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
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
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
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

George Acheampong Jr.
CEO & Managing Partner, Capitalwize, LLC

Sean Allocca
Executive Editor, The Daily Upside

Arthur Ambarik
CEO, Perigon Wealth Management

David Bahnsen
CIO, Managing Partner, The Bahnsen Group

Matthew Bartolini
Managing Director, Global Head of Research Strategists, State Street Investment Management

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

Rob Burgess
Reporter, Financial Planning

Diana Cabrices
Founder, Diana Cabrices Consulting

Emma Cary
Chief Reporter, With Intelligence

Chris Cherry
Head of Partnerships, Future Proof

Thomas Clawson
Co-Founder, Slant

Shane Clifford
Partner, Head of Global Wealth, Carlyle

Joe Cordeira
Chief Data & Analytics Officer, UBS Global Wealth Management Americas

Alec Crawford
Founder & CEO, Verapath

Chris Davis
Chairman and Portfolio Manager, Davis Funds

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

AJ De Rosa
Founder & CEO, Intellebox.ai

Sonal Desai
Chief Investment Officer, Fixed Income, Franklin Templeton

Amy DeTolla
Founder & CEO, Aureus Advantage

Ryan Detrick
Chief Market Strategist, Carson Group

Jim Dickson
Founding Partner & CEO, Elevation Point

Jon Diorio
Head of Alternatives for US Wealth, BlackRock

Elliot Dornbusch
Founding Partner & CEO, CV Advisors

Devon Drew
CEO, Assetlink

Blair duQuesnay
Lead Advisor - The Preserve, Ritholtz Wealth Management

Ayo Ekhator
Co-Founder, Bridge

Rend Fetyan
Director, Head of AI Enablement and Automation, Cresset

Tom Fields
Founder & CEO, Fynancial

Azish Filabi
Managing Director, Maguire Center for Ethics, The American College of Financial Services

Andrew Foerch
Deputy Editor, Citywire USA

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 Product 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 Investments

Joshua Herring
President & CEO, Longevity Science Foundation

Jamie Hopkins
CEO, Bryn Mawr Trust

Ben Hunt
Co-Founder, Perscient

Richard James
Head of STAAT AI Product, UBS Wealth Management Americas

Dan Johnson
Managing Director, F2 Strategy

Adam Jonah
Co-Founder, FinDash.ai

Ian Karnell
Founder & CEO, VastAdvisor

Manish Khatta
CEO, Potomac

Derrick Kinney
Founder, Success for Advisors

Aaron Klein
Founder, Contio

Max Klein
Co-Founder & CEO, LEA

Kevin Knull
Co-Founder; CEO, advice.ai; TaxStatus

Matt Kolesky
President, Arbor Capital Management, Inc.

Tushar Kumar
Private Wealth Advisor, Twin Peaks Wealth Advisors

Vishal Kumar
Private Wealth Advisor, Twin Peaks Wealth Advisors

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

Brian Lauzon
Managing Director, Colchester Partners, LLC

Ryan Lawler
Fintech Reporter, Axios

Bruce Lee
Founder & CEO, Keebeck Wealth Management

Isabelle Lee
Reporter, Bloomberg News

Ben Levisohn
Editor-in-Chief, Barron's

Brian Levitt
Chief Global Market Strategist and Head of Strategy and Insights, Invesco

Bilal Little
Director of Exchange Traded Funds, New York Stock Exchange

John Manganaro
Senior Reporter, The Daily Upside

Jacqueline Martinez
Managing Partner, Alaris Acquisitions

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

Erin Moyer
Founder & Chief Collaborator, Wide Focus

Peter Nolan
GTM - Financial Services, Anthropic

Mac O'Brien
Chief Growth Officer, Rothschild Wealth Partners

Alex Ortolani
Senior Reporter, Wealth Management

Jorge Padilla
CEO, Meira Wealth

Anna Paglia
Executive Vice President, Chief Business Officer, State Street Investment Management

Jason Pereira
Senior Partner, Woodgate Financial

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

Carmen Reinicke
Equities Reporter, Bloomberg News

Larry Restieri
CEO, Hightower

Lilly Riddle
Reporter, The Daily Upside

Jerry Robert
Practice Head - AI & Data, F2 Strategy

Sumit Roy
Senior ETF Analyst, ETF.com

Gina Sanchez
CEO, Chantico Technology

Jonathan Satovsky
CEO & Behavioral Coach, Satovsky Asset Management

Casey Schaffer
Founder, Coach, Consultant, Definitions Coaching and Consulting

Alexandra Semenova
Reporter, Bloomberg News

Suzanne Siracuse
Founder & CEO, Suzanne Siracuse Consulting Services

Yaela Shamberg
Co-Founder and Chief Product Officer, Communify

Danny Shannon
Co-Founder & CTO, Impruve

Mike Shannon
Co-Founder & CEO, Impruve

Caleb Silver
Chief Business Editor; Editor in Chief, People Inc. & Investopedia

Kartik Srinivasan
President, Advyzon Institutional, Advyzon

Jaclyn Stanton
Managing Director, F2 Strategy

Ted Stratigos
Global Head of Aladdin Wealth, BlackRock

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

Toby Wade
CEO, Deepvest.ai

Scott Wapner
Host, CNBC

Ian Wenik
Editor, Citywire USA

John Wernz
Partner, Strategic Advisor, Mission Wealth

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

Mike Wilson
CEO and Co-Founder, Hamachi.ai

David Wright
Head of Quantitative Investments, Pictet Asset Management

Rick Wurster
President and CEO, Charles Schwab