Attendees include executives from wirehouse, national, regional and independent broker-dealers as well as other industry experts, including representatives from insurance companies, service providers, marketing organizations and other related firms.
The discussion agenda is developed in conjunction with the meeting participants and includes industry trends, positioning, distribution strategy, regulatory issues and changes, best practice metrics, technology and process support product developments.
Consistent with the roundtable concept, all participants afforded equal opportunity to participate in the discussion, without regard to their organization or role.
Our roundtable meetings are structured so that all participants have an opportunity to gain insights from the discussion by contributing their perspective and experiences, as well as being able to ask questions of their peers. And thanks to the support of our sponsors, there is no cost to participate.
You must register to attend and spots are limited so register soon.
Compliant Meeting Format
Our roundtable meetings are thoughtfully structured to comply with our industry’s non-cash compensation rules. Please Click Here for more information.
Planned Agenda Topics
Our roundtable agendas are developed in conjunction with the meeting attendees so that all participants have an opportunity to gain insights from the discussion by contributing their perspective and experiences, as well as being able to ask questions of their peers. We work in concert with our attendees to construct an agenda focused on current opportunities, issues, and performance results.
We are fortunate to regularly host some of the most influential organizations in our industry at our roundtable meetings. We are very appreciative of their continued support and contributions to our meeting discussions. Click Here to view a sampling of the firms that have participated in our roundtables.
Travel & Accommodations
Representatives from broker dealers, banks and credit unions will be reimbursed for travel expenses incurred up to $600 to attend our meetings. During the meeting, all meals are complimentary and hotel accommodations (excluding incidentals) are included for the evening of the meeting.
Hotel accommodations for the group have been arranged at the hotel where the meeting is held. Details regarding your stay will be collected through our on-line registration process. Accordingly, there is no need to contact the hotel directly.
Our roundtable meetings are made possible through the financial support of our sponsors. If you are interested in learning more or sponsoring this event, please contact Steve Saltzman at email@example.com