SEPTEMBER 15-18, 2024 | HUNTINGTON BEACH, CA

Key Themes for Future Proof 2023

Mark your calendars for September 10-13, 2023 because the highly-anticipated Future Proof Festival will be coming back bigger and bolder! Voted as “Best Conference Experience” by Michael Kitces in his blog, “The 9 ‘Best’ Financial Advisor Conferences (For Scaling Up) In 2023,” this is no ordinary financial conference.

Future Proof will stimulate your intellectual curiosity, ignite innovative conversations, and feature tech-enabled event networking to elevate your business and enable you to think outside your normal perspective. In addition to the world-class speakers and networking opportunities, Future Proof will feature exciting special events, including cultural experiences, a music festival, and more. As we prepare to release the agenda, there are three key themes you’ll notice throughout the sessions in 2023 that we want to share. We believe these themes are shaping the future of wealth management and addressing the most pressing needs of your clients.

The first theme you’ll see throughout the agenda is Alternatives. As the asset class grows both in size and complexity, there’s an increasing need to sharpen our understanding. You know the drill: with great power (or, in this case, assets) comes great responsibility (or need for education). Our industry expert speakers will break down this seemingly convoluted topic and transform it into a growth opportunity for your practice through actionable insights and cutting-edge strategies.

Our second topic focuses on one of the top-trending google searches in 2023, Artificial Intelligence. Have you wondered what AI means for the larger economy or its implications for wealth management, or even the implications on your day-to-day life? You’ve likely been curious about what AI tools can simplify your everyday work life. We will take a deep dive into the world of AI throughout Future Proof’s sessions, demystifying its complexities and spotlighting its profound potential.

Lastly, we will address the key theme of the Macro Outlook. Our speakers will discuss the impact of the Fed’s actions, the weakening dollar, and the overall outlook for the global economy. It’s not just about predicting the future – it’s about how you are positioned to thrive in it.

Future Proof will feature a wide range of panels that will provide a future-orientated look that will enable advisors to learn, understand, and discuss how to “Future Proof” their business. Our line-up of speakers include a variety of industry trailblazers and emerging voices, with more speakers being confirmed every week. Gain macro insights from iconic investor and renowned bond fund manager, Jeffrey Gundlach, as he sheds light on investment strategies in an increasingly volatile economy. Learn from Sarah Levy, CEO of Betterment, as she discusses innovation in wealth management. Absorb profound wisdom from Morgan Housel, a master of financial storytelling. Additionally, you’ll enjoy live recordings from top finance podcasts, including ‘Animal Spirits’ and ‘The Compound and Friends.’

In addition to wealth-focused content, Future Proof fosters a sense of community among attendees through shared cultural experiences in art, music and entertainment. Experience an exciting line-up of musicians, including legendary east coast rappers Method Man (Wu-Tang Clan) and Redman (Def Squad) taking center stage as the headlining acts, and our opening act, Easy Star All-Stars, as they bring their unique blend of rock, pop, and reggae together.

Register today to gain exclusive insights from expert speakers, experience top-tier entertainment and network with technology visionaries and those shaping the future of wealth management. We can’t wait to see you on September 10-13 in Huntington Beach, CA!

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