discover the ultimate agenda

We don’t set the agenda from a podium. We build the space for leaders to have the conversations that matter. Conversations that challenge assumptions, unlock fresh thinking, and spark real change.

Phil Huber

Just wow. That’s the most visceral reaction I can muster up. It’s safe to say the entire conference industry has been put on notice. The bar has officially been raised.

Shirl Penney

Love the innovative approach with the festival! You now have great momentum and can't wait to see where you take it from here!

Themes covered at Future Proof Festival 2025

AI Moves From Buzzword to Everyday Work

AI is no longer a side project. It can draft plans, flag compliance gaps, and prep meeting notes in seconds. We’ll show where the real gains are happening today with human-in-the-loop models – and how to prepare your firm for an AI-native future.

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The Growth Flywheel

Capital, talent, and technology now spin together. Whether you’re building, raising capital, buying, or selling, smart firms grow by consistently winning new business and deepening existing relationships – then, when it fits, use M&A, PE dollars, and brand equity to accelerate the flywheel.

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Investment Delivery 2030

The next era of advice blends investment management, technology, and client service into one seamless experience. We’ll explore how top firms are rebuilding the delivery model for modern investors.

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Serving the 100-Year Investor

Women, millennials, and Gen Z will inherit trillions over the next decade. At the same time, many current clients may live to 100, even though half aren’t planning for it. Explore the products, processes, and technology RIAs are using to serve a growing, multi-generational client base with radically different needs.

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Scaling Family Office Services Beyond the Ultra-Wealthy

Private markets, estate planning, and other comprehensive wealth services are no longer for billionaires. Forward-thinking RIAs are bringing family office-style offerings and alternative investments to high-earning professionals, business owners, and next-gen clients. We’ll break down the service model, product wrappers, due diligence, and client education tools that turn these strategies into a core growth engine.

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future proof festival Agenda

Sunday, Sept 7 – Wednesday, Sept 10

BADGE PICK-UP

You can pick up your badge in the Vista Ballroom at the Hyatt Regency Huntington Beach during the times indicated below.

Sunday: 8:00 AM – 8:00 PM PT
Monday: 7:00 AM – 6:00 PM PT
Tuesday: 7:30 AM – 8:00 PM PT
Wednesday: 8:00 AM – 11:00 AM PT
Sunday, Sept 7 – Tuesday Sept 10

CONTENT

Packed with conflict-free thought-provoking keynotes, interactive sessions, and expert panels, Future Proof brings together industry trailblazers and emerging voices to equip you with the insights and strategies needed to stay ahead in the ever-evolving financial landscape.

Sunday: 12:45 PM – 6:05 PM PT
Monday, 9:00 AM – 4:15 PM PT
Tuesday: 9:00 AM – 3:50 PM PT
Wednesday: 9:00 AM – 11:30 AM PT
Sunday, Sept 7

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 pacific ocean.

6:00 PM – 8:00 PM PT
Tuesday, Sept 9

MUSIC FESTIVAL

A can’t miss experience featuring music from award-winning artists. Past acts include Big Boi, X Ambassadors, Third Eye Blind, and more!

Stay tuned for the announcement of the 2025 Musical Acts.


7:00 PM – 10:00 PM PT

WORLD-CLASS SPEAKERS

Paul Algreen

Executive Managing Director, Chief Technology Officer, Cresset

Sean Allocca

Executive Editor, The Daily Upside

Tracy Alloway

Odd Lots Co-Host, Bloomberg

AJ Ayers

Co-Founder, Brooklyn Fi

Michael Batnick

Managing Partner, Ritholtz Wealth Management

Nyle Bayer

CMO, Future Proof

Jillian Berry

Senior Director, StrongHer Money, RFG Advisory

James Bogart

CEO & Founder, Bogart Wealth

Douglas Boneparth

Founder and President, Bone Fide Wealth, LLC

Heather Boneparth

Director of Business and Legal Affairs, Bone Fide Wealth, LLC

Drew Boyer

President and Founder, Boyer Financial Group

Diana Britton

Executive Editor, WealthManagement.com

Jason Broder

Chief Product Officer, iCapital

Josh Brown

CEO, Ritholtz Wealth Management

Mark Bruno

Managing Director, Head of Strategic Advisory, Emigrant Partners, LLC

Brad Bueermann

CEO, FP Transitions

Diana Cabrices

Founder, Diana Cabrices Consulting

Ben Carlson

Director of Institutional, Ritholtz Wealth Management

Emma Cary

Chief Reporter, With Intelligence

Chris Cherry

Head of Strategic Partnerships, Future Proof

Geoffrey Clauss

Chief Revenue Officer, Boosted.ai

Lisa Crafford

Managing Director, Head of Advisory, Constellation Wealth Capital

Jon Dauphiné

CEO, Foundation for Financial Planning

Joe Davis

Chief Economist, Vanguard

Jennifer des Groseilliers

CEO, The Mather Group

Amy DeTolla

Founder & CEO, Aureus Advantage

Caitlin Douglas

Founding Partner, Chief Operating Officer, Elevation Point

Blair duQuesnay

Lead Advisor - The Preserve, Ritholtz Wealth Management

Borja Edo

CEO and Co-Founder, Sherpas Wealth

Bob Elliott

CEO & CIO, Unlimited

Kristie Feinberg, CFA

President and CEO, Manulife John Hancock Investments

Tom Fields

CEO, Fynancial

Doug Fritz

Co-Founder & Executive Chairman, F2 Strategy

Lacy Garcia

CEO and Founder, Willow

Lauren Goodwin

Chief Market Strategist, New York Life Investments

Victoria Greene, CFA

Chief Investment Officer and Founding Partner, G Squared Private Wealth

Christian Haigh

Co-CEO and Co-Founder, Compound Planning

Rafia Hasan

Chief Investment Officer, Perigon Wealth Management

Craig Iskowitz

CEO, Ezra Group

Dan Ives

Global Head of Tech Research, Wedbush Securities

Pulkit Jaiswal

CEO, AgentSmyth

Jenny Johnson

CEO, Franklin Templeton

Stephen Kane

Head of Product Marketing, Altruist

Rob Kaplan

Vice Chairman, Goldman Sachs

Megan Kelley

Head of Research, FCAT, Fidelity

George Kinder

Founder and President, The Kinder Institute of Life Planning

Brendan King

Co-Founder and CEO, Wavvest

Derrick Kinney

Founder, Success for Advisors

Michael Kitces

Chief Planning Nerd, Kitces.com

Peter Lazaroff

Chief Investment Officer, Plancorp

Thomas Lee

Co-Founder & Head of Research, Fundstrat

Stephanie Link

Chief Investment Strategist, Head of Investment Solutions and Equity Portfolio Manager, Hightower Advisors

Andrea Lisher

Head of Americas, Client, J.P. Morgan Asset Management

Ben Littman

Founding Member, Corporate Development, Pure Financial Advisors, LLC

Jaime Magyera

Head of U.S. Wealth Advisory and Head of Retirement, BlackRock

John Manganaro

Senior Reporter, ThinkAdvisor

Kay Lynn Mayhue

President, Merit Financial Advisors

Matt Middleton

Founder and CEO, Future Proof

Dave Nadig

ETF Expert & Financial Futurist ETF Expert & Financial Futurist, Nadig.com

Liz Nesvold

Chair, Emigrant Partners

Andy Panko

Owner, Tenon Financial

Dick Pfister

Founder & CEO, AlphaCore

Jessica Polito

Founder & Principal, Turkey Hill Management, LLC

Tara Thompson Popernik

EVP, Wealth Planning, LPL Financial

Jason Ray

Founder & Investment Director, Zenith Wealth Partners

Rick Rieder

CIO of Global Fixed Income, BlackRock

Barry Ritholtz

Chairman & CIO, Ritholtz Wealth Management

Samantha Russell

Chief Evangelist, FMG Suite

Shannon Saccocia

Chief Investment Officer – Wealth, Neuberger Berman

Rex Salisbury

Founder, Cambrian

David Sawyer

CEO & Co-Founder, Unlimited.ai

Taylor Schulte

Founder, Define Financial

Alexandra Semenova

Equities Reporter, Bloomberg News

James Seyffart

ETF Research Analyst, Bloomberg

Jay Shah

CEO, Edelman Financial Engines

Larry Shumbres

Founder and CEO, Archive Intel

Michael Sidgmore

Co-Founder & Partner, Broadhaven Ventures

Caleb Silver

Editor-in-Chief, Investopedia

Suzanne Siracuse

President, Suzanne Siracuse, LLC

Jerry Sneed

Co-Founder, Managing Partner, Third View Private Wealth, LLC

Robert Sofia

CEO, Snappy Kraken

Kevin Thompson

CEO and President, 9I Capital Group LLC

Sally Tickner

Publishing Director, Harriman House

Christina Townsend

Managing Director and Head of Client Executives, BNY Pershing

Jan van Eck

CEO, VanEck Funds

Ranie Verby

Head of Practice Management, Plancorp

Mark Wade

Partner, CAZ Investments

David Weisburd

Host of How I Invest & Founder, Weisburd Capital

Joe Weisenthal

Odd Lots Co-Host, Bloomberg

Timothy D. Welsh, CFP®

President, Nexus Strategy, LLC

Ian Wenik

Editor-in-Chief, Citywire

Jason Wenk

CEO, Altruist

Kendra Wright

Founder, Rebel Media

REGISTRATION DEADLINE Approaching

Register by Aug 14 to join the Breakthru Networking Program

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