About
Location
Ridgway | Telluride, CO
Chipeta Lodge Resort + Spa
304 S Lena St.
Ridgway, Co. 81432
Dates
Thu., February 26 →
Sat., February 28
2026
The Premier Industry Event of the Year!
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 (Thu., Feb. 26 and Fri., Feb. 27)
- 2-Day lift ticket at Telluride (Fri., Feb. 27 and Sat., Feb. 28)
- Reception happy hour and dinner at White Buffalo - Thu., Feb. 26
- Après Ski on Fri., Feb. 27 at Telluride Mountain Village
- Group dinner on Fri., Feb. 27 at White Buffalo and Sat., Feb. 28 at Mt. Mez (Todd Mezrah's mountain residence)
- Buffet breakfast in the Great Room of Chipeta Lodge - Fri. Feb.27 and Sat., Feb. 28
- Box Lunches - Fri., Feb. 27 and Sat., Feb. 28
- Transportation to Telluride and back to Chipeta Lodge on both ski days
Come be a part of this one-of-a-kind experience where learning and camaraderie go hand in hand!
Special Thanks to Our Sponsors!
We are grateful for the incredible support of our sponsors, whose generosity has made this retreat possible. Their contributions enable us to offer meaningful programs, beautiful spaces, and unforgettable experiences. Thank you for believing in our mission and helping us create a transformative event for all participants!
MassMutual is a leading mutual life insurance company that has been helping individuals, families, and businesses secure their future for over 170 years. With a focus on financial wellness, MassMutual offers a range of insurance, investment, and retirement solutions, empowering people to protect what matters most and achieve their long-term goals.
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.
Bain Capital is a global private investment firm founded in 1984, managing a wide range of asset classes, including private equity, credit, real estate, and venture capital. With a focus on fostering innovation and sustainable growth, Bain Capital partners with businesses across industries to drive long-term value and make a positive impact on communities worldwide.
For nearly six decades, Broadridge has been providing the critical infrastructure that powers corporate governance, capital markets and wealth and investment management. Their industry-specific technology, solutions and data and intelligence power business transformation – helping clients get ahead of today’s challenges while preparing for what’s next.
Lion Street is an elite 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 acquired by Integrity Wealth, enabling Lion Street to enhance its provision of holistic solutions to its clients.
3A Partners is an institutional investment consultant functioning as a registered investment adviser and provides clients with exceptional results on opportunities that are sourced throughout the entirety of the market and delivered in a way that minimizes the operational workload for our investors. 3A Parters is a subsidiary of NFP, an Aon company. NFP helps companies address significant risk, workforce, wealth management and retirement challenges.
StepStone Group Inc. is a global private markets investment that partners with its clients to develop and build private markets portfolios designed to meet their specific objectives across the private equity, infrastructure, private debt and real estate asset classes. StepStone’s clients include some of the world’s largest public and private defined benefit and defined contribution pension funds, sovereign wealth funds and insurance companies.
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Recognized as a Top Nonqualified Executive Benefit Plan Provider for 2025
mapbenefits® is proud to be named one of the Top Nonqualified Executive Benefit Plan Services for 2025 by Manage HR Magazine subscribers. This recognition highlights our commitment to innovation, compliance, and excellence in executive benefits plan administration.
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