Client Advisory Panel
Please join us for Capital Advisors Group’s Client Advisory Panel
Wednesday, September 18 – Friday, September 20, 2024
Wequassett Resort & Golf Club,
2173 Route 28, Harwich, MA 02645
About the Event
Capital Advisors Group has launched its new Client Advisory Panel. This private and exclusive event has been established with the intention of providing a small group of clients an opportunity to collaborate with peers in a bucolic setting on Cape Cod. We hope to listen, learn (and have fun) as we gather to collaborate and discuss Treasury best practices over two days in September.
Registration
Agenda
Wednesday, September 18, 2024:
4:00 pm ET
Check-in
6:00 pm ET
Welcome Kick Off at Thoreau’s
We will have tables reserved at Thoreau’s, a tavern & bar located in the Wequassett Resort and Golf Club. Please join us for food, beverages, and to gather with your peers.
Thursday, September 19, 2024:
8:00 – 10:00 am ET
Group Breakfast
Breakfast will be served at the Outer Bar & Grille deck.
11:00 am – 3:30 pm ET
Group Activities
Option 1: Golf at Cape Cod National Golf Club (11:00AM – 3:30PM)
Join Capital Advisors Group for 18 holes at the renowned Cape Cod National Golf Club. Transportation to the course and boxed lunch will be provided.
Option 2: Fishing Charter (11:00AM – 3PM)
Join Capital Advisors Group for an afternoon out on the water. All gear, transportation, and boxed lunch will be provided. Please remember to bring sunscreen, a hat and layer your clothing in preparation for weather conditions.
6 pm – 7 pm ET
Cocktail Reception
The cocktail reception will be hosted on the Upper Veranda.
7 pm – 9 pm ET
Dinner
Dinner will be hosted in the private dining room of Twenty-Eight Atlantic.
Friday, September 20, 2024:
8:00 – 9:00 am ET
Breakfast
Breakfast will be hosted in the private dining room of Twenty-Eight Atlantic.
9:00 am ET
Checkout of Resort
Check out is formally at 11 am but we advise participants to check out before the Client Advisory Meeting as it runs from 9 am – 12 pm. Participants’ belongings can be stored with the front desk or resort staff can help bring belongings to participants’ vehicles.
9 am – 12 pm ET
TOPIC Meeting
Please join fellow guests in the discussion of SUBJECT. This meeting will be held in Cape Villa 1 & 2. EXPLAIN TOPIC OF DISCUSSION (5-6 sentences)
11:30 am ET
Lunch
Optional Buffet Lunch (during last 30 minutes of the meeting)
We Look Forward to Seeing You at The Event!
Please direct all questions regarding the event to Lauren Sheridan at LSheridan@capitaladvisors.com and phone #
Below we have our team members that will be joining the event.
