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.
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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