Connect in a Whole New Way
Why be a
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.
General Session Presentation
10 minute presentation to full group of attendees
Round Table Small Group Presentations
15 minute small group presentations (5 total) to all groups of attendees
Lots of networking opportunities including reception, meals, breaks, and off-site activities
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
American Trust Investment Services
Berthel Fisher & Company Financial Services
Calton & Associates
Claraphi Advisory Network
Commerce Street Capital
Commerce Street Investments
Crescent Securities Group
Feist Asset Management
FourStar Wealth Advisors
GCB Private Wealth
Hartfield Financial & Insurance Services
Kingswood Wealth Advisors
Lewis Financial Management,
Massey Financial Group
Money Concepts Capital Corp
Nobles & Richards
Ortiz World Wealth
Provident Wealth Advisors
Silicon Valley Wealth Management Solutions
The Strategic Financial Alliance
Willow Cove Investment Group
Your Sponsor Registration Includes:
to the full group
of attendees - 10 Minutes
Large group presentation to give the broad description of your company and/or product
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
1/4 page ad in the
Full color, 1/4 page ad space in the conference booklet to promote your company or product
Display and give away
branded materials and swag
Give away swag and materials at the provided tables
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
First-come, first-serve choice
of presentation day and time slot
Choice of time slot given in order of registration. Don't delay!
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!
Registration includes 2 attendees
- 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
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.