Finance isn’t waiting for the future–it’s creating it. From March 16-19, 2025, Future Proof Citywide in Miami Beach will host 2,500 of the sharpest minds in wealth and investment management, all focused on one thing: building what’s next.
2,500 attendees. 1,250 asset owners and allocators. Forging the Frontier of Finance.
The Future Proof Citywide audience is a powerhouse mix of capital deciders, allocators, and innovators shaping the future of finance. You’ll meet portfolio influencers like private wealth advisors, heads of research, and institutional consultants defining billion-dollar mandates. Connect with allocators from pensions, endowments, and sovereign wealth funds balancing risk and securing generational wealth. Engage with RIA executives, tech adopters, and client experience leaders solving the industry’s toughest challenges. And it doesn’t stop there–the ecosystem is complete with innovative asset managers, emerging and boutique wealth management firms, national wealth managers, fintech trailblazers, professional service providers, regulators, and financial media, all coming together to build what’s next.
The Content: Big Ideas Meet Bold Conversations
Enough about the audience, let’s talk about the event content itself. Forget panels that go nowhere. The content at Future Proof Citywide is built to spark transformation.
We’re tackling the five forces reshaping the industry:
- Bridging Public and Private Markets: Explore the growing integration of public and private markets, emerging market trends, and their implications for portfolio construction. Learn how advisors, allocators, and managers can navigate these blurred lines to uncover new investment opportunities.
- The Modern Investor Mindset: Understand the evolving expectations of investors and their influence on market trends and investment strategies. From end-clients demanding greater access, personalization, and transparency to institutional LPs refining their focus on GP-LP alignment, risk-adjusted returns, and diversification, uncover strategies to win in this changing landscape.
- Technology-Driven Transformation: Dive into the cutting-edge tools and innovations reshaping wealth and investment management–from AI and blockchain to the next wave of fintech solutions–and learn how these advancements are redefining portfolios, operations, and client engagement.
- Consolidation and Collaboration: Redefining Operating Models: Examine how market forces, shifting client demands, and emerging trends are driving consolidation and inspiring new partnership models. Learn how firms can adapt, innovate, and thrive in this evolving landscape while navigating regulatory complexities.
- Rethinking Talent and Leadership: Address the challenges of an aging workforce and evolving talent pipeline, focusing on strategies to attract, retain, and develop leaders equipped to guide the next chapter of wealth and investment management.
But that’s not all. Podcasts are going live at Future Proof Citywide, including:
- Capital Allocators
- Masters in Business
- Animal Spirits
- The Compound and Friends
These aren’t just recordings–they’re raw, unfiltered conversations with the industry’s most influential voices. Explore the agenda here.
The Experience: A Citywide Event Format for Finance
Big ideas deserve an equally big stage. That’s why Future Proof Citywide isn’t confined to conference rooms and hotel lobbies. Instead, it transforms Miami Beach into a citywide experience that combines the energy of innovation with the laid-back vibe of South Beach.
- The Beachwalk: A four-block stretch of Miami Beach transformed into immersive content hubs and networking zones.
- Historic Venues: The Betsy Hotel, the iconic Versace Mansion, and more.
- The Tuesday Night Concert: Featuring live performances by The All-American Rejects and The Fray, this is where business meets celebration in unforgettable fashion.
- 12 Hotels to Choose From: Plan your visit with ease by selecting from our curated list of premium accommodations.
It’s finance–but with a heartbeat. Check out the full event map below:
The Networking: 25,000+ Meetings That Matter
Networking at events is broken.
You show up. You wander around. You introduce yourself 15 times and leave with one good connection. Maybe.
Breakthru Meetings change all that.
At Future Proof Citywide, networking isn’t left to chance. Instead, you’ll walk in with a schedule full of 15-minute one-on-one meetings–curated, purposeful, and mutually beneficial.
No awkward intros. No wasted time. Just productive conversations with people who matter to you.
- Breakthru Meetings: 25,000+ curated one-on-one meetings designed to connect you with people who matter.
- Breakthru Experiences: From dinners to yoga on the boardwalk, every moment is built to create real opportunities.
This is networking reimagined. Learn more here.
The Sponsors: Create Lasting Partnerships that Drive Business Forward
Networking is the backbone of Future Proof Citywide, but it doesn’t happen in isolation. The most meaningful connections often happen between attendees and sponsors—leaders from across the financial ecosystem who are shaping the industry’s future. Future Proof Citywide’s sponsor lineup spans the entire financial ecosystem. Notable names include (and are growing everyday):
- Asset Management Giants: Vanguard, Franklin Templeton, Dimensional Fund Advisors, and Goldman Sachs Asset Management.
- Fintech Innovators: Altruist, Envestnet, and Wealthbox.
- ETF Leaders: Innovator ETFs, VanEck, and Xtrackers by DWS.
- Private Equity Titans: Carlyle, Stone Ridge, and BC Partners.
- Crypto Pioneers: Grayscale and Bitwise Asset Management.
This roster highlights the power and diversity of the financial world coming together in one place. See the full list here.
The Perks: Free Tickets for Hosted Advisors
We don’t just invite financial advisors–we roll out the red carpet. Get a free ticket plus $750 to cover your travel and accommodations. Learn how to qualify here.
Not interested in attending as a Hosted Advisor? Make sure to grab your ticket before prices increase this Friday–lock in your spot now.
Be There
Future Proof Citywide is more than an event. It’s a platform for transformation, where the brightest minds in finance come together to tackle the industry’s biggest challenges and seize its biggest opportunities.
Don’t just adapt to the future–lead it. Join us in Miami Beach, March 16-19, 2025.
Are You a Sponsor Looking to Make an Impact?
Want to put your brand front and center with the most influential audience in finance? Future Proof Citywide offers unparalleled opportunities to connect, engage, and make your mark. Become a sponsor today.
