Roundtables and Events

Our events have gained a reputation among industry leaders seeking insight from a community of fellow industry participants. Each year, we host 6-10 roundtable events, bringing together industry leaders in marketing, distribution, sales, and product.

Roundtable events are by invitation only, and to keep the Roundtables an intimate, interactive experience, we cap attendance at 25-30 industry leaders with the aim to allow all attendees to have their most pressing questions met and feel comfortable discussing issues in a small group setting.

View a PDF of our 2018 roundtable events.

Upcoming Events

2018 National Sales Manager Roundtable

Dates: February 19-20, 2018
Dinner Location: TBD
Conference Location: TBD

Event Details & Online Registration or contact Khushboo Koutu


2018 DCIO Sales Roundtable

Dates: February 26-27, 2018
Dinner Location: TBD
Conference Location: TBD

Event Details & Online Registration or contact Khushboo Koutu


2018 Engaging RIA Roundtable

Dates: March 5-6, 2018
Dinner Location: TBD
Conference Location: TBD

Event Details & Online Registration or contact Khushboo Koutu


2018 Internal & Hybrid Wholesaling Roundtable

Dates: March 12-13, 2018
Dinner Location: TBD
Conference Location: TBD

Event Details & Online Registration or contact Khushboo Koutu





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