Presentation and
Sponsorship Opportunities

Connect in a Whole New Way

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Why be a
Presenting Sponsor?

Innovative, Multi-Faceted, Dynamic Interactions

The Buttonwood Conference is specifically designed around interaction, education, and networking between the Sponsors and BD/RIAs.

We are incredibly excited to provide an innovative platform for Presenting Sponsors to engage with the attending BD/RIAs. Our multi-faceted, dynamic approach to education, networking, and collaboration will be a beneficial opportunity for your firm.

Present your products, engage in small group settings, and use the many opportunities available for networking and engagement.

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 General Session Presentation

10 minute presentation to full group of attendees

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Round Table Small Group Presentations

15 minute small group presentations (5 total) to all groups of attendees

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Networking Opportunities

Lots of networking opportunities including reception, meals, breaks, and off-site activities

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Exciting Off-Site Activities

Enjoy unique social events including a dinner cruise, whale watching, GoCar tour of San Diego, and golf at Torrey Pines (golf space is limited)

Attending BD/RIA Firms

Check Back Often for Updated List

Advisory Group Equity Services

Along Capital

American Trust Investment Services

Arete Wealth

Arkadios Capital

Atomi Financial

Berthel Fisher & Company Financial Services

Calton & Associates

Capital Innovations

Claraphi Advisory Network

Coastal Equities

Commerce Street Capital

Commerce Street Investments

Crescent Securities Group

Emerson Equity

Equifinancial

Feist Asset Management

FourStar Wealth Advisors

GCB Private Wealth

Hartfield Financial & Insurance Services

Kingswood Wealth Advisors

Lewis Financial Management,

LightPath Capital

Massey Financial Group

Money Concepts Capital Corp

Nobles & Richards

Ortiz World Wealth

Provident Wealth Advisors

Sequence Holdings

Silicon Valley Wealth Management Solutions

The Strategic Financial Alliance

SW FINANCIAL

Titan Securities

Trustmont

Vestech Securities

WealthForge

Whitehall-Parker Securities

Willow Cove Investment Group

Your Sponsor Registration Includes:

Presentation

Presentation
to the full group
of attendees - 10 Minutes

Large group presentation to give the broad description of your company and/or product

Small Group
Round Table Sessions

Small group presentations
with each group of BDs and RIAs - 15 Minutes

15 minute round-table sessions with each small group of BDs and RIAs to answer questions and engage with the attendees on your product

Ad Space

1/4 page ad in the
Conference Booklet

Full color, 1/4 page ad space in the conference booklet to promote your company or product

Swag

Display and give away
branded materials and swag

Give away swag and materials at the provided tables

Additional Sponsorship
Opportunities

The opportunity to host/sponsor a
dinner, cocktail reception, or activity

Options for additional sponsorship opportunities given on a first-come, first-serve basis. Sign up early!

Choice of Presentation
Time Slot

First-come, first-serve choice
of presentation day and time slot

Choice of time slot given in order of registration. Don't delay!

Networking &
Connections

Ample time to network and
socialize with attendees at group activities, receptions and meals (including dine-arounds)

Group activities, meals, receptions, and lots of built in social times

Buttonwood Report Discount

Discounted Report Fees for any reports engaged for the conference

**Sponsors must have current Buttonwood Report, Summary Report or Update to present at Conference

Sponsor packet will be sent after registration with invoice and registration details

Sponsor Registration Fee

Presentation spots are filling up! Register today!

$13,500

Registration

Registration includes 2 attendees 

and

Choice of presentation time slot (first-come, first-serve)

- Full Color Ad Space

- 10 min Large Group Presentation

- 15 min Round Table Presentation with EACH small group of attending BD/RIAs

(That's over an hour of presentation and discussion time!)

- Swag and Material Display Space

- Unbelievable Amounts of Networking Time

- Meals and Activities

$800

Each Additional Attendee

Up to 2 additional attendees per Sponsor. Price is per attendee

We reserve the right to reduce the number of additional attendees based on availability and date of registration.

 

We will make every effort to accommodate all additional attendees, but due to hotel room limitations, early registration is highly recommended. 

Space is limited; don't delay!

Filling out this form is NOT your registration, but an interest to register. A complete Registration Packet will be sent for completion.

 
Sponsor Registration Interest Form
Please select all that apply to your registration
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Thank you for registering! Our Buttonwood team will be in contact with your registration packet and payment information. Your registration will not be final until all forms are submitted.

Register Today!
Buttonwood 2022
Due Diligence Conference