This roundtable has been postponed and will be rescheduled for the fall. Please take note of the new date.
Any question, please contact Steve Saltzman at 704-243-4512 ext 101 or firstname.lastname@example.org.
The Structured Products Roundtable is an event designed to promote the sharing of best practices and strategies related to offering structured products, including structured notes and deposits. This meeting takes a deep dive into the many opportunities and challenges for firms offering or considering offering these products.
Attendees include executives from national, regional, and independent broker dealers, banks, and credit unions as well as other industry experts, including representatives from issuers, marketing organizations and other related firms.
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.
If would like to inquire about sponsorship opportunities, please contact Steve Saltzman by calling 704-243-4512.
Structured Product Sales Trends & Updates
Technology Solutions: Opportunities & Challenges
Marketing Structured Products to Financial Advisors
Best Interest Standard Considerations
Product Management/Firm Approvals
Other Topics as Submitted by Participants
12:00 PM - 9:00 PM
We start with a welcome lunch.
General Session begins at 1:00 and will be followed by a reception and group dinner.
8:00 AM - 1:00 PM
Breakfast and lunch will be served during General Session