The wealth management landscape is undergoing a generational shift. New expectations, evolving client needs, emerging technologies, and talent transitions are reshaping how firms operate and who leads them.
The Future Proof Leaders Retreat, taking place May 12–15, 2025, at The Broadmoor in Colorado Springs, CO, was built for this moment.
It’s an exclusive experience for CEOs, senior executives, and decision-makers and is designed for those ready to lead what’s next—from legacy firms navigating scale to next-gen leaders redefining what leadership looks like.
WHAT MAKES FUTURE PROOF RETREATS UNIQUE
After the 2023 Future Proof Festival, we heard clear feedback from C-level wealth management leaders: they wanted a Future Proof-style experience created specifically for them. A space away from their employees, the media, and junior vendor reps. A space for honest, executive-level conversations among peers.
Future Proof Retreats are one part of a bigger picture. Together with Future Proof Festival and Future Proof Citywide, each of our events has a distinct purpose and is designed to complement the others. When experienced together, they provide a more complete view of where the industry is headed and how leaders can stay ahead of it.
Each retreat is a curated, purpose-built experience that blends peer-led content with intentional networking. This isn’t a scaled-down version of a larger event. It’s designed for clarity, connection, and collaboration at the highest level.
No booths. No filler content. No overcrowded panels delivered to an audience glued to their phones.
WHAT ATTENDEES TAKE AWAY:
- New executive-level connections
- Practical strategies to move their business forward
- Shared experiences that build trust and leave a lasting impression
WHY THIS RETREAT FEELS DIFFERENT
If you’ve been to Future Proof Festival or Future Proof Citywide, you know we create space for energy, inspiration, and connection. Future Proof Leaders Retreat is more focused, more intimate, and more deliberate. It’s a sophisticated adventure that taps into the pulse of the industry, balancing strategic dialogue with lifestyle-aligned activities that celebrate diverse perspectives and create space for deeper connection. Here, you’re not watching from the sidelines. You’re in the room, shaping the conversation.
Breakthru Talks are a good example. We group leaders by job-level and topic interests at curated roundtables, each focused on a specific theme. Dozens run simultaneously, and every seat is a chance to contribute, not just observe.
WHY WE CHANGED THE FORMAT
Just like the industry itself, we evolve every year based on your feedback. What works, we build on. What doesn’t, we adjust. Every session format, every new feature, every design choice is shaped by the people who attend and contribute.
Last year, many of the most immersive parts of the retreat, Breakthru Experiences, Breakthru Talks, and Breakthru Experiences, were reserved only for wealth management executives.
That approach left some attendees on the outside looking in. We heard that. And we’ve made changes.
Starting in 2025, industry participants—including asset managers, fintechs, and service providers—will have dedicated access to their own curated track. From tailored Breakthru Talks and Group Activities to an Industry Dinner Series built for real dialogue, these programs are designed to foster meaningful peer-to-peer connection across the full ecosystem.
WHAT THE FULL EXPERIENCE LOOKS LIKE:
- Mainstage Content: TED-style “big ideas,” key industry trends and new research, and fireside chats with seasoned CEOs.
- Breakthru Meetings: Over 5,000 double opt-in one-to-one meetings.
- Breakthru Talks: Highly interactive peer group discussions, focused on a single topic, held at curated roundtables
- Industry Content Sessions: Small-group discussions in unique settings outside of a ballroom, focused on the challenges leaders are actually facing.
- Level Up Sessions: Practical tools for personal and professional growth, from negotiation to mindset work.
- Group Activities: Activities like zip lining, archery, and hiking that foster connection through shared experience.
- Future Proof Dinner Series: Peer Networking Dinners hosted by sponsors at restaurants across the property and the city. Great food. Even better company.
WHO SHOULD ATTEND?
- Wealth management CEOs, CIOs, CTOs, COOs, CMOs, and fast-growing financial advisors
- Industry executives from asset management, fintech, financial services
WHAT WE’LL EXPLORE
The 2025 Future Proof Leaders Retreat is anchored by five key themes:
- Leadership & Talent: Actionable strategies for recruiting top talent, developing next-gen leadership, and preserving culture as your firm scales.
- Client Innovation: Meeting evolving client expectations through new service models, digital platforms, and differentiated investment offerings.
- Operational Excellence: Leveraging fintech, AI, and streamlined processes to increase efficiency, enhance the client experience, and drive profitability.
- Growth & Scale: Real-world approaches to growing AUM, executing M&A, and scaling operations without losing focus or agility.
- Market & Strategy: Executive-level insight on macroeconomic trends, competitive threats, and where the industry is heading next.
Ready to lead the next era of wealth management? Apply now to attend the Future Proof Leaders Retreat.
