In the crowded calendar of financial services events, Future Proof’s Breakthru program stands apart as a meticulously designed, data-driven way to ensure you meet the right people at the right time for your business goals. Built to replace serendipity with precision matchmaking (without losing the magic of human connection), Breakthru transforms casual conference networking into a strategic advantage.
The Breakthru Meetings Program: Where Business Connections Happen
The core of Breakthru is the Meetings Program, the largest in wealth management, facilitating more than 50,000 meetings during the event.
- Double Opt-In for Maximum Relevance: Every meeting is scheduled only if both participants request it, ensuring conversations are useful and mutually beneficial.
- AI Target-Finder Matching: New for 2025, an AI-powered tool recommends up to 200 attendees you should meet, based on millions of data points from previous events and detailed participant profiles.
- Hosted & Non-Hosted Meetings:
- Hosted Meetings connect qualifying financial advisors and limited partners with sponsors in up to eight 15-minute sessions, scheduled during dedicated blocks so no main-stage content is missed. Hosted Meetings will account for 10,000-15,000 of the total meetings held during the festival.
- Non-Hosted Meetings (we call them “general meetings”) allow any participant to connect across the broader ecosystem – advisors, fintech leaders, investors, startups, literally every single person who is registered for the event. Non-Hosted Meetings account for 35,000-40,000 of the total meetings held during the festival. As you can see, most of the meetings held will be general ones!
- Structured Scheduling: Meetings take place in a dedicated space the size of a football field, with 24 time slots over two days. Attendees set their availability, request meetings, opt in to requests, and confirm schedules well before the event.
Breakthru Pre-Event Process:
Complete Your Profile
Request Meetings & Opt in
Accept Meetings & calendar Invites
ATTEND ONSITE MEETINGS
Breakthru Talks: Peer-Level Knowledge Exchange
While the Meetings Program focuses on one-to-one business matchmaking, Breakthru Talks bring 5–8 peers together for interactive, topic-driven roundtables.
These 40-minute sessions will cover timely issues–from AI adoption to portfolio management innovation–offering real-world insights and actionable takeaways. Participants are grouped with peers based on role, focus, and interest areas, ensuring the discussion is both relevant and productive.
Breakthru Talks are exclusive to Hosted and Non-Hosted Financial Advisory Firm & LP ticket holders and will take place on Monday and Tuesday morning during breakfast.
Breakthru Experiences: Shared Moments that Build Relationships
Networking doesn’t stop in the meetings are or during breakfast at roundtable discussions. Breakthru Experiences take conversations into dynamic, informal settings, from surfing lessons and cooking classes to curated networking dinners. These activities allow participants to connect as people first, creating trust and rapport that extend well beyond the event.
Breakthru Advisor Networking Dinners include 20+ high-end social dinners in over 10 Huntington Beach restaurants, all happening simultaneously. The series will take place on Monday, from 7-9pm PT, and is available only to Financial Advisor Firm & LP ticket holders only.
The Pre-Event Process: Precision Planning for Maximum ROI
Breakthru’s impact begins long before you set foot at the Future Proof Festival:
- Profile Creation (August): Build a detailed profile, selecting from 100+ data points on business focus, interests, and goals.
- Meeting Requests (Mid-August): Use the AI Target-Finder and advanced filters to request meetings with the people and companies most relevant to your objectives.
- Opt-Ins (Late August): Review and confirm requests you’ve received from others.
- Final Schedule (Early September): Accept your confirmed meetings and receive calendar invites for every session .
This structured, multi-step process ensures every meeting slot is filled with someone you genuinely want to meet.
Why It’s Different from Any Other Industry Event
At most events, networking is left to chance… wandering the expo hall with beige walls, hoping to bump into the right person. At Future Proof, Breakthru replaces chance with choice:
- AI and human intent drive matches.
- Every meeting has a shared purpose.
- You leave with a curated network of valuable contacts and documented next steps, not just a stack of business cards.
In short, you don’t just meet people, you meet the right people for your current business initiatives.
Join us by registering before the Aug 14 deadline!
