Distribution Gatekeeper
Win platform access and turn it into sustained flows
Why Attend
Distribution is more concentrated and data-driven. Understand how to meet platform expectations, secure shelf space and convert access into consistent flows.
Event Highlights
Platform expectations
AI in distribution
Shelf dynamics
Your Top Sessions*
Day 1
Broker-Dealer Stage
11:30 RIA Aggregator Shift - Winning Home Office & Field Adoption
14:00 The Due Diligence Reset - AI, Data, and Faster Gatekeepers
14:45 The New Product Shelf - Income Outcomes and Implementation
Day 2
Sales & Distribution Stage
11:30 Rebuilding the Distribution Operating Model - From AI Productivity Tools to AI Systems of Work
12:15 The New Distribution Order - Shelf Access, Wrapper Wars and Who Gets In
14:00 Brand as an Asset - Why Scale Now Sells
*Agenda sessions and timings are subject to change
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Designed for leaders like you
Heads of Distribution
Heads of Wealth
National Accounts Leads
Secure your place now:
THE EARLY BIRD
IN-PERSON PASS
Gain access to in-person sessions and networking drinks. Network and connect with your peers.
$2,159