Explore the Only Agenda Fully Dedicated to AI in Finance

March 8-11, 2026  | Miami Beach, FL

Step Into the Framework for an AI-Native Future

Future Proof Citywide’s agenda is built on four core themes. They are not content tracks but ways to think about the future. Together, they form a framework that helps leaders know where to focus, how to act, and how to lead with purpose.

Step Into the Framework for an AI-Native Future

Future Proof Citywide’s agenda is built on four core themes. They are not content tracks but ways to think about the future. Together, they form a framework that helps leaders know where to focus, how to act, and how to lead with purpose.

March 8-11, 2026
Miami Beach, FL

Spending four days at Future Proof Citywide surrounded by individuals who challenge the status quo and refuse to settle for “business as usual” in wealth management has been truly inspiring.

Molly McClure, Marketing Executive

Future Proof Citywide
ai framework

Invest in AI

This theme focuses on how and where capital moves next. AI is reshaping every investment category: from public markets to private equity, from ETFs to direct indexing, from early-stage venture to infrastructure. Investors and allocators are navigating new risks and new sources of return.

This part of the event explores strategies born from or reshaped by AI. It covers capital allocation, product innovation, manager selection, and the future of portfolio construction in an AI-native world.

Investment strategy is the front end of value creation in finance. AI is changing what’s investable, how alpha is generated, and how decisions get made. This theme ensures we’re not just talking about operations, we’re talking about money.

Build with AI

This theme is about action: building the future. It’s for product leaders, technologists, and innovation teams focused on applying AI inside firms.

We’ll explore how professionals are using AI to move faster, make smarter decisions, deliver better advice, and create more personalized products and experiences. Expect case studies, prototypes, and workflows from teams building with AI today.

Everyone is asking the same question: what should we build, and how fast? This theme focuses on what’s working now and what can be built, piloted, or scaled over the next 3 to 5 years.

Grow with AI

This theme is about the firm itself. Growth is not just about assets. It’s about how people, processes, and performance evolve in an AI-enabled environment.

We’ll explore how AI is changing firm design, team structure, talent needs, compliance, marketing, client experience, and internal operations. It’s about how firms scale and how leaders manage through change.

AI reshapes how work flows and how decisions get made. This theme connects strategy with execution and helps leaders rethink how their firms actually run.

Live with AI

This theme zooms out. AI is not just changing business; it’s changing how we live, learn, decide, and lead.

We’ll cover professional development, leadership, ethics, mental clarity, human performance, and the broader societal impact of artificial intelligence. Expect voices from both inside and outside the industry.

Our community is made up of leaders, and leadership requires perspective. This theme ensures we’re not just building smarter firms, we’re also building stronger people.

Future Proof Citywide
ai framework

This theme focuses on how and where capital moves next. AI is reshaping every investment category: from public markets to private equity, from ETFs to direct indexing, from early-stage venture to infrastructure. Investors and allocators are navigating new risks and new sources of return.

This part of the event explores strategies born from or reshaped by AI. It covers capital allocation, product innovation, manager selection, and the future of portfolio construction in an AI-native world.

Investment strategy is the front end of value creation in finance. AI is changing what’s investable, how alpha is generated, and how decisions get made. This theme ensures we’re not just talking about operations, we’re talking about money.

This theme is about action: building the future. It’s for product leaders, technologists, and innovation teams focused on applying AI inside firms.

We’ll explore how professionals are using AI to move faster, make smarter decisions, deliver better advice, and create more personalized products and experiences. Expect case studies, prototypes, and workflows from teams building with AI today.

Everyone is asking the same question: what should we build, and how fast? This theme focuses on what’s working now and what can be built, piloted, or scaled over the next 3 to 5 years.

This theme is about the firm itself. Growth is not just about assets. It’s about how people, processes, and performance evolve in an AI-enabled environment.

We’ll explore how AI is changing firm design, team structure, talent needs, compliance, marketing, client experience, and internal operations. It’s about how firms scale and how leaders manage through change.

AI reshapes how work flows and how decisions get made. This theme connects strategy with execution and helps leaders rethink how their firms actually run.

This theme zooms out. AI is not just changing business; it’s changing how we live, learn, decide, and lead.

We’ll cover professional development, leadership, ethics, mental clarity, human performance, and the broader societal impact of artificial intelligence. Expect voices from both inside and outside the industry.

Our community is made up of leaders, and leadership requires perspective. This theme ensures we’re not just building smarter firms, we’re also building stronger people.

2026 Future Proof Citywide Agenda

Sun, March 8 – Wed, March 11

BADGE PICK-UP

Badge pick-up will be available daily at Future Proof Citywide. A badge is always required on the Beachwalk – don’t forget!

Sun, March 8 – Wed, March 11

Content

We have a no-pay-to-play content model, which means every speaker is chosen on merit. That leads to no fluff, no overcrowded panels, just real conversations, real connections, and real value.

Sun: 3:00 PM – 6:00 PM ET
Mon: 9:00 AM – 5:00 PM ET
Tues: 9:00 AM – 5:00 PM ET

Sun, March 8

Welcome Party

Brought To You By State Street Investment Management
Relax, unwind, and connect with the Future Proof community. Enjoy an evening of tasty bites, delicious cocktails, and music as the sun sets on the beautiful Miami Beach.

6:00 PM – 8:00 PM ET

Tues, March 10

MUSIC FESTIVAL

Future Proof Citywide brings the community together for can’t-miss live musical performances under the Miami lights. From The All-American Rejects to The Fray, past performers lit up the stage and packed the beach. Get ready for another unforgettable night in 2026.

6:15 PM – 9:30 PM ET

Shaped by the Industry’s Boldest Voices

Josh Brown

CEO, Ritholtz Wealth Management

Cathie Wood

Founder, Chief Executive Officer, Chief Investment Officer, ARK Invest

Tom Lee

CIO & Head of Research, Fundstrat

Barry Ritholtz

Chairman & CIO, Ritholtz Wealth Management

Kay Lynn Mayhue

President, Merit Financial Advisors

Carson Block

Chief Investment Officer, Muddy Waters Capital LLC

Michael Batnick

Managing Partner, Ritholtz Wealth Management

Leslie Norman

CTO, Dynasty Financial Partners

Michael Kitces

Chief Planning Nerd, Kitces.com

Samantha Russell

Chief Evangelist, FMG

Jason Wenk

CEO, Altruist

Dan Ives

Global Head of Technology Research, Wedbush Securities

Eden Ovadia

Co-Founder & CEO, FINNY

Ben Carlson

Director of Institutional Asset Management, Ritholtz Wealth Management

Kristie Edling-Day

Executive Vice President, Chief Information Officer for Advisor Experience, LPL Financial

Matt Middleton

Founder & CEO, Future Proof

Doug Fritz

Co-Founder & Executive Chairman, F2 Strategy

JC Abusaid

CEO and President, Halbert Hargrove

Arthur Ambarik

CEO, Perigon Wealth

David Bahnsen

CIO, Managing Partner, The Bahnsen Group

Sonali Basak

Chief Investment Strategist, iCapital

Nyle Bayer

CMO, Future Proof

Morgan Bell

Managing Director, Advisory, Constellation Wealth Capital

Dustin Belliston

Founder, CurrentClient

Breanna Blaney

Founder & CEO, Anya Institute for Human Revolution

Joe Bonanno

Managing Director, Global Head of Data Analytics & Innovation, Citi Wealth, Citi

Diana Cabrices

Founder, Diana Cabrices Consulting

Emma Cary

Chief Reporter, With Intelligence

Chris Cherry

Head of Partnerships, Future Proof

Alec Crawford

Founder & CEO, Verapath

David DeCelle

Co-Founder & Chief Partnership Officer; CEO, WealthReach; Model FA

AJ De Rosa

Founder & CEO, Intellebox.ai

Amy DeTolla

Founder & CEO, Aureus Advantage

Ryan Detrick

Chief Market Strategist, Carson Group

Jon Diorio

Head of Alternatives for US Wealth, BlackRock

Elliot Dornbusch

Founding Partner & CEO, CV Advisors

Blair duQuesnay

Lead Advisor - The Preserve, Ritholtz Wealth Management

Ayo Ekhator

Co-Founder, Bridge

Rend Fetyan

Director, Head of AI Enablement and Automation, Cresset

Sophie Gechijian

Head of Alternatives & Crypto Infrastructure, Fidelity Institutional

Vinay Gidwaney

Chief Product Officer, OneDigital

Brian Ginsler

Founder and CEO, Ginsler Wealth

Brian Green

Chief Technology Officer, Merit Financial Advisors

Matt Halloran

Chief Evangelist, Zocks

Ben Harrison

Managing Director, Head of Client Coverage, BNY Pershing

Marissa Herr

Head of Technology Consulting, Fidelity

Joshua Herring

President & CEO, Longevity Science Foundation

Jamie Hopkins

CEO, Bryn Mawr Trust

Ben Hunt

Co-Founder, Perscient

Adam Jonah

Co-Founder, FinDash.ai

Manish Khatta

CEO, Potomac

Max Klein

Co-Founder & CEO, LEA

Kevin Knull

Co-Founder; CEO, advice.ai; TaxStatus

Bryon Lake

Global Co-Head of Third Party Wealth & Chief Transformation Officer, Goldman Sachs

Beryl Lou

Head of Investment Engineering, Neuberger Berman

Greg Matusky

CEO & Founder, Gregory

Joe McCuine

President, Principal, Modera Wealth Management, LLC

Max Metcalf

Co-Founder, Slant

Christian Mitchell

President of Cetera Solutions, Cetera

Matt Mosich

President & Owner, The Mosich Group

Peter Nolan

GTM - Financial Services, Anthropic

Alex Ortolani

Senior Reporter, Wealth Management

Jorge Padilla

CEO, Meira Wealth

Brian Pierson

Co-Founder; President, advice.ai; Aerie Advisory Group

Brian Portnoy

Founder, Shaping Wealth

Jag Prakasam

CEO, Qdeck

Colin Purdie

Global Chief Investment Officer, Public Markets, Manulife Investment Management

Jeremy Radcliffe

Chief Product Officer, Perscient

Larry Restieri

CEO, Hightower

Jonathan Satovsky

CEO & Behavioral Coach, Satovsky Asset Management

Alexandra Semenova

Reporter, Bloomberg News

Suzanne Siracuse

Founder & CEO, Suzanne Siracuse Consulting Services

Danny Shannon

Co-Founder & CTO, Impruve

Mike Shannon

Co-Founder & CEO, Impruve

Thomas Stewart

Founder & CEO, Hadrius

Gopal Subramanian

Chief Data & AI Officer, Focus Financial Partners

Brock Sutton

Head of Emerging Client Capabilities, Capital Group

Mark Swan

CEO & Co-Founder, Nevis

Michael Tanney

CEO, Pereon Wealth

Bonnie Treichel

Founder and Chief Solutions Officer, Endeavor Retirement

Sonu Varghese

Vice President, Global Macro Strategist, Carson Group

Burt White

CEO, Carson Group

Lauren Wilkinson

Divisional Chief Information Officer for Financial Advisor Services (FAS), Vanguard

Joe Wilson

Managing Director, J.P. Morgan Asset Management

David Wright

Head of Quantitative Investments, Pictet Asset Management

Rick Wurster

President and CEO, Charles Schwab

APPLY TO SPONSOR