Sponsor Workshop

Sponsor Workshop

The Sponsor Workshop is a new interactive session designed to connect emerging product sponsors with key due diligence officers as they prepare to launch an offering. Rather than having a presentation from the stage, participating sponsors will engage directly with small groups of Broker-Dealers and RIAs to gather candid, real time feedback on their preliminary product structure and positioning.

Format:

- Each sponsor will get 5 minutes on the main stage to introduce themselves to the entire audience and set the stage for their small groups on who the sponsor is.
- Sponsors will rotate among a series of tables, each with 8–10 due diligence officers.
- Each sponsor has 15 minutes per table to discuss their concept, answer questions, and receive constructive feedback.
- After each timed session, sponsors move to a new group, allowing for multiple perspectives in a short amount of time.

Benefits for Sponsors:

- Receive direct, unfiltered market insight from active due diligence professionals.
- Strengthen your offering’s structure and marketability before launch.
- Build early relationships and trust with BDs, RIAs, and family offices.
- Gain clarity on how your product will resonate in the retail markets before going live.

Benefits for Broker-Dealers/RIAs:

- Influence new product design through actionable feedback that can be implemented prior to launch.
- Help shape offerings that better align with your advisors’ and clients’ needs.
- Foster greater transparency and collaboration between sponsors and the due diligence community.