November 13-15, 2024

The Resort at Pelican Hill
Newport Beach, California

You’re Invited!

Join us for an exclusive, invite only retreat designed to bring together our families, friends, and colleagues, to socialize, learn from thought leaders about hot and emerging topics, relax, and connect.

Event Details

  • Location

    The Resort at Pelican Hill
    Newport Beach, California

  • Dates

    Wednesday November 13 -
    Friday November 15, 2024

  • Questions

    We’re happy to help!
    courtney.bates@penningtonptrs.com

Agenda


DAY 1 / November 13

4:00pm
Check-In

5:30 - 6:45pm
Welcome Reception
The Resort at Pelican Hill, Andrea Dining Room & Terrace

6:45 - 8:30pm
Dinner & Fireside Chat with Former Presidential Candidate Andrew Yang
The Resort at Pelican Hill, Andrea Dining Room
& Terrace

Optional Post Dinner Social
The Resort at Pelican Hill, Lobby Bar & Lounge
Feel free to continue the evening with some social time on your own

DAY 2 / November 14

8:15 - 9:00am
Breakfast & Getting to Know Each Other
The Resort at Pelican Hill, Lower Patio

9:00 - 9:45am
Economy, Investing, Elections: Where Do We Go from Here?
The Resort at Pelican Hill, La Cappella Room

  • Eric Rosen, Founder, The Rosen Report

  • Kent Andrews, Partner & Vice President of Investments, Pennington Partners

9:45 – 11:00am
Lifestyle Medicine for Longevity & Well-Being: A Paradigm Shift

The Resort at Pelican Hill, La Cappella Room

  • Dr. Garth Davis, Lifestyle Medicine Expert and Medical Director, Houston Methodist Comprehensive Weight Management Center

11:00 - 11:15am
Coffee Break & Group Photo

11:15 - 12:00pm
Fireside Chat: Opportunities in Private Equity

The Resort at Pelican Hill, La Cappella Room

  • Jonah Sulak, Managing Partner, Cuadrilla Capital

  • Chris Sznewajs, Managing Partner, Pacific Avenue Capital

  • Wendy Xu, Managing Director or Private Markets, 
Pennington Partners

12:00 - 12:45pm
Lunch
The Resort at Pelican Hill, Lower Patio

1:00 - 5:15pm
Choice of Excursion

6:15pm
Meet up to leave as a group for dinner
The Resort at Pelican Hill, Lobby

7:00 - 9:30pm
Dinner and Entrepreneurial Exit Panel: Journey, Lessons & Leadership
Louie’s By the Bay Restaurant
2801 West Coast Hwy, Newport Beach, CA

  • Brian Caress, Former CEO, Redi Carpet

  • Kevin Chou, Founder & Serial Entrepreneur Unite, Kabam, SuperLayer, Forte, Gen G Sports

  • Adam Francis, Founder & Former President, Host Healthcare

  • Brian Gaister, Co-Founder & CEO, Pennington Partners 

DAY 3 / November 15

8:00 - 8:30am
Meditation & Coffee/Tea

8:30 - 9:30am
Breakfast & Enhancing After-Tax Returns 2.0
The Resort at Pelican Hill, La Cappella Room

  • John Huss, Principal, AQR Capital Management

  • Alex Rongione, Managing Director, Pennington Real Estate Partners

9:30 - 12:00pm
Bonus Excursion: Crystal Cove State Park One-Hour Hike with Naturalist, Joel Robinson

11:00am
Checkout
(Late checkout upon request, subject to availability. We will request late checkout for those participating in the bonus excursion.)

All times are in Pacific Time. Working agenda: times and topics subject to change.

Frequently Asked Questions

We look forward to seeing you this November at The Resort at  Pelican Hill, in beautiful Newport Beach, CA. Here is information to help you plan your trip.

Please check back here for more details to stay up to date! If you have any questions, reach out to Courtney Bates at (202) 654-5830 or courtney.bates@penningtonptrs.com

  • All of the rooms in our block, regardless of room type, are currently reserved with king beds. If you would prefer to have a room with two queen beds instead, please reach out to Pelican Hill Reservations at 855-857-7297 to adjust.

  • The Resort at Pelican Hill Newport Beach

    22701 Pelican Hill Road South

    Newport Coast, CA 92657

    Phone:  (888) 507-6427

    Wednesday, November 13 to Friday, November 15. The official program begins on November 13 at 6:00 pm PT, preceded by an invite-only session for Pennington Operating Partner families at 5:15pm.

  • The resort is accessible from three airports in the Los Angeles, California area.

    John Wayne Airport (SNA) is closest to the resort, a 15-20 minute drive by car. We recommend you arrive via this airport if possible because there can be a lot of unpredictable traffic from the two other airports in the area. You can fly here directly from Houston, New York City and several other locations. If you are flying from airports in the Washington, DC area, please note there are few non-stop flights to this airport.

    Long Beach Airport (LGB) is a 30-minute or longer drive away, depending on traffic. As with SNA, you can fly here directly from Houston, New York City and several other locations. If you are flying from airports in the Washington, DC area, please note there are few non-stop flights to this airport.

    Los Angeles International Airport (LAX) has plenty of available flights from all airports, though it can take from 45 minutes to two hours to drive from there to the resort, depending on traffic. Please plan your travel time accordingly!

  • Uber and Lyft
    Rideshares, such as Uber and Lyft are available, and the one-way fare starts at $25-$35 from John Wayne Airport, depending on traffic. Please consult your Lyft or Uber app upon arrival for current fares, ride types, and rates.

    Taxis and Black Cars
    Taxis and black cars are available at all airports. If you prefer black car service, a good option is to contact the Pelican HIll concierge at (888) 267-7771 who can assist with booking. They use a private luxury transportation service called Best VIP. Rates are based on airport and vehicle type.

    John Wayne Airport (SNA)
    —Executive Sedan (2 passengers max - standard luggage), Arrival $180.48 / Departure $177.48

    —SUV (4 passengers max - large luggage/golf clubs), Arrival $239.65 / Departure $236.65

    Long Beach Airport (LGB)
    —Contact the concierge for more info: (888) 267-7771

    Los Angeles International Airport (LAX)
    —Executive Sedan, Arrival $271.18 / Departure $256.18

    —SUV, Arrival $395.36 / Departure $380.36

    At LAX Airport: When leaving LAX, meet your driver (Taxis, Uber, Lyft) at the LAX-it lot next to Terminal 1 (they do not pick up from the terminals.) You can either walk or take a free LAX-it shuttle to get to the LAX-it lot. Free shuttles arrive at each terminal outside of baggage claim on the first level and travel in a dedicated lane. Wait by the green LAX-it bus stop signs for pick-up. 

    If you choose to walk to LAX-it, the walk route is marked with large LAX-it signs with a clear path to LAX-it on the sidewalk outside of baggage claim. There is also signage that marks the way from Terminal 7 to cross the street to LAX-it. Here are more details.

    Driving Directions
    You can find driving directions to the resort from each airport on Pelican HIll’s website. Simply scroll down to the bottom of the home page, and you will find directions to the resort from each nearby airport.

    Rental Car Parking
    The resort fee covers overnight parking for two cars per Bungalow. Additional cars are $25 each per night.

  • Check-in begins at 4pm on 11/13, and check-out is 11am on 11/15. If you want to arrange a different check-in or check-out time as it gets close to the event, please inquire at the front desk at (888) 507-6427 and they will do their best to accommodate.

  • We have also secured discounted rates for three nights preceding and three nights following the retreat, should you wish to extend your stay. 

    If you wish to extend your stay contact Matt Lawton, Senior Group Reservations & Revenue Coordinator at 949-467-6887.

  • During the day we expect a high of 70 and sunny weather. In the evenings, we expect temperatures in the 50s and suggest you bring a sweater or light jacket. 

    Daytime attire is smart casual, and dinner attire is business casual (jackets optional, polos are fine.) We want you to be comfortable!  

     

  • We emailed those who RSVPed a poll to select your excursion preferences, along with dress code recommendations for each excursion type.

    If you have any questions or did not receive the email, please contact Courtney Bates at 202-654-5830 or courtney.bates@penningtonptrs.com

  • We recommend you pack sunscreen, sunglasses, a hat and a light jacket or sweater for all excursions.

    E-Bike Tour: Helmets included, closed toed shoes required. Wear comfortable clothing, no long dresses or flowy pants.

    Golf: Appropriate golf attire is preferred but not strictly enforced. Bermuda length shorts permitted, no shoes with metal spikes.

    San Juan Capistrano VIP Mission Tour and Gardens: Wear comfortable walking shoes.

    Crystal Cove State Park One-Hour Hike: Wear comfortable walking shoes.

Accommodations

The Resort at Pelican Hill offers luxurious accommodations with private terraces, elegant decor, marble bathrooms, and beautiful views, providing guests with a serene and opulent retreat.

 

Family First Focus

Pennington Partners reimagines the family office by providing our partners with a holistic solution to growing, protecting and passing on their legacy. 

Our Multi-Family Office addresses challenges inherent in the traditional family office by providing access to a full suite of dedicated investment, tax and estate planning, personal financial administration and health & wellness solutions, delivered with personalized care.

2023 Annual Retreat - A Glimpse from Last Year!

What Participants from Last Year Are Saying…

“Outstanding in every way. The atmosphere was collegial and family-like. The presentations were all thought provoking - and the venue was incredible!”

“It was very well planned, the Pennington team was very engaging. Loved being among a community of people who are inspired to do good for the world.”

“I really enjoyed getting to know the Pennington team better, and it was great meeting attendees at outings and the social events.”

“Can't imagine a better venue or meal or company!”

See you in California!