Arete Wealth Assembly 2025
Event Sponsors
Exclusive partner product content
There are awesome opportunities to get to know our featured partners. Outside of exhibit hours and networking at our special events, check out these conference activities.
Platinum Partner Presentations + Panels*
WED, 9/3
3:00pm - 4:30pm
VIP Platinum Partner Reception
Exclusive event for Platinum Partners and Arete reps + staff.
WED, 9/3
4:30pm - 6pm
Investment Partner Panels*
THUR, 9/4
10am - 11:30am
1pm - 2:30pm
*Attention Registered Reps:
Travel reimbursement opportunity
Partner sessions marked * above must be attended for Arete registered reps to qualify for a $350 travel reimbursement, in the form of a gift card issued at the event. Read more in our FAQ.
Wed, Sept. 3rd
10:30am - 1:00pm
4:30pm - 6pm
Thur, Sept. 4th
8am - 9am
11:30pm - 1pm
4:30pm - 5:30pm
Fri, Sept. 5th
8am - 9am
Partner Village closes after this time.
PLATINUM PARTNER
U.S. Energy Development Corporation
Founded in 1980, U.S. Energy Development Corporation (U.S. Energy) is a privately held exploration and production (E&P) firm that manages assets for itself and its partners. For more than four decades, U.S Energy has blended operational and financial innovation with a forward-looking approach. U.S. Energy has invested in, operated and/or drilled approximately 4,000 wells in 13 states and Canada and deployed more than $2.4 billion on behalf of its partners.
GOLD PARTNER
Monroe Capital
Monroe Capital LLC is a premier asset management firm specializing in private credit markets across various strategies, including direct lending, technology finance, venture debt, alternative credit, structured credit, real estate and equity. Since 2004, the firm has been successfully providing capital solutions to clients in the U.S. and Canada. Monroe prides itself on being a value-added and user-friendly partner to business owners, management, and both private equity and independent sponsors. Monroe’s platform offers a wide variety of investment products for both institutional and high net worth investors with a focus on generating high quality “alpha” returns irrespective of business or economic cycles.
GOLD PARTNER
Megatel Capital Investment (MCI)
Megatel Capital Investment (MCI) is the Capital Markets division of the Megatel Group. Megatel is fully integrated residential real estate company and one of the largest builders of single-family homes in the North Texas Market. As with our past five equity offerings, MCI Preferred Income Fund VIII, primarily helps fuel the construction of projects built by Megatel by providing an additional source of construction financing for its affiliated real estate division. MCI Enclave of Bahamas DST provides investors with 1031 Exchange tax deferral while providing a 7% annualized return from monthly lease and purchase option payments.
SILVER PARTNER
NexPoint
NexPoint is an alternative investment platform comprised of a group of investment advisers and sponsors, a broker-dealer, and a suite of related investment vehicles. Our platform brings alternative strategies — typically confined to institutional vehicles — to retail channels via independent broker-dealers and investment advisers.
SILVER PARTNER
Texakoma
Since 1982, the Texakoma Group (“Texakoma”) has established and grown our oil and gas exploration, operation and production business around our greatest asset, our people. Led by Texakoma’s Executive Management team and our core of industry-respected and veteran engineers, geologists, landmen and professional staff – many having over 20 years with Texakoma – we have been able to find, explore and develop numerous oil and gas fields in states such as Texas, Oklahoma, New Mexico, Montana and Pennsylvania.
SILVER PARTNER
Your Storage Units
Your Storage Units develops Class-A, climate controlled, self-storage facilities throughout the southeastern United States. We offer investors highly differentiated investment solutions that intend to provide diversification, income, and attractive returns. Self-storage has consistently been a top performing sector with occupancy that has trended up during both economic expansions and contractions, and including self-storage investments in portfolios may be an attractive strategy for many investors.
SILVER PARTNER
WildLife Partners
WildLife Partners offers superior service, expertise, and credibility for anyone interested in breeding exotic wildlife as a method of generating cash flow for their ranching operation. In addition to serving landowners, WildLife Partners has dedicated four of our properties to allow conservation minded investors from around the United States to participate in this dynamic industry. There is no need to acquire land, hire staff, or build infrastructure. We provide everything needed to make money and have fun, while helping to save species from all over the world.
SILVER PARTNER
Cunat Inc.
Cunat was founded in 1976 and is based on the belief that everyone should have a high quality place to call home. For over 40 years the entire Cunat team has been dedicated to making this a reality for its residents and customers. Cunat is committed to outstanding customer service and to providing our residents a worry-free, quality living environment. We are dedicated to the communities we serve, and driven toward continual improvement.
SILVER PARTNER
Forum Partners
Forum Partners’ global investments span North America, Europe, and the Asia-Pacific region and are executed by strategically positioned offices in each market. Forum Partners was founded on the belief that a successful real estate investment takes more than a good piece of real estate; it requires an experienced management team along with the alignment of interests among all key stakeholders. Forum Partners invests with capital partners via a range of collaboration and outlook including market specific as well as regional geographies, co-mingled and discretionary funds, specific unilateral mandates and non-discretionary limited partnerships.
SILVER PARTNER
Pontera
The name Pontera was born out of our aspiration to be the bridge to better retirement. We deliver a secure and seamless platform for financial advisors to manage 401(k) and other held away accounts. Pontera is dedicated to helping individuals retire with greater wealth and financial security. Founded in 2012, we work with Registered Investment Advisors (RIAs), Broker-Dealers, and some of the largest financial institutions in the country.
SILVER PARTNER
Hamilton Point Investments
Hamilton Point Investments LLC (“HPI”) is a real estate private-equity investment company that owns and manages multifamily apartment properties, manufactured housing communities and hotels. HPI invests through investment funds raised from individual accredited investors through a selling group of independent broker-dealers and registered investment advisors.
SILVER PARTNER
Stoic Equity Partners
At Stoic, our focus is building a trusted and sustainable commercial real estate firm, dedicated to delivering superior returns and preserving capital for investors. Through innovative strategies, expert asset management, and a commitment to long-term relationships, we create lasting value for stakeholders while fostering growth and prosperity in the communities we serve.
Our investors are true partners in every venture. Supported by the extensive knowledge of our team and a relentless pursuit of excellence, we utilize advanced technology to offer unparalleled transparency, giving partners a clear view of how their wealth is working through real estate investments.