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

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