Investment U 2023 FAQ

Visit our event website here.

 

What are the event dates?

Investment U 2023 will take place on March 27-29th, 2023.

 

Where is the event being held?

Ponte Vedra Inn & Club

200 Ponte Vedra Blvd

Ponte Vedra Beach, FL 32082

 

Who will be speaking at the event?

To view the current list of speakers, please click here. (More speakers will be added closer to the event.)

 

What time does the event start?

Pre-registration is Sunday, March 26th from 4:00-6:00 p.m.

Registration continues on Monday March 27th starting at 7:30 a.m. and is open throughout conference times.

Presentations start Monday, March 27th at 8:00 a.m. until 6:00 p.m.; Friday same and Saturday 8:00-late afternoon.

Chairman Circle Event will be 8:00-10:00 p.m. on Wednesday, March 29th.

*Schedule times are subject to change

 

What time does the event end?

The last speaker will finish around 4pm on March 29th. The Chairman’s Circle reception will be that evening.

 

When should I arrive?

We recommend arriving on Sunday, March 26th 2023.

 

When should I depart?

We recommend departing Thursday, March 30th 2023.

 

How can I book a flight?

For airfare assistance, please email Mickey DeFilippis at  mickey@opptravel.com or mickeydef@aol.com for routing and rates from your home city.

 

Where is the event schedule?

The final itinerary will be available closer to the event. An email will be sent to all attendees when it has been finalized.

For a brief outline agenda click here.

 

What are the ticket prices?

Please click here to view the current registration prices.

 

How do I register?

You can register for Investment U by clicking here.

 

How do I cancel my registration?

If you wish to cancel your registration, please click the ‘Modify Registration’ link in your confirmation email. Or, please follow the instructions below.

1. Visit our event website here.

2. Click the ‘Already Registered?’ button underneath ‘Register Now’.

3. Login with your email and confirmation number. (Your confirmation number can be found in your confirmation email.)

4. Cancel registration.

 

How do I add someone to my registration?

If you wish to add someone to your registration, please click the ‘Modify Registration’ link in your confirmation email. Or, please follow the instructions below.

1. Visit our event website here.

2. Click the ‘Already Registered?’ button underneath ‘Register Now’.

3. Login with your email and confirmation number. (Your confirmation number can be found in your confirmation email.)

4. Add guest to registration.

 

How do I remove someone from my registration?

If you wish to remove someone from your registration, please click the ‘Modify Registration’ link in your confirmation email. Or, please follow the instructions below.

1. Visit our event website here.

2. Click the ‘Already Registered?’ button underneath ‘Register Now’.

3. Login with your email and confirmation number. (Your confirmation number can be found in your confirmation email.)

4. Remove guest from registration.

 

What is a social guest?

A social guest is someone who does not want to attend the seminars. They are there to attend the meals as well as the reception.

 

How do I make my room reservation?

Room reservation instructions can be found here.

 

What are the room rates?

The room rate is currently $329 per night. The price may increase closer to the event.

 

What amenities and dining options are available at the hotel?

Dining options are listed here.

 

Am I required to stay at Ponte Vedra Inn & Club to attend?

No.

 

What is a Premier Member?

Premier Members receive full Club benefits, including access to the Club’s Pillar One Advisors, the Members-only portion of our website, plus invitations to all Club-sponsored events. At the Premier level, membership must be renewed on a yearly basis.

 

What is a Chairman’s Circle Member?

The most privileged level of membership and an elite group of our most active lifetime Members. Members at this level serve as the core of the Club, helping to shape its direction and objectives. Because of the vital role they play within the organization, Members of The Chairman’s Circle have access to a portion of the Club’s website that is designed and maintained exclusively for them. They also have a direct connection to The Chairman’s Circle liaison – who acts as a virtual concierge for the savviest of investors. The privileges extended to Chairman’s Circle Members are valued in the tens of thousands of dollars – all of which can still be handed down to the next generation. At The Chairman’s Circle level, membership is granted on a lifetime basis for a one-time payment and a nominal yearly maintenance fee. For those interested, please call our VIP Services Team at 888.570.9830 or locally at 443.353.4537 to upgrade your membership.

 

Is there a Livestream option available for this event?

There will be a Livestream option for IU 2023. More details will be available closer to the event.

 

What meals are included?

Breakfast is included each day. In addition, we also have sponsored lunches that you can sign up for at the event where invited experts will cover an investment topic. There will be hors d’oeuvres at the welcome reception and the Chairman’s Circle reception.

 

What is the dress code?

The dress code for the event is smart casual.

 

What is the cancellation policy?

If cancelled by Sunday January 1, 2023, you will receive a full refund. If cancelled after Jan 1 and before Saturday February 25, you will receive a full refund less a $100 processing fee. If cancelled after Saturday February 25 your registration fee is non-refundable but may be applied to a future Voyager Club event minus a $100 processing fee per person. Cancellations for Social Guests will be refunded per the same policies as stated above.

 

What are the COVID-19 guidelines at the Ponte Vedra Inn & Club?

Health and Wellness Guidelines for Ponte Vedra Inn & Club can be found here.

 

Where can I find information on future events?

For more information on Oxford Club events, please visit our event website here.