Explore the Agenda That Unites Wealth Management’s Future
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
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.
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.
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.
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.
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.
2025 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.