01
Raising Capital
Debt, equity, and everything between. Term sheets, lender expectations, and how to be the deal that gets funded.
For founders, sponsors, and CFOs
The Inaugural Summit
Capital & Cash Flow Summit
Two days in Dallas–Fort Worth on raising capital, structuring deals, and building businesses that throw off cash.
- Dates
- Oct 22–23, 2026
- Location
- Arlington, TX
- Format
- 2 days · 4 tracks · 10+ speakers
Why Attend
Attend the conference and accelerate your financial freedom
Two days in Dallas-Fort Worth built to turn uncertainty into a clear plan for your money.
You will walk away knowing
- How to reduce the taxes on your retirement income to as low as 4%
- Where the economy is headed and how to position your investments to benefit
- The best way to use AI to optimize your investing decisions
- How to evaluate potential startups to reduce risk and optimize returns
- How to access private investment opportunities that others cannot
Reserve Your Seat
Seating is limited to keep sessions working-group small.
Speakers
First Confirmed Speakers
Operators, capital allocators, and advisors who have actually done the work. Additional speakers announced weekly.
WATCH MORE
Learn More About The Summit
Main Stage Panel
AI Is Rewriting How Investors Work
An open, unscripted Q and A on how AI is already changing investing: how deals get sourced, how diligence and research actually get done, and which parts of the workflow are quietly being automated away.
No slides, no pitch. Bring your questions about models, data, automation, and what still needs a human in the loop, and the panel answers them live.
Steve Lawson Moderator
Mike RizkallaPanelist
Edward "Ed" BaileyPanelist
Sebastian PurcellPanelist
Featured Session
Live Q&A with Bob Stoops
From the sidelines to the boardroom, join legendary coach Bob Stoops for an unscripted conversation on leadership, pressure, and building winning teams.
October 22-23, 2026 | Dallas-Fort Worth | Main Stage
Tracks
Four Curated Tracks
02
Cash Flow Engineering
Margin, working capital, pricing, and the operating habits that turn revenue into distributable cash.
For owners and operators
03
Deal Structuring
Acquisitions, seller notes, earnouts, and the tax and legal structures behind them.
For acquirers and advisors
04
Wealth & Exit
Holding companies, estate structures, and planning the exit years before you need it.
For principals and family offices
Passes
Reserve Your Seat Before You Arrive
Register in advance for special pricing. Higher rates apply at the door.
Two Days
General
297497
Advance Registration Pricing · $497 At The Door
- Full access to all four tracks
- Main-stage keynotes and panels
- Exhibit hall and networking
- Session recordings after the event
Two Days + Reception
VIP
397697
Advance Registration Pricing · $697 At The Door · Capped at 150
- Everything in General
- Reserved front-section seating
- Private investor reception the night before, mingle with the speakers
- Small-group sessions with speakers
- Early badge pickup
Three or More
Team
594891
Three Seats Included · $198 Per Person
- Three seats for the price of two
- Everything in General, per seat
- Lowest cost per person
- Split coverage across all four tracks
- Consolidated invoicing
Group rates available for teams of three or more. Advance pricing ends when doors open.
The Summit
A Two-Day Story
Capital and Cash Flow Summit is built for people who want to move beyond simply earning income or growing a portfolio. Build the right relationships, use them to access better knowledge and opportunities, leverage capital, knowledge, and time, then combine all of it to build cash flow, create wealth, and accelerate financial freedom.
Day 1
Build the Foundation
Why wealth creation begins with mindset, ownership, relationships, and a disciplined view of capital.
Core value
Cash-flow principles
Real estate
Investing economics
Raising capital
Credibility
Better relationships
Day 2
Multiply What You Have
How to leverage capital, tax knowledge, technology, and time to make better decisions and create greater optionality.
Core value
Capital access
Advanced tax strategies
Self-directed investing
AI and technology
Private opportunities
Execution
What You Will Leave With
Exposure to advanced tax and capital strategies, insight into selected private opportunities, and relationships with people who can help you act.
Over two days, you will learn how to create income-producing assets, evaluate private investment opportunities more intelligently, use advanced tax and capital strategies, and leverage technology and relationships to create more freedom.
You will hear from proven business leaders, investors, operators, and specialists, not just about what is possible, but about the frameworks, questions, relationships, and actions that make wealth creation more intentional.
The central idea is simple: you do not build meaningful cash flow, knowledge, or freedom alone. The right relationships can improve the opportunities you see, the questions you ask, the strategies you use, and the time it takes to act.
Sponsors
Put Your Brand in Front of Capital
Lenders, sponsors, fund managers, and business owners with real balance sheets, in one room for two days. Sponsorship packages range from exhibit tables to main-stage presence.
01
Exhibitor
$4,500
20 available
- 6ft table in the exhibit hall
- Two full-access passes
- Logo on the sponsor wall and site
- Attendee list, post-event
02
Partner
$12,000
8 available
- Everything in Exhibitor
- Premium booth placement
- Five full-access passes
- Logo on all main-stage signage
- Insert in the attendee bag
03
Track Sponsor
$25,000
4 available · one per track
- Everything in Partner
- Naming rights to one full track
- Introduce sessions in your track
- Ten full-access passes
- Two VIP reception invitations
- Pre-event email to registrants
04
Presenting
$60,000
One only
- Everything in Track Sponsor
- Title billing on all event material
- Fifteen-minute main-stage slot
- Twenty full-access passes
- Co-hosted investor reception
- Year-round logo placement
Custom packages available. Every sponsorship includes a post-event performance summary.
Location
LIVE! By Loews Arlington Hotel
The summit takes place in the Arlington Entertainment District, between AT&T Stadium and Globe Life Field, twenty minutes from DFW International. Sessions, meals, and the investor reception all happen under one roof.
Address
1600 E Randol Mill RdArlington, TX 76011Dates
October 22–23, 2026Doors at 8:00 AM
Getting there
20 min from DFWOn-site parking and valet
Room block
Attendee rateBooking link with confirmation
Host HotelLive! by Loews · Arlington Entertainment District
Get Notified
Speaker announcements, agenda drops, and early-rate warnings. No noise.
Two Days
General Pass
$497
Early rate · limited
1 attendee$497 each
You save$300
Total$497
Arlington, TX
Oct 22–23, 2026
Oct 22–23, 2026
✓
You're on the list
We've held 1 attendee at the General Pass rate for the next 48 hours. A payment link is on its way to your inbox.
Questions before you pay? Reply to that email and a person will answer.
Sponsorship
Partner
$12,000
8 available
Arlington, TX
Oct 22–23, 2026
Oct 22–23, 2026
✓
Inquiry received
The full prospectus for the Partner package is on its way to your inbox, along with current availability.
Our sponsorship lead will follow up within one business day to talk through fit and custom options.