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 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.
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.
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.
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.
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.
future proof festival Agenda
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
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
Brought To You By State Street Investment Management
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
MUSIC FESTIVAL
A can’t miss experience featuring live performances from Bush and Blues Traveler!7:00 PM – 10:00 PM PT
WORLD-CLASS SPEAKERS
Omar Aguilar
CEO & CIO, Schwab Asset Management
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
Bill Cates
President, Referral Coach International
Chris Cherry
Head of Strategic Partnerships, Future Proof
Dr. Preston D. Cherry
Founder & President, Concurrent Wealth Management
Geoffrey Clauss
Chief Revenue Officer, Boosted.ai
Tom Colicchio
American Celebrity Chef
Callie Cox
Chief Market Strategist, Ritholtz Wealth Management
Lisa Crafford
Managing Director, Head of Advisory, Constellation Wealth Capital
Dr. Daniel Crosby
Chief Behavioral Officer, Orion
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-Founder, Compound Planning
Rafia Hasan
Chief Investment Officer, Perigon Wealth Management
Craig Iskowitz
CEO, Ezra Group
Ray Isle
Executive Wine Editor, Food & Wine
Dan Ives
Global Head of Tech Research, Wedbush Securities
Pulkit Jaiswal
CEO, AgentSmyth
Brad Johnson
Co-Founder, Triad Partners & Do Business. Do Life Podcast
Jenny Johnson
CEO, Franklin Templeton
Stephen Kane
Head of Product Marketing, Altruist
Rob Kaplan
Vice Chairman, Goldman Sachs
Stuart Katz
President, Private Wealth, Lido Advisors
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
Allison Bonds Mazza
Senior Managing Director, Head of US Wealth, State Street Investment Management
Matt Middleton
Founder & CEO, Future Proof; CEO of ETF.com
Blake Millard
Director of Investments, Sandbox Financial Partners
Dave Nadig
President & Director of Research, ETF.com
Liz Nesvold
Vice Chair, Emigrant Bank & Chair, Emigrant Partners
Leslie Norman
Chief Technology Officer, Dynasty Financial Partners
Eden Ovadia
CEO, Finny AI
Zach Pandl
Head of Research, Grayscale
Andy Panko
Owner, Tenon Financial
Ethan Penner
Chairman, Hill Street Realty; Independent Candidate for California Governor
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
Cameron Rogers
Partner, Angeles 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
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
Rohit Sirosh
Co-Founder, Mimos AI
Jerry Sneed
Co-Founder, Managing Partner, Third View Private Wealth, LLC
Robert Sofia
CEO, Snappy Kraken
Amey Stone
Associate Editor, Barron's
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
Denitsa Tsekova
Cross-Asset Reporter, Bloomberg News
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, Citywire
Jason Wenk
CEO, Altruist
Kendra Wright
Founder, Rebel Media
