FSX
President of FSX, Robert Spencer & Warren Kaplan
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FSX is the premier investment conference organization in the United States. Founded in 1983, FSX is a national organization comprised of independent FINRA broker/dealer firms. Through a series of regularly scheduled conferences, FSX brings these firms together with the purpose of sharing information and showcasing investment opportunities. The organization has hosted consecutive quarterly conferences for more than 25 years. FSX is one of the most reputable and established national alliances in the country for independent broker/dealers and their firms.
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Passive Host
There is no charge for Kaplan Asset Management's passive hosting. Kaplan Asset Management's name is listed with the company and people will come to us with questions and Kaplan Asset Management will pass those questions on to your management without comment.
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Active Host
Kaplan Asset Management will direct the management to the right people who can help accomplish the mission. We will introduce management to the right people. Kaplan Asset Management would review their power point, review your overall presentation, network on your behalf, and review your proposal for funds. We would walk you around and make introductions. Kaplan Asset Management would cause interest among the participants. We would be willing to go with the management for dinner with the right people during the event. Kaplan Asset Management's retainer fee is $1,195 and we will absorb our own travel and hotel expenses.
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