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Event Date | Sun Feb 11 EST - Wed Feb 14 EST (10 months ago) |
Location |
Fontainebleau Miami Beach, Florida
4441 Collins Ave, Miami Beach, FL 33140, USA |
Region | Americas |
Exchange is a holistic financial services conference where advisors can strengthen their skills and develop across core dimensions of their professional portfolio. Level up your understanding of investing, practice management, and more. Our agenda is filled with experts and fellow advisors who are ready to share their insights and help you grow your practice – and portfolios.
Invest in your greatest asset—yourself
• Grow your portfolio
Ensure your clients reach their growth goals with the most current thinking from top experts.
• Grow your network
Every person you meet is an opportunity to grow. Exchange is crafted to create opportunities to build your professional network.
• Grow your practice
Collaborate with your peers to share learnings that will make an immediate impact on the growth of your practice.
• Grow the community
Community is the engine of growth. Be part of the financial services community at this event.
2024 Speakers
George Acheampong
Founder, Melanin Money, CEO & Managing Partner, Capitalwize, LLC
Michael Arone
Chief Investment Strategist, State Street Global Advisors
Neil Bage
Co-Founder, Shaping Wealth
Eric Balchunas
Senior ETF Analyst, Bloomberg Intelligence
Jonathan Blumenthal
Co-Founder & Co-CEO, Quotient Wealth Partners
Dr. Wendy Borlabi
Sport Psychologist, Director of Performance and Mental Health, Chicago Bulls
Jess Bost
VP, Strategic Partnerships & Client Success, Alpha Architect
Tammy Breitenbach
Executive Business Coach, Carson Coaching
Betsy Brown
Founder and CEO, Pendleton Square Trust Company
Beverly Chandler
Managing Editor, ETF Express
Elgin Chau
Director, Benchmarks & Indices, TMX Group
Marguerita Cheng
CEO, Blue Ocean Global Wealth
Jessica Colston
Executive Business Coach, Carson Coaching
Lara Crigger
Editor-in-Chief, TMX VettaFi
John Davi
Founder, CEO, and CIO, Astoria Portfolio Advisors
Cameron Dawson
Chief Investment Officer, NewEdge Wealth
Mark DiPippa
Managing Partner & Chief Operating Officer, The RBI Group
Alison Doyle
Head of ETP Listings, Nasdaq
Michael Durso
Founding Partner & CEO/CIO, Shorehaven Wealth Partners
Jane Edmondson
Head of Thematic Strategy, VettaFi
Ugo Egbunike
Fixed Income Specialist, Jane Street
Jon Fee
Chief Marketing Officer, TMX VettaFi
Deborah Fuhr
Managing Partner & Founder, ETFGI
Nate Geraci
President, The ETF Store
Jessica Golson
SVP, Investments & Trading, Carson Group
Jeremy Grantham
Co-Founder & Long-Term Investment Strategist, GMO
Mark Greer
Partner, Stradley Ronon
Katie Greifeld
Reporter & Anchor, Bloomberg News
Jeffrey Gundlach
Founder, CEO, CIO, DoubleLine Capital
Dr. Richard Haass
President Emeritus, Council on Foreign Relations; Senior Counselor, Centerview Partners
Tom Hendrickson
President, TMX VettaFi
Peter Hill
Head of Model Portfolio Solutions, State Street Global Advisors
Matt Hougan
Chief Investment Officer, Bitwise Asset Management
Constance Hunter
Senior Advisor, MacroPolicy Perspectives, LLC
Jay Jacobs
U.S. Head of Thematics and Active Equity ETFs, BlackRock
Jeffrey Johnson
Principal & Head of Fixed Income Product, Vanguard
Elisabeth Kashner
Director of Global Funds Research and Analytics, FactSet
Dr. David Kelly
Chief Global Strategist, J.P. Morgan Asset Management
Crystal Kim
Crypto Reporter, Axios
Thomas Kuh, Ph.D.
Head of ESG Strategy, Morningstar Indexes
Steve Kurz
Global Head of Asset Management, Galaxy
David LaValle
Global Head of ETFs, Grayscale Investments
Benjamin Lavine
Chief Investment Strategist, Freedom Investment Management
Tom Lydon
Vice Chairman, TMX VettaFi
Andrew Marsh
Vice Chairman, Dynasty Financial Partners
Ryan McCormack
Sr. Factor & Core Equity ETF Strategist, Invesco
John McKenzie
Chief Executive Officer, TMX Group
Zeno Mercer
Senior Research Analyst, VettaFi
Tom Morgan
Director, Sapient Capital
Cinthia Murphy
Head of Research, ETF Think Tank – Tidal Financial Group
Anna N’Jie-Konte
President and Director of Financial Planning, Re-Envision Wealth
Kathie O’Donnell
ETF Reporter, Pensions & Investments
J.J. Peller
Executive Business Coach, Carson Coaching
Jason Pereira
Senior Partner, Woodgate Financial Inc.
Bob Pisani
Senior Markets Correspondent, CNBC
Brian Portnoy
Founder, Shaping Wealth
Chelsea Ransom-Cooper
Founding Partner, Director of Financial Planning, Zenith Wealth Partners
Frazer Rice
President, Wealth Actually LLC and Director of Family Office Services, Next Capital Management
Bill Roach
CEO & President, Globalt Investments
Michael Rose
Founder and Managing Partner, Rose Capital Advisors
Todd Rosenbluth
Head of Research, TMX VettaFi
Kyla Scanlon
Founder, Bread
Will Schmitt
ETF Reporter, Financial Times
Gabriel Selby
Head of Research, CF Benchmarks
Jeremy Senderowicz
Shareholder, Vedder Price
Jeremy Smith
Partner, Ropes & Gray
Autumn Chalker Soltysiak
Partner, hemmings& Wealth Management
Katie Stockton
Founder and Managing Partner, Fairlead Strategies
Chris Sullivan
President, Craft & Capital
Eva Thomas
Reporter, Citywire
Sue Thompson
Head of Americas Wealth, State Street Global Advisors
Rob Trumbull
Private Wealth Advisor, J.P. Morgan Wealth Management
Eric Veiel
Head of Global Investments and CIO, T. Rowe Price
Ranie Verby
Director of Wealth Management, Plancorp
Amy Walter
Publisher & Editor-in-Chief, The Cook Political Report
Erin Wood
SVP, Financial Planning & Advanced Solutions, Carson Coaching
Douglas Yones
Head of Exchange Traded Products, New York Stock Exchange
Alex Zweber
Managing Director, Investment Strategy, Parametric Portfolio Associates