---
title: "Shamrocks & Due Diligence: A Recap of FactRight’s 2025 RIA Due Diligence Conference"
description: FactRight recently held its RIA Due Diligence Conference in Scottsdale, Arizona, drawing nearly 500 attendees. Highlights included over 180 wealth managers in attendance, sponsor presentations, FactRight’s analysis of the products presented, insightful panels on DSTs with 721 Options and assessing your firm's arbitration risk, plus productive networking opportunities. Thanks to everyone who joined us and helped make the conference the premier source of due diligence for wealth managers in the alternative investment community. Read a recap of the event from FactRight General Counsel, Kate Stephany.
---

[FactRight Due Diligence Blog](https://blog.factright.com)

# [Shamrocks & Due Diligence: A Recap of FactRight’s 2025 RIA Due Diligence Conference](https://blog.factright.com/shamrocks-due-diligence-a-recap-of-factrights-2025-ria-due-diligence-conference)

 Written by [Kate Stephany](https://blog.factright.com/author/kate-stephany) | Mar 27, 2025 6:07:38 PM

"O, the red rose may be fair,

And the lily statelier,

But my shamrock, one in three,

Takes the very heart of me!"

~ Katharine Tynan (Irish poet, novelist, and writer; 1859 - 1931)

 

Irish eyes smiled on the Arizona desert last week.

We are so glad you attended the Spring RIA Conference with us—it was amazing!

Thank you for making this our largest conference yet! The FactRight staff is grateful for your support and appreciates those who joined us. If you couldn't make it this time, we hope to see you soon!

 Here are some highlights from last week!

- Almost 500 industry professionals and wealth managers arrived at the Westin Kierland. Russell Putnam, co-president and bard, retold the legend of FactRight and started the St. Patrick's Day party along with FactRight CEO Gail Schneck, who welcomed our wealth manager attendees to the festivities.
- Next, FactRight's 38% Irish co-president, [Jake Heidkamp](https://www.factright.com/about-us-archive/jacob-heidkamp-jd/), provided an update on market conditions, which set an excellent foundation for our following presentations. If you liked what you heard and would like regular updates on significant events for alternative programs and other industry news, sign up to request Jake's Weekly Updates straight to your inbox [here](https://www.factright.com/weekly-updates/).
- Thank you to the panel participants for your thoughtful insights on DSTs with a 721 Option. We'd like to recognize and thank Jay Frank at Cantor, Dana Petitto at Brookfield REIT, Drew Dornbusch at JLL, and Geoff Flahardy at ExchangeRight for joining Brandon Raatikka, chief operating officer, on stage. 

- Darren Whissen from Pinnacle Capital Group presented an engaging presentation about assessing and mitigating arbitration risk for RIAs. Thank you for your insight!
- Happy Hours featured whiskey and margarita tastings! Thank you to Vistra and Blue Owl for sponsoring such enjoyable evenings. 
    - "What whiskey will not cure, there is no cure for." (Irish proverb)
- We were fueled throughout, thanks to S2K sponsoring the coffee cart. 
    - "Coffee makes us severe, and grave and philosophical."

~ Jonathan Swift (Anglo-Irish writer and satirist; 1667 - 1745)

- At the end of the rainbow, was found:   
    - 182 wealth managers
    - 75 presenting, exhibit and amenity sponsor firms
    - 45 industry participants including managing broker dealers, trade associations, and tech platforms 
    - 2 panels
    - 1 amazing owl sand sculpture
    - 0 Irish goodbyes

"They lived and laughed and loved and left."

~ James Joyce, Finnegans Wake (Irish author and poet 1882 – 1941)

 

When's the next conference? Our [Fall Due Diligence Conference](https://www.factright.com/events/) is September 8 - 10 in Salt Lake City, Utah. We hope to see all of you (and more!) there!

 

"Be yourself; everyone else is already taken."

~ Oscar Wilde (Irish poet, author, and playwright; 1854 - 1900)

 

[View full post](https://blog.factright.com/shamrocks-due-diligence-a-recap-of-factrights-2025-ria-due-diligence-conference)

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