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 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
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
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