Principal and Founder of Independent Broker Dealer Consortium, LLC (“IBDC”)


Lilian has over 25 years of legal, insurance and risk management experience in the professional liability arena, with a specific focus on Broker Dealer and Investment Advisor Errors & Omissions.   As an attorney with extensive experience as a litigator, claims director and underwriter, Lilian has developed a deep understanding of both the insurance and the investment industries, which she has parlayed into the development of IBDC.

In 2007, Lilian created the first of her annual IBDC risk management conferences, sponsored and presented by the top securities lawyers in the country.  Conference topics are curated from conference participants’ requests as well as inspired by claims trends identified by insurance professionals who specialize in handling Broker Dealer liability claims.

As the conference format encourages active exchange among participants, discussions are lively, timely and highly relevant to the industry.   IBDC conferences are located in top 5-star resorts around the country where conference attendees are offered luxurious accommodations, a range of sports-inspired, culturally interesting and relaxing activities as well as the valuable opportunity to network with professionals who thoroughly understand the Broker Dealer industry.

Most importantly, all attendees leave the conference with a greater insight of the risk management and regulatory challenges they face and invaluable tools and knowledge to prepare them to best to respond to those challenges.

Contact Lilian