March 8-11, 2026 | Miami Beach, FL
You've Never Experienced an Event Like This
March 8-11, 2026
Miami Beach, FL
In the 27 years I’ve been in the industry I’ve never been to a more innovative conference than Future Proof.
Eric Clarke, Orion Advisory Council Member & Former CEO
2026 Event Experiences
Experiences are your opportunity to connect, learn, and recharge—beyond the mainstage. These curated activities offer immersive ways to build meaningful relationships with peers, partners, and innovators in wealth management.
Networking
Enjoy intimate hosted dinners at premier local restaurants. These 15–25 person gatherings are ideal for deeper conversations.
Receptions
Unwind and connect at themed networking events, hosted by leading firms and media partners.
Hubs
Join content and networking areas, hosted by Future Proof or our partners, designed to bring like-minded professionals together in an immersive setting.
Activities
Start your day with yoga or a guided sound meditation. Prefer something lighter? Join a coastal photography session along the beach.
Activations
Join sponsor-led demos and unique activations ranging from product previews to tasting experiences.
Certain Sessions Require Advanced Breakthru Selection
You must register by February 12, 2026, to participate in the Breakthru Program.
Networking
Future Proof Networking Dinner Series
Monday, March 9 from 7:00 PM – 9:00 PM ET
Timeless Connections: Dinner in the Rotunda with I Squared Capital
Monday, March 9 from 7:00 PM – 9:00 PM ET
Speakeasy Charm: Dinner at B Bar with Envestnet
Monday, March 9 from 7:00 PM – 9:00 PM ET
Dine Above it All: Dinner on The Skyline Deck with Potomac
Monday, March 9 from 7:00 PM – 9:00 PM ET
Steakhouse Elegance: Dinner in the LT Steak & Seafood Main Dining Room with BlackRock
Monday, March 9 from 7:00 PM – 9:00 PM ET
Airy Elegance: Dinner in The Atrium with Box
Monday, March 9 from 7:00 PM – 9:00 PM ET
Airy Elegance: Dinner in The Atrium with Advisors Capital Management
Monday, March 9 from 7:00 PM – 9:00 PM ET
Under the Stars: Dinner in The Garden Room with Davis ETFs
Monday, March 9 from 7:00 PM – 9:00 PM ET
Poolside Splendor: Dinner by The Mosaic Pool with Lincoln Financial
Monday, March 9 from 7:00 PM – 9:00 PM ET
Savor Elegance: Dinner at Gianni’s Dining Room with Motley Fool Asset Management
Monday, March 9 from 7:00 PM – 9:00 PM ET
A Roman Feast: Dinner in The Roman Room with Vanguard
Monday, March 9 from 7:00 PM – 9:00 PM ET
Poolside Splendor: Dinner by The Mosaic Pool with Nationwide Financial
Monday, March 9 from 7:00 PM – 9:00 PM ET
Steakhouse Elegance: Dinner in the LT Steak & Seafood with Nuveen
Monday, March 9 from 7:00 PM – 9:00 PM ET
Poolside Splendor: Dinner by The Mosaic Pool with Palmer Square
Monday, March 9 from 7:00 PM – 9:00 PM ET
Artful Connections: Dinner in the Gallery with TCW
Monday, March 9 from 7:00 PM – 9:00 PM ET
Dine Above it All: Dinner on The Skyline Deck with TradePMR
Monday, March 9 from 7:00 PM – 9:00 PM ET
Airy Elegance: Dinner in The Atrium with Allocate
Monday, March 9 from 7:00 PM – 9:00 PM ET
Receptions
Beachside Bash Welcome Party
Sunday, March 8 from 6:10 PM – 8:00 PM ET at Breakthru Food Pavilion
Future Proof Music Festival
Tuesday, March 10 from 6:15 PM – 9:30 PM ET at the SoBe Stage
The Canadian Lounge
Monday, March 9 from 8:00 PM – 11:00 PM ET at The Shelborne by Proper
WealthTech Executive Experience: Luncheon
Expect sharp insights, emerging trend talk, and the kind of connections that turn into strategic partnerships. Seats are limited—secure yours and set the tone for an unforgettable week.
Monday, March 9 from 12:00 PM – 2:00 PM ET at The Atrium at The Betsy Hotel
WealthTech Executive Experience: Welcome Cocktail Reception
Hosted at The Betsy Hotel, one of Miami Beach’s most iconic venues, this is your chance to connect in a relaxed, elevated setting before the conference energy ramps up. Whether you’re sparking new partnerships or reconnecting with familiar faces, this is where the conversations start. Space is limited—reserve your spot and start the week with momentum.
Sunday, March 8 from 4:00 PM – 6:00 PM ET at The Skyline Penthouse and Terrace at The Betsy Hotel
Women & Allies Networking Breakfast: AI as Your Superpower
Hear RIA leaders share real experiences, gain practical ideas you can use now, and leave inspired to harness AI for greater impact and growth. Come hungry for bold ideas and a future ready start.
Monday, March 9 from 7:45 AM – 8:45 AM ET at The Carlton Room at The Betsy Hotel
Introducing Future Proof Hubs
Future Proof Hubs are content and networking areas, hosted by Future Proof or our partners, designed to bring like-minded professionals together in an immersive setting.
These Hubs, spread across The Beachwalk, The Betsy Hotel, The Villa (formerly the Versace Mansion), and other venues, will host tailored sessions, workshops, and industry-specific networking opportunities.
CMO Collective Hub presented by intention.ly
Join Future Proof’s high-touch, invite-only track for the industry’s most influential marketers. Get access to curated roundtables, dedicated lounge space, and intimate receptions. All designed to connect your brand with the buyers shaping the future of wealth management.
Wealthtech Executive Hub presented by f2 strategy
Join Future Proof’s high-touch, invite-only track for the industry’s most influential technology decision-makers. Get access to curated roundtables, dedicated lounge space, and intimate receptions. All designed to connect your brand with the buyers shaping the future of wealth management.
Activities
PINK Walk
Meet outside of the Starbucks across the street from The Betsy Hotel (1455 Ocean Dr, Miami Beach).
Monday, March 9 and Tuesday, March 10 from 6:45 AM – 7:30 AM ET
Tune Out the Noise: A Sound and Meditation Reset
Monday, March 9, Tuesday, March 10, and Wednesday, March 11 from 6:45 AM – 7:30 AM ET at The Gallery at The Betsy Hotel
Move, Breathe, Focus: Morning Yoga
Monday, March 9, Tuesday, March 10, and Wednesday, March 11 from 6:45 AM – 7:30 AM ET at The Rooftop Pool Deck at The Betsy Hotel
CMO Collective for Marketing Executives
Expect high-impact discussion, networking, practical takeaways, food, & meaningful connections in a truly one-of-a-kind venue! Space is limited.
Monday, March 9 from 11:45 AM – 1:45 PM ET at The Mosaic Pool at The Villa
The Art of Ceviche: Fresh Flavors of Miami
Tuesday, March 10 from 2:15 PM – 3:00 PM ET at the Breakthru Food Pavilion
Photography Walking Tour: Capture Miami’s Art Deco Architecture
Meet at the 11th St. Entrance (near the Art Deco Stage).
Tuesday, March 10 from 11:45 AM – 12:30 PM ET
Mojito Masterclass: The Classics of South Beach
Monday, March 9 from from 2:15 PM – 3:00 PM ET at the Breakthru Food Pavilion
Café Cubano: Mastering Miami’s Signature Coffee
Monday, March 9 from 11:45 AM – 12:30 PM ET at the Breakthru Food Pavilion
How Teams Actually Adopt AI (and Why Most Don’t)
Tuesday, March 10 from 1:40 PM – 2:10 PM ET at the AI Sandbox (located in the AI Playground)
The One AI Workflow You’d Build If You Could Only Pick One
Tuesday, March 10 from 12:35 PM – 1:05 PM ET at the AI Sandbox (located in the AI Playground)
The AI Mistakes We’d Avoid If We Started Over
Tuesday, March 10 from 11:45 AM – 12:30 PM ET at the AI Sandbox (located in the AI Playground)
Guardrails, Oversight, and Trust in an AI World
Monday, March 9 from 2:15 PM – 3:00 PM ET at the AI Sandbox (located in the AI Playground)
Where AI Improves the Client Experience (and Where It Doesn’t)
Monday, March 9 from 1:40 PM – 2:10 PM ET at the AI Sandbox (located in the AI Playground)
Data Reality Check: Is Your Firm Actually AI Ready?
Monday, March 9 from 12:35 PM – 1:05 PM ET at the AI Sandbox (located in the AI Playground)
Where AI Actually Fits Inside an RIA Today
Monday, March 9 from 11:45 AM – 12:30 PM ET at the AI Sandbox (located in the AI Playground)
Workshops
Activations
Your Retirement Sketchbook Signing and Q&A with Jamie Hopkins, Bonnie Treichel, & Jason Wenk
Monday, March 9 from 12:30 PM – 1:30 PM ET at the Altruist Booth
Hazel Live Demo | AI Built to Make YouExtraordinarily Productive
Stop by the Altruist booth to see custodian-powered AI in action.
Monday, March 9 and Tuesday, March 10 from 2:00 PM – 2:30 PM ET
Navigating the Next Wave: An RIA Innovation Mixer
Monday, March 9 from 5:05 PM – 6:30 PM ET at the BlackRock Booth
Sip & Socialize
Monday, March 9 from 5:05 PM – 6:30 PM ET at the BNY Booth
BNY Brewed
Tuesday, March 10 from 8:00 AM – 9:30 AM ET at the BNY Booth
Afternoon Exchange
Monday, March 9 from 1:00 PM – 2:30 PM ET at the BNY Booth
Recharge & Reconnect: A Refreshment Break for RIAs
Monday, March 9 from 2:30 PM – 3:00 PM ET at the Cetera Financial Group Booth
Next-Gen Real Estate & Cocktails with Cohen & Steers
Monday, March 9 from 5:15 PM – 6:30 PM ET at the Cohen & Steers Booth
Green Light to Go Live: Run AI Transitions &Agentic Account Opening at F1 Race Day Speed
Monday, March 9 from 2:30 PM – 2:50 PM ET at the Dispatch Booth
Patient Capital for Investors
Monday, March 9 from 12:10 PM – 12:30 PM ET at the ETF.com Booth
The Return of Portable Alpha
Monday, March 9 from 12:35 PM – 1:00 PM ET at the ETF.com Booth
AI and the Human Side of Advice
Monday, March 9 from 1:10 PM – 1:25 PM ET at the ETF.com Booth
Treading Quicksand: Investing in a Trust-less World
Monday, March 9 from 2:15 PM – 3:05 PM ET at the ETF.com Booth
Nadig Zine Talk
Tuesday, March 10 from 11:45 AM – 12:00 PM ET at the ETF.com Booth
Quant in an Age of AI
Tuesday, March 10 from 12:05 PM – 12:25 PM ET at the ETF.com Booth
Tokenization: Who’s This For?
Tuesday, March 10 from 1:10 PM – 1:35 PM ET at the ETF.com Booth
The Public Privates Problem
Tuesday, March 10 from 1:40 PM – 2:05 PM ET at the ETF.com Booth
Hot Tax Winter
Tuesday, March 10 from 2:15 PM – 2:40 PM ET at the ETF.com Booth
1st Class Onboarding: AI Account Opening, Ice Cream & $1K Delta Giveaway
Tuesday, March 10 from 2:00 PM – 3:00 PM ET at the Feathery Booth
Mix & Mingle Mojito Mixer
Monday, March 9 from 5:05 PM – 6:05 PM ET at the Franklin Templeton Booth
Step into the Future of Advisor AI
Monday, March 9 from 2:30 PM – 3:00 PM ET at the Partnership Patio by Fidelity Investments
Cracking the Code on Organic Growth:How AI and Data Are Powering the NextWave of RIA Success
Tuesday, March 10 from 11:35 AM – 12:05 PM ET at the Partnership Patio by Fidelity Investments
Introducing Fynancial Pulse: From Meeting to Action – Instantly.
Monday, March 9 from 2:15 PM – 3:00 PM ET at the Fynancial Booth
Your AI Command Center: Turning Household Intelligence Into Advisor Action
Tuesday, March 10 from 2:15 PM – 3:00 PM ET at the Fynancial Booth
Your Perspectives: Powered by Goldman Sachs
Your Story, Our Studio
What you receive: A professional, ready-to-share short-form video asset, capturing your strategic insights and vision.
Why participate: Leverage this powerful, personalized content across your digital channels for targeted client outreach to enhance your firm’s brand.
Monday, March 9 from 12:00 PM – 12:45 PM ET and Tuesday, March 10 from 2:00 PM – 2:45 PM ET at the Goldman Sachs Booth
Workshop for RIAs: Derivative Income Beyond Covered Calls
Tuesday, March 10 from 11:45 AM – 12:45 PM ET at the Janus Henderson Investors Booth
Fireside Chat for RIAs: Investing in AI—Opportunities and Disruption
Monday, March 9 from 11:45 AM – 12:45 PM ET at the Janus Henderson Investors Booth
Turning Volatility into Opportunity with Options-Based ETFs
Monday, March 9 from 1:00 PM – 1:30 PM ET at the J.P. Morgan Asset Management Booth
AI, from Copilot to Pilot
Tuesday, March 10 from 11:45 AM – 12:15 PM ET at the J.P. Morgan Asset Management Booth
Active Fixed Income: Embracing Today’s Higher Yield Environment
Tuesday, March 10 from 2:15 PM – 2:45 PM ET at the J.P. Morgan Asset Management Booth
Charge Café — Powered by Macquarie
Tuesday, March 10 from 9:00 AM – 9:30 AM ET at the Macquarie Asset Management Booth
The Evolution of WealthTech: Lessons forAI Adoption Today with Rohit Mahnaand Mark Swan
Tuesday, March 10 from 11:45 AM – 12:30 PM ET at the Nevis Booth
Nevis & Anthropic: How AI models arepowering advisor workflowswith Mark Swan and Peter Nolan
Monday, March 9 from 11:45 AM – 12:30 PM ET at the Nevis Booth
Pictet High‑Altitude Happy Hour
Monday, march 9 from 5:15 PM – 6:30 PM ET at the Pictet Asset Management Booth
The Power of Personalization at Scale: How Ethic & State Street Can Grow and Transform Your Business
Monday, March 9 from 11:45 AM – 12:15 PM ET at the State Street Investment Management Booth
Tuesday, March 10 from 11:45 AM – 12:15 PM ET and 2:00 PM – 2:30 PM ET at the State Street Investment Management Booth
351 Conversion Myths — Busted Live
Monday, March 9 from 11:45 AM – 12:30 PM ET at the Tidal Financial Group Booth
Vanguard’s View on Private Equity
Tuesday, March 10 from 9:00 AM – 9:30 AM ET at the Vanguard Booth
Connecting the Dots: Advisor’s Alpha and the Human Value of Advice in an AI World
Monday, March 9 from 2:00 PM – 2:30 PM ET at the Vanguard Booth
The Future of Vanguard Models: Direction, Insights, & Advisor Strategies
Monday, March 9 from 8:30 AM – 9:00 AM ET at the Vanguard Booth
Beyond the Agg: Opening Vanguard’s Playbook for Uncovering Income
Monday, March 9 from 11:30 AM – 12:00 PM ET at the Vanguard Booth
Beachside Bevs with Vanguard
Monday, March 9 from 5:00 PM – 6:00 PM ET at the Vanguard Booth
The After-Tax Happy Hour for Advisors
Monday, March 9 from 5:00 PM – 6:00 PM ET at the Wealth.com Booth
Vanguard Direct Indexing in Action
Tuesday, March 10 from 11:30 AM – 12:00 PM ET at the Vanguard Booth
Launch of VastAdvisor Enterprise 1.0
You’ll see how enterprise firms are using fine-tuned AI models to lower client acquisition costs, centralize growth intelligence, enforce compliance at scale, and turn marketing into a repeatable, measurable growth engine. Live demos. Real use cases. No hype. If you’re responsible for growth, distribution, or advisor enablement at scale—this is for you.
Monday, March 9 and Tuesday, March 10 during Beachwalk hours at the VastAdvisor Booth
Visit Booth 217 to Meet Matt Kaufman and Jordan Rosenfeld
Described as one of the most innovative ETFs, three-time award winner (SRP, SPi & With Intelligence) CAIE has created a new category of equity income ETFs. CAIE & CAIQ most recent (2/9/26) annualized distribution: 14.44% and 17.47%, respectively.
Monday, March 9 and Tuesday, March 10 during Beachwalk hours at the Calamos Investments Booth
Happy Hour at Altruist booth #102
Monday, March 9 and Tuesday, March 10 from 3:00 PM – 6:30 PM ET at the Altruist Booth
Sips, Insights & Smarter Retirement Outcomes
Before you go, step into the Pontera Money Machine for a fast-paced chance to win prizes. Grab a drink and leave refreshed—with a little extra orange energy.
Monday, March 9 and Tuesday, March 10 from 3:30 PM – 5:00 PM ET at the Pontera Booth
Built on Network. Powered by Visibility: Meet Lead-Lag Media
Monday, March 9 from 1:30 PM – 2:30 PM ET at the Lead-Lag Media Booth
Winning an iPad Pro is as easy as 1-2-3 with Infrastructure Capital Advisors
Monday, March 9 and Tuesday, March 10 during Beachwalk hours at the Infrastructure Capital Advisors Booth
Happy Hour at MDOTM Booth!
Monday, March 9 from 3:00 PM – 4:00 PM ET at the MDOTM Booth
Dispatch Pit Lane Happy Hour
Connect with peers, meet the Dispatch team, and enter our raffle to win two Main Grandstand Lower Level tickets to Formula 1 at Circuit of the Americas in Austin (October 23–25). Fast workflows. Fast drinks. Real conversations. Booth 416.
Monday, March 9 from 3:00 PM – 5:00 PM ET at the Dispatch Booth
Ice Cream Social Happy Hour
While you’re there, enter our raffle for a chance to win a pack of AirTags, a Google Home, or an Alexa device.
Monday, March 9 from 2:00 PM – 5:00 PM ET at the SS&C Black Diamond Wealth Solutions Booth
Upgrade your Workflow, Future-Proof your Edge Raffle
As a digital-first bank, we believe technology should enhance human expertise — not replace it. We pair speed with safety and innovation with deep industry knowledge. We support financial institutions and partners that want to operate smarter, move faster, and strengthen their digital foundation for what’s next.
Monday, March 9 and Tuesday, March 10 during Beachwalk hours at the Customers Bank Booth
FINTRX Paleta Pop-Up
Monday, March 9 and Tuesday, March 10 during Beachwalk hours at the FINTRX Booth
From Sand to Silicon: Step Into the Future of Finance—Powered by AI
This is more than a visualization. It’s an interactive AI experience that lets you explore, evolve, and embody the future of finance—no passport required, powered by TradePMR. Ready to step into what’s next? Join the TradePMR team in Booth 202 and experience it for yourself.
Monday, March 9 and Tuesday, March 10 during Beachwalk hours at the TradePMR Booth
Meet & Greet with Tom Lee
Tuesday, March 10 from 10:00 AM – 10:30 AM ET at the Fundstrat Booth
Film Your Advisor Story
Monday, March 9 and Tuesday, March 10 during Beachwalk hours at the FINNY Booth
Building the Bloomberg for Alternatives
Monday, March 9 and Tuesday, March 10 at 11:00 AM ET at the Unlimited.ai Booth
Personalization Tastes Better
Monday, March 9 at 2:15 PM ET at the Alphathena Booth
Proof in the Portrait: A Live Doodle Experience by InvestCloud
Swing by, strike a pose, and leave with proof you were here… sketched in style.
Monday, March 9 from 1:00 PM – 5:00 PM ET and Tuesday, March 10 from 9:00 AM – 1:00 PM ET at the InvestCloud Booth
Beat the Heat at the VanEck Beverage Bar
Monday, March 9 and Tuesday, March 10 during Beachwalk hours at the VanEck Beverage Bar
AI Photo Op for a Memorable Takeaway
Monday, March 9 and Tuesday, March 10 during Beachwalk hours at the Northern Trust Asset Management Booth
High Standards Matter – In Baking and In Compliance
Monday, March 9 and Tuesday, March 10 during Beachwalk hours at the Greenboard Booth
Carlyle x Oracle Red Bull Racing RB19 F1 Photo Experience
Monday, March 9 and Tuesday, March 10 during Beachwalk hours at the Carlyle Booth
Carlyle Happy Hour
Tuesday, March 10 from 4:30 PM – 6:30 PM ET at the Carlyle Booth
RESET AND RECHARGE WITH ALLIANZ
Monday, March 9 and Tuesday, March 10 from 11:00 AM – 3:00 PM ET at the Allianz Booth
Something Sweet Is Waiting!
Tuesday, March 10 from 11:00 AM – 2:00 PM ET at the Franklin Templeton Booth
Enjoy an Italian Ice with Eaton Vance
Monday, March 9 and Tuesday, March 10 from 1:00 PM – 5:00 PM ET at the Eaton Vance Booth
Happy Hour with Eaton Vance
Monday, March 9 and Tuesday, March 10 from 3:00 PM – 6:30 PM ET at the Eaton Vance Booth
Industry Content
Fintech Demo Drop
Sunday, March 16 from 4:50 PM – 6:00 PM ET
Emerging Manager Showcase
Monday, March 17 from 3:20 PM – 4:05 PM ET
Masters in Business Live
Monday, March 17 from 2:00 PM – 2:40 PM ET
The Compound and Friends Live
Monday, March 17 from 3:20 PM – 4:05 PM ET
Animal Spirits Live
Details Coming Soon
FREQUENTLY ASKED QUESTIONS
Breakthru Experiences are transformative events, activities, and content that take place with pre-selected groups of attendees. Breakthru Experiences can be hosted by Future Proof or by Future Proof Partners, who use our event technology to list and promote their Experience. These fun and engaging experiences are crafted to deliver new ideas, perspectives, and relationships that drive business outcomes.
Breakthru Experiences will run throughout Future Proof Citywide, March 8–11, 2026. Some events, such as the Health is Wealth events, take place before content and networking begin, while others may occur after dinner. Stay updated with our phone app, which lists the times and locations of each event. If you have been booked for a Breakthru Experience, you will receive a calendar invitation the week before the event.
Breakthru Experiences take place in our custom-built Future Proof Citywide event space, which is on the beachfront between 10th and 6th Streets, as well as in satellite locations in and around the South Beach area of Miami Beach.
Most Future Proof Breakthru Experiences are available to all attendees unless they are designated for a select ticket type (e.g., Media Only Reception). Breakthru Experiences listed and hosted by partner companies may be more limited, based on the preferences of the partner facilitating the event.
You must register by February 12, 2026, to participate in the Breakthru Program.