• Green Valley Ranch Resort & Spa
    Henderson, NV

    October 26-28, 2022

WHO ATTENDS

B/D Home Office Execs

Technology Innovators

Investment Providers &  Research Analysts

Overview

The Q4 BD Exec Forum will give Broker/Dealer CXOs the opportunity to meet and network with innovative technology solution providers and leaders from the most respected investment institutions. This exclusive gathering held in a relaxed, yet focused business environment will bring together more than 50 senior broker/dealer executives to collaborate on key issues, originate ideas, and learn about the latest business development strategies. 

​Don’t miss this opportunity to meet with your peers and stay abreast of beneficial technology innovations and the latest in investments.

Register
Agenda
Location
Testimonials

Featured Panel

"Overcoming the Challenges of Operating a Broker/Dealer"

View Agenda

Shawn Herrin

President & COO

Regal Securities

Katrina Santa Maria

Chief Executive Officer

M.S. Howells & Co.

Charles Reiling

Chief Executive Officer

Coastal One

Solution Sponsors

Diamond Sponsors

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Ruby Sponsors

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Emerald Sponsors

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Sapphire Sponsors

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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.