Presentation and
Sponsorship Opportunities

Connect in a Whole New Way


Why be a
Presenting Sponsor?

Innovative, Multi-Faceted, Dynamic Interactions

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 to all groups of attendees (5 groups total)


Networking Opportunities

Lots of networking opportunities including reception, meals, breaks, and engaging social events


Exciting Off-Site Activities

Enjoy unique social events off-site, designed to create a relaxed and fun social environment


Limited Attendees

Limited number of sponsors and BD/RIAs. Less Crowds = Better Engagement Opportunities

Attending BD/RIA Firms

Check back often as we continue confirming registrations

AAG Capital, Inc.

Accretive Wealth Management

Alliance Global Partners

American Portfolios Financial Services, Inc.

American Trust Investment Services

Arete Wealth Advisors

Arkadios Capital

Cabin Securities, Inc.

Claraphi Advisory Network

Commerce Street Investment Management

Crescent Securities Group Inc.

Csenge Advisory Group

Dempsey Lord Smith

DTY Wealth Planning Solutions

Emerson Equity


GCB Private Wealth

Infinity Financial Services

Invicta Financial Group LLC

Kingswood Wealth Advisors

Legacy Wealth Management, LLC

LightPath Capital., Inc.

Massey Financial Group

McDermott Investment Services, LLC

Moloney Securities

Moran Reeves & Conn


My Time Equity

Nobles & Richards

Pariter Wealth Management Group

Private Equity Gateway Group (PEGG)

Provident Wealth Advisors

Sequence Holdings LLC

Strategic Wealth Planning

The Investment Center Inc

Third Seven Capital


Vestech Securities, Inc.

WealthForge Securities

Whitehall-Parker Securities

Your Sponsor Registration Includes:


to the full group
of attendees - 10 Minutes

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

Small Group
Round Table Sessions

Small group presentations
with each group of BDs and RIAs - 15 Minutes each, 75 Minutes total

15 minute round-table presentations 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


Display and give away
branded materials and swag

Tables provided for display of swag and materials. No exhibit space.

Additional Sponsorship

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 &

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

Ask us about the discount!

Contact us today for interest and pricing for Presenting Sponsors, Event or Meal Sponsors, or Service Providers

Pre-Register Today!
Buttonwood Due Diligence Conference
Spring 2023

Space is limited; don't delay!

Filling out this form is NOT your registration, but an interest to attend as a presenting sponsor

Sponsor Registration Interest Form
Please select all that apply to your registration

Thank you for pre-registering for the Buttonwood Due Diligence Conference Spring 2023! The Buttonwood team will be in contact with you soon to discuss the conference and your sponsorship opportunities.