Q4 BD Exec Forum Fall 2024
  • Network. Explore. Collaborate.
    See the Latest Technology, Insurance, & Investment Solutions

    Marriott Riverwalk

    San Antonio, TX


    October 2-4, 2024

    Pre-Register
    Sponsor Info
Overview
At The Forum
Sponsors
Venue
Testimonials
Contact Us
Overview

The Q4 BD Exec Forum

The Q4 BD Exec Forum offers Broker/Dealer Executives the opportunity to meet with their peers and solution providers from innovative investment institutions and FinTech companies. 


Over the course of 2.5 days, attendees can participate in engaging roundtable discussions, hear from inspiring keynote speakers, and enjoy personalized, one-on-one meetings. The event also includes multiple networking opportunities, including an opening night cocktail reception and sponsor hosted dine around and dinner.


Who Attends

BD Home Office Execs

Technology Innovators

Investment Providers & Research Analysts

Past Participants

At The Forum

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

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. 

Sponsors

Sponsors

Digital Booth
Digital Booth
Digital Booth
Digital Booth
Digital Booth
Digital Booth
Venue

Marriott Riverwalk

Address

889 E Riverwalk St
San Antonio, TX 78205
Testimonials

Past Participating Broker/Dealers (PARTIAL LIST)

Contact Us

For general inquiries:

Please reach out to contact@finlocity.com


For press-related inquiries:

Please reach out to contact@finlocity.com


For programming-related inquiries:

Please reach out to alan.giancaterino@finlocity.com


For sponsor/attendee-related inquiries:

Attendees/Delegates: thomas@finlocity.com or ryan.metzler@finlocity.com

Sponsorship Opportunities: alan.giancaterino@finlocity.com or ryan.metzler@finlocity.com

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.