Blueprint for Growth 2024 | Exchange | 11 February 2024 | Fontainebleau Miami Beach, Florida, 4441 Collins Ave, Miami Beach, FL 33140, USA

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