The world’s largest wealth management event is uniquely set in an outdoor festival format, bringing together 5,000 industry professionals for networking, content, and experiential learning.
The investment management industry’s most comprehensive annual gathering, uniting a diverse audience across wealth, tech, private markets, and alternatives. Spanning multiple venues and a 4-block stretch of Miami’s South Beach, it boasts the largest physical footprint of any investment management event in the U.S.
An exclusive, high-touch event designed for senior executives, offering curated networking and personalized content in an intimate, resort-style mountain setting.
An exclusive, growth-focused gathering for senior executives, offering high-touch networking and personalized content in a luxurious, resort-style island setting.
September 7-10, 2025
March 16-19, 2025
May 12-15, 2025
October 26-29, 2025
Huntington Beach, CA (Multiple Venues)
Miami Beach, FL (Multiple Venues)
The Broadmoor, Colorado Springs, CO
Grand Hyatt Hotel, Baha Mar, Bahamas
Entirely Outdoor Festival Format (1/2 Mile-Long Beachfront)
Multi-Location, City-Wide Format (4-Block Outdoor Beach Event Space + Indoor Venues)
Scenic, Resort-Style Mountain Location
Scenic, Resort-Style Island Location
5,000
2,500
550
650
Wealth Management professionals including RIAs, Independent Broker-Dealers, Family Offices, and more
Future Proof Festival Audience + Broker-Dealers, Wirehouse Reps, Pension Funds, Endowments, Foundations, Insurance Companies, Banks, Institutional Investment Consultants
Senior-Level Executives in Leadership Functions (RIA, IBD, Family Office Channels), Investment Managers, FinTech, & FinServ
Senior-Level Executives in Growth Functions (RIA, IBD, Family Office Channels), Investment Managers, FinTech, & FinServ
Asset Managers, FinTech, FinServ, & Professional Services
Future Proof Festival Audience + GPs in Private Equity, Venture Capital, Hedge Funds, Private Debt, Real Estate, Infrastructure and more.
Asset Managers, FinTech, & FinServ, and Professional Services Firms
Asset Managers, FinTech, & FinServ, and Professional Services Firms
All levels
All levels
C-Level or Equivalent
C-Level or Equivalent
1:1 Meetings (45,000+)
Experiential Group Activities
Peer-Group Roundtable Discussions
1:1 Meetings (25,000+)
Experiential Group Activities
1:1 Meetings (5,000+)
Curated High-Touch Experiences
Peer-Group Roundtable Discussions
1:1 Meetings (5,000+)
Curated High-Touch Experiences
Peer-Group Roundtable Discussions
5 Content Areas, Multiple Formats, Experiential Learning
6 Content Areas, Short Impactful Sessions, Experiential Learning
Active Content Participation, Personalized Sessions, Experiential Learning
Active Content Participation, Personalized Sessions, Experiential Learning
Independent Advisors & Wealth Management, practice management, business operations, technology
Wealth management, fintech, private markets, alternatives, investment strategies, technology, practice management, operations
Developed for senior wealth management leaders, applicable to all functions
Developed for senior wealth management leaders in growth-focused roles
Lead generation
Brand exposure
Media engagement
Lead generation
Brand exposure
Media engagement
Intimate engagement with top-tier attendees
Intimate engagement with top-tier attendees
Networking, Professional & Personal Development, Media Exposure, Due Diligence
Networking, Professional & Personal Development, Media Exposure, Due Diligence
Executive Peer-to-Peer Networking, Professional & Personal Development, Due Diligence
Executive Peer-to-Peer Networking, Professional & Personal Development, Due Diligence
The world’s largest wealth management event is uniquely set in an outdoor festival format, bringing together 5,000 industry professionals for networking, content, and experiential learning.
September 7-10, 2025
Huntington Beach, CA (Multiple Venues)
Entirely Outdoor Festival Format (1/2 Mile-Long Beachfront)
5,000
Wealth Management professionals including RIAs, Independent Broker-Dealers, Family Offices, and more
Asset Managers, FinTech, FinServ, & Professional Services
All levels
1:1 Meetings (45,000+)
Experiential Group Activities
Peer-Group Roundtable Discussions
5 Content Areas, Multiple Formats, Experiential Learning
Independent Advisors & Wealth Management, practice management, business operations, technology
Lead generation
Brand exposure
Media engagement
Networking, Professional & Personal Development, Media Exposure, Due Diligence
The investment management industry’s most comprehensive annual gathering, uniting a diverse audience across wealth, tech, private markets, and alternatives. Spanning multiple venues and a 4-block stretch of Miami’s South Beach, it boasts the largest physical footprint of any investment management event in the U.S.
March 16-19, 2025
Miami Beach, FL (Multiple Venues)
Multi-Location, City-Wide Format (4-Block Outdoor Beach Event Space + Indoor Venues)
2,500
Future Proof Festival Audience + Broker-Dealers, Wirehouse Reps, Pension Funds, Endowments, Foundations, Insurance Companies, Banks, Institutional Investment Consultants
Future Proof Festival Audience + GPs in Private Equity, Venture Capital, Hedge Funds, Private Debt, Real Estate, Infrastructure and more.
All levels
1:1 Meetings (25,000+)
Experiential Group Activities
6 Content Areas, Short Impactful Sessions, Experiential Learning
Wealth management, fintech, private markets, alternatives, investment strategies, technology, practice management, operations
Lead generation
Brand exposure
Media engagement
Networking, Professional & Personal Development, Media Exposure, Due Diligence
An exclusive, high-touch event designed for senior executives, offering curated networking and personalized content in an intimate, resort-style mountain setting.
May 12-15, 2025
The Broadmoor, Colorado Springs, CO
Scenic, Resort-Style Mountain Location
550
Senior-Level Executives in Leadership Functions (RIA, IBD, Family Office Channels), Investment Managers, FinTech, & FinServ
Asset Managers, FinTech, & FinServ, and Professional Services Firms
C-Level or Equivalent
1:1 Meetings (5,000+)
Curated High-Touch Experiences
Peer-Group Roundtable Discussions
Active Content Participation, Personalized Sessions, Experiential Learning
Developed for senior wealth management leaders, applicable to all functions
Intimate engagement with top-tier attendees
Executive Peer-to-Peer Networking, Professional & Personal Development, Due Diligence
An exclusive, growth-focused gathering for senior executives, offering high-touch networking and personalized content in a luxurious, resort-style island setting.
October 26-29, 2025
Grand Hyatt Hotel, Baha Mar, Bahamas
Scenic, Resort-Style Island Location
650
Senior-Level Executives in Growth Functions (RIA, IBD, Family Office Channels), Investment Managers, FinTech, & FinServ
Asset Managers, FinTech, & FinServ, and Professional Services Firms
C-Level or Equivalent
1:1 Meetings (5,000+)
Curated High-Touch Experiences
Peer-Group Roundtable Discussions
Active Content Participation, Personalized Sessions, Experiential Learning
Developed for senior wealth management leaders in growth-focused roles
Intimate engagement with top-tier attendees
Executive Peer-to-Peer Networking, Professional & Personal Development, Due Diligence