Financial Services Client Entertainment | David Malek
Privacy and Discretion
Private client events often involve sensitive topics and high-profile guests. I keep phones away from the table, never initiate recordings, and confirm name pronunciations in advance. If your policy limits photos or requires no social posting, that boundary is observed without exceptions. Dress matches your event’s code, from business to black tie.
Sound, Space, and Pace
Finance venues can be reflective or narrow. I work at a natural speaking level and choose material that reads clearly from both sides of a long table. Nothing requires applause to “work,” so conversations continue comfortably. For the short interlude, a compact microphone can tie into house audio if the room demands it; otherwise, the material is designed to be understood up close without amplification.
Service-Aware Timing
The performance is built around your run of show. Interactions pause for pours, toasts, and plate delivery. Pieces are two to three minutes each, allowing quick adjustments if the kitchen speeds up or a speech runs long. The aim is to add texture to the evening without changing its tempo.
A Sample Outline for a Private Client Dinner
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Arrival (10–15 minutes): light touchpoints near the entrance to welcome guests and spark conversation.
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First Course (20–25 minutes): brief sequences at each table, completed before the next course lands.
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Acknowledgments (as scheduled): no performance; the floor belongs to the host.
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Optional Interlude (5–8 minutes): one unifying moment that returns attention to you immediately.
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Dessert/Coffee (10–15 minutes): quiet closing pieces for tables that invite them; no forced finale.
Accessibility and Guest Comfort
Client lists are diverse in age and preferences. Participation is always offered, never required. For guests who prefer to observe, the material reads clearly from a comfortable distance. Sightlines are managed around centerpieces and glassware, and I avoid asking anyone to stand, move seats, or handle props longer than a few seconds.
Onboarding and Documentation
If your firm uses a vendor portal, I complete onboarding ahead of time. I carry $1M/$2M liability insurance and can issue a certificate naming your venue or entity. Access routes, security desks, valet policies, and load-in times are confirmed in advance so your team isn’t troubleshooting on the day.
Check David’s Availability
Regional Experience
I regularly support finance events across Orange County, Los Angeles, and San Diego—hotel ballrooms, country clubs, branch executive suites, and museum spaces. Familiarity with these venues helps anticipate parking, sound considerations, and service cues that affect pacing.
Budget and Scope
Fees reflect date, location, guest count, and the balance between arrival mingling, table sequences, and any brief interlude. If you prefer a shorter footprint—just arrival or just table moments—the program scales cleanly without altering your schedule.
Result
The ideal outcome is straightforward: guests feel seen, conversations flow, and the event ends on time. The magic serves that outcome—tasteful, well-timed, and easy to integrate with the way financial firms like to host their clients.
These companies plus countless more trust David when it comes to hiring the best in class entertainment.
