Welcome
We are excited to invite you to the 2025 SGH Shareholder Retreat, a unique, two-day event in La Jolla, California. This retreat offers a unique opportunity to deepen connections, align our aspirations, and build excitement for SGH’s future.
La Jolla, California | Thursday, 30 January - Sunday, 2 February 2025
We are excited to invite you to the 2025 SGH Shareholder Retreat, a unique, two-day event in La Jolla, California. This retreat offers a unique opportunity to deepen connections, align our aspirations, and build excitement for SGH’s future.
If you need to update or make any changes to your registration OR if your travel plans change please reach out to 2025shareholderretreat@sgh.com ASAP.
Check out all the activities and speakers!
Check out all the activities and speakers!
As a shareholder, your voice is pivotal in shaping the future of SGH. This retreat is a unique opportunity to gain insights into the firm’s direction, strengthen relationships, and actively contribute to shaping our path forward. Join us to celebrate our shared success, learn from one another, and launch our shared vision for SGH’s future.
Objectives:
Time | Session | Description | Facilitators |
Afternoon/Evening | Check-In & Welcome Reception | A relaxed drop-in gathering with drinks, food, and time to mingle. | _ |
Time | Session | Description | Facilitators |
Morning | Welcome and Overview | Opening remarks and retreat overview. | SGH Leadership |
Impacting SGH’s Future | A futurist’s perspective on global trends, followed by group discussions on their implications for SGH. | Jared Weiner | |
Afternoon | Governance and SGH | A Board-led discussion on governance and SGH. | Board of Directors |
Shareholder Connection Activities | Small group activities designed to build connections and collaboration. | – | |
Evening | Cocktails and Group Dinner | An evening of networking, conversation, and shared experiences. | James Parker & Jen Newman |
Time | Session | Description | Facilitators |
Morning | Kickoff and Networking | Leadership introduction and an interactive networking workshop. | SGH Leadership & Jen Newman |
Governance and SGH (continued) | Continued discussion on governance topics. | Board of Directors & Doug McKeown | |
Morning & Afternoon | Elevating Shareholder Communication | Skill-building workshops focused on collaboration, negotiation, and active listening. | Meaghan Stacy, Justin Smith, Dan Oblinger |
Strategic Planning Outcomes | An ExCom-led session sharing strategic planning outcomes and insights. | Executive Committee | |
Evening | Small Onsite Group Dinners | Intimate group dinners to wrap up the retreat with meaningful conversation and connection. | – |
Travel must be booked by 1 December.
Overview
Airfare and train tickets
Parking
Self-parking is available at the hotel for those traveling by car. SGH will cover the cost of parking using a master account, so you do not need to expense it.
Travel assistance
Please contact your designated admin for assistance with travel arrangements:
Travel must be booked by 1 December.
Estancia La Jolla Hotel & Spa
9700 N Torrey Pines Road, La Jolla, CA 92037
Accommodations
We expect participants to stay at the Estancia from Thursday to Sunday. You do not need to book a hotel room. Once you receive a registration link, you can provide your hotel room preference, and your hotel reservation will be made on your behalf.
Check-in:
Thursday, 30 January 2025, at 4:00 p.m.
Check-out:
Sunday, 2 February 2025, at 11:00 a.m.
Extending your stay
Extend Your Stay: Add up to three days before or after the retreat dates (Thursday, 30 January – Sunday, 2 February 2025) at the discounted rate of $309/night (based on availability). Select your extended dates in the form, and we’ll confirm your reservation.
You will be expected to provide a credit card onsite for incidentals. It is only a temporary hold.
This event is exclusively for shareholders. To foster meaningful connections and focus on strengthening our relationships, we are unable to accommodate guests.
La Jolla offers mild winter weather, with daytime temperatures in the mid-60s to low 70s and cooler evenings in the 50s. Rain is rare, but it’s wise to pack a light jacket. Check the current weather here.
Confirm your attendance, secure your hotel reservation, indicate your dietary needs, and select activities HERE
We will host retreat sessions at the Estancia, so a rental car is unnecessary. To minimize transportation costs, we expect participants to carpool as much as possible, both to and from the airport and hotel. Please refer to the travel tracking spreadsheet to coordinate carpooling.
Yes. If you are local to Southern California, SGH will reimburse you for parking, tolls, and mileage.
Add up to three days before or after the retreat dates (Thursday, 30 January – Sunday, 2 February 2025) at the discounted rate of $309/night (based on availability). Select your extended dates in the registration form and we’ll confirm your reservation.
Check details in the Shareholder Retreat Sunday Add On Activities or contact the Retreat Planning Committee.
Friday’s activities are a core part of the retreat program. Several options cater to different interests and energy levels, including low-impact choices like “Lawn Games & Activities” at the hotel. These activities are designed to foster connection and provide a variety of experiences, from relaxed to more active options.
For questions regarding hotel information and accessibility, dietary accommodations, and retreat activities, please contact 2025ShareholderRetreat@sgh.com. For more information on hotel accessibility, please visit the hotel website.
For questions regarding travel, transportation, or time and expenses, please reference the 2025 SGH Shareholder Retreat Time and Expense Guidelines and reach out to your local admin. If you have questions about Direct Travel, please contact Charlene Hersey at cahersey@sgh.com.
Take a sneak peek at what’s in store!
Take a sneak peek at what’s in store!