Policy and Taxation Group (PATG) is the leading advocacy organization focused on protecting family offices and financially successful family businesses against destructive taxes imposed by Washington, DC. For more than 25 years, PATG has been a highly effective voice, advocating in a bipartisan manner to favorably influence legislation and producing numerous legislative accomplishments.
Founded in 1995, PATG is actively working towards the repeal of estate gift and generation-skipping transfer (GST) taxes, and against increased income and capital gain taxes, the creation of a wealth tax, and other taxes that significantly limit the ability of these businesses to remain family owned.
PATG is comprised of the most prominent families and private family businesses in the nation. PATG provides our supporters with Washington, DC insider information, regular updates, critical situational awareness and an effective voice with decision makers in the nation’s capital. Leading pollster Frank Luntz is our advisor.
Our team includes two of the foremost lobbying firms in Washington, DC comprised of former Congressional staffers who worked for the key committees writing tax policy and former senior Treasury Department officials who are subject matter experts and have access to the decision makers.
We have several fly ins to Washington, DC each year where we provide a seat at the table to meet with Members of Congress. We are also working with the Congressional Family Business Caucus to educate legislators on the important contributions of family business to the economy, philanthropy, and communities.

712 H Street NE
Suite 1091 Washington, DC
United States
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Providence Investments was founded by John Mejia, a native New Yorker and a seasoned real estate professional whose personal principles are to deliver trustworthy and solid real estate solutions while providing sound strategic investment opportunities. John currently has over $500MM in acquisition and development transactions, with superb returns and a proven track record. From his first apartment purchase in 2012, John’s related entities have been involved with over 4,000 apartment units in the Southeast. In addition, he has developed Providence’s property management platform capable of servicing more than 10,000 units.

Prior to his real estate career, John attended Syracuse University where he graduated with a Bachelor of Science degree. Upon graduating from S.U., John attended AOCS (Aviation Officer Candidate School) and was commissioned as an Officer in the United States Navy and later became an airline pilot for US Airways. John is a guest speaker at the Auburn University Harbert College of Business and the University of Alabama Manderson Graduate School of Business, as well as a member of Children’s Hospital of Alabama Philanthropy and the Monday Morning Quarterback Club. He is also fluent in Italian, Spanish and Portuguese. With over 40 years of combined experience, Providence Investments is a group of highly competitive and knowledgeable real estate professionals.

PROFESSIONAL ACHIEVEMENTS
-Guest speaker at Auburn University Harbert College of Business
-Guest speaker at the University of Alabama Manderson Graduate Business School
-Guest speaker at Syracuse University business school – Whitman school of management
– HUD certified developer
– IMN National Real Estate Conference guest speaker

29 Olmsted Street
Birmingham, AL 35242
United States
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Valei provides luxury home services to ultra high net worth American families. From Property Management to our award-winning Housekeeping and Home Concierge Services Valei is #1. Download the Valei App for free from the Apple App Store.

40101 Monterey Avenue
Ste B1 #416
Rancho Mirage, CA 92270
United States
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Shefford Capital Partners, works with and partners with management and small business owners to acquire well established, profitable companies with predictable revenues and cash flows.

477 Madison Avenus
Sixth Floor
New York, New York 10022
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“Focusing Capital on the Long Term”
HL Capital Partners, LLC is a private equity investment platform that develops or acquires and repositions commercial real estate assets in key markets. The firms principals have successfully delivered over $2 billion in transactional value. Offices in Austin, Tampa and New York.

Fair Winds Capital Investments is a veteran-founded and veteran-operated multifamily investment firm based in Hampton Roads, VA and St. Augustine, FL. We purchase and operate 100+ unit, value-add, B- and C-class multifamily properties in the Southeastern US. Our value-add strategy focuses on value provided to both our capital partners as well as our residents. As of December 2021, we have 450+ units under our control and anticipate full-cycling three deals in January 2022. We aim to have 2000+ units under our control by Q4 2022 and would love to partner with a like minded team!

Take control of your retirement. We build your retirement wealth through individualized control. Invest in what you know with a Self-Directed IRA.

Preferred Trust Company, provides the opportunity to self-direct your IRA to invest in a variety of investment vehicles to increase the returns on your retirement. By expanding your investment possibilities, Preferred Trust dispels the popular notion that the stock market is the only investment options for an IRA. Invest in what you know such as real estate. As the custodian of choice, we allow you to be the driver of your retirement wealth through flexibility to select investments that complement their investment portfolio, providing timely funding of investments, and creating unparalleled customer satisfaction.

6700 Via Austi Parkway
Las Vegas, NV 89119
United States
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We provide pre-vetted deal flow and access to LP side syndication opportunities with very experienced operators in high-performing markets.

Syncromune™ is uniquely focused on the development of intratumoral immunotherapy approaches for treating solid tumors. We are committed to bringing life-changing treatments to patients with unmet medical needs by fighting cancer in a new way. The company is developing Syncrovax™, a proprietary platform technology that uses a combination multi-medicine intratumoral immunotherapy approach that can deliver systemic responses, including durable complete responses.

There is a significant unmet need for an effective metastatic cancer treatment. Most patients with metastatic solid tumor cancers still do not benefit from systemic immunotherapies and succumb to their cancer. In addition, although the combination of two systemically administered immunotherapies has resulted in improved outcomes in some cancers, its use can be limited by severe toxicities.

An intratumoral combination approach to overcoming metastatic cancer: Syncrovax™. This platform therapy has the potential to offer better outcomes for patients with metastatic solid tumor cancers that have failed available standards of care. We believe there is a robust scientific rationale for the Syncrovax™ therapy and early clinical validation has demonstrated strong positive signals. In addition, intratumoral administration may provide the opportunity to effectively utilize combination immunotherapy to elicit systemic responses with lower toxicities due to a lower dose, higher concentration multi-medicine drug.
Our unique loco-regional approach combines an in situ vaccine with combinations of four immunotherapeutic drug components that attack several immunosuppressive mechanisms of cancer all at once. This administration of multiple drugs would likely be limited by toxicities and targeting if delivered systemically.
Syncromune™ has devised a unique, lower risk approach to developing immunotherapeutics. We develop new molecular entities (NMEs) for intratumoral administration by combining NMEs that are already under development for systemic administration. We exclusively in-license multiple proprietary, clinical stage NMEs. Based on clinical data and scientific rationale, we combine those component NMEs to make fixed-dose multi-medicine proprietary drugs with a plan to build additional layers of IP protection.

2919 E COMMERCIAL BLVD
Suite 200
Fort Lauderdale, Florida 33308
United States
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IKIN is an innovator of visual technology that enables customers and partners to offer high- resolution 3D volumetric imaging to businesses and consumers. The company has patented technology that enables solid state holograms to exist in ambient light. IKIN offers its RYZ Framework to Independent Software Vendors (ISVs) and developers looking to utilize holographic displays as a differentiator for vertical market applications. The company will launch its RYZ accessory in 2023, a device that enables holograms on Android devices for every consumer. Natural verticals include: mobile gaming, medical/healthcare (TeleDoc, surgical procedure visualization, CT scans & other 3D renderings), enterprise and commercial applications, aerospace, military & defense.

8910 University Center Lane
Suite 400
La Jolla, Ca 92122
United States
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ACCOUNTABLE EQUITY is an integrated development, management, and syndication company. Our mission is to offer accredited investors access to some of the most compelling private offerings available today. Our goal is to be accountable with the equity entrusted to our care by our investor partners. We are committed to offering our investor partners a level of management and development expertise that is typically only available for the largest private equity offices. Today, the accredited investor is looking to participate in alternative investments which extend beyond publicly traded equities. Accountable Equity is the partner of thoughtful accredited investors who can benefit from tax-advantaged investments and who seek a team of professionals who will be accountable with their investments in privately offered equities.

2111 N Bremen Ave
Egg Harbor City, New Jersey 08215
United States
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We offer turn-key direct investing in oil and gas wells, in addition we recycle, reuse and repurpose the waste streams and infrastructure. We have discovered massive oil and gas deposits. We are looking for joint venture partners to develop these resources.

6435 Zumirez Drive
Malibu, CA 90265
United States
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Ground up construction of multifamily properties in and around the Houston, TX MSA

1300 W Sam Houston Pkwy S
Suite 100 #325
Houston, Texas 77042
United States
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Beyond Global Management is a registered investment advisor specializing in Commercial Real Estate investments across the United States. With $350 million in assets under management, we leverage both credit and equity positions to strategically identify and invest in a diverse range of projects. Our approach allows us to capitalize on market opportunities in both bear and bull markets, delivering consistent and reliable double-digit returns to our investors.

Beyond Global Management also provides comprehensive EB-5 visa assistance, offering investors access to select real estate projects that meet the requirements of the EB-5 Immigrant Investor Program. Since our inception, we have successfully facilitated the approval of over 500 green cards for our clients since inception. Our deep expertise in navigating the EB-5 process ensures a streamlined and efficient path for clients seeking U.S. residency through investment. By combining our robust investment capabilities with personalized immigration support, we help clients achieve both their financial and immigration goals.

825 Town & Country Ln
Suite 1200
Houston, Texas 77024
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