Leadership Exchange Summit
110 N Tracy Ave, Bozeman, MT 59715
March 17, 2026
to March 18, 2026
Description
For the past three years, structured product leaders from 25+ top distributors have met through a virtual leadership exchange to share ideas and help shape industry policy. In celebration of the 10th meeting and a new partnership with ISC, the March 2026 event marks the first in-person summit, held March 17–19 in Bozeman, Montana.
This summit continues the tradition of a closed-door session under Chatham House Rule and adds direct sessions with our sponsors. Early agenda themes include growing new advisors, advisor education, and product evolution in changing markets. All attendee expenses are included, and we expect 15+ members of the retail leadership community in attendance.
Location: Bozeman, Montana (BZN)
- Sessions begin around 3:00 PM on Tuesday, March 17
- Ubers are readily available at BZN airport
- Trip to downtown is about 20 minutes
- Leadership Exchange member transportation costs are eligible for reimbursement with receipt
- Hospitality suite begins at 12:00 PM for early arrivals
Hotel Information:
AC Marriott Bozeman Downtown
Address: 110 N. Tracy Ave, Bozeman, MT
Phone: (406) 602-1072
Directions:
Hosts
Fred Nicholas
Katie Gaunt
Jeff Broaddus
Nanette Marks
Agenda
Day 1 — Tuesday, March 17
- Mid-day: Arrivals to BZN (Bozeman Yellowstone International Airport)
- 2:30–4:30 PM: All-attendee group session (AC Meeting Room)
- 4:30–6:00 PM: Leadership Exchange member closed-door session (AC Meeting Room)
- 6:00 PM: Dinner at Brigade (Bozeman)
Day 2 — Wednesday, March 18
- 7:30–10:30 AM: All-attendee group session (AC Meeting Room)
- Mid-day: Lunch/activity departure + group activity
- 5:00 PM: Dinner at Benchmark (AC Marriott)
Day 3 — Thursday, March 19
- Departures
Sponsors
FAQS
Is this event open to the public?
No—this is a closed-door leadership exchange summit designed for invited attendees.
No—this is a closed-door leadership exchange summit designed for invited attendees.
What’s the format?
Closed-door sessions following the Chatham House Rule, with topics shaped by members.
Closed-door sessions following the Chatham House Rule, with topics shaped by members.
Are attendee expenses included?
Yes—all attendee expenses are included.
Yes—all attendee expenses are included.
What should I pack?
Warm layers for mid-March weather (jacket, gloves, boots/closed-toe shoes, sunglasses).
Warm layers for mid-March weather (jacket, gloves, boots/closed-toe shoes, sunglasses).
Can I bring a guest?
Guests are welcome to the activities and the day 2(Wednesday) dinner. Due to space constraints, the dinner for day 1 will only include attendees and sponsors.
Contacts for Questions
Katie Gaunt (Structured Strategies)
Email: [email protected] | Phone: (517) 375-4113
Vicky Herring (Administrative Coordinator)
Email: [email protected] | Phone: (314)-393-9896
For Financial Professional Use Only. Not for use with the General Public. Structured product securities offered through Institutional Securities Corporation, a member of FINRA/SIPC. Institutional Securities Corporation, 3500 Oak Lawn Ave., Suite 400, Dallas, TX 75219. ISC Group reserves the right to cancel the event at any time.
