MARCH 16-19, 2025 | MIAMI BEACH, FL

Explore the Agenda That Unites Wealth Management’s Future

Dive straight into the biggest challenges and opportunities shaping the future of wealth and investment management.

Phil Huber

Just wow. That’s the most visceral reaction I can muster up. It’s safe to say the entire conference industry has been put on notice. The bar has officially been raised.

Tina Powell

"Disruptive" seems too tame a term for Future Proof – it's more "envision the unimaginable" and then "make it tangible."

Themes covered at Future Proof Citywide 2025

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.

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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.

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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.

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Consolidation & 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.

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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.

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Future Proof Citywide Agenda

Agenda overview

Imagine an event where barriers no longer exist—between disciplines, between silos, between ideas. For years, wealth and investment management have operated like islands, geographically close but culturally distant. Public markets spoke their language; private markets guarded their secrets. And somewhere in between, the innovators—advisors, allocators, and asset owners—could feel the tug of something bigger, something connected.

At Future Proof Citywide, these connections come alive. It’s not just a collection of sessions; it’s a masterclass in integration—one where public and private markets meet, where technology moves from theory to transformation, and where the quiet consolidation of firms signals not decline but reinvention. This is an agenda designed to dismantle the old boundaries and, more importantly, spark the ideas and relationships that will redefine how the future gets built.