Where leaders meet. Where ideas move.
Request an invite or sign up to get updates when new forums are announced.
New Orleans
Q4 BD Exec Forum
October 22-24, 2025
The annual forum for broker/dealer executives, operations leaders, and compliance officers.
Dallas
Q4 Financial Forum™
May 20-22, 2026
The annual forum for leading asset managers, top advisors, and due diligence teams from broker/dealers, RIAs, and family offices.
Dallas
Q4 Finnovation Forum™
October 21–23, 2026
The annual forum for C-suite leaders focused on wealth management, operations, and financial technology.
Frequently Requested
FinServ Experts
Our diverse community of industry experts share real world experiences, insights, and best practices, fostering growth and collaboration for Finlocity members.
Lori Van Dusen, CIMA®
Author, Founder & Chief Executive Officer, LVW Advisors
Vib Arya
Partner & Chief Wealth Officer, Transcend Capital Advisors
Daren Pippio, PhD
Senior Vice President, Advisory Strategy and Development, Raymond James
Nick Graham
CTO, Cambridge Investment Research
Dr. Harry Mamaysky
Saumen Chattopadhyay, CFA®, CPA, FCA
Harris Nydick, CFP®, AIFA®
Klint Kendrick,PhD, SPHR
William Davis
Amy Flourry
Mark Yusko
Morgan Creek Capital Management
RECENTLY COMPLETED
4th Annual - New Orleans
May 21-23, 2025
We’re honored to support the Tunnel to Towers Foundation.
Their mission honors our nation’s military, first responders, and the
families who sacrifice alongside them.
