
Structured Products
October 13, 2027
Navigating the complexities of Structured Products requires insight, strategy, and collaboration. This roundtable brings together industry for candid discussions, fresh perspectives, and actionable strategies to enhance your offerings and drive success. Let’s connect, collaborate, and shape the future of Structured Products together!
Potential Topics: Increasing Advisor Adoption, Fee-Based Offerings, Technology Platforms (What’s New, What’s Working), New Product Creation, Calendar Approval Process, SMAs, Dynamic Indices
Agenda & Logistics
TUESDAY
October 12
Check-In — All Day
Networking Event — 4:00pm
Dinner — 5:15pm
WEDNESDAY
October 13
Breakfast — 7:00-8:00am
Business Session — 8:00am-4:00pm
Networking Event — 4:30-6:00pm
Dinner — 6:00pm
THURSDAY
October 14
Departure — fly home at your leisure
LOCATION
Your room will be reserved for you.
Please contact Rhonda Kulhanek with all travel related requests and questions.
2026 Attendees
Click the link to learn more about each attendee by visiting their LinkedIn page.
Kevin Abel - Cetera
John Cardinali - Charles Schwab
Matthew Strohschein - Edward Jones
Matt Sell - RBC Wealth Management
Josh Freeman - Sanctuary Wealth
Jason Walsh - World Equity Group
Special Guest: Tiago Fernandes - SPI
2026 Sponsors
Advisor Asset Management (AAM)
Arrow
Bank of America
Barclays
BMO
BNP Paribas
CAIS
Crédit Agricole
Due Diligence Works (DDW)
First Trust
Halo
HSBC
iCapital
InspereX
J.P. Morgan
LUMA
Marex
Moment
Morgan Stanley
Tradeport
Wells Fargo
2026 Attendees & Agenda
2025 Attendees & Agenda
2025 Roundtable Highlights




2024 Attendees & Agenda
2024 Roundtable Highlights















