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Better Together
CRAMER ROUNDTABLE SERIES

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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

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Networking Event — 4:30-6:00pm

 

Dinner — 6:00pm

THURSDAY
October 14

 

Departure — fly home at your leisure

LOCATION

The Cosmopolitan of Las Vegas

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.

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

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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

Upcoming
2026 Fall Roundtables

NOV 5

Tech + Ops

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DEC 3

Leaders + Champions

Invitation Only

Upcoming
2027 Spring Roundtables

MARCH 30

Tech + Compliance

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APRIL 7

Annuities

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MAY 6

Insurance

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MAY 18

Empowering Women

Currently Full – Join the Waitlist

Contact Us

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President​

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Consulting Partner

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