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Conference FAQ

Frequently Asked Questions

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General Conference Information

What is the 506 Investor Group Annual Conference?

The 506 Investor Group Annual Conference is the premier in-person gathering of accredited investors focused on alternative investments, particularly private real estate, private equity, debt funds, and other syndicated deals. It's been held annually since 2018, bringing together passive investors to network, learn from industry experts, and meet face-to-face with investment sponsors.

When and where are conferences held?

Conferences are typically held in late September or mid-October over a 3-day weekend (Friday–Sunday). Recent and upcoming locations include:

  • 2018: Dallas, TX (Westin Galleria) – First annual conference, October 12–14
  • 2019: Location TBD, November 8–10
  • 2020: Virtual Conference – November 7 (due to COVID-19)
  • 2021: Las Vegas, NV (MGM) – October 8–10
  • 2022: Charlotte, NC – September 16–18
  • 2023: Denver, CO (Westin Downtown) – September 22–24
  • 2024: Dallas, TX (Sheraton) – September 27–29
  • 2025: Phoenix, AZ (Sheraton Downtown) – September 19–21
  • 2026: Dallas, TX (Fairmont) – October 16–18, 2026
2026 Conference Details

What are the key details for the 2026 Dallas Conference?

  • Dates: October 16–18, 2026 (Friday–Sunday)
  • Location: Fairmont Hotel, Downtown Dallas
  • Hotel Rate: $209/night (use special booking link)
  • Registration: NOW OPEN via registration form
  • Early Arrivals: Sponsors are hosting activities on October 15th, so arriving a day early is recommended

What are the 2026 registration fees?

Registration PeriodWith Hotel LinkWithout Hotel LinkNon-Members
First 300 members$299$349$799
June 1 to Oct 15$349$399$849
At the Door$399$449$899

Note: There's a built-in $50 discount if you book through the official hotel link.

What is the 2026 conference refund policy?

  • Refunds available until 60 days before the conference (August 15, 2026)
  • No refunds after August 15, 2026
  • Tickets are non-transferable

What is the 2026 hotel cancellation policy?

  • Free cancellation up to 72 hours (3 days) before arrival
  • Cancellations within 72 hours: one night's room rate + tax charged
  • Important: If you book a room and don't cancel, the 506 Group is charged a penalty and will bill you for it
Conference Structure & Schedule

What is the typical conference schedule?

FRIDAY (Full Conference Day 1)

  • 9:00 AM – 12:00 PM: One-on-one meetings with sponsors
  • 9:00 AM – 12:00 PM: Sponsor speeches (concurrent with 1-on-1s)
  • 12:00 PM – 1:30 PM: Lunch break (on your own)
  • 1:30 PM – 4:30 PM: Sponsor "speed dating" sessions (30-minute rotations, groups of ~10)
  • 5:00 PM – 7:00 PM: Cocktail party
  • 7:00 PM onwards: Optional sponsor-hosted dinners at local restaurants

SATURDAY (Full Conference Day 2)

  • 7:45 AM – 8:45 AM: Breakfast in conference room
  • 8:45 AM – 9:00 AM: Opening remarks by Mark Robertson (founder)
  • 9:00 AM – 12:00 PM: Keynote speakers and panels (sponsor tables open for networking, economic outlook presentations, industry expert panels)
  • 10:50 AM – 11:10 AM: Break
  • 12:00 PM – 1:30 PM: Lunch in conference room
  • 1:30 PM – 3:10 PM: Panel discussions (Multifamily, Debt, Private Equity, etc.)
  • 3:10 PM – 3:30 PM: Break
  • 3:30 PM – 5:30 PM: Experienced Member Panel
  • 7:00 PM onwards: Optional sponsor-hosted dinners

SUNDAY (Half Day – Wrap-up)

  • 8:45 AM: Light breakfast
  • 9:00 AM – 10:00 AM: Small group discussions on specific topics
  • 10:00 AM – 10:20 AM: Break
  • 10:20 AM – 10:50 AM: Experienced member "speed dating" sessions
  • 11:00 AM – 12:00 PM: Sponsor debriefing sessions
  • 12:00 PM: Conference officially ends

What happens on Thursday before the conference?

Many sponsors organize pre-conference activities on Thursday (the day before), including:

  • Property tours
  • Happy hours
  • Investor dinners
  • Networking meetups

Members can often book hotel rooms for Thursday at the discounted rate (subject to availability).

Registration & Payment

How do I register?

  1. Complete the online registration form (link provided in conference announcement)
  2. Submit payment via one of the accepted methods: Check, Venmo, Zelle, PayPal
  3. Book your hotel room using the special 506 conference link
  4. Wait for email confirmation

Why should I register early?

Early registration (first-come, first-served) gives you:

  • Lowest price ($299 for the first 300 registrants)
  • First choice for one-on-one sponsor meetings
  • First choice for Friday sponsor dinners
  • First choice for Saturday sponsor dinners
  • First choice for sponsor outings
  • Better planning for organizers

Do I need to be a Patreon supporter to attend?

No, but non-Patreon supporters pay higher registration fees. Patreon support starts at $10/month or $114/year, and 100% of proceeds go to staff and operating costs.

What if I'm a local member and don't need a hotel?

Local members who don't need hotel accommodations pay the same lower "with hotel link" price, not the higher "without hotel link" price.

Can my spouse/guest attend?

Yes! Each additional attendee (including spouses/guests) requires:

  • A separate registration ($299+ per person)
  • A unique email address for the conference app
  • Separate payment

Spouses/guests can participate in all conference activities, including sponsor dinners (if slots are available).

Are tickets transferable?

Historically, tickets have been transferable between members, though recent policies indicate they are "non-transferable." Contact Mark Robertson (@506Godfather) for exceptions.

Sponsors & Meetings

How many sponsors typically attend?

Recent conferences have hosted 20–30 sponsors, and we ensure there are at least 10 investors for every one sponsor. For 2026, sponsors will be selected through a member voting process.

2025 Phoenix Conference Sponsors (for reference): Alturas Capital Partners, CAZ Investments, Chicago Atlantic, Coller, Crystal View, DLP, Eller Capital Partners, Front Street Capital, Goodman Capital, Griffin Partners, Hamilton Lane, Hempel, KKR, LBX Investments, MAG Capital Partners, MG Properties, Midloch Investment Partners, MLG Capital, Pelorus Capital Group, SMARTCAP Inc., Star Mountain, VanWest Partners.

How do I select which sponsors to meet?

After the member voting process determines which sponsors are invited, you'll receive emails (in batches based on registration/payment order) to select:

  • One-on-one meetings (Friday morning, typically 15–30 minutes each)
  • Sponsor dinner selections (one for Friday, one for Saturday)

What are "One-on-One" meetings?

15–30 minute private meetings with sponsors on Friday morning. These are highly valued opportunities to:

  • Ask detailed questions about specific investments
  • Get updates on existing investments
  • Assess sponsor character and trustworthiness face-to-face
  • Discuss strategy and future plans

You can typically sign up for multiple 1-on-1 meetings (4+ slots allowed).

What is "Sponsor Speed Dating"?

30-minute rotating sessions on Friday afternoon, where you meet sponsors in small groups (~10 members) for:

  • Brief sponsor presentations (elevator pitch)
  • Q&A sessions
  • General introductions

New sponsor every 30 minutes, allowing exposure to many sponsors quickly.

What are sponsor dinners?

Sponsors host groups of 10–12 members at high-end local restaurants on Friday and Saturday evenings. These dinners:

  • Are paid for by sponsors (typically $175+ per person)
  • Feature excellent food and cocktails
  • Allow personal conversations with sponsors
  • Generally have no sales pitches (though Q&A is welcomed)
  • Help members build relationships with sponsors

Important: Members must honor their dinner commitments. No-shows have resulted in member removal from the group.

Can I bring my spouse to sponsor dinners?

Yes, if they've registered for the conference. When selecting dinner slots, put each person's name on a separate line/slot. Some sponsors may offer dinner spots even to non-paying spouses if slots remain available closer to the event.

Speakers & Educational Content

What types of speakers present at the conference?

Keynote Speakers (Saturday morning):

  • Economists (e.g., John Silvia – former Wells Fargo Chief Economist)
  • Market analysts (e.g., John Chang from Marcus & Millichap)
  • Industry leaders (e.g., Kyle Bass, Christopher Zook from CAZ, Nick O'Neill from KKR)
  • Family office experts

Sponsor Presentations (Friday morning):

5–8 sponsors give 30-minute educational presentations on topics like:

  • Market trends and outlook
  • Due diligence best practices
  • Industrial/multifamily acquisition trends
  • Specific investment strategies

Panel Discussions (Saturday afternoon):

  • Real Estate Outlook Panel
  • Private Equity Panel
  • Debt Fund Panel
  • Multifamily Panel
  • Experienced Member Panels (peer investors share lessons learned)

Who are "Experienced Members"?

Active 506 Group members who have:

  • Invested in 10+ alternative deals
  • Significant experience with private investments
  • Willingness to share knowledge and answer questions

They participate in panels and "speed dating" sessions on Sunday morning.

What topics are covered in small group discussions?

Sunday morning features focused discussions on:

  • Debt fund comparisons
  • Qualified Purchaser investing ($5M+ net worth)
  • Tax strategies (1031 exchanges, DSTs, etc.)
  • IRA/401(k) investing strategies
  • Near and in-retirement investing
  • Under-40 investor strategies
  • Family office investing
  • Opportunity Zone (QOZ) investments
  • Non-real estate alternatives
  • Working with the 506 RIA (Cornerstone)
Hotel & Travel

How do I book the hotel at the discounted rate?

Use the official 506 conference booking link provided in the registration materials. This is critical because:

  • The group has guaranteed room night contracts (typically 500 room nights)
  • Using the link gets you the $50 registration discount
  • It helps the group fulfill contractual obligations

For 2026 Dallas: Fairmont Booking Link – $209/night

Can I extend my stay before/after the conference?

Yes! The discounted hotel rate typically extends 3–7 days before and after the conference dates, subject to availability. This allows members to:

  • Explore the host city
  • Visit local friends
  • Combine the conference with a family vacation

For 2026: Sponsors have activities on October 15th, so arriving Wednesday or Thursday is recommended.

What if the discounted hotel rooms sell out?

Contact the conference organizer (@HalCat on the forum) if you have booking issues. They often negotiate additional rooms at discounted rates. We recommend booking early to avoid this issue.

Do you have any tips for transportation?

  • Denver 2023: A-Line Rail from Denver Airport to Union Station ($10.50), then a 10-minute walk to the Westin; Free MallRide available
  • Phoenix 2025: Downtown Phoenix location, walkable to many attractions
  • Dallas 2026: Downtown location, convenient access to DFW area attractions
Conference Attendee Experience

What is the typical attendance?

Recent conferences have seen 250–320 attendees. Attendance typically caps at 300–350.

What do past attendees say?

Paul Szilassy: "The 2023 Denver Conference was my first with the 506 group, and I rate this experience a 10 out of 10! The selected speakers were relevant and engaging, the sponsors were accessible and responsive, the members were welcoming and open to sharing experiences."

Scott Price: "The organizers, volunteers, staff, sponsors, speakers, and collaborative community of fellow investors make this conference such a success every year. The depth and opportunities of interaction are terrific."

Steve Cavanaugh: "I was blown away by the tremendous value and great people. Kudos to you and your team for putting on a first-class event!"

Lance Adams: "It was great meeting many of my fellow investors in person. I always prefer to invest with people I have met face to face, so the conference was a great opportunity to do that."

Paul Dynan: "The ability to interact, network, and just have personal interactions with members is invaluable. Normally, talking about money and finances in a social setting is considered vain or tacky. At the 506 Conference, it's a way to share philosophies, experiences, and advice in a candid and conversational way."

What makes this conference different from other investor conferences?

  • Member-focused (not sponsor sales pitches)
  • Direct access to sponsors (1-on-1 meetings, small groups)
  • Premium sponsors available (many can only be contacted through the conference)
  • Peer learning (experienced member panels and discussions)
  • High-caliber attendees (accredited investors with significant experience)
  • No fluff – straightforward, practical information
  • Value pricing ($299–399 vs. $500–$5,000 at other events)
  • Inclusive meals (breakfast, lunch, cocktail party, sponsor dinners)

Is it worth attending if I'm new to alternative investing?

Absolutely! Many first-time attendees report:

  • Learning about new investment categories
  • Understanding due diligence processes
  • Meeting mentors and experienced investors
  • Building confidence in alternative investing
  • Making valuable connections

The small group discussions and experienced member sessions are specifically designed to help newer investors.

What should I bring/prepare?

  • Business cards
  • Questions for sponsors (write them down beforehand)
  • Comfortable shoes (lots of standing/walking)
  • Notepad or tablet for notes
  • Open mind and willingness to network
  • Closed-toed shoes if attending property tours
Additional Conference Features

What is the Whova app?

Starting in 2024, the conference uses the Whova event app for:

  • Event agenda and schedule
  • Attendee networking and messaging
  • Document/slide sharing
  • Social activity coordination (runs, coffee meetups, etc.)
  • Real-time updates from organizers
  • Job postings

You'll receive an email invitation with an access code before the conference.

Are there property tours?

Yes! Sponsors occasionally offer property tours, typically on Thursday afternoon before the conference begins. Examples:

  • Alturas: Industrial property tours (annual tradition)
  • Grubb Properties: Opportunity Zone development tours (2023 Denver)
  • MAG Capital: Industrial property tours

These tours usually include:

  • Transportation provided
  • Hard hats/safety equipment
  • Behind-the-scenes access
  • Follow-up happy hour or dinner

Space is limited (typically 15–20 attendees); registration required.

What are "Sponsor Debriefing" sessions?

Sunday morning sessions where members (without sponsors present) discuss their impressions of specific sponsors. These allow:

  • Candid feedback sharing
  • Collective due diligence
  • Comparison of experiences
  • Q&A with other members about specific sponsors

Led by volunteer members who keep discussions on track.

Can I volunteer at the conference?

Yes! Volunteer opportunities include:

  • Leading small group discussions
  • Moderating sponsor debriefing sessions
  • Participating in experienced member panels/speed dating
  • Helping with logistics
  • Room setup/breakdown

Volunteers are highly appreciated and get deeper engagement with the content and community.

Cost Breakdown & Value

What's included in the registration fee?

  • Friday: Continental breakfast (informal), cocktail party with appetizers, all sessions
  • Saturday: Full breakfast, full lunch, all keynote speakers, all panel discussions, all sessions
  • Sunday: Light breakfast, all sessions
  • Both nights: Sponsor-hosted dinners at high-end restaurants ($175+ value per dinner)
  • Conference materials: Name tag, printed materials, app access
  • Networking: Access to 250+ accredited investors and 25+ sponsors

What are the total costs?

Minimum Costs (per person):

  • Registration: $299 (early bird)
  • Hotel: $209/night × 2 nights = $418
  • Travel: Varies by location
  • Total: ~$717 + travel

Additional Potential Costs:

  • Extra hotel nights (Thursday, Sunday)
  • Lunches on Friday (on your own)
  • Transportation/parking
  • Optional tourist activities

What's the ROI?

Members consistently report:

  • Making investment decisions worth $50K–$500K+ based on sponsor meetings
  • Avoiding bad investments (potentially saving $100K+)
  • Gaining access to investment opportunities not available elsewhere
  • Building relationships that lead to future co-investments
  • Learning strategies that improve overall portfolio performance

Many members consider it one of their best annual investments.

Voting & Sponsor Selection

How are sponsors selected for the conference?

  1. Nomination Phase: Members suggest sponsors (typically opens 6–9 months before conference)
  2. Voting Phase: Members vote for up to 25–30 sponsors from the nomination list
  3. Invitation Phase: Top vote-getters receive invitations
  4. Confirmation: Sponsors confirm attendance and commitment to hosting dinners

When does voting occur?

Typically 6–8 months before the conference (January–February for a September conference).

Can new sponsors be added?

Yes! Members can nominate new sponsors during the nomination phase. The conference organizers also occasionally invite strategic sponsors who may not have been on previous lists.

What if my preferred sponsor wasn't invited?

  • Nominate them for the next conference
  • Reach out to them directly for investing opportunities
  • Connect with them through the forum
  • Attend regional meetups where they might present
Policies & Etiquette

What is the Anti-Pestering Policy?

506 Group members must agree not to:

  • Excessively contact sponsors outside approved channels
  • Demand special terms or treatment
  • Be disrespectful or unprofessional
  • Share confidential sponsor information

Violations can result in removal from the group.

What are the conference conduct expectations?

  • Honor commitments: Show up for scheduled meetings and dinners
  • Be respectful: To sponsors, staff, and fellow members
  • No recording without permission
  • Maintain confidentiality: Don't share sensitive information discussed
  • Follow the schedule: Be punctual
  • Engage positively: Ask questions, participate in discussions
  • Network generously: Share knowledge and connections

What happens if I need to cancel?

  • More than 60 days before: Full refund
  • Less than 60 days before: No refund
  • Hotel rooms: Cancel 72 hours before arrival for a refund
  • Dinner slots: Remove your name ASAP so others can take the spot
  • 1-on-1 meetings: Remove your name from the signup sheet

What if I'm late or need to leave early?

That's fine, but:

  • Let organizers know about scheduling conflicts
  • Don't sign up for dinners/meetings you can't attend
  • Be respectful of others' time
Special Considerations

Is childcare available?

No, but:

  • Some members bring family and arrange private childcare
  • Spouses can attend activities while the other watches the kids
  • Hotel concierge can suggest local childcare services

Are meals provided for special diets?

Conference meals (breakfast, lunch) typically accommodate:

  • Vegetarian
  • Common allergies (notify organizers in advance)

Sponsor dinners vary by restaurant. Notify your sponsor host about dietary restrictions.

Is the venue wheelchair accessible?

Major hotel venues are typically ADA-compliant. Contact @HalCat for specific accessibility needs.

What's the dress code?

Business casual is standard:

  • Friday/Saturday: Business casual (no jeans for most)
  • Sunday: More relaxed
  • Property tours: Closed-toe shoes required, long pants recommended
  • Dinners: Business casual to smart casual

Can I bring marketing materials?

No. This is a member conference, not a sponsor sales event. Only invited sponsors may present.

Frequently Asked Questions

— Quick Answers —

Is it worth the cost?

Yes — members consistently report making investment decisions worth $50K–$500K+ based on sponsor meetings, avoiding bad investments worth $100K+, and gaining access to opportunities not available elsewhere. Many members consider it one of their best annual investments.

Can I attend if I'm not a forum member?

Yes, but non-Patreon supporters pay higher registration fees. Patreon support starts at $10/month or $114/year, with 100% of proceeds going to staff and operating costs.

What if I'm an experienced investor — is this still valuable?

Absolutely. Even the most experienced members report learning new strategies and making valuable connections.

Are the sponsor dinners mandatory?

TBD: confirm copy. Sponsor dinners are optional, but if you sign up for one you're expected to honor that commitment — repeated no-shows have resulted in members being removed from the group.

Can I invest in deals presented at the conference?

TBD: confirm copy. Yes — many members evaluate and commit to sponsor deals during or shortly after the conference. The conference is designed to give you the access and information needed to make informed investment decisions.

What's the refund policy again?

Full refund if you cancel more than 60 days before the conference (by August 15, 2026). No refunds after that. Tickets are non-transferable.

Do I need to book the hotel through the special link?

Strongly recommended. Booking through the official link gets you the $50 registration discount and helps the group meet its room-night contract with the hotel. For 2026 Dallas: Fairmont Booking Link, $209/night.

What if I can only attend one or two days?

TBD: confirm copy. Single-day attendance is generally not offered — registration is for the full conference. Contact the organizers if you have a specific scheduling conflict.

Will presentations be recorded?

TBD: confirm copy. Recording policies vary by speaker and session. Slides and select materials are typically shared via the Whova event app, but live recording is generally not provided.

Can I bring a non-investor friend?

Each additional attendee — including spouses and guests — needs a separate paid registration ($299+ per person) and a unique email address. Once registered, they can participate in all conference activities, including sponsor dinners (subject to slot availability).

This FAQ represents the collective knowledge and experience from 8+ years of 506 Investor Group conferences. The conference continues to evolve based on member feedback, and new features are added regularly. For the most current information about the 2026 Dallas Conference (October 16–18, 2026), visit the official conference thread on the 506 Investor Group forum or contact the organizers directly. Ready to register? Visit our registration page.