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Structured Products

Roundtable

April10-11, 2019

Dallas, Tx

 

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ROUNDTABLES

Date:

 

Location:

 

 

April 10-11, 2019

 

Hotel Crescent Court

400 Crescent Court

Dallas, Texas 75201

 

Join us for the Structured Products Roundtable.

New for 2019, 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.

 

StructuredRetailProducts.com (SRP), a part of Euromoney Institutional Investor PLC, will be a featured guest to provide the roundtable group with industry-leading data and insights on structured products.  SRP’s mission is to demystify the industry by using data, news and events to showcase the value of structured 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.

 

The discussion agenda will be developed in conjunction with the meeting participants and includes insights from leading broker-dealers who offer them today, product developments and trends, technology solutions, operational and risk considerations, and advisor usage/adoption expectations.

 

Agenda Topics Include:

DAYS UNTIL EVENT

  • Industry Trends & Updates
  • Technology Solutions
  • Opportunities & Challenges for Structured Products
  • Insights from leading Broker-Dealers
  • Product Developments & Trends
  • Operational & Risk Considerations
  • Advisor Usage & Adoption Expectations
  • Other Topics as Submitted by Participants

We would like to thank our sponsors

Things to know..

Registration

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.

 

Participating Firms

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.

 

Sponsorship Opportunities

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 steve.saltzman@saltzmanassociates.com

 

 

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Waxhaw, NC

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+1 704 243 4512

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