About the COLI Ski Retreat
The Premier Industry Event of the Year!
Location
Ridgway | Telluride, CO
Chipeta Lodge Resort + Spa
304 S Lena St.
Ridgway, Co. 81432
Dates
Wednesday, Feb. 24
through
Friday, Feb. 26, 2027
Our exclusive, invitation-only event is tailored to bring together the industry’s top COLI producers in the beautiful San Juan Mountains, fostering a vibrant atmosphere for idea-sharing.
We’ll discuss nonqualified deferred compensation plans, COLI, iCOLI, executive benefits, emerging technologies, industry updates and much more!
Beyond the sessions, you’ll have the chance to reconnect with old friends and forge new friendships with like-minded individuals.
The retreat includes:
- 2-Evening accommodations at Chipeta Lodge Resort + Spa – Wednesday, 2/24 and Thursday, 2/25
- 2-Day lift ticket at Telluride – Thursday, 2/25 and Friday, 2/26
- Reception happy hour and dinner at White Buffalo – Wednesday, 2/24
- Après Ski on Thursday, 2/25 at Telluride Mountain Village
- Group dinner on Thursday, 2/25 at (location) and Friday, 2/26 at Mt. Mez (Todd Mezrah’s mountain residence) – Note: dinner on Friday at Mt. Mez is only open to guests staying an extra night (departing on Saturday, 2/27)
- Buffet breakfast in the Great Room of Chipeta Lodge – Thursday, 2/25 and Friday, 2/26
- Box Lunches – Thursday, 2/25 and Friday, 2/26
- Transportation to Telluride and back to Chipeta Lodge on both ski days – Thursday, 2/25 and Friday, 2/26
Planning to bring a guest?
Attendees are invited to bring one guest to share in this experience. There is a guest convenience fee of $750, which includes conference accommodations, all meals (with cocktails) as scheduled, transportation to and from Telluride to Chipeta Lodge on the two ski days and 2-Day lift ticket. The fee will be charged at the time of check-in at Chipeta Lodge Resort + Spa.
Thank You to Our Sponsors
Gold Level Sponsorship
Golub Capital is a market-leading, award-winning direct lender and experienced private credit manager. We specialize in delivering reliable, creative and compelling financing solutions to companies backed by private equity sponsors. Our sponsor finance expertise also forms the foundation of our Broadly Syndicated Loan and Credit Opportunities investment programs. We nurture long-term, win-win partnerships that inspire repeat business from private equity sponsors and investors.
Silver Level Sponsorship
Lion Street is a national network of independent firms and financial professionals providing sophisticated life insurance and wealth planning solutions to high-net-worth individuals and families, companies and business owners, and high-income earners and executives. In 2022, Lion Street was recognized as one of the leading networks in the industry.
