate maestro and the brain behind The Multifamily Conference - the largest real estate event for Canada. As CPI Capital's COO, he's transforming the real estate landscape.
From firefighter to serial real estate entrepreneur - the founder of Freedom Ventures with $350M in assets.
Special Guest Speakers
The go-to private equity attorney who closes $1B in transactions annually.
The founder of Premier Law Group, dedicated to keeping your real estate investments compliant and safe.
A guru for high-earning, conscious entrepreneurs. His expertise in investment and business coaching is unparalleled. Multifamily and self-storage
A real estate maestro and the brain behind The Multifamily Conference - the largest real estate event for Canada. As CPI Capital's COO, he's transforming the real estate landscape.
From firefighter to serial real estate entrepreneur - the founder of Freedom Ventures with $350M in assets.
Confirmed For Miami
Browse confirmed speakers, special guests, securities attorneys, and the family offices and RIAs already seated at the table.
Coach Micheal Burt
#1 Expert In Igniting The "Prey Drive"
The visionary force driving The Greatness Factory, Coach Burt is the preeminent expert in awakening the relentless pursuit of excellence in top performers. His transformative insights are captured in his Wall Street Journal best-selling book "Flip The Switch," which has charted new pathways to success for countless achievers.
Jon Najarian
Co-Founder, Market Rebellion
A former Chicago Bears linebacker turned floor trader, Jon Najarian founded Mercury Trading and sold it to Citadel in 2004. He co-founded optionMONSTER and tradeMONSTER, later sold to E*Trade for $750M in 2016. Today he's a professional investor, money manager, and media analyst.
Alec Stern
Co-Founder, Constant Contact
A primary member of the founding team at Constant Contact, Alec Stern spent 18 years scaling it from an attic startup to its $1.1B acquisition in 2015. Since then he's operated as "America's Startup Success Expert," a co-founder, investor, and board member across a portfolio of ventures with multiple exits.
Dr. Jorge Valdes
From the cartel to the boardroom
Ran U.S. operations for the Medellín cartel by age 21, generating over $1M/month before his world collapsed. After 11 years in federal prison he rebuilt, earning a PhD in ethics and advising the White House on drug policy. His Narco Mindset framework now reaches executives and investors.
Darren Miller
Endurance athlete, financial industry veteran
Completed some of the world's most grueling endurance challenges while spending two decades in financial sales at Fortune 100 firms. He connects both worlds through The F.O.R.E.V.E.R. Blueprint, a framework on resilience and building a life worth leaving behind.
Greg Paul
Serial entrepreneur, summited Everest on two artificial knees
At 61 he became the first person in history to summit Everest with two artificial knee replacements. 30 years in real estate securities, co-founder of Central Trade and Transfer and of Momentum Indoor Climbing, Utah's largest climbing gym.
Seth Bradley
Founder, RaiseLaw
Founder of RaiseLaw, a boutique securities firm serving syndicators and fund managers exclusively, and Chief Legal Officer at Tribevest. His prior work at a top-three globally ranked law firm plus hands-on experience structuring private placements, funds, and SPVs means operators stop guessing and start closing.
RaiseLaw
The legal firm built for capital raisers
Built specifically for syndicators, fund managers, and private capital operators who need securities compliance, deal structuring, and offering documentation done right the first time.
SuGo Capital
Real estate private equity - $850M+ acquired
Built on institutional-grade execution for passive investors. Founded by CEO Sarah Sullivan and CIO Theo Goguely, the firm has acquired 39+ multifamily apartment complexes nationwide.
Shaffer Wealth Solutions
Independent wealth advisory - client first
A Registered Investment Advisory firm led by President Barbra Shaffer, built around portfolio construction, alternative allocations, and long-term legacy planning.
Blue Marlin Capital
Private equity - access without the fund fees
Acquires and scales profitable lower middle-market businesses. Accredited investors co-invest directly alongside seasoned operators, with no traditional fund fees.
Pitch Equity
Private equity and real estate
A fund that brings a curated board of industry experts and hands-on operational support alongside every dollar deployed - 80% real estate, 20% small-to-mid business ventures.
Fourstar Wealth Advisors
Chicago-based RIA
Led by advisors Brian Kasal and Mark Harmon, covering income investing, legacy planning, macro positioning, and retirement sustainability.
Sea Suite Financial
Fiduciary RIA
Led by Brian Middaugh, 25+ years in CFO-level roles. Serves individuals, high-net-worth clients, businesses, and nonprofits with investment management and wealth strategy.
Paramount Capital Corporation
$7.2B in closed transactions
Led by founder and CEO Joseph J. Ori, CPA, CFA. 40+ years of experience across office, industrial, retail, multifamily, hotels, and senior housing.
SML Advisory
Independent RIA - 23 years in the markets
Founded 2015, a fully independent fiduciary specializing in 401(k)/403(b) management, retirement planning, and estate strategy with no conflicts of interest.
LongFi Solutions
Indoor cellular connectivity - 200+ venues live
Layers carrier-grade connectivity onto existing Wi-Fi infrastructure. A Capital Factory portfolio company backed by Ruckus, Cisco Meraki, and HPE Aruba.
Capital Grand Blessings
Strategic holdings - built for the long game
A private holding company with an active ownership model across complementary service businesses, from architectural films to branding and film logistics.
Arcadia Holdings Corp
Family capital, patient capital - global reach
A family-owned investment firm active across North America, Latin America, Southeast Asia, and the Middle East, targeting EBITDA above $2.5M.
Amerity Wealth Management
SEC-registered RIA - $277M in AUM
West Palm Beach-based, 13 advisors, 665 clients, zero regulatory disclosures. A planning-led, fee-based model with global advisory depth.
Empress Capital Group
Rental fund manager - 130+ luxury properties
Founded by serial STR investor George. Manages the Creative STR Income Fund 1 with a vertically integrated acquisition-to-operations model.
The Kaufman Family Office
$2B+ developed - direct capital
Rooted in the founding family of Kaufman & Broad (KB Home). Led by Daniel Kaufman, active as both equity investor and direct lender.
Valeon Partners
Entrepreneurial edge - built for the middle market
A merchant bank spanning capital formation, acquisitions, value creation, and exit, backed by Leon Capital Group, a multi-billion dollar family office.
M Vision USA
Outsourced sales and capital-raising infrastructure
A New Jersey-based B2B sales and business development firm handling the outreach most capital raisers can't scale - telemarketing, appointment setting, cold calling, and virtual support across financial services, real estate, insurance, and lending. Led operationally by COO Michel Mahrouk, with a delivery team spanning the U.S. and Ireland.
Nobles & Richards
Broker-dealer and RIA - $200M+ placed
A Dallas-area boutique investment bank and broker-dealer built specifically for private securities and alternative investments, with an affiliated Texas RIA under the same ownership. Founded 2007 by Ilonka Nobles and James R. Richards, CFA, with 50+ private placements closed across real estate, oil and gas, and Reg A+/Reg CF offerings.
Thaynes Capital
Real estate development and private REIT
Led by Managing General Partner Jody Chapnick, a 25-year commercial real estate and finance veteran. Operates a Park City development company alongside a private REIT acquiring industrial assets in Charleston. Track record includes a $17M to $250M exit and a $140M insurance acquisition later sold at a 155% premium.
LionChase North America
Independent sponsor - built to operate, not just own
A Washington, D.C.-based independent sponsor and private equity firm building platforms across logistics, real estate, technology, power generation, and manufacturing. Led by President Kenneth Brown, the firm deploys its own capital and works inside its portfolio companies rather than relying on financial engineering.
Global Realty Capital
Single-family office - global real estate and renewables
The onshore U.S. arm of the Dubai-headquartered GRC Investment Group, with offices in New York, London, Miami, Los Angeles, and Hong Kong. Invests across commercial real estate, renewable energy, and waste management under an ESG-first policy held since 2014, and places capital for high-net-worth families and institutional groups seeking alternative vehicles abroad.
Micro Venture Capital Fund
Early-stage venture - AI-selected, built to scale
A Las Vegas-based fund using proprietary AI analysis to identify and scale enterprise companies across blockchain, Web3, and emerging tech - 31 portfolio companies to date, with a $25M raise targeted across 20-25 pre-selected positions. Led by CIO Gary Cramer ($1B+ in negotiated deals) and CMO TJ Marrs, with Fede Management, LLC as the fund's management arm.
VCap Global
Capital access and advisory
The bridge between emerging companies and institutional capital, providing growth funding, strategic resources, and investor-grade preparation to startups sitting between early traction and their next round. Founded by Gary Cramer, a four-decade veteran of institutional negotiation, and serving as advisory arm to Micro Venture Capital Fund.
"As one of the original Sharks on the hit TV show Shark Tank, I've been pitched by hundreds of investors. There is a right way and a wrong way. Brad concisely breaks down what every entrepreneur needs to know when it comes to raising capital from high-net-worth investors."
— Kevin Harrington, Shark Tank | Entrepreneur
Hear From Others Who've Been in the Room
* Capital School is now Capital Connections. Testimonials may reflect our previous brand name.
What People are Saying About Brad's Mastermind...
"Life Changing"
If you need to learn how to raise money - if you're scared to ask for the money - if you want to be big in real estate...you NEED to be here!
- Daniel
"It's been amazing."
Everything he's taught us, he's lived up to everything. It's time to go back and really put it all to work and see how much money we can raise.
- Ben
"He's been doing it for years"
He will teach you everything that you need in order to raise that capital, not just from regular investors, but from high net worth individuals, those who actually have the (BIG) money.
- Andrés
"he simplified it..."
What I'm taking away from this...is going to change not only my life, but my family's life in generations to come.
- Robin
"It's like, boom. he has the answer."
So it's really cool how seeing what this guy can do in the 30 years of experience from, from where he started off with his oil company to now he's, he's given back to all these other individuals like myself.
- Artimus
Testimonials shown are real experiences from paying members. Your experience will vary based upon your effort, education, business model, and market forces beyond our control. We make no earnings claims or return on investment claims.
Brad Blazar
"The $2 Billion Guy"
At 23, Brad founded an oil and gas company. When the Tax Reform Act of the late '80s and collapsing energy prices changed the landscape, he didn't quit. He found what he was actually built for - raising capital and teaching others to do the same. Over a thirty five year career, Brad has personally raised in excess of $2 billion in investor capital through his efforts and the efforts of small teams he's assembled while also closing some of the largest private placement transactions for multiple companies - $11M for USAllianz. Multiple raises exceeding $5M, $7.5M, and $9M for SmartStop Asset Management. $2M for Hartman Income REIT.
He has worked with fund managers, syndication sponsors, business owners and entrepreneurs all over the world, who are trying to do what he's already done - get serious capital from serious people.
Capital Connections has been running since 2020. Nearly 20 live events hosted. This is not a new platform or a new idea. It is a proven system, and for this event, Brad is adding the one thing that changes everything - the allocators are in the room.
~$2 Billion raised over a 30+ year career
Closed $11M for USAllianz, multiple $5M-$9.5M raises for SmartStop Asset Management
Founder, Capital Connections (Est. 2020) - nearly 20 live events
Author: Winning at the Capital Game
International speaker on capital raising strategy
Over 2 Days, We'll Cover The 14 Core Lessons of Capital Connections
In addition to making connections with the RIAs and family offices, here is what you will be getting.
1. The Capital Raising Mindset
How to position yourself as a billion-dollar brand from day one, so investors take you seriously before you say a word about the deal.
3. How to Build Your Investor List From Scratch
Where to find high-net-worth investors when you have no list, no prior relationships, and no track record. The platforms, the strategies, and the approach that actually works.
4. The Legal Framework for Raising Capital
The securities regulations you must understand before you take a single dollar. What a 506B and 506C means for you, how to stay compliant, and why getting this wrong can end your career.
5. Structuring Your Offer
How to put together a deal that investors want to be a part of. The fundamentals of structuring returns, fees, and equity that hold up under due diligence.
6. Creating Your Investor Kit
The pitch deck, one-pager, and offering memorandum - what goes in each one, what investors are actually looking for, and what kills deals before the first call ends.
7. How to Get the First Conversation
Brad's outreach frameworks for approaching investors you've never spoken to. How to open a relationship without sounding like a pitch and without getting deleted.
8. The 4-Step Investor Phone Script
The exact script Brad uses on investor calls, including the 20 best questions to ask that get the investor talking and doing your qualification work for you.
9. Building Trust and Credibility Fast
The psychology behind why investors say yes. How to build the know, like, and trust relationship in a fraction of the time most operators take, and how to maintain it.
10. Closing the Commitment
How to take someone from interested to committed without pressure, without burning the relationship, and without leaving money on the table.
11. How to Handle Objections
The most common objections investors raise - 'I need to think about it,' 'I'm not sure about the market,' 'Send me more information' - and the exact language to move past each one.
12. Leveraging RIA Firms and Broker-Dealers
How to use registered investment advisors and broker-dealers to multiply your capital raising. Brad's advanced strategy for getting professionals to raise capital on your behalf.
Our Bootcamp Agenda
Day 1
8:00 - 9:00a Registration & Welcome
Session 1: The Investor Landscape & Your Capital Raising Position
Session 2: Building Your Investor List & Legal Framework
12:00p Networking Lunch with Attendees
Session 3: Structuring Your Offer & Investor Kit
Session 4: The First Conversation & Outreach Frameworks
Day 2
Morning: The 4-Step Phone Script & Objection Handling
Session 5: Closing the Commitment
Session 6: Leveraging RIAs & Broker-Dealers
12:00p Networking Lunch — Family Offices & RIAs in the Room
Session 7: Scaling Your Capital Raising Business
Session 8: Investor Relations & The Long Game
Closing Q&A with Brad
Throughout Both Days
Family offices and RIAs present across sessions, meals, and breaks
Structured networking sessions built into the agenda, not just coffee breaks
FIRE-level: Table seating next to allocators for the full 2 days
How You Show Up Depends On What You're Here to do.
Information gets you started. Relationships move you forward. Proximity closes deals.
BRONZE
For Operators Building Their Foundation
You're here to get Brad's full capital raising system - the same frameworks, scripts, and strategies he's used across nearly $2 billion in closed deals. Walk away with the knowledge and the playbook to raise confidently.
What You Get Over 2 Days:
Master the Core Frameworks: Learn how to build your investor list, pitch with confidence, and secure your first (or next) deal
2 Days Of Live Interactive Training From Brad Blazar (AKA "The $2 Billion Guy") ($3,500 VALUE)
Private “Members Only” Capital Raising Facebook Group: Ongoing access to a community of operators ($297 value)
Capital Raising Bootcamp Digital Workbook: Step-by-step playbook you can reference forever ($147 value)
And A Few Special Bonuses: More tools and templates to implement immediately ($494+ value)
Total Real-World Value: $4,438+
LIMITED TIME OFFER: 80% Off
GOLD
For Operators Who Know Relationships Are the Real Currency
You've already figured out that it's not what you know - it's who knows you. Gold puts you in the private settings with the decision-makers and operators who are actively raising and deploying capital. The real conversations don't happen on the main stage.
Includes Everything in Bronze, PLUS:
Private Friday Night Event: An off the record evening with Brad and fellow Gold attendees. Not a networking mixer. The kind of setting where you can actually talk.
Front-Row Seating: Close enough to ask follow-up questions, make eye contact with speakers, and be seen by the people who matter.
Catered Lunches with Brad and Gold Attendees: This is where partnerships start and deals get discussed, not in the sessions.
Private Group Deal-Making Sessions: Structured time built into the agenda for Gold attendees to make introductions and explore opportunities
Exclusive Swag Bag: Receive a curated swag bag filled with special gifts & tools from Brad & partners.
Total Real-World Value: $9,500+
LIMITED TIME OFFER: 70% Off
SOLD OUT
FIRE
For Operators Who Refuse To Play Small
You didn't come here to watch. You came to be in the room where it happens. Fire seats you at the same table as the top investors, family offices, and deal makers in the building - for two days. Every meal. Every break. Every session..
Includes Everything in Bronze, Gold, PLUS:
Premium Front-of-Room Table Seating: You're not just "front row." You're at a table. With the power players. Where side conversations happen naturally and introductions are effortless.
Positioned Among Top Investors, Dealmakers, and Inner-Circle Attendees: The people sitting next to you aren't taking notes. They're writing checks. They're the decision-makers you've been trying to reach for months. Now you're sharing a table with them.
Environment Designed for Natural, Repeated Interaction: Fire seating isn't one conversation. It's two days of proximity. Coffee breaks. Meals. Q&A sessions. The kind of repeated exposure that builds trust and opens doors that cold emails never will.
Access to the "Fire" Early-Access Dinner BEFORE the Event: Meet Brad and other Fire attendees in a private 5-star setting the night before. Arrive at the bootcamp already connected with fellow Fire attendees and Brad. No awkward cold approaches. Just warm, meaningful conversations with peers focused on growth.
Total Real-World Value: $9,500+
LIMITED TIME OFFER: 50% Off
Our Venue - Hilton Miami Aventura
August 21–22, 2026 | Hilton Miami Aventura, Miami, FL
![[Venue Photo 1 — carry over from current page]](https://images.leadconnectorhq.com/image/f_webp/q_80/r_1200/u_https://storage.googleapis.com/funnel-ai-production/image-generation/U6uFCtHdx4xmfGYoxi9s/room-event-51B28MS8gP.png)
![[Venue Photo 2 — carry over from current page]](https://images.leadconnectorhq.com/image/f_webp/q_80/r_1200/u_https://storage.googleapis.com/funnel-ai-production/image-generation/U6uFCtHdx4xmfGYoxi9s/room-event-qee2CHdE_U.png)
Who's Already Confirmed for Miami
As of 16/08/2026
Family Offices & Institutional Allocators
[Family Office Name]
[Family Office Name]
[Family Office Name]
[Family Office Name]
+ more being confirmed
RIA's & Advisory Firms
[RIA / Advisory Firm Name]
[RIA / Advisory Firm Name]
[RIA / Advisory Firm Name]
[RIA / Advisory Firm Name]
+ more being confirmed
Family Office + RIA Attendees Confirmed:
RaiseLaw
Sugo Capital
Shaffer Wealth Solutions
Blue Marlin Capital
Pitch Equity
Crescendo Capital Group
Fourstar Wealth Advisors
Sea Suite Financial
Paramount Capital
SML Advisory
LongFI Solutions
Capital Grand Blessings
Arcadia Holdings
Amerity Wealth Management
Empress Capital Group
The Kaufman Family Office
M Vision USA
Nobles and Richards
Thaynes Capital (Chapnick Family Office)
LionChase North America
Global Realty Capital
Prior Attendees Include:
Blue Marlin Capital
Sugo Capital
Pitch Equity
Montelongo Capital
Crescendo Capital
Makaan Investments
+ more
Every firm listed has been personally vetted by Brad's team.
They are actively allocating to deals and opportunities right now.
Confirmed Speakers:
Coach Micheal Burt, #1 Expert in Igniting the "Prey Drive" Within Individuals
Coach Micheal Burt, the visionary force driving The Greatness Factory, is universally acclaimed as the preeminent expert in igniting the Prey Drive within individuals and achieving unmatched mastery in the realm of successful monetization. With a legacy spanning over two dynamic decades, Coach Burt has stood at the forefront of empowering top performers across diverse fields to transcend their limitations. His hallmark lies in his unparalleled ability to awaken the innate pursuit of excellence known as the Prey Drive, propelling individuals to relentlessly pursue their aspirations with unwavering fervor.
Coach Burt's influence doesn't stop at motivational inspiration; it delves deep into the intricate art of crafting and optimizing business strategies. His transformative insights, encompassed in his Wall Street Journal best-selling book "Flip The Switch," have charted new pathways to success for countless achievers. Coach Burt's strategies have fostered an array of top performers, guiding them to harness their unique strengths and convert them into thriving ventures.
Jon Najarian, Co-Founder of Market Rebellion Team
Jon Najarian, ‘‘DRJ,” was a linebacker for the Chicago Bears before he turned to another kind of contact sport – trading on the Chicago Board Options Exchange. He became a member of the CBOE, NYSE, CME and CBOT and worked as a floor trader for some 25 years.
In 1990 he founded Mercury Trading, a market-making firm at the Chicago Board Options Exchange (CBOE), which he sold in 2004 to Citadel, one of the world’s largest hedge funds. In 2005 Jon co-founded optionMONSTER and tradeMONSTER. He partnered with private equity firm General Atlantic Partners in 2014 and they sold the firm to E*Trade for $750 million in September of 2016. Today, he is a professional investor, money manager and media analyst.
Alec Stern, Co-Founder of Constant Contact
Alec was there at the beginning. As a primary member of the founding team at Constant Contact, he spent 18 years helping scale the company from a startup in an attic all the way to its IPO, and through its $1.1 billion acquisition by Endurance International Group in 2015. That is not a credential you manufacture.
That is a track record. Since the acquisition, he has operated as "America's Startup Success Expert," stepping in as co-founder, investor, and board member across a portfolio of ventures with multiple successful exits. If you are building, raising, or scaling, he has sat in every seat at the table.
Confirmed Special Guests:
Dr. Jorge Valdes - From the Cartel to the Boardroom.
Dr. Jorge Valdes ran U.S. operations for the Medellín cartel by age 21, generating over $1M/month before his world collapsed. After 11 years in federal prison, he rebuilt, earning a Master's from Wheaton College and a PhD in Ethics from Loyola University of Chicago, building and selling a multi-million dollar business, and advising the White House on drug policy. Today, his Narco Mindset framework reaches executives, investors, and entrepreneurs who want to understand what real discipline, real pressure, and real recovery actually look like. He doesn't speak about resilience theoretically. He's lived it at a level most rooms will never know.
Darren Miller - Endurance Athlete. Financial Industry Veteran.
Darren Miller has completed some of the world's most grueling endurance challenges, ultra-marathons, marathon swims, and spent two decades in financial sales at Fortune 100 firms. He connects those two worlds through The F.O.R.E.V.E.R. Blueprint, a framework on resilience and building a life worth leaving behind. He's been on stages alongside the capital world's top operators, not because he pitches deals, but because the operators in those rooms recognize what sustained performance under pressure actually requires and Darren has the receipts.
Greg Paul - Serial Entrepreneur. Summitted Everest on Two Artificial Knees.
Greg Paul doesn't talk about resilience in the abstract - at age 61, he became the first person in history to summit Mount Everest with two artificial knee replacements. That same instinct to build what others assume can't be built defines his business career: 30 years in real estate securities, co-founder of Central Trade and Transfer (an online marketplace for illiquid securities), and co-founder of Momentum Indoor Climbing, Utah's largest indoor climbing gym. When Greg Paul is in the room, the conversation shifts, because he's the living proof that the only real ceiling is the one you accept.
Confirmed Securities Attorneys:
Seth Bradley - RaiseLaw.
Seth Bradley has made a career out of one question: what does it actually take to raise capital legally, efficiently, and at scale? As the founder of RaiseLaw, a boutique securities firm serving syndicators and fund managers exclusively, and Chief Legal Officer at Tribevest, he sits at the legal foundation of more deals than most attorneys ever see. His prior work at a top-three globally ranked law firm combined with hands-on experience structuring private placements, funds, and SPVs means when he's in the room, operators stop guessing and start closing.
Confirmed Family Office & RIA's:
RaiseLaw - The Legal Firm Built for Capital Raisers
RaiseLaw doesn't practice general law. It was built specifically for syndicators, fund managers, and private capital operators who need securities compliance, deal structuring, and offering documentation done right — the first time. Founded by Seth Bradley, Esq., the firm's attorneys have collectively advised on billions in real estate and securities transactions. If you're structuring a raise, RaiseLaw is where serious operators go before they go to market.
SuGO Capital - Real Estate Private Equity. $850M+ Acquired.
SuGo Capital was built on a simple premise: passive investors deserve institutional-grade execution. Founded by CEO Sarah Sullivan and CIO Theo Goguely — a 20+ year Silicon Valley tech executive — the Mill Valley-based firm has acquired 39+ multifamily apartment complexes across emerging and secondary core markets, with a reported 21%+ ARR at exit. They are in the business of deploying capital where others underwrite, and returning it where others overpromise.
Shaffer Wealth Solutions - Independent Wealth Advisory. Client First.
Shaffer Wealth Solutions is a Registered Investment Advisory firm led by President Barbra Shaffer, a University of Florida-trained advisor based in Fort Lauderdale. The firm operates on a simple principle: wealth strategy should be built around the client, not the product shelf. Whether the conversation is portfolio construction, alternative allocations, or long-term legacy planning, Shaffer Wealth Solutions brings the independence, and the discretion, that high-net-worth clients increasingly demand from their advisory relationships.
Blue Marlin Capital - Private Equity. Access Without the Fund Fees.
Blue Marlin Capital is a strategic private equity firm built around acquiring and scaling profitable lower middle-market businesses with strong fundamentals and clear growth potential including data centers, an asset class positioned for long-term structural demand. What sets them apart is the model: accredited investors co-invest directly alongside seasoned operators, no traditional fund fees, no layers between you and the deal. Blue Marlin brings both the capital and the hands-on operational expertise to create value, not just hold it.
Pitch Equity - Private Equity & Real Estate.
Pitch Equity is a strategic private equity and real estate fund that doesn't just write checks. It brings a curated board of industry experts and hands-on operational support alongside every dollar deployed. The portfolio is built for diversity and scale: 80% in real estate, 20% in small-to-mid-sized business ventures. That structure is designed to balance stability with the kind of outsized returns that come from backing the right entrepreneurs at the right moment.
Fourstar Wealth Advisors - RIA.
FourStar Wealth Advisors is a Chicago-based Registered Investment Advisor built around one focus: helping clients accumulate, protect, and distribute wealth across every stage of their financial life. Led by advisors Brian Kasal and Mark Harmon, the firm brings a comprehensive, strategy-first approach to wealth management covering everything from income investing and legacy planning to macroeconomic positioning and retirement sustainability. For allocators in the room who want an independent advisory voice with a long game, FourStar is in the right conversation.
Sea Suite Financial - RIA.
Brian Middaugh spent 25+ years in CFO-level roles across public, private, and nonprofit organizations, watching the same thing happen repeatedly: significant revenue going uncaptured, and leadership teams without the tools to stop it. Sea Suite Financial is his answer to that problem. As a fiduciary RIA, the firm serves individuals, high-net-worth clients, businesses, and nonprofits with investment management, wealth strategy, and financial planning grounded in one straightforward philosophy: drive revenues up, reduce liability, and hold nothing back from the client. For allocators in this room, Sea Suite brings the perspective of someone who has sat on the other side of the table and knows exactly where the gaps are.
Paramount Capital Corporation - $7.2 Billion in Closed Transactions.
Paramount Capital Corporation is a strategic commercial real estate advisory and capital markets firm led by founder and CEO Joseph J. Ori, CPA, CFA. With 40+ years of senior-level experience and more than $7.2 billion in closed real estate transactions, Ori brings a rare combination of financial rigor (dual CPA/CFA credentials) and full-spectrum property expertise across office, industrial, retail, multifamily, hotels, life sciences, and senior housing. The firm serves property owners, institutional investors, developers, lenders, financial sponsors, and REITs nationwide, delivering practical, results-driven solutions to complex property, company, and capital-structure challenges. When the deal is complicated and the stakes are real, Paramount is the phone call.
SML Advisory - Independent RIA. 23 Years in the Markets.
SML Advisory was founded in 2015 by an advisor who has been investing in stocks, commodities, and bond markets since 2000. Licensed across Series 6, 7, 63, and 65, and operating as a fully independent fiduciary, the firm brings no conflicts of interest and no agenda beyond the client's outcome. Specializing in 401(k) and 403(b) management, retirement planning, and estate strategy, SML Advisory is built on a straightforward belief: wealth exists to secure the people you care most about.
LongFi Solutions - Indoor Cellular Connectivity. 200+ Venues Live.
LongFi Solutions solves a problem every venue operator knows: indoor cellular coverage that drops the moment guests walk through the door. Their approach layers carrier-grade connectivity onto the Wi-Fi infrastructure venues already have, with zero upfront cost and zero downtime during implementation. Multi-carrier capable (AT&T and T-Mobile), carrier-authenticated, and active in 200+ venues across hospitality, healthcare, entertainment, and transportation, LongFi handled 104,080 guests at JazzFest 2026 alone. A Capital Factory portfolio company backed by enterprise-grade partnerships with Ruckus, Cisco Meraki, and HPE Aruba, they are building the connectivity infrastructure that the next decade of real estate value will run on.
Capital Grand Blessings - Strategic Holdings. Built for the Long Game.
Capital Grand Blessings is a private holding company with an active ownership model across a portfolio of complementary service businesses, from luxury architectural films and commercial coatings to branding, design, and film production logistics. The firm doesn't just hold companies: it provides the financial support and strategic alignment that gives each subsidiary a foundation to grow sustainably. Built with purpose, grown with precision.
Arcadia Holdings Corp - Family Capital, Patient Capital. Global Reach.
Arcadia Holdings Corp is a family-owned investment firm with 30 years of industrial, financial, and entrepreneurial history rooted in the Philippines and now active across North America, Latin America, Southeast Asia, and the Middle East. The Lucero family targets operating companies with EBITDA above $2.5M and projects requiring $10M to under $1B in capex, focusing on renewable energy, real estate, industrials, and business services. With 70 consultants and partners, and a mandate built around long-term value over quarterly returns, Arcadia brings the hands-on post-investment involvement and cross-border execution capability that most firms can't replicate. Patient capital. Real partnership.
Amerity Wealth Management - SEC-Registered RIA. $277M in AUM.
Amerity Wealth Management is a West Palm Beach-based SEC-registered RIA serving individuals, high-net-worth clients, expats, and small businesses across investment management, retirement planning, estate planning, and financial strategy. With 13 advisors, $277M in regulatory AUM across 665 clients, and zero regulatory disclosures on file, the firm is built on a planning-led, fee-based model with no conflicts of interest. What sets Amerity apart is the team's global depth: senior advisors who built practices across Malaysia, Germany, and Switzerland before planting their expertise stateside. The world looks different when your advisory team has actually lived and worked in it.
Empress Capital Group - Rental Fund Manager. 130+ Luxury Properties.
Empress Capital Group is a real estate investment fund manager built entirely around one asset class: luxury short-term rentals. Founded by serial entrepreneur and STR investor George, the firm manages 130+ properties nationwide and operates the Creative STR Income Fund 1 (506(c), accredited investors only) with a vertically integrated model that handles acquisition, branding, design, and revenue optimization under one roof. This is not a passive aggregator. Empress designs and operates properties from the ground up, with a proprietary approach to building 6-figure cash-flowing STRs for investors who want real returns without the management headache.
The Kaufman Family Office - $2B+ Developed. Direct Capital.
The Kaufman Family Office is a multi-generational private investment platform with roots in the founding family of Kaufman & Broad, now KB Home, one of the largest homebuilders in the United States. Led by Daniel Kaufman, a 25-year veteran of real estate development and construction management, the family office has overseen more than $2 billion in development, including 4,000+ units of affordable, mixed-income, and market-rate housing, hotels, and office projects. Active across the Midwest, Texas, and New England, the Kaufman Family Office operates as both equity investor and direct lender, targeting preferred equity, stalled recapitalizations, and niche plays like office-to-residential conversions. Institutional pedigree. Private capital speed.
RaiseLaw doesn't practice general law. It was built specifically for syndicators, fund managers, and private capital operators who need securities compliance, deal structuring, and offering documentation done right — the first time. Founded by Seth Bradley, Esq., the firm's attorneys have collectively advised on billions in real estate and securities transactions. If you're structuring a raise, RaiseLaw is where serious operators go before they go to market.
SuGo Capital was built on a simple premise: passive investors deserve institutional-grade execution. Founded by CEO Sarah Sullivan and CIO Theo Goguely — a 20+ year Silicon Valley tech executive — the Mill Valley-based firm has acquired 39+ multifamily apartment complexes across emerging and secondary core markets, with a reported 21%+ ARR at exit. They are in the business of deploying capital where others underwrite, and returning it where others overpromise.
Shaffer Wealth Solutions is a Registered Investment Advisory firm led by President Barbra Shaffer, a University of Florida-trained advisor based in Fort Lauderdale. The firm operates on a simple principle: wealth strategy should be built around the client, not the product shelf. Whether the conversation is portfolio construction, alternative allocations, or long-term legacy planning, Shaffer Wealth Solutions brings the independence, and the discretion, that high-net-worth clients increasingly demand from their advisory relationships.
Valeon Partners - Entrepreneurial Edge. Built For The Middle Market.
Valeon Partners is a merchant bank built for founders, family offices, and private equity stakeholders who want trusted advice and patient capital under one roof. Their model spans the full deal lifecycle: capital formation, acquisitions, value creation, and exit, with no handoffs, no gaps, and no starting over. What sets them apart is the combination of AI-enabled analysis, senior-led execution (smaller teams, deeper experience), and institutional capital backing through Leon Capital Group, a multi-billion dollar multi-strategy family office. With offices in Dallas, Denver, Los Angeles, Nashville, and Austin, Valeon operates where the middle market lives, delivering unbiased advice that gets clients to a quicker no or a more confident yes.
Special Guest Speakers
The go-to private equity attorney who closes $1B in transactions annually.
The founder of Premier Law Group, dedicated to keeping your real estate investments compliant and safe.
A guru for high-earning, conscious entrepreneurs. His expertise in investment and business coaching is unparalleled. Multifamily and self-storage
A real estate maestro and the brain behind The Multifamily Conference - the largest real estate event for Canada. As CPI Capital's COO, he's transforming the real estate landscape.
From firefighter to serial real estate entrepreneur - the founder of Freedom Ventures with $350M in assets.
Special Guest Speakers
The go-to private equity attorney who closes $1B in transactions annually.
The founder of Premier Law Group, dedicated to keeping your real estate investments compliant and safe.
A guru for high-earning, conscious entrepreneurs. His expertise in investment and business coaching is unparalleled. Multifamily and self-storage
A real estate maestro and the brain behind The Multifamily Conference - the largest real estate event for Canada. As CPI Capital's COO, he's transforming the real estate landscape.
From firefighter to serial real estate entrepreneur - the founder of Freedom Ventures with $350M in assets.
Special Guest Speakers
The go-to private equity attorney who closes $1B in transactions annually.
The founder of Premier Law Group, dedicated to keeping your real estate investments compliant and safe.
A guru for high-earning, conscious entrepreneurs. His expertise in investment and business coaching is unparalleled. Multifamily and self-storage
A real estate maestro and the brain behind The Multifamily Conference - the largest real estate event for Canada. As CPI Capital's COO, he's transforming the real estate landscape.
From firefighter to serial real estate entrepreneur - the founder of Freedom Ventures with $350M in assets.
The Room Is Being Built Right Now.
Family offices are being vetted. RIAs are being invited. Capital raisers who secure their seat early get the best position in the room: at the table where the deals start.
August 21–22, 2026 | Hilton Aventura, Miami, FL
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