Structured Products


Bank/Credit Union, Wirehouse, national, regional and independent broker-dealers

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.

Topics Discussed

  • 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


  • Day 1
    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.
  • Day 2
    8:00 AM - 1:00 PM
    Breakfast and lunch will be served during General Session

Thanks to our Sponsors


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