EXEC MEETING DATES
• MON., Feb. 2nd - Arete Wealth Leadership Team arrivals
• TUES., Feb. 3rd - Leadership Team sessions; Executive Advisory Council arrivals
• WED., Feb. 4th - Joint working sessions; closing dinner
• THUR., Feb. 5th - Departures
HOST HOTEL
Commodore Perry Estate
4100 Red River Street
Austin, TX
TIMES OF NOTE
See agenda details below.
MON
Feb. 2nd
Day 1
Arrivals:
ARETE LEADERSHIP TEAM
5:30PM - 6:30PM
ARETE WELCOME RECEPTION
Commodore Perry Estate
Living Room Bar
6:45PM
DEPART FOR OFFSITE DINNER
Hotel lobby - Ubers / Lyfts
7PM - 9PM
DINNER: ARETE LEADERSHIP TEAM
Jeffrey's - The Upstairs Apartment
1204 West Lynn Street
Return to hotel on your own
TUES
Feb. 3rd
Day 2
8AM - 9AM
BREAKFAST
Chapel - Commodore Perry Estate
9AM - 9:30AM
WELCOME: FOUNDER REMARKS
9:30AM - 11:30 AM
FROM THE NEW CEO
11:30AM - 12PM
DIALOGUE: Q&A
12PM - 1PM
LUNCH
1PM
DEPARTMENT BRIEFINGS
5PM
BREAK FOR THE DAY
Arrivals:
EXECUTIVE ADVISORY COUNCIL (EAC)
6PM-7PM
EAC WELCOME RECEPTION
(FOR ALL)
Garden Nook Patio & Lawn
7PM - 9PM
ALL TEAM DINNER
Mansion Private Dining Room
9PM - 11PM
ARETE AFTER PARTY
Chapel
WED
Feb. 4th
DAY 3
8AM - 9AM
BREAKFAST
Chapel - Commodore Perry Estate
9AM - 11AM
• EAC WELCOME
• EMPLOYEE STOCK OWNERSHIP PLAN
11AM
BREAK
11:30AM - 2PM
2026 PLANNING: Arete Goals & Objectives
(+ working lunch)
2PM
• EAC/PLANNING session ends
• BREAK
2:30PM - 4PM
• MANAGEMENT TAKE DOWN OF EAC FEEDBACK
• Summary: 2026 Take Aways
BREAK after session dismisses
6PM
DEPART FOR OFFSITE DINNER
Hotel lobby - Ubers / Lyfts
6:30PM - 8:30PM
PRIVATE DINNER
The Guest House
800 W Ceasar Chavez St.
Return to hotel on your own
THUR
Feb. 5th
NO FORMAL AGENDA
Departures