The Q4 BD Exec Forum
The Q4 BD Exec Forum is an exclusive opportunity for senior Broker/Dealer Executives to network with peers and solution providers from leading investment institutions, insurance carriers, and FinTech companies.
During this 2 ½ day event, participants will engage in roundtable discussions, listen to thought-provoking keynote speakers, and take part in personalized, one-on-one meetings. The Forum also offers various networking opportunities, such as cocktail receptions and dinners.
Event Focus
Who Attends
Senior-level BD Executives
Technology Innovators
Asset Managers
Participating Broker/Dealers
(Partial list)
Featured Speaker
Klint Kendrick, PhD, SPHR
Senior Director, Workforce Integrations and Transitions, Walmart
The Format
Leadership Keynotes
This is your opportunity to listen-in on leading industry executives, view new and emerging products & services, and find out what the best are doing to excel in this new era of financial services. General Session presentations of 30-minutes each.
Peer-to-Peer Executive Panels
Your opportunity to start a dialogue with top performers to accomplish your meeting objectives. Peer-to-Peer Panel Discussion sessions will last approx. 40-minutes each.
RelationshipBuilder™ events
RelationshipBuilder™ events
Forums feature two RelationshipBuilder™ events to mingle with other attendees while enjoying great food & drink. Having fun together with new friends becomes the basis for new business relationships.
PowerMatch™ Sessions
PowerMatch™ Sessions last approx. 20- minutes each and sponsors participate in multiple sessions. To help ensure that your meetings are as productive as possible—we’ll apply our unique iLike™ matching methodology to capture attendee interests and facilitate meaningful introductions.
Diamond
Ruby
Emerald
Opal
Sapphire
San Antonio Marriott Riverwalk Hotel
889 E. Market Street
San Antonio, TX 78205
Night 2
RelationshipBuilder™ event
Natural Bridge Caverns
26495 Natural Bridge Caverns Rd, San Antonio, TX 78266
For general inquiries:
Please reach out to [email protected]
For press-related inquiries:
Please reach out to [email protected]
For programming-related inquiries:
Please reach out to a[email protected]
For sponsor/attendee-related inquiries:
Attendees/Delegates: [email protected]
Sponsorship Opportunities: [email protected] or [email protected]
Disclaimer
The Finlocity Q4 BD Exec Forum, Website pages, and all associated content are solely intended for use by financial services professionals and solution providers. All other uses are prohibited without express written permission.