Future Proof 2023 | Future Proof Festival | 10 September 2023 | TBA, Huntington Beach, California

Join thousands of financial advisors, wealth management executives, LPs, asset managers, fintechs, emerging startups, and the media for a transformative four-day festival.

What I cam expect?
Future Proof brings together top professionals from the wealth management ecosystem to provide insights, workshops, panel discussions, and exclusive networking opportunities, driving growth and innovation in the industry.

Who should attend?
If you work in financial services, we have a ticket type for you. Passes are available for financial advisors, LPs, early-stage startups, growth-stage startups, non-profits, government, academia, editorial media, financial influencers, sell-side analysts, full-time students, centers of influence (accounting, legal, consulting, etc.), and more.

2023 Speakers

David Adelman
Managing Director & General Counsel, Kraneshares

Tracy Alloway
Co-host of the Odd Lots Podcast, Bloomberg

Cliff Asness
Managing & Founding Principal, Aqr Capital Management

Rob Arnott
Founder & Chairman of the Board, Research Affiliates

Michael Batnick
Managing Partner, Ritholtz Wealth Management

Douglas Boneparth
President & Founder, Bone Fide Wealth, Llc

Josh Brown
Ceo, Ritholtz Wealth Management

Bill Capuzzi
Ceo, Apex Fintech Solutions

Andrea Chang
Wealth Reporter, Los Angeles Times

Eric Clarke
Ceo, Orion

Bill Crager
Co-founder & Ceo, Envestnet

Ben Carlson
Director, Institutional Asset Management, Ritholtz Wealth Management

Stephanie Drescher
Partner & Chief Client & Product Development Officer, Apollo

Joe Duran
Serial Entrepreneur

Brad Gerstner
Founder & Ceo, Altimeter Capital

John Gittelsohn
Journalist, Bloomberg News

Jeffrey Gundlach
Ceo, Doubleline

Morgan Housel
Partner, Collaborative Fund

Jaclyn Johnson
Founder, Create & Cultivate & Cherub

Scott Keeney
Founder, the Realest

Michael Kitces
Chief Financial Planning Nerd, Kitces.com, Llc

Ben Levisohn
Deputy Editor, Barron's

Sarah Levy
Ceo, Betterment

Ron Lieber
Author & Your Money Columnist, the New York Times

Shirl Penney
Ceo, Dynasty Financial Partners

Bob Pisani
Senior Markets Correspondent, Cnbc

Barry Ritholtz
Chairman & Cio, Ritholtz Wealth Management

Jeremy Siegel
Senior Investment Strategy Advisor, Wisdomtree

Scott Wapner
Anchor, Cnbc

Joe Weisenthal
Co-host of the Odd Lots Podcast, Bloomberg

Michelle Wie West
Pro Golfer & Angel Investor, Pitchbook

Jay Williams
Partner, Galway Holdings

Sean Allocca
Editor-in-chief, Etf.com

Harris Baltch
Head of Investment Banking, Dynasty Investment Bank

Greg Bartalos
Editor in Chief, Barron's Wealth & Asset Management Group, Dow Jones

Christine Benz
Director of Personal Finance & Retirement Planning, Morningstar, Inc.

Stephanie Bogan
Ceo, Chief Possibility Officer, Limitless Advisor Coaching

Erin Bowdin
Health Tech Reporter, Axios

Diana Cabrices
Founder, Wealthtech Evangelist, Diana Cabrices Consulting

Michael Casey
Chief Content Officer, Coindesk

Nicole Casperson
Founder, Fintech is Femme

Devin Chen
Evp, Portfolio Manager - Private Cre, Pimco

Callie Cox
Us Investment Analyst, Etoro

Daniel Crosby
Chief Behavioral Officer, Orion

Nancy Davis
Portfolio Manager, Quadratic Capital

Bob Elliott
Co-founder, Ceo, & Cio, Unlimited

Jennifer Grancio
Ceo, Engine No. 1

Margaret Hartigan
Founder & Ceo, Marstone, Inc.

Hal Hershfield
Professor & Author, Ucla Anderson School of Management

Jamie Hopkins
Managing Partner, Wealth Solutions, Carson Group

Matt Hougan
Cio, Bitwise Asset Management

Jason Hsu
Founder & Ceo, Rayliant Global Advisors

Phil Huber
Cio, Savant Wealth Management

Dan Ives
Managing Director, Equity Research & Senior Analyst, Wedbush Securities

Ben Johnson
Head of Client Solutions, Morningstar

Daron K. Roberts
Chief Dive Instructor, Deep End Ventures

Kunal Kapoor
Ceo, Morningstar

Lindsey King
Partner, Crestview Partners

Fran Kinniry
Principal, Head of Investment Advisory Research Center, Vanguard

Jeffrey Kleintop
Managing Director & Chief Global Investment Strategist, Charles Schwab

Chris Latham
Managing Editor, Wealth Solutions Report

Ryan Lawler
Fintech Reporter, Axios Pro

Joy Lere
Licensed Clinical Psychologist & Co-founder, Shaping Wealth

Steve Lockshin
Founder & Executive Chairman, Vanilla

Justin Mack
Reporter & Podcaster, Financial Planning Magazine

Nick Maggiulli
Coo, Ritholtz Wealth Management

Joe Mclean
Cheif Growth & Innovation Officer, Senior Managing Director, Mai Capital Management

Adam Nash
Co-founder & Ceo, Daffy.org

Ryan Neal
Technology Editor, Investmentnews

Brian Portnoy
Founder & Ceo, Shaping Wealth

Jeffrey Ptak
Chief Ratings Officer, Morningstar Research Services

Emily Roland
Co-chief Investment Strategist, John Hancock Investment Management

Shannon Saccocia
Cio, Neuberger Berman Private Wealth

Taylor Schulte
Founder & Ceo, Define Financial

Jeremy Schwartz
Cio, Wisdomtree

Caleb Silver
Editor in Chief, Investopedia

Anna Snider
Managing Director, Bank of America Merrill Lynch

Michael Sonnenshein
Ceo, Grayscale Investments

Meir Statman
Glenn Klimek Professor of Finance, Santa Clara University

Nizar Tarhuni
Vp, Editorial & Institutional Research, Pitchbook

Jan Van Eck
Ceo, Vaneck

Mona Vernon
Head of Fidelity Labs, Fidelity Investments

Bill Watts
Markets Editor, Marketwatch

Alli Webb
Co-founder & Bestselling Author, Drybar

Brie Williams
Head of Practice Management, State Street Global Advisors Spdr

Catherine Williams
Head of Practice Management, Dimensional Fund Advisors

Ryan Williams
Founder, Ceo, & Executive Chairman, Cadre

Deborah Yang
Co-founder & Ceo, Daizy.com

Liz Young
Head of Investment Strategy, Sofi

Brendan Ahern
Chief Investment Officer, Kraneshares

Taylor Adkins
Chief Product & Marketing Officer, Uptiq

Ronald Albahary, Cfa
Cio, Laird Norton Wealth Management

Clayton Alexander
Ceo, Teton Wealth Group

Samantha Allen
Svp, Marketing Strategy, Carson Group

Rich Aneser
Chief Strategy Officer, Envestnet

Michael Antonelli
Private Wealth Market Strategist, Baird

Vadim Avdeychik
Partner, Clifford Chance Us Llp

Mazi Bahadori
Coo & Cco, Altruist

Toussaint Bailey
Founder & Ceo, Uplifting Capital

Nyle Bayer
Cmo, Advisor Circle

Heather Beatty
Ceo, Scopefour Capital

Eric Biegeleisen
Partner & Deputy Cio, 3edge Asset Management

Breanna Blaney
Director of Life, Invested, Dimensional Fund Advisors

Allison Bonds Mazza
Managing Director, Head of Private Wealth Management & Independent Wealth Management, State Street Spdr Etfs

Jess Bost
Vp Brand Partnerships, Alpha Architect

Lindsay Brock
Wealth Management Advisor, Stearns Financial Group

Sean Brown
Ceo, Ycharts

Katie Bruner
President, Skyview Partners

Rob Burgess
Technology Reporter, Wealth Management Magazine

Tom Burmeister
Vp, Us Distribution, Conquest Planning

Kristen Carlisle
Vp, General Manager, Betterment at Work

Brittney Castro
Founder & Ceo, Brittney Castro Inc

Cleo Chang
Chief Investment Solutions Officer, American Century Investments

Christine Cherry
Head of Strategic Partnerships, Advisor Circle

Christian Clayton
Executive Vp, Strategist, Pimco

Patrick Clements
Head of Wealth Platforms, Ey

Michael Cocanower
Ceo, Advisercyber

David Connor
Managing Director, North America, Investsuite

Adam Cox
Chief Wealth Management Officer, the First National Bank in Sioux Falls

Ben Cruikshank
President, Flourish

Wayne Dahl
Managing Director & Investment Risk Officer, Oaktree Capital Management

Jill Deberardinis
Ria Divisional Sales Leader, Vanguard Financial Advisor Services

Jillian Delsignore
Head of Strategic Growth & Solutions, Flx Networks

Shomik Dutta
Managing Partner, Overture Climate Vc

Blair Duquesnay
Investment Advisor, Ritholtz Wealth Management

Andrea Eisfeldt
Professor, Ucla Anderson School of Management

Cristina Escoda
Managing Partner, Tachyon Ventures

Russell Feldman
Ceo, Imtc

Benjamin Felix
Portfolio Manager, Head of Research, Pwl Capital

Aaron Filbeck
Managing Director, Head of Unifi, Caia Association

Phil Fiore
Founder & Ceo, Procyon Partners

Gary Foodim
Cmo, Mercer Advisors

Markus Fischer
Principal, Head of Strategic Business Development, Vanguard

Julien Gaertner
Investment Analyst, Capital Group

Ann Garcia
Financial Advisor, Independent Progressive Advisors

Jeff Gitterman
Ceo, Gitterman Asset Management

Johan Grahn
Head Etf Market Strategist, Allianz Investment Management

Dana Grinnell
Business Strategy & Operations Leader, Grinnell Capital, Llc

Frank Grinnell
Portfolio Manager, Grinnell Capital, Llc

Ben Hammer
Head of Client Development for Personalized Indexing, Vanguard

Reese Harper
Ceo, Elements

Brandon Hass
Head of Direct Indexing & Model Portfolios, S&p Dow Jones Indices

Andrew Hastings
Chief Enterprise Officer, National Philanthropic Trust

Brett Hickey
Founder & Ceo, Star Mountain Capital

Mark Hurley
Ceo, Digital Privacy & Protection

Craig Iskowitz
Ceo, Ezra Group

Tony Isola
Financial Advisor, Ritholtz Wealth Management

Brad Johnson
Host of Do Business. Do Life. Podcast & Co-founder, Triad Partners

Samir Kaji
Co-founder & Ceo, Allocate

Brandon Kawal
Principal, Advisor Growth Strategies

Rishi Khanna
Ceo, Stocktwits

David Knoch
Ceo, Docupace

Liz Koehler
Managing Director, Head of Advisor Engagement Us Wealth Advisory, Blackrock

Ravi Koka
Founder & Ceo, Stocksnips

Taylor Kovar
Founder & Ceo, Certified Financial Planner, the Money Couple

Wing Lam
Co-founder & Owner, Wahoo's Fish Taco

John Langston
Founder, Managing Partner, Republic Capital Group

Peter Lazaroff
Cio, Plancorp

James Lee
President, Lee Investment Management

Matt Liebman
Ceo, Amplius Wealth Advisors

Richard Lofgren
Managing Director, Goldman Sachs

Danny Lohrfink
Co-founder & Chief Product Officer, Wealth.com

Carl Ludwigson
Managing Director, Bel Air Investment Advisors

Matt Magill
Director, Head of Ria, Kkr

Matt Malone
Head of Investment Management, Opto

Scott Martin
The Wealth Advisor, Marina Media

Patrick Mcgowan
Head of Investment Research & Alternative Investments, Sanctuary Wealth

Brian Mclaughlin
President, Orion Advisor Technology

Kim Merriman
Vice President & Yoga Teacher, Goldman Sachs & Co

Matt Middleton
Co-founder & Ceo, Advisor Circle

Jake Miller
Founder, Opto Invest

Bá Minuzzi
Founder & Ceo, Umana

Andree Mohr
Chief Implementation Officer, Integrated Partners

Kevin Mulhern
Co-founder & Ceo, Advisorstream a Broadridge Company

Peter Nakada
Cmo, Stone Ridge Asset Management

Eric Negron
Ceo, Forefront

David Newson
Chief Digital Officer, Cerity Partners

Kristen Oliveri
Editor, Crain Currency

Brett Orvieto
Managing Director, Senior Wealth Advisor, Dakota Wealth Management

Ryan Pannell
Ceo, Kaiju

Kimberly Papedis
President, Fusion Financial Partners

Cameron Passmore
Executive Chairman & Co-host of the Rational Reminder, Pwl Capital

Jason Pereira
Financial Planner & Fintech Expert, Woodgate Financial

Jessica Polito
Founder & Principal, Turkey Hill Management, Llc

Tina Powell
Partner, Chief of Community, Intention.ly

Oksana Poznak
Director of Strategic Partnerships, Sanctuary Wealth

Matt Radgowski
Ceo, Halo Investing

Saira Rahman
Vp, New Investor Initiatives, Fundrise

Hamilton Reiner
Managing Director, J.p. Morgan Asset Management

Patricia Ribeiro
Svp & Co-cio Global Growth Equities, Senior Portfolio Manager, American Century Investments

Rachel Robasciotti
Founder & Ceo, Adasina Social Capital

Ari Rosenbaum
Principal, Director of Private Wealth Solutions, O'shaughnessy Asset Management

Samantha Russell
Chief Evangelist, Fmg

Rob Sandrew
Chief Growth Officer, Integrated Partners

David Schulhof
Founder & Ceo, Musq

Brian Schulte
Director Information Technology, Geller Advisors

Patrick Shaddow
President & Ceo, Syntax Llc

Kim Leslie Shafer
Senior Policy Advisor, Impact Capital Managers

Alex Shahidi
Co-cio, Managing Partner, Evoke Advisors

Kristin Shea
Author & Chief Product Officer, Triad Partners

Michael Sidgmore
Co-founder & Partner, Broadhaven Ventures

Ainslie Simmonds
President, Pershing X

Christine Simone
Ceo & Co-founder, Caribou

Suzanne Siracuse
Ceo, Suzanne Siracuse Consulting

Tony Sirianni
Ceo, Advisorhub

Andrew Smith Lewis
Founder & Ceo, Alai

Jaci Stanton
Growth Officer, F2 Strategy

John Swolfs
Co-founder, Advisor Circle

Emil Tarazi
Ceo & Co-founder, Logicly

Lindsay Troxell
Founder, Our Coaching Initiative

Jennifer Valdez
President, Americas, Intelliflo

Ryan Vangorder
Ceo, Opto Investments

Matt Venturi
Founder & Ceo, Clearingbid, Inc.

Jason Ward
Head of the Blockchain Incubator, Fidelity’s Center for Applied Technology

Michael Wilson
Evp Orion Tech Suite, Orion

Ian Wenik
Editor, Citywire Ria

Juli Wilder
Head of Growth, Thrivent Advisor Network

Kendra Wright
Owner, Rebel Media Marketing Agency

Marwa Zakharia
Ceo, Assetbook

Dave Zoller
Owner, Streamline Financial

2023 Partners

• 21 Shares
• Addepar
• Advisor Engine
• Advyzon
• Alliance Bernstein
• Allianz
• Altruist
• Fintech Solutions
• Asset Book
• Betterment for Advisors
• Bitwise
• Cais
• Cambria
• DFD Partners
• Dimensional
• Direxion ETFs | Funds
• Docupace
• Double Line
• Entrustody
• Envestnet
• ETF Action
• ETC
• Fidelity
• FLX Networks
• Flyer Financial Technologies
• FMG
• Fp Alpha
• FP Transitions
• Franklin Templeton
• Geowealth
• Goldman Sachs | Asset Management
• Gray Scale
• Gregory FCA
• GTS
• Halo
• Harbor
• Holistiplan
• Index IQ
• Innovator
• Intelliflo
• Invent
• Invesco
• John Hancock Investment Management
• Krane Shares
• Logicly
• Lumiant
• Morningstar
• Motley fool Asset Management
• NDX Connect
• Nebo by GMO
• Nuveen A TIAA Company
• Canvas
• Orion
• PassiveInvesting.com
• Pontera
• Portformer
• Practifi
• Qraft
• S&P Dow Jones Indices a Division of S&P Global
• Sei
• Simplify ETFs
• Smartria
• Smart Advisory Solutions
• Snappy Kraken
• SS & C
• State Street Global Advisors
• Syntax
• Touchstone Investments
• Trust Will
• USCF
• Vanguard
• VettaFi
• VRGL
• Ycharts
• YourStake