2024 Member Retreat

Registration for the 2024 Long Angle Member Retreat is now closed.

For any inquiries or assistance, please contact Hanna Heffern at hanna.heffern@longangle.com.

Retreat Details

  • Date: Sunday, October 6 to Wednesday, October 9, 2024

  • Location: Fairmont Princess, Scottsdale, Arizona, USA

  • Price: $4,950 per attendee and $3,000 for companions

Long Angle is excited to announce our first members-only retreat, an exclusive event designed to foster collaboration, idea exchange, and personal growth among members.

What’s Included

  • Lodging at the Fairmont Princess

  • All meals and refreshments

  • Comprehensive programming and events, including speaker sessions, networking events, and evening social activities

Retreat Highlights

  • Focused programming on financial and lifestyle topics

  • Fireside chats, panels, AMAs, and workshops led by Long Angle members and special guests

  • Opportunity to connect with 200 members from around the world at an all-inclusive 5-star resort

Retreat Speakers

  • Morgan Housel

    Partner at The Collaborative Fund. New York Times Bestselling author of The Psychology of Money and Same As Ever.

    Expert on behavioral finance and investing history, former columnist at The Motley Fool and The Wall Street Journal, two-time winner of the Best in Business Award from the Society of American Business Editors and Writers.

  • Seth Moulton

    U.S. representative for Massachusetts's 6th congressional district

    Veteran, Democratic leader, and devoted father. Member of the House Armed Services Committee serving as Ranking Member on the Subcommittee on Strategic Forces. Legislation created the 988 National Suicide Lifeline.

  • Dr. Erica Gaston

    Head of the Conflict Prevention and Sustaining Peace Programme at United Nations University Centre for Policy Research

    15 years of experience in conflict-related human rights with fieldwork in Afghanistan, Iraq, Yemen, Syria, and Pakistan. B.A. Stanford, J.S.D Harvard, PHd Columbia.

  • Chris Hutchins

    Host of All The Hacks” Podcast

    Former Head of New Product Strategy at Wealthfront, co-founder of Grove (acquired by Wealthfront) and Milk (acquired by Google). Ex-Partner at GV focusing on seed and early-stage investments. Shares insights on personal optimization and lifestyle upgrades through his popular podcast.

  • Al Mueller

    Founder and CEO of Excellence in Giving

    Pioneering philanthropic advisor with over 20 years of investment expertise. Guided clients in donating over $400 million since 2001. Former Morgan Stanley and UBS executive, MBA from UCLA's Anderson School of Management. Respected thought leader in values-based giving and high-performance charitable portfolios.

  • Christina Lewis

    Philanthropreneur, Founder of Beatrice Advisors and BFO21

    The Obama White House, CNBC, Wall Street Journal, and Fortune have featured Christina's work. Philanthropy leadership includes The All-Star Code, Giving Gap, and Reginald F. Lewis Foundation.

  • David Seifert

    Partner, Velocis

    Responsible for $2.8 billion in transactions across significant properties and markets. Previously at L&B Realty Advisors, a $9.0 billion institutional investment manager.

  • Dr. Jacquelyn Kung

    3X Entrepreneur, Board Director and Advisor

    Founder of ClearCare (now Wellsky Personal Care) and Activated Insights, valued at over $250M and serving 5M+ individuals. Harvard and Johns Hopkins graduate.

  • Emre Akkas

    Managing Partner, Sea To Sky Labs

    After successfully exiting his startup, Emre traded boardrooms for playrooms, embracing his role as the “Chief Snack Officer” for his kids. He now mentors startups on growth, prioritizes physical activity, and explores biohacking and wellness.

  • Lindsay Nahmiache

    Co-Founder, Jive PR + Digital

    An exited entrepreneur who recently bought a new skincare company and a marketing agency. She applies a 'private-equity’ model approach to marketing + brand growth to scale amazing brands.

  • Matthew McDonald

    Co-Founder, EquipmentShare

    Recovering founder enjoying life in Miami. Co-founded EquipmentShare, a multi-billion dollar platform for construction equipment.

  • Scott Alderman

    Managing Director, Trilogy Search Partners

    Former Chief Financial Officer for Western Wireless. Currently serves on Botanical Designs, Dragonfly Pond Works, Market Equipment, and Radiation Detection Company boards.

  • Forrest Lin

    International Travel Expert

    Luxury travel consultant, entrepreneur and investor.

  • Chip Fisher

    Founder, Ursus Advisory

    Chip focuses on peer-to-peer consultation for young adults with inherited wealth. He’s also the co-founder, chairman, and CEO of Fisher Wallace Labs.

  • Jeffrey M. Glassman

    Tax Partner, Co-chair of the Tax Controversy Committee of the State Bar of Texas Tax Section

    Tax Controversy Committee of the State Bar of Texas Tax Section co-chair and past recipient of the American Bar Association Tax Section’s John S. Nolan Fellowship.

  • Marko Soldo

    Managing Director, Co-Head of Golub Capital Credit Opportunities

    Prior to joining Golub Capital, was a Managing Director and Voting Member of the Investment Committee of the Blackstone Strategic Opportunity Fund.

Reserve Your Spot Today!

In order to ensure an exceptional experience, we have limited the retreat to 200 participants.

Please note that the initial room block for the retreat has reached capacity. An additional 20 rooms have been made available on a first-come, first-served basis. The final deadline for all registrations is September 4!

Questions? We're here to help.

For any inquiries or assistance, please contact Hanna Heffern at hanna.heffern@longangle.com.

Individual Spot: $4,950

  • Limited availability: 200 tickets are available for individuals on a first-come, first-served basis.

  • Includes lodging, all programming, activities, and food

Registration Closed

Companion Spot: $3,000

  • Requires one full individual purchase. Limited to one companion per full ticket, assumes shared lodging with full ticket holder, includes all programming, activities, and food.

  • Reserve a room for companion with separate purchases.

Registration Closed

Individual + Companion: $7,950

  • Reserve a room for both your individual and companion with a single purchase.

Registration Closed

FAQ

  • We’ve been fortunate to meet with all of you in person at our regional happy hours or over Zoom, one frequent question we get is: “When can I meet more members?”. This is it!

  • To ensure an intimate and high-quality experience, we've capped attendance at 200 members.

  • The 200 tickets will be offered on a first-come, first-served basis. We anticipate all spots will be spoken for within the first few weeks

  • We are setting the price per ticket at-cost. We negotiated significant discounts on the hotel room rates to keep the cost as reasonable as possible.

  • Yes, including resort fees! The lowest standard room rate with a loyalty discount is $830/night (incl tax).

  • Yes! All meals, snacks, and refreshments are included in the retreat package. Enjoy a variety of delicious options at our scheduled events and programs.

  • While the retreat package covers most amenities, please note that travel costs, such as airplane tickets and airport transfer, are not included. We recommend flying into Phoenix Sky Harbor International Airport for your convenience.

    Members are free to extend their stay in Scottsdale and organize personal activities such as golf, but these are not included in the registration fee.

  • We expect programming to start Sunday (Oct 6) evening around 4 pm local time and be completed by Wednesday (Oct 9) at noon local time

  • Definitely! We wholeheartedly encourage you to bring your spouse or partner along. The retreat is designed to be a social and enriching experience for our members and their loved ones. The cost for a companion ticket is $2,800, assuming shared lodging.

  • We are excited to organize family-friendly retreats in the future, but this event is designed to be adults-only. We are not able to offer programming or childcare for kids.

  • We understand that plans change and life happens. If you need to cancel, we will make every attempt to transfer your ticket to another member and offer you a full refund. We are pricing this event at-cost and are committing to our vendors for a fixed headcount, so we will only be able to offer a refund in the case of transferring your ticket.

  • If you prefer to pay via company credit card, check, or wire transfer, that is not a problem! We cannot provide tax advice on the deductibility of the expense.