AGENDA

10:00AM – 12:00PM

Location: Topgolf Nashville, 500 Cowan St, Nashville, TN 37207, États-Unis
Industry-wide competition with each firm forming teams
Scoring based on team points + bonus for creativity
Award: “Top Bank Swingers”

12:00PM – 12:50PM (Networking Lunch)

Curated seating to mix issuers, platforms, advisors & distributors

12:50PM – 1:00PM

Welcome, reflections on the morning, agenda preview
Speaker: Frances Weston, Chief Commercial Officer, WSD

1:00PM – 1:45PM (Presentation)

Live demo of AI in structured product creation, risk analysis, and advisor enablement
Case study: How firms are automating product design and improving personalization

1:45PM – 2:30PM (Panel)

Using volatility as a feature, not a bug
The evolution of QIS strategies and macro-linked structures
Product success stories from turbulent markets

2:30PM – 3:00PM (Leadership Panel)

Big-picture insights from senior leaders on market direction, client needs, and technology adoption
The future of platforms, regulation, and global investor appetite

3:00PM – 3:30PM

3:30PM – 4:15PM (Advisor Panel)

Advisors share what resonates, what’s misunderstood, and what they want from distributors
Topics: Communication gaps, product complexity, timing, and education

4:15PM – 5:00PM (Panel)

How Structured Products Are Reshaping Annuities
Why insurers are embracing custom indices and structured strategies
Regulatory constraints and the role of transparency
What wholesalers need to know to work in both worlds

5:00PM – 5:30PM (Open Floor)

A collaborative, no-slides, no-judgment session where everyone — advisors, issuers, distributors, platforms — is invited to pitch or brainstorm ideas to improve structured products technology and user experience.

What’s broken?
What could be built smarter?
What would make your day 10x easier?

Moderated by: WSD
Ideas captured live — best ones will be considered for development or pilots.

5:30PM-6:30PM

Signature drinks, curated small bites, and a scenic sunset as we transition into the evening celebration.

6:30PM-9:00PM

An evening of recognition, celebration, and Southern charm. Honouring the top industry leaders and standout contributors from across the ecosystem.