Q4 BD Exec Forum 2023 | Finlocity | 25 October 2023 | Renaissance Tampa International Plaza Hotel, 4200 Jim Walter Blvd, Tampa, FL 33607, USA

Venue
Renaissance Tampa International Plaza Hotel
Renaissance Tampa International Plaza Hotel, 4200 Jim Walter Blvd, Tampa, FL 33607, USA

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Event Date Wed Oct 25 PDT - Fri Oct 27 PDT (about 1 year ago)
In your timezone (EST): Wed Oct 25 3:00am - Fri Oct 27 3:00am
Location Renaissance Tampa International Plaza Hotel
4200 Jim Walter Blvd, Tampa, FL 33607, USA
Region Americas
Details

This 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 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.

Speakers

2023 Speakers

DISCUSSION CHAIR:

Chris Hamm
President & COO

EXECUTIVE PANELISTS:

Daren Pippio
SVP, Advisor Strategy and Development

Bill Davis
Chief Executive Officer

Kevin O'Leary
Chief Growth Officer

Charles Reiling
Chief Risk Officer

Dan O'Brien
SVP, Enterprise Business Development

Sponsors & Partners

2023 Sponsors

• Clearing & Custody Solutions
• Cyber Security and E&O Insurance
• Sales Automation
• Document Management & Security
• Middle Market Private Equity
• Private Equity - Energy
• Private Equity & Income REITs
• Credit & Income Funds
• Back-Office Technology
• WealthTech Super-App
• Forms Management
• Life Settlements
• A.I. Tools for Advisors
• Advisor Marketing Platform
• Cyber Security & vCISO
• Business Intelligence & Engagement