Some of the most
important days of
your life.

Join us for an exclusive retreat where we’ll unlock the success you’ve brought to markets for the benefit of the other aspects of life that require your attention.

Woodside, California
April 15–19, 2024

join the retreat

The practical wisdom on offer here is actionable and important

Forget stuffy investment conferences. Our 30-person, 5-day retreat finds us nestled among the giant redwoods in a hillside forest with some of the world’s foremost experts on conscious living. We’ve curated an experience with the conviction that lives will be changed.

When we’re successful in investing, are we done? Well, no. We humbly invite you to join us as we develop our wisdom in the other spheres that matter. The material we cover here is so crucial, and the surroundings so conducive to clarity, we’re forced to ask: why oh why would you even consider missing this?

Monday, April 15

Conscious leadership with Diana Chapman

Let’s put it like this: more and more of what you’re passionate about and less and less of what you do out of obligation. Boost your enthusiasm for each day and reduce drama, in a way that feels natural. Are you prepared to cut the BS and live authentically?

Tuesday, April 16

Parenting with Patty Wipfler

How our children turn out can have everything to do with how we turn out as parents. Break inherited patterns and learn to see and respond to your children for who they are and who they can become. Your child is here to usher in your spiritual development. (Didn’t see that coming, huh?)

Wednesday, April 17

Love and relationships with Terry Real

Your work may be rewarding, your kids amazing, and your friends wonderful, but in the end, your bond with the person you spend the rest of your life with—the one you grow old with—is the most important relationship you will ever have.

Have you been taught the craft of creating and sustaining a truly great marriage?

Thursday, April 18

Nonviolent communication with Daniel Cohen

While we may not consider the way we talk as “violent,” our words often cause hurt and pain. There is a better way to communicate, one that deepens intimacy and connection, and it begins with recognizing our own feelings and needs.

… Ha, well, does that make you uncomfortable enough that part of you knows you should show up?

Your retreat experience

Join a small, exclusive group of guests for a week of practical wisdom, powerful connections, and life-changing tools

Powerful connections

Being in the same room, or in the same forest, with a collection of thirty people who want to become better humans and investors will make you wonder why you don’t do this more often—it’s networking of another order.

Fireside chats

Built into our gathering is the space and time—in unusually nice surroundings—to allow for the weaving of social and intellectual threads. Your office doesn’t have a fireplace; this place does. You’ll feel the difference.

Air, plants and water

It may seem strange to cite the natural world so starkly, but we’re all stuck under fluorescent lights and on plastic chairs for our waking hours. You were made to commune with nature.

Culinary adventures

Savor delectable, locally sourced meals in a warm setting that brings back the true joys of mealtime. There’s something delicious for all food preferences.

Playful presence

Feeling depleted, exhausted, or overwhelmed? Pursue a self-guided wellness journey by engaging in yoga, meditation, breathwork, group hikes, and creative arts of your preference.

Clarity and wisdom

Informing the purpose of these few days is bringing the thoughtfulness we apply to the markets into our non-financial lives. This is the important stuff.

Canyon Ranch Woodside

Escape to the redwoods. Revel in moving from one spirit-refreshing space to the next at a site that is renowned for its fostering of the mind–body connection, outdoor adventure, and returning to an authentic sense of self. Hard to believe, isn’t it, that some of life’s most valuable offerings sit just half an hour from San Francisco International Airport?

As a luxury resort, Canyon Ranch Woodside is impressive enough, but it’s a destination built with ambition and intention: the sort of place where transformations are made. And we have it all to ourselves.