Where the best ideas are shared

We’ve gathered the brightest minds and cutting-edge ideas from a variety of industry trailblazers and emerging voices, all to help you stay ahead of the curve and keep your business future proof.

ELIZABETH KOEHLER

The event provided a great platform to unpack the latest trends in our wealth management industry and exchange the knowledge and insights.

TOM BURMEISTER

That was the first time I was ever sad to leave a conference. . . Quality of content, stuff to do, set up, logistics. You don’t realize it when it’s not there but when it is you really appreciate it.

your favorite podcasts, live

WORLD-CLASS SPEAKERS

More Speakers Added Weekly!

Mellody Hobson

Co-CEO & President, Ariel Investments

Harvey Schwartz

CEO, The Carlyle Group

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

Matt Middleton

Founder & CEO, Future Proof

Andy Schwartz

Co-Founder, Principal & Wealth Manager, Bleakley Financial Group

Ben Carlson

Director of Institutional Asset Management, Ritholtz Wealth Management

Chris Cherry

Head of Strategic Partnerships, Future Proof

Dan Ives

Managing Director, Senior Equity Analyst, Wedbush Securities

Shannon Saccocia

Chief Investment Officer, NB Private Wealth

Shannon Spotswood

CEO, RFG Advisory

Caleb Silver

Editor-in-Chief, Investopedia

Liz Fritz

Chief Commercial Officer, F2 Strategy

Nick Maggiulli

COO, Ritholtz Wealth Management

Mark Gatto

Co-Founder & Co-CEO, CION Investments

Emily Roland

Co-Chief Investment Strategist, John Hancock Investment Management

Joe Duran

Managing Partner, Rise Growth Partners

Michael Sidgmore

Co-Founder & Partner, Broadhaven Ventures

Nyle Bayer

CMO, Future Proof

Laura Lutton

Global Head of Manager Research, Morningstar

Brad Smithy

Founding Partner & Head of Wealth Management, Elevation Point

Bradley Schurman

Founder & CEO, Human Change

Brooks Friederich

Principal Director, Research Strategy, Envestnet

Paul Saganey

Founder & CEO, Integrated Partners

Callie Cox

Chief Market Strategist, Ritholtz Wealth Management

Dominic Chu

Senior Markets Correspondent, CNBC

Mike Conover

Founder & CEO, Brightwave

Brian Andrew

CIO, Merit Financial Advisors

Joanne Bradford

Chief Money Officer, Domain Money

Doug Fritz

Chairman, F2 Strategy

Brian Broadway

Vice President of Family Office Community, Forge Community

Shruti Joshi

President and Chief Operating Officer, Facet

Bryon Lake

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

Donald Calcagni

CIO, Mercer Advisors

Jamie Rhode

Partner, Screendoor

Devon Drew

Founder & CEO, AssetLink

Sean Allocca

Senior Editor, The Daily Upside

Tim Welsh

President, Nexus Strategy

Natasha Kingham

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

Jeff Garden

CIO, Lido Advisors

Jon Foster

CEO, Angeles Wealth Management

Alexandra Semenova

Reporter, Bloomberg News

Jeff Gonyo

Head of Wealth Management, Steward Partners

Larry Shumbres

Founder & CEO, Archive Intel

Andrew Pitcairn

Family Council Chair & Director, Pitcairn

Suzanne Siracuse

President, Suzanne Siracuse, LLC

Kristin Myers

Editor-in-Chief, etf.com

Stephen Tuckwood

Director of Investments, Modern Wealth Management

Ryan Eisenman

CEO, Arch

Jen Wing

SVP, Chief Investment Officer, GeoWealth

Rob Nance

Founder & CEO, Dispatch

John Manganaro

Senior Reporter, ThinkAdvisor

Ritik Molhotra

Founder & CEO, Savvy Wealth

Diana Cabrices

Founder, Diana Cabrices Consulting

Ed Friedman

Director of Growth & Business Development, Summit Financial

Ian Wenik

Editor, Citywire