From Turning Your Vision Into a Scalable, Funded, Wealth-Producing Business—And This Is Where It Happens
Proudly Presented by:
Where Visionaries Meet to Collaborate, Scale, and Succeed.
Huntington Beach, CA
August 4-5, 2025
Event Launching in:
Palo Alto, CA
August 11-12, 2025
Event Launching in:
For over a decade, Board of Advisors has quietly built one of the most elite private communities for CEOs, founders, investors, and dealmakers in the world. With billions in collective deal flow and some of the most accomplished minds in business, BA is where momentum lives.
Now, for the third time ever, we’re bringing this movement back to Southern California, to the iconic Waterfront Beach Resort in Huntington Beach, for two unforgettable days of business, capital, and collaboration.
August 4-5, 2025
The Waterfront Beach Resort, a Hilton Hotel, Huntington Beach, CA
August 11-12, 2025
The Westin Palo Alto, CA
This isn’t just a networking event, it’s a high-performance boardroom experience designed for those who play big. Whether you’re raising capital, investing, building your brand, or seeking your next game-changing collaboration, this is your room.
Hosted by Legacy Capital Professionals, this experience gives you front-row access to capital sources, business leaders, fund managers, and founders with real results.
You’re only 1 day and 1 ticket away from changing your life forever!
Joshua is a results-driven leader with a track record of solving complex challenges and driving innovation. He has worked with the UN, Hollywood figures, and top business leaders on transformative off-market deals. With over a decade managing capital for high-net-worth clients, Joshua specializes in wealth preservation, risk management, and strategic investments. He holds an MSFS from the Institute of Business and Finance, with certifications from Stanford and ASU in energy innovation and global oil & gas.
His background includes Wall Street experience and training at UBS. Today, he advises on sustainable, low-risk energy investments rooted in circular economy principles. Joshua also co-founded a nonprofit for endangered species and was a UN RIO+20 delegate. A former Merchant Marine and lifelong martial artist, he brings disciplined, visionary leadership to global sustainability efforts.
A $1 BILLION+ portfolio under management. This is your rare chance to hear directly from a real-world fund manager with institutional-level insight into building, scaling, and deploying capital across industries.
Founder of SuGo Capital | $1B AUM | $60M Raised Per Year (5 Years Running)
Sarah is one of the most effective female fund managers in the country. Her ability to consistently raise eight figures annually has made her a go-to expert in syndication, fund strategy, and scaling investor-backed businesses. She’ll reveal her proven capital-raising playbook during the VIP dinner and live event.
You’re Invited to the BA West Coast Event – August 5th!
August 5th, from 8 AM to 6 PM for a powerful full-day experience designed for CEOs and Business Operators ready to scale. This event is your chance to make profound connections, profile your business, and receive guidance as if you had your board of advisors. We’re bringing together investors, strategic partners, and seasoned entrepreneurs who understand that the value you give is the value you receive to grow and scale.
Here’s what your ticket includes:
Full access to the exclusive event on
August 5th Complimentary lunch
High-impact networking with top entrepreneurs, investors, and strategic partners
Opportunities to pitch your business and seek real-time support
Special discounted rate available now — reserve your seat and thrive!
You’re Invited to the BA West Coast Event – August 12th!
August 5th, from 8 AM to 6 PM for a powerful full-day experience designed for CEOs and Business Operators ready to scale. This event is your chance to make profound connections, profile your business, and receive guidance as if you had your board of advisors. We’re bringing together investors, strategic partners, and seasoned entrepreneurs who understand that the value you give is the value you receive to grow and scale.
Here’s what your ticket includes:
Full access to the exclusive event on
August 12th Complimentary lunch
High-impact networking with top entrepreneurs, investors, and strategic partners
Opportunities to pitch your business and seek real-time support
Special discounted rate available now — reserve your seat and thrive!
OPTIONAL UPGRADE : Intimate dinner is limited to just 15 attendees
Private VIP dinner with Joshua Mosshart!
Join us for an exclusive evening featuring Joshua Mosshart, a distinguished capital strategist and sustainability-driven investor, as our honored guest at the upcoming VIP dinner. With a career spanning Wall Street, private equity, and global energy innovation, Joshua has guided high-net-worth families in managing and preserving wealth through low-risk, tax-efficient investment strategies. His experience includes working with the United Nations, top-tier financial institutions, and Fortune 500 leaders on transformative off-market deals. At this special event, Joshua will share his journey, insights into capital raising, and how he empowers investors to achieve lasting financial freedom through purpose-driven, circular economy investments.
This is your board of advisors, for a day.
At this event, you’re not sitting in the crowd. You’re in the conversation.
This event is for:
No-Risk Guarantee: If you don’t see massive value by 12:00 noon, we’ll refund your ticket — no questions asked.
Location:
The Waterfront Beach Resort, a Hilton Hotel
Dates & Times:
VIP Dinner: August 4, 2025 | 7:00 PM – 10:00 PM
Main Event: August 5, 2025 | 8:00 AM – 6:00 PM
Location:
The Westin Palo Alto, CA
Dates & Times:
VIP Dinner: August 11, 2025 | 7:00 PM – 10:00 PM
Main Event: August 12, 2025 | 8:00 AM – 6:00 PM
Products, Services, E-Commerce, Retail, Tech, Finance, Real Estate & more
This event is a gathering of elite leaders, including CEOs, top executives, and decision-makers from businesses generating over one million dollars annually. You can expect to network with like-minded professionals and industry trailblazers.
To make the most of the event, consider bringing:
This event offers a hands-on introduction to the Board of Advisors, showcasing strategies, connections, and methodologies to grow and scale your business. You’ll experience the value of the community and, if interested, you may qualify for an opportunity to join year-round engagements. Membership is entirely optional and subject to qualifications.
The Board of Advisors West Coast, August 4-5 event will be held at The Waterfront Beach Resort, a Hilton Hotel, in Huntington Beach, California. 21100 Pacific Coast Hwy, Huntington Beach, CA 92648, United States
The Board of Advisors West Coast, August 11-12 event will be held at The Westin Palo Alto, in Palo Alto, California. 675 El Camino Real, Palo Alto, CA 94301, United States
Yes! We’ve arranged a special nightly rate of $399 (plus tax) for Huntington Tower Resort View rooms at the event hotel.
Please note that the hotel does not offer traditional room blocks. To access the discounted rate:
Email Jessica@legacycapitalpros.com to have your name added to the approved rate list.
Once confirmed, call the hotel directly to book your room. The $399 rate will then be applied.
Yes, we’ve got you covered:
VIP attendees gain access to an exclusive dinner with:
Sarah Sullivan, and Jerry & Jessica Conti (Event Hosts)
This private setting allows for deep connections and tailored business insights.
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