Building Life Plans, One Client at a Time


An Investment Seminar for HNW Individuals
Saturday, March 10, 2018

Managers presenting:
GPB Capital | MHC America | SQN Securities | CNL Securities
Time Equities | Triton Pacific | Stonecrest | MCI | Shopoff Realty

Accretive Wealth Management organized their 6th annual investment seminar, Invest Like A Billionaire (IB2018), on Saturday, March 10th at Hotel Valencia in Santana Row.

The event was a huge success with 76 clients and prospects. Nine of our managers presented at IB2018 in three different panels: Private Equity, Private Real Estate and Private Debt. The survey filled by all the attendees gave the seminar a 4.8 out of 5.0.


Introduction & Panel 1 – Private Equity (GPB Capital, CNL Securities & Triton Pacific)


Panel 2 – Private Real Estate (Time Equities, Elevation Capital Group & Shopoff Realty)


Panel 3 – Private Debt (SQN Securities, Stonecrest & Megatel Capital Investment)