Future Proof Citywide Registration Is Now Live!

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

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.

Schedule Preview

The framework is set, and the countdown has begun. Today’s preview is just the start. The full Future Proof Citywide agenda is coming, and times may shift as details are finalized.

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: 12:50 PM – 6:00 PM ET
Mon: 8:30 AM – 4:00 PM ET
Tues: 8:30 AM – 4:00 PM ET
Wed: 9:00 AM – 11:30 AM ET

Sun, March 8

Welcome Party

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.

7:00 PM – 9:30 PM ET

Shaped by the Industry’s Boldest Voices

Our 2025 speakers, listed below, set the standard. In 2026, expect the same caliber of leaders showing how AI is redefining the way finance invests, builds, grows, and leads.

Mellody Hobson

Co-CEO & President, Ariel Investments

Harvey Schwartz

CEO, Carlyle

Josh Brown

CEO, Ritholtz Wealth Management

Robyn Grew

CEO, Man Group

Barry Ritholtz

Chairman & CIO, Ritholtz Wealth Management

Tom Lee

Co-Founder & Head of Research, Fundstrat

Michael Kitces

Chief Planning Nerd, Kitces.com

Blair duQuesnay

Lead Advisor, The Preserve, Ritholtz Wealth Management

Michael Batnick

Managing Partner, Ritholtz Wealth Management

Brian Belski

Chief Investment Strategist, BMO

Jose Minaya

Global Head of BNY Investments and Wealth, BNY

Anna Paglia

Chief Business Officer, State Street Global Advisors

Boaz Weinstein

Founder & Chief Investment Officer, Saba Capital Management, L.P.

Matt Middleton

Founder & CEO, Future Proof

Russell Savage

Entrepreneur, Founder, Rockstar Energy

Dan Ives

Managing Director, Senior Equity Analyst, Wedbush Securities

Shannon Saccocia

Chief Investment Officer, NB Private Wealth

Joe DeVico

Co-Head, U.S. Wealth Advisory, BlackRock

Michael Saylor

Executive Chairman, Strategy

Ben Carlson

Director of Institutional Asset Management, Ritholtz Wealth Management

Joe Terranova

Chief Market Strategist, Virtus Investment Partners

Marc Zahr

Co-President & Head of Real Estate, Blue Owl

Shannon Spotswood

CEO, RFG Advisory

Caleb Silver

Editor-in-Chief, Investopedia

Joe Duran

Managing Partner, Rise Growth Partners

Emily Roland

Co-Chief Investment Strategist, John Hancock Investment Management

Sean Allocca

Senior Editor, The Daily Upside

Brian Andrew

CIO, Merit Financial Advisors

Sonali Basak

Anchor & Global Finance Correspondent, Bloomberg

Nyle Bayer

CMO, Future Proof

Doug Boneparth

President, Bone Fide Wealth, LLC

Joanne Bradford

Chief Money Officer, Domain Money

Brian Broadway

Vice President of Family Office Community, Forge Community

Mark Bruno

Managing Director, Emigrant Partners

Julius Buchanan

Editor in Chief, Wealth Solutions Report

Diana Cabrices

Founder, Diana Cabrices Consulting

Donald Calcagni

CIO, Mercer Advisors

Emma Cary

Chief Reporter, With Intelligence

Matt Cerminaro

Chief Product Officer, Exhibit A

Chris Cherry

Head of Strategic Partnerships, Future Proof

Dominic Chu

Senior Markets Correspondent, CNBC

John Connell

CEO, Focal

Mike Conover

Founder & CEO, Brightwave

Callie Cox

Chief Market Strategist, Ritholtz Wealth Management

Lisa Crafford

Managing Director, Head of Advisory, Constellation Wealth Capital

Allen Darby

CEO, Alaris Acquisitions, LLC

Josh Desai

Managing Partner and Co-Chief Investment Officer, Peak Altitude Partners

Amy DeTolla

Founder, Aureus Advantage

Devon Drew

Founder & CEO, AssetLink

Jason Early

Founder & CEO, RISR

Evan Ehrenberg

COO & Co-Founder, Waterlily

Ryan Eisenman

CEO, Arch

Andrew Foerch

Reporter, Citywire

Michele Foldenauer

Managing Director, ACA Group

Jon Foster

CEO, Angeles Wealth Management

Robert Frank

Wealth Editor, CNBC

Brooks Friederich

Principal Director, Research Strategy, Envestnet

Ed Friedman

Director of Growth & Business Development, Summit Financial

Doug Fritz

Co-Founder & Executive Chairman, F2 Strategy

Liz Fritz

Co-Founder & Legacy CMO, F2 Strategy

Fred Gabriel

Publisher, Executive Editor, Crain Currency

Jeff Garden

CIO, Lido Advisors

Mark Gatto

Co-Founder & Co-CEO, CION Investments

Jeff Gonyo

Head of Wealth Management, Steward Partners

Mary Kate Gulick

Wealth Management Marketing Leader

Vildana Hajric

Cross-Asset Reporter, Bloomberg News

Phil Huber

Managing Director, Head of Portfolio Solutions, Cliffwater

Aneri Jambusaria

Managing Director, Wealth Management, LPL

Jeff Johnson

Principal and Head of Fixed Income Product, Vanguard

Shruti Joshi

President & Chief Operating Officer, Facet

Andy Kaufman

CIO, Community Capital Management

Elaine King

Founder & CEO, Family and Money Matters Institute

Natasha Kingham

Managing Director, Head of Global Wealth Management Technology, AlTi Tiedemann Global

Michael Konialian

Founder & CEO, Modern Life

Daniella Kranjac

Founding GP, Avant Bio

Peter Krull

Partner & Director of Sustainable Investing, Earth Equity Advisors

Bryon Lake

Chief Transformation Officer, Asset & Wealth Management, Goldman Sachs Asset Management

Ryan Lawler

Fintech Reporter, Axios

Laura Lutton

Global Head of Manager Research, Morningstar

Nick Maggiulli

COO, Ritholtz Wealth Management

Ritik Malhotra

Founder & CEO, Savvy Wealth

John Manganaro

Senior Reporter, ThinkAdvisor

Michael Maroon Jr.

Managing Director, GLASfunds

Craig Mesick

Wealth Partnerships & Growth, Carefull

Kristin Myers

Editor-in-Chief, etf.com

Rob Nance

Founder & CEO, Dispatch

Alex Ortolani

Senior Reporter, WealthManagement.com

Eden Ovadia

Co-Founder & CEO, FINNY

Charles Paikert

Reporter, Family Wealth Report

Shirl Penney

President & CEO, Dynasty Financial Partners

Bob Pisani

Senior Markets Correspondent, CNBC

Andrew Pitcairn

Family Council Chair & Director, Pitcairn

Peter Raimondi

Founder & CEO, Dakota Wealth Management

Jamie Rhode

Partner, Screendoor

Tony Rodriguez

Head of Fixed Income Strategy, Nuveen

Paul Saganey

Founder & CEO, Integrated Partners

Gabriela Santos

Chief Market Strategist for the Americas, J.P. Morgan Asset Management

Bradley Schurman

Founder & CEO, Human Change

Andy Schwartz

Co-Founder & Managing Partner, Bleakley Financial Group

Ted Seides

Founder, Capital Allocators

Alexandra Semenova

Reporter, Bloomberg News

David Shapiro

Co-Founder & CEO, OPEN VC

Dan Shaykevich

Principal, Portfolio Manager, Vanguard

Larry Shumbres

Founder, CEO, Archive Intel

Michael Sidgmore

Co-Founder & Partner, Broadhaven Ventures

Suzanne Siracuse

President, Suzanne Siracuse, LLC

Shana Sissel

Founder & CEO, Banríon Capital Management

Nisiar Smith

President & Financial Advisor, Courtside Wealth Partners

Brad Smithy

Founding Partner & Head of Wealth Management, Elevation Point

Nizar Tarhuni

Executive Vice President, Head of Private Market Research, PitchBook

Allison Thacker

Special Advisor & Former CIO, Rice University

Michael Thrasher

Founder, Modus

Stephen Tuckwood

Director of Investments, Modern Wealth Management

Lily Vittayarukskul

CEO & Co-Founder, Waterlily

Andy Watts

President, Avantax

Tim Welsh

President, Nexus Strategy

Ian Wenik

Editor, Citywire

Matt Wexler

Principal, Excel Group

Rebecca Wilde

Managing Director, StockSnips

Jen Wing

SVP, Chief Investment Officer, GeoWealth

Michelle Winkles

Partner & Chief Marketing Officer, Mission Wealth

Suzanne Woolley

Personal Finance Reporter, Bloomberg News

Kai Wu

Founder & Chief Investment Officer, Sparkline Capital

Kathy Wunderli

Head of Private Wealth, Wealth.com

Asaf Zentler

AVP, Interim Chief Investment Officer & University Treasurer, University of Miami