We have decided to go with the @JWMarriott and @RitzCarlton in Orlando for the FinTwit Conference during Columbus Day Weekend (October 8-10).

Tomorrow morning I'll open the bank account then sign the contract and put down the $10,000 deposit.
I have not finalized the exact schedule and where everyone is getting slotted in but so far we have an amazing group of speakers confirmed including: @PatternProfits @alphatrends @hhhypergrowth @StackInvesting @Trendspider_J @Hugh_Henne @RichardMoglen
Between the keynote speakers, breakout sessions and panels we'll have approximately 12 speakers in total.

Since attendees will have to pick which breakout sessions to attend it means they'll miss some however everyone that buys a ticket will also get the recordings for free.
We did our best to negotiate everything from room rates to resort fees to food&beverage costs to audio/visual -- I think we're getting a pretty decent deal.

As soon as the contract is signed and rooms are blocked off you'll be able to book at either property for $239/night.
Friday Oct 8th we'll have two-hour kickoff cocktail party (cash bar)

Saturday Oct 9th we'll start off with a breakfast buffet followed by 4 hours of speakers, breakout sessions and panel discussions. Then we'll have a buffet lunch to wrap up the day.
Saturday afternoon/evening is wide open for everyone to make their own plans. Assuming the weather is nice I'm sure some people will hangout by the pool while others go golfing or maybe to Disney.

Saturday dinner is also open - there are plenty of restaurant options in the area.
Sunday is also wide open for everyone to make their own plans and a perfect opportunity for networking with other attendees.

I didn't want the entire weekend to be too organized or structured.

I'm hoping we can find a sports bar in the area to watch some NFL games together.
In full transparency, the buffet breakfast is $55 per person while the buffet lunch is $65 per person. I'm still shocked over these prices but this allows us to hit the food & beverage minimum which means we don't have to pay for the event space.
Between the tax and gratuity, we're paying another 32.5% on top of the food costs so food & beverage is really $159 per person. Throw in some coffee/snacks during the breaks and now we're at $189 per person.
Our A/V costs will be $25,000+ so that we can have the proper stage, lighting, screens, speakers, mics, recording equipment, etc.

I'm going to set the ticket prices at $160 each which covers 80-85% of the food & beverage costs and then the sponsors will cover the rest.
We're planning to have 10-12 sponsors at $5,500 each which should bring in $55,000 to $66,000

This money will cover the other 15-20% of the food & beverage costs per person as well as rooms & food for the speakers as well as the 2-3 people that are helping me with the event.
We will not be live streaming the event however we will be recording all speakers and then making it available within a week or two depending on how much editing is needed. We'll probably charge $15-20 for the recording to cover the A/V and editing expenses.
If you're interested in being a sponsor please email me or DM me as soon as possible to reserve your spot

My email is jonah@luptoncapital.com and my DMs are always open.
I'm really excited about hosting this event -- I'm expecting everyone that attends to have a wonderful time.

We found two gorgeous properties (side by side) and a beautiful ballroom not to mention we're going to have 14 incredible speakers and tons of networking opportunities.
Many of us spend countless hours everyday on FinTwit... posting threads, sharing research, chatting in the DMs and yet very few of us have ever met in person. In less than 13 weeks that all changes.
If you haven't done so already, please fill out this form so I have your contact info forms.gle/hK7cBi3L6p3A1s…

Once the contract is signed and the rooms are blocked off I'll post a tweet and then send out an email. As of now we only have 400 rooms blocked off so it's first come.
If we blow past the 400 rooms I might be able to block off more at a new rate (probably higher) but there's no guarantee.

Based on how many people have filled out the Google form plus the promoting we'll do over the next month I'm expecting at least 600 people at this event.
If you have any questions feel free to DM me.

Once again, if you want to be a sponsor please let me know ASAP so I can reserve your spot. I don't want more than 12 sponsors and I think the spots will fill up quickly.

Most of this info is also posted at FinTwit2021.com
The two Twitter accounts for the properties we’ll be staying at are @RC_ORLANDO and @JW_Orlando — in case you wanted to see some pics/videos to get hyped up 🔥

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More from @JonahLupton

8 Jul
I'm hoping to finalize the FinTwit Conference details by tomorrow -- it will be Columbus Day weekend in October.

Turns out the JW Marriott and Ritz Carlton are next to each other and share the same pool

JW Marriott: marriott.com/hotels/travel/…

Ritz Carlton: ritzcarlton.com/en/hotels/flor…
We've negotiated a block of rooms at both properties for $239/night plus $20 resort fee (down from $40 normally).

We've also decided to do all the content/speaking in one day (Saturday from 9am-1pm) instead of breaking it up over two days which just increases F&B costs.
This means the new schedule would be:
Friday 6-8pm: happy hour (cash bar)
Saturday 8-9am: buffet breakfast (included)
Saturday 9am-12:30pm: speakers, breakout sessions, panels (included)
Saturday 12:30-1:15pm: lunch (included)
Saturday afternoon: OPEN
Sunday: OPEN
Read 8 tweets
8 Jul
Here's my recent interview with @OptoCMC -- I discussed why I like $UPST and $FUTU so much at current prices

**spoiler alert** because their fundamentals are incredible; I'm expecting 170-190% revenue growth from both companies this year

Listen: podcasts.apple.com/gb/podcast/71-…
On a related note, we got a perfect bounce off the trend line today for $UPST -- this could be the near term bottom that many investors and large funds have been waiting for post-IPO lockup expiration which was three weeks ago.
Lastly, here's a recent interview with Sam Sidhu, COO of Customers Bank (one of $UPST's bank partners); they've been working with $UPST for several years and are now processing $100+ million of consumer loans per month through the $UPST platform.

Watch:
Read 4 tweets
2 Jul
7 months ago I loaded up on $UPST $FUTU $CELH before the big revenue growth kicked in -- this worked out very well.

Now I'm doing the same thing with $DMTK $DM $CLPT b/c the big revenue growth will kick in over the next 4-6 quarters which should move these stocks much higher. Image
Just to be clear, $UPST $FUTU and $CELH are still my largest positions and I've been adding to each of them the past few days but I expect $DMTK $DM and $CLPT to be massive winners over the next 18 months as we get into that revenue acceleration.
If you don't know much about 3D printing (especially 3D printing for metal compounds/materials) then this is a great video to get you started that compares 3D printing to the more traditional methods of making metal parts ie casting and stamping

Read 4 tweets
2 Jul
I just got Nielsen scan data for $CELH over last 12 weeks: +198%

This means for Q2 revenues $CELH should do around 198% YoY for US

If international only does 20% YoY we should see $CELH post Q2 revenue growth of 160-165% YoY 🚀

Right now analysts are looking for 78% YoY for Q2
Here are the consensus numbers from analysts for full year 2021 and quarterly.

Now that we have Q2 data from Nielsen there’s no excuse for these analysts not to raise their numbers. Otherwise I have no idea why they are even covering $CELH

I have $CELH doing $290M+ in 2021. ImageImage
This is by far the most empty I have ever seen @CelsiusOfficial shelves at my local @shaws 😬 Image
Read 5 tweets
29 Jun
Today I spoke with 10 different hotels in Florida including Miami Beach, Coral Gables, Fort Lauderdale, Hollywood and Tampa.

Every property I'm talking to either has insane room rates or no event space available or event space that's too small for 500+ people.

Please read 👇🏽👇🏽
Since I'm not a professional event planner I just hired one to help me out.

Don't worry, this won't change any of the event costs or ticket prices -- she actually gets paid by the hotel as a "finders fee or commission" for bringing them our business.
After spending most of today on the phone, I'm less confident we'll be able to do this in Miami. Even if one of the nicer hotels has the available event space for us (and most don't), the room rates are $450+ per night at most places and nobody is doing discounts over 10%.
Read 9 tweets
27 Jun
Last week I posted that I'd be putting together a FinTwit event in Miami over Columbus Day weekend (October 8th-10th).

I joked that we'd have fun whether it was 20 or 200 people.

Well, looks like it's going to be 500+ people so now the real planning begins.
I put together a temporary website this weekend which you can find at FinTwitMiami.com

I’ll have a better website up and running later this week.
I’m currently talking to 4 different hotels in Miami Beach in order to find the best deals for our group.

Hopefully I can negotiate some decent room rates as well as food/drink packages.
Read 13 tweets

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