You've never experienced an event like this
Join Future Proof and access 50+ unique experiences designed to help you and your team grow and learn. It’s fun, first-class and five-star, so secure your ticket today.
KUNAL KAPOOR
We're all for different and shaking up the experience. . . I thought it was terrific and look forward to attending again.
JOY LERE
The Future Proof team created a conference experience that was next-level amazing.
Event Experiences
Experiences are your opportunity to connect, learn, and recharge—beyond the mainstage. These curated activities offer immersive ways to build meaningful relationships with peers, partners, and innovators in wealth management.
Activations
Join sponsor-led demos and unique activations ranging from product previews to tasting experiences.
Activities
Start your day with yoga or a guided sound meditation. Prefer something lighter? Join a coastal photography session along the beach.
dinners
Enjoy intimate hosted dinners at premier local restaurants. These 15–25 person gatherings are ideal for deeper conversations.
Receptions
Unwind and connect at themed networking events, hosted by leading firms and media partners.
workshops
Hands-on learning experiences such as roundtables, masterminds, and advisor labs are built to help you learn and solve real challenges with peers.
Certain Sessions Require Advanced Breakthru Selection
RECEPTIONS
Beachside Bash Welcome Reception 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.
Sunday, September 7 from 6:00 PM – 8:00 PM PT
Future Proof Music Concert
Join us on Tuesday, September 9, for an unforgettable night of live music set against a stunning beach sunset. The Future Proof Music Concert will feature chart-topping artists, electrifying performances, and DJ sets to keep the energy high. Take in the sounds, the sea, and the sunset at the Ocean Stage.
Tuesday, September 9 from 7:00 PM – 10:00 PM PT
Fidelity Investments Reception
Join Fidelity Investments® for an exclusive reception and dinner at Bluegold Restaurant, just steps away from the Huntington Beach boardwalk. This event is co-sponsored by Invesco, JP Morgan, Principal, and Alliance Bernstein.
Monday, September 8 from 6:00 PM – 9:00 PM PT
Charles Schwab Networking Reception
At Schwab, we’re all about helping your firm thrive. Join us on Tuesday, September 9th from 5:15 p.m. – 6:15 p.m. at our booth 210, located in Zone 2 to connect with Schwab professionals and resources dedicated to supporting your firm.
Let’s celebrate our time together at Future Proof and get ready for the evening festivities. And while you’re there, enjoy good conversations, laid-back networking, and a chance to pick your own Melin hat (to protect your melon, of course)! No presentations. No pressure. Just real connections-and a little beachside fun!
Tuesday, September 9 from 5:15 PM – 6:15 PM PT
Disclosure
Schwab Asset Management® is the dba name for Charles Schwab Investment Management, Inc., the investment advisor for Schwab Funds. Schwab Funds are distributed by Charles Schwab & Co., Inc. (Schwab) Member SIPC. Schwab Asset Management and Schwab are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.
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MSCI Wealth Reception
Join us on Monday evening at the Hyatt Regency Huntington Beach for the MSCI Wealth Reception. You’ll have the opportunity to enjoy cocktails and light appetizers while networking with fellow attendees and members of the MSCI Wealth team in a casual, informal setting.
Monday, September 8 from 5:40 PM – 7:00 PM PT
Culinary & Cocktail Reception with PIMCO ETF Team & Portfolio Managers
Join the PIMCO accounts team and portfolio managers for an exclusive evening reception a short walk from the Festival. The reception will feature an elevated tasting experience in one of Huntington Beach’s most acclaimed restaurants.
Space is extremely limited – we’re pleased to extend this invitation to a select group of attendees for meaningful conversation and connection. Look forward to seeing you there.
Monday, September 8 from 6:15 PM – 8:15 PM PT
Wilson Sonsini Networking Happy Hour
Join Wilson Sonsini for an exclusive evening of connection and conversation at our wealthtech networking happy hour. Mingle with forward-thinking professionals, innovative founders, and industry leaders shaping the future of wealthtech. Ideal for collaborating, fostering partnerships, and staying informed on the latest industry trends.
Monday, September 8 from 5:40 PM – 7:00 PM PT
Wealthtech Executive Women's Cocktail Party
An invite-only gathering spotlighting the women redefining leadership in wealthtech. This intimate reception features light, vibrant bites and an open bar—designed to spark meaningful conversation in a setting made for connection. Limited to 40 attendees.
Sunday, September 7 from 4:00 PM – 6:00 PM PT
IMMERSIVE ACTIVATIONS
Animal Spirits: Miami Vice Happy Hour
Kick back with the crew behind Animal Spirits before the night ramps up. Stop by the RWM/Compound booth for drinks, market talk, and a no-agenda hang before the concert.
Tuesday, September 9 from 5:15 PM – 6:30 PM PT
Beachside Breakfast with BNY
Start your day with BNY’s signature breakfast experience, set against the vibrant atmosphere of Huntington Beach. Connect with fellow attendees and the BNY team while enjoying refreshing acai bowls, savory breakfast sandwiches, and specialty coffee.
Monday, September 8, Tuesday, September 9, and Wednesday, September 10 from 8:30 AM – 9:30 AM PT
Level Up Your Pickleball Game With Capital Group: Exclusive Skills Clinic With a Pro Pickleball Coach
Join us for an engaging and informative skills clinic led by Coach Mark Nahum, a professional pickleball player and coach who’s dedicated to sharing his love for the game while helping players of all levels advance their pickleball skills.
Whether you’re a beginner looking to learn the basics or an experienced player aiming to refine your skills, this session is designed to uplevel your proficiency in one of the country’s fastest-growing sports.
Get in the Game with an Action-Packed Mini-Pickleball Tournament Powered by Capital Group
Rally for a chance to be named Pickleball Champion! This fast-paced event will feature live ball rules to ensure continuous play and dynamic rallies. Designed for those who are relatively new to the sport (those who have never played and those who have played a few times but not consistently), this event will give you a chance to experience the thrill of pickleball and see why it’s the country’s fastest-growing sport.
Participants will compete in a series of matches to determine the ultimate champions. All equipment will be provided so you just need to show up wearing sneakers (no flip-flops or heels, please). Join us for friendly competition, camaraderie, and plenty of pickleball action!
The Power of Personalization at Scale: How Ethic & State Street can grow and transform your business
Invest with intention and scale your practice: In this 30-min demonstration, see first-hand how Ethic’s personalized, tax-smart investment platform can help you tackle everyday challenges with multi-asset solutions from State Street — bringing you efficiency through a frictionless investment experience and more impactful client engagement from onboarding to prospecting and reporting.
Monday, September 8 from 10:00 AM – 10:30 AM PT and 3:45 PM – 4:15 PM PT
Tuesday, September 9 from 9:00 AM – 9:30 AM PT
The Future of Private Markets in Portfolios with BlackRock and iCapital
Join us for an engaging conversation on the evolving landscape of private markets and how both firms are positioning themselves to stay ahead and deliver value to clients. We’ll dive into the rise of public/private model portfolios—where traditional and alternative assets converge—powered by the latest technology from iCapital and other platforms.
Refreshing mocktails will be served!
Monday, September 8 from 1:25 PM – 2:10 PM PT
Give Back with Fidelity Charitable®: Restore Native Plants on Huntington Beach
Start your day by making a difference on the wetlands of Huntington Beach with charitable planning experts from Fidelity Charitable®, the nation’s largest grantmaker. Enjoy lite bites, learn about the Huntington Beach Wetlands Conservancy, and help restore native plant life in local marshes by planting seedlings in the nursery or getting your hands dirty out in the wetlands. Perfect for activating feel-good hormones!
Tuesday, September 9 from 7:30 AM – 9:30 AM PT
Fuel up with Finteract
Fuel up for a busy day at the festival with a fresh, bountiful breakfast provided by Finteract. The delicious and nutritious breakfast options (omelets and cold-juice anyone?!) and low-key setting will allow you to connect with other RIA firm owners, COOs, and client service leaders in a calm space before heading out into the crowds.
We understand leaders like you, who are dedicated to running your businesses are usually more focused on others in your day-to-day. Join our breakfast where Finteract is thinking about you for a change, providing the peer connection and support you need to help you grow your business, trouble-shoot your challenges, and seize the opportunities in front of you.
Tuesday, September 9 from 7:30 AM – 8:30 AM PT
Professional Headshot Photoshoot with FINTRX!
Refresh your professional image with a headshot session at the FINTRX Booth. All registered attendees are welcome to stop by during the hour-long window for a quick, high-quality photo—perfect for LinkedIn, websites, or company profiles.
Monday, September 8 from 9:45 AM – 10:45 AM PT
Optimizing Cash Allocations over Cold Brew
Sip on some cold brew while we serve up fresh insights into the evolving world of cash management. During this session, you’ll learn about what we’re seeing in short-duration fixed income trends, how to align your cash strategy with today’s market environment, and practical approaches to tiering cash with high-quality securities to optimize liquidity, manage risk, and enhance returns.
Monday, September 8 and Tuesday, September 9 from 12:15 PM – 1:00 PM PT and 1:00 PM – 1:45 PM PT
Get the scoop on Vanguard Personalized Indexing
Get a taste of Vanguard Personalized Indexing (VPI)—and enjoy some sorbet—at this interactive session! We’ll walk you through a live demo of VPI’s intuitive platform and show how it can help improve after-tax outcomes for your clients. Our team of experts will be on hand to answer questions.
Monday, September 8 from 3:30 PM – 4:15 PM PT
Boogie & Bevs with Vanguard
Join us as we celebrate our old-school roots at our 70s-inspired happy hour! Kick back and enjoy retro snacks and beverages, 70s tunes from our vinyl-spiining DJ, and good company at the Vanguard booth.
Monday, September 8 from 5:40 PM – 6:30 PM PT
Donuts & direct indexing: A hands-on demo with Vanguard
Get a taste of Vanguard Personalized Indexing (VPI)—and a donut or two—at this interactive session! We’ll walk you through a live demo of VPI’s intuitive platform and show how it can help improve after-tax outcomes for your clients. Our team of experts will be on hand to answer questions.
Tuesday, September 9 from 8:45 AM – 9:30 AM PT
Fuel Up & Level Up: Growth Strategies over Fresh Juices
Ready to blend better performance with standout service? Grab some fresh juice and join us for a session on the two key drivers of company growth and client loyalty: competitive after-tax outcomes and world-class relationship management. We’ll dive into Vanguard’s Advisor Alpha® framework and juice-fueled inspiration you won’t want to miss.
Tuesday, September 9 from 11:45 AM – 12:30 PM PT
Dip into Models: Churros and Portfolio Planning
Turn up the heat on your portfolio game—with churros in hand. Join us for a guided discussion all about model portfolios, where we’ll explore practical strategies and real-world use cases. Whether you’re already using models or just curious, we’ll break down the process, show how they can elevate your practice, and dig into unique portfolio approaches designed to help your deliver stronger outcomes for your clients.
Tuesday, September 9 from 3:15 PM – 4:00 PM PT
ETF Share Class Shake-Up: What You Need to Know
ETF share classes continue to be top of mind. Why does this matter for RIAs? Join Allspring’s Rick Genoni, Global Head of Product Development and Innovation, and Ben Johnson, CFA, Head of Client Solutions, Asset Management at Morningstar, for a 20-minute fireside chat on how ETF share classes could reshape how funds are built, taxed, and accessed.
Fund managers are taking different approaches—some launching clones, others waiting on SEC relief—leading to a range of outcomes RIAs will need to navigate. Learn what questions to ask, what to watch for, and how to position clients for what’s next. Stick around after the chat for cocktails—clarity deserves a good happy hour!
Monday, September 8 from 3:30 PM – 4:30 PM PT
The Growth Pour: Personalization, Valuation, & Cocktails for the Modern RIA
Today’s clients expect tailored experiences. Your firm needs scale. Can you have both? Join Allspring, Advisor Growth Strategies, and SMArtX for a high-energy 20 minute fireside chat on how RIAs can meet rising client expectations while leveraging the right tech and asset management partners to boost efficiency and valuation.
Whether you’re buying, selling, or scaling, walk away with bold ideas, actionable insights, and yes a drink in hand. Stick around after the chat for cocktails and conversation.
Tuesday, September 9 from 3:10 PM – 3:55 PM PT
Josh Brown & Jason Wenk: The Future of Custody for Advisors
Stop by the Altruist booth for an unscripted conversation between two of the wealth management industry’s most outspoken thought leaders. Josh and Jason will discuss the major trends shaping custody, the role of AI, and the key factors that will determine the winners and losers of the next decade.
Tuesday, September 9 from 12:00 PM – 1:00 PM PT
Altruist Happy Hour & Salsa Social
Join Altruist for an energizing end to your day with drinks, dancing, and dynamic connections. We’re serving up espresso martinis, craft beers, seltzers, and zero-proof favorites—plus live music and salsa dancing to keep the good vibes flowing. It’s a fresh twist on happy hour where conversations with financial advisors turn into real partnerships—with a little rhythm on the side.
Tuesday, September 9 from 5:15 PM – 6:30 PM PT
Why Bone Fide Wealth Is Switching To Altruist & Book Signing
Join Douglas and Heather Boneparth for a fireside chat with Altruist CEO Jason Wenk as they share why Bone Fide Wealth is making the move to Altruist—and what it means for the future of their firm. Stick around after the conversation for a book signing and free advance copy of Doug and Heather’s upcoming release.
Monday, September 8 from 1:00 PM – 2:00 PM PT
Up Close & Personal with Hazel: Altruist's AI Assistant
Future Proof Festival AI Demo Finalist Winner Intimate Demo. There are notetakers, and then there’s Hazel. Built for RIAs, with direct access to custodial data and seamless integrations, Hazel is designed to help advisors save time, simplify workflows, and deliver a better client experience. Stop by the Altruist booth to see custodian-powered AI in action—and get free access through 2025.
Monday, September 8 from 3:25 PM – 3:55 PM PT
Betterment Survey Insights and Open Mic Discussion with RIAs
The financial advisory landscape is transforming, driven by shifting demographics and rapid tech advancements. The “Great Wealth Transfer” continues, with Millennials now making up 57% of the client base. This economic volatility, paired with the rise of AI, demands advisors adapt to serve a younger clientele.
In Betterment’s second annual advisor report, we surveyed 500 independent RIAs nationwide. Key trends emerged in how Gen Z/Millennial and Gen X/Boomer groups approach modern advisory services. Learn what’s working for advisors of all ages across prospecting, platforms, and client relationships in this fast-growing segment. Then it’s your turn—we’ll pass the mic and invite you to share what’s working in your practice and respond to the trends we uncovered. Whether benchmarking your strategy or adding your voice to the community, this session offers insights and real conversation you won’t want to miss.
Monday, September 8 from 3:30 PM – 4:00 PM PT
Breakfast Session- Empowering Independence: Stories of Success and Allyship in the RIA Industry
Join us for a morning of connection and an inspiring panel discussion celebrating the achievements of women in the RIA industry and highlighting the importance of allyship. Hear personal stories of industry peers navigating and growing their firms, as well as the role of allyship in developing and retaining top talent. You’ll hear firsthand how women are making significant strides in the RIA industry and how allies are playing a crucial role in their success.
Key Outcome and Takeaways
Inspiring Stories of Success: Gain insights from women who have successfully navigated and grown their RIA firms, providing you with practical strategies and inspiration.
The Power of Allyship: Discover how allyship can foster a supportive and inclusive environment, helping to develop and retain top talent within your firm. Don’t miss this opportunity to connect with industry leaders, gain valuable insights, and be part of a community dedicated to empowering and advancing the RIA industry.
Monday, September 8 from 7:45 AM – 8:45 AM PT
Agentic Workflows: Using Agents to automate account opening and data synchronization
How are you preparing your client data for agentic workflows? Learn how a data orchestration layer prepares your business to take advantage of the next wave of AI.
Monday, September 8 from 9:30 AM – 10:00 AM PT and 12:30 PM – 1:00 PM PT
Tuesday, September 9 from 11:00 AM – 11:30 AM PT and 3:15 PM – 3:45 PM PT
Uncorking Personalization at Scale: Wine Tasting & Implementing Total Portfolio Solutions
Seek to differentiate your practice and unlock new avenues for growth within the high-net-worth (HNW) market. Join Goldman Sachs and GeoWealth for a session blending a curated wine tasting experience with actionable insights on delivering personalization at scale.
Discover how to access customized private-public models with single account implementation to deliver operational ease and potentially accelerate your practice’s growth, while enjoying local wines and cultivating your sophisticated palate.
Monday, September 8 from 3:30 PM – 4:15 PM PT
Uncork the Future With Goldman Sachs' Innovative Custody Platform
Join Goldman Sachs to discover how our digital-forward custody platform can help support growth-minded RIAs. Learn how we’re expanding access to institutional-grade solutions for RIAs while a local sommelier walks you through California’s best varietals.
Tuesday, September 9 from 3:10 PM – 3:55 PM PT
The Future is Evergreen: Accessing Private Markets with J.P. Morgan
Reshape access to private markets through innovative evergreen fund structures. Experts from JPM’s Private Equity Group will break down how evergreen vehicles offer institutional-quality exposure with enhanced transparency, operational efficiency, and the potential for periodic liquidity.
Whether you’re expanding your alternatives offering or exploring new ways to offer alternative investments in structures tailored to individual investors, this conversation will provide actionable insights into the future of private markets investing.
Tuesday, September 9 from 11:30 AM – 12:00 PM PT
Empower Your Portfolio: Discover the Strength of Options-Based Active ETFs
Unveil the power of options-based Active ETFs in building stronger, and more resilient portfolios. Our leadership team will guide you through innovative strategies that leverage the flexibility and potential of options-based ETFs to enhance your investment approach.
This conversation will provide prospective on product proliferation in the space, use cases within portfolios, and ways to identify managers exhibiting the characteristics you’re looking for within the portfolio.
Tuesday, September 9 from 3:30 PM – 4:00 PM PT
Active Fixed Income: Embracing Today’s Higher Yield Environment
In the current financial landscape, the fixed income market is experiencing a transformation. With interest rate uncertainty and economic conditions evolving, investors are presented with a unique opportunity to capitalize on higher yields.
This environment calls for a proactive and strategic approach to fixed income investing, where active management plays a crucial role. We’ll spend time during this session outlining why this is an important consideration given current market conditions as well as resources for evaluating and finding the ideal manager for your portfolio.
Monday, September 8 from 10:00 AM – 10:30 AM PT
Retirement Remix: Where Strategy Meets Sips
Join us to Level Up your clients’ retirement at the Pontera Level Up Lounge—where strategy meets sips! Grab a beer, wine, or seltzer and kick back while we mix a little fun with future planning, because your clients’ retirement deserves a power-up!
Monday, September 8 from 3:30 PM – 4:30 PM PT
Join us for “Taxes & Toast” — A Morning of Insight, Strategy, and Breakfast with the Tidal Team
Discover how savvy ETF issuers are leveraging the power of Section 351 to bring tax-efficient innovation to market. Over fresh coffee and warm toast at our beachfront booth, we’ll unpack the growing trend of 351 exchanges in ETF formation—what it means for sponsors, why it’s reshaping the tax landscape, and how Tidal is helping firms capitalize on this strategic advantage.
Whether you’re exploring your first ETF or optimizing your next launch, this is one breakfast you won’t want to miss.
Tuesday, September 9 from 8:30 AM – 9:30 AM PT
Ink and Drink with Advyzon
Step away from the crowd and discover a unique experience: At Advyzon’s Ink & Drink, you walk away with a wearable story—a tattoo that turns heads and says something about you.
Monday, September 8 from 12:00 PM – 12:30 PM PT, 12:45 PM – 1:15 PM PT, and 1:30 PM – 2:00 PM PT
Tuesday, September 9 from 12:30 PM – 1:00 PM PT and 1:15 PM – 1:45 PM PT
Lunch & Learn with Canoe: What to Expect from AI Alts Data and Automation
Is your current alts data management workflow leaving a bad taste in your mouth? Cleanse your palate at our Lunch & Learn! We’re dishing out real AI applications designed to enhance your alternative investment management.
Connect with some of the experts involved in our innovation lab and get an exclusive look into some of our most recent product developments – a sandbox environment to sample experimental features like document summarization and translation. Your input will directly help influence what we build next. Lunch is on us in exchange for your insight!
Monday, September 8 from 12:00 PM – 2:00 PM PT
Cocktails & Closings: The Real Story Behind the Deal
Pull up a chair (and a cocktail) for a candid, small-group experience with two of the industry’s top M&A dealmakers—Eric Leeper and James Fisher. In just 30 minutes, you’ll get a behind-the-scenes look at real transactions, from creative deal structures to hard-won lessons and surprising solutions.
Whether you’re growing, exiting, or just curious about your firm’s value, this session will spark ideas, answer questions, and help you make the right next move. Cheers to smarter deals and better outcomes.
Tuesday, September 9 from 3:30 PM – 4:00 PM PT
Smarter Marketing for RIAs: HubSpot in Action
If your marketing is fragmented, your automation is stuck in first gear, and client acquisition feels like a game of chance, this session is for you. Join HubSpot and ProperExpression for a fast-paced, insight-packed experience built for RIA growth leaders ready to scale smarter.
We’ll show you how to centralize your growth strategy, automate the right processes, and empower your advisors to market themselves effectively, without losing control of your brand. HubSpot’s enterprise tools, paired with ProperExpression’s deep RIA expertise, are ready transforming how RIAs grow. Whether you’re using HubSpot today or just exploring what’s next, this is your inside look at the future of wealth management marketing.
Monday, September 8 from 12:15 PM – 1:45 PM PT
The SMArtY After Party
Join Us for the SMArtY After Party! Cap off your night with SMArtX at the SMArtY After Party—an exclusive late-night event designed for connecting with top asset managers and industry peers.
Held at The Bungalow on September 9th from 10:00 PM to 12:00 AM, this is a great opportunity to network with SMArtY managers and wealth management firms, and to learn more about the SMArtX manager-sponsored platform. Don’t miss this chance to expand your network and gain valuable insights.
Tuesday, September 9 from 10:00 PM – 12:00 AM PT
The Inside Scoop with Bill McNabb: Lessons from a Career at Vanguard
Join former Vanguard CEO Bill McNabb and Vanilla CEO Gene Farrell for a fireside chat about navigating the evolving advisory landscape. From client experience strategies to operational excellence, discover how the industry’s most successful leaders are building deeper client relationships while embracing technological innovation.
Cool down with a scoop of ice cream while connecting with other growth-oriented advisors.
Monday, September 8 from 3:30 PM – 4:15 PM PT
Bringing Futures to Future Proof: Bitcoin, Crypto, and the New Frontier of Asset Allocation
Bitcoin and crypto are evolving from fringe to foundational. With more regulated access points like futures, spot ETFs, and crypto managed strategies, advisors now have the tools to thoughtfully incorporate digital assets into modern portfolios. In this panel, we’ll explore how crypto fits into asset allocation today, what risks and rewards to consider, and why client demand is only increasing.
Hear from experts navigating this new frontier and walk away with a better understanding of how to approach crypto with confidence, whether you’re just getting started or looking to expand your offering. It’s not about hype, it’s about informed access, portfolio construction, and staying ahead of the curve.
Monday, September 8 from 8:00 AM – 9:30 AM PT
Bringing Futures to Future Proof: The Rise of Options-Based ETFs & Mutual Funds
Options-based ETFs and mutual funds are seeing rapid growth, and for good reason. These products offer advisors the ability to manage risk, enhance yield, and target client-specific outcomes with precision. In this session, hear directly from the portfolio managers leading this charge.
We’ll break down how options strategies are being used to customize exposures, why investors are flocking to these tools as core portfolio components, and how options themselves offer powerful tax efficiency advantages. Learn how these funds may help you deliver the exposures your clients want, without sacrificing control or transparency. Whether you’re new to options or ready to go deeper, this panel will give you the insights to evaluate and implement these products with confidence. The future of investing is flexible, outcome-oriented, and here. Don’t miss it.
Tuesday, September 9 from 8:00 AM – 9:30 AM PT
In-N-Out Burger Hosted by VRGL & Wealthbox
VRGL and Wealthbox are excited to bring the In-N-Out truck back to the Future Proof Festival. Be among the first group to grab a burger and a scratch-off ticket for your chance to win a prize!
Location: Ocean Food Pavillion
Tuesday, September 9 from 7:00 PM – 10:00 PM PT
Refresh Your Taste Buds at the VanEck Beverage Bar
Cool down with lemonade and iced tea all day — then come back after 3pm to kick off happy hour with some spiked sips.
Location: VanEck Beverage Bar
Monday, September 8 and Tuesday, September 9 from 9:00 AM – 6:00 PM PT
Alcohol: 3:00 PM – 6:30 PM PT
Wednesday, September 10 from 9:00 AM – 12:00 PM PT
Enjoy Green Juice & Popcorn with Bitwise
Stop by the Bitwise booth for a refreshing green juice in true California spirit. As a not-too-guilty pleasure, we’ll also have a popcorn cart by our booth for a light bite!
Location: Bitwise Booth
Monday, September 8 and Tuesday, September 9 from 9:00 AM – 6:30 PM PT
Dialogue & Drinks with AMG
Join us for Dialogue and Drinks—an informal gathering designed to spark meaningful conversations. It’s a great opportunity to connect with our team, learn more about our latest strategies, and explore how we can support your business.
Location: AMG Booth
Tuesday, September 9 from 3:00 PM – 6:00 PM PT
Win the Wealthbox Surfboard!
Visit the Wealthbox tent to scan the QR code & enter for your chance to win!
Location: Wealthbox Booth
Monday, September 8 and Tuesday, September 9 from 9:00 AM – 6:30 PM PT
Wednesday, September 10 from 9:00 AM – 12:00 PM PT
Live Leather Personalization
Stop by the Franklin Templeton booth to create your own personalized leather item. Our on site calligrapher will be customizing leather goods with live foil stamping while you watch. Take home a one of a kind keepsake made just for you.
Location: Franklin Templeton Booth
Monday, September 8
12:00 PM – 4:00 PM PT
Tuesday, September 9
11:00 AM – 3:00 PM PT
Uncorking Personalization at Scale: Wine Tasting & Implementing Total Portfolio Solutions
Seek to differentiate your practice and unlock new avenues for growth within the high-net-worth (HNW) market. Join Goldman Sachs and GeoWealth for a session blending and curated wine tasting experience with actionable insights on delivering personalization at scale.
Discover how to access customized private-public models with single account implementation to deliver operational ease and potentially accelerate your practice’s growth, while enjoying local wines and cultivating your sophisticated palate.
Location: Goldman Sachs Booth
Monday, September 8
3:30 PM – 3:55 PM PT
Cocktails & Closings: The Real Story Behind the Deal
Pull up a chair (and a cocktail) for a candid, small-group experience with two of the industry’s top M&A dealmakers—Eric Leeper and James Fisher. In just 30 minutes, you’ll get a behind-the-scenes look at real transactions, from creative deal structures to hard-won lessons and surprising solutions.
Whether you’re growing, exiting, or just curious about your firm’s value, this session will spark ideas, answer questions, and help you make the right next move. Cheers to smarter deals and better outcomes.
Location: FP Transitions Booth
Tuesday, September 9
3:30 PM – 4:00 PM PT
Custom Hat Bar
Create your own Foolishly custom hat with limited edition patches for Future Proof Festival!
Location: Motley Fool Asset Management Booth
Monday, September 8 and Tuesday, September 9 from 9:00 AM – 4:00 PM PT
A Taste of Canada
Come by the Maximizer booth and enjoy a treat from the North!
Location: Maximizer Booth
Monday, September 8 and Tuesday, September 9 from 9:00 AM – 6:30 PM PT
Wednesday, September 10 from 9:00 AM – 12:00 PM PT
Perk Up with Allspring
Visit the Allspring Active Café! Stop by our booth for a handcrafted coffee drink made just for you and meet the team behind Allspring- where active investing meets fresh thinking.
Whether you’re looking for a quick pick-me-up or great conversation, the Allspring Active Café is the perfect place to energize your day at Future Proof. We can’t wait to see you there!
Location: Allspring Booth
Monday, September 8 and Tuesday, September 9 from 9:00 AM – 6:30 PM PT
Wednesday, September 10 from 9:00 AM – 12:00 PM PT
Zocks on the Rocks: Mocktails and Margaritas
We’re hosting an all-day happy hour at our booth! Join us Monday and Tuesday from 9:00 AM to 3:00 PM PT for mocktails, and stick around from 3:00 PM – 6:00 PM PT for our margarita bar.
Location: Zocks Booth
Monday, September 8 and Tuesday, September 9 from 9:00 AM – 3:00 PM PT
Alcohol: 3:00 PM – 6:00 PM PT
Core Spaces Happy Hour
We are excited to host Happy Hour on Monday & Tuesday from 3:00 PM to 6:30 PM PT at our Core Spaces exhibit space. We look forward to seeing you!
Location: Core Spaces Booth
Monday, September 8 and Tuesday, September 9 from 3:00 PM – 6:30 PM PT
Gregory: Growth Focused. Outcome Obsessed.
We’re not just another PR firm. We’re strategic communicators—powered by people, enabled by AI—who turn business goals into measurable media outcomes.
From reputation strategy to media coverage that moves the needle, we make sure the world hears your story. Stop by our booth to see how we blend smart storytelling with smart technology—and grab some swag while you’re at it.
Location: Gregory Booth
Monday, September 8 and Tuesday, September 9 from 9:00 AM – 6:30 PM PT
Wednesday, September 10 from 9:00 AM – 12:00 PM PT
Liquid Assets: The 401GO Quick Stop Soda Shoppe
Stop by for a quick soda from 401GO’s custom soda bar and a quick demo to see how 401GO can help build your retirement practice.
Location: 401GO Booth
Monday, September 8 and Tuesday, September 9 from 2:00 PM – 5:00 PM PT
Sharpen Your Aim: Tools for Targeted and Scalable Growth
Step into the Advisor Archery Challenge—an interactive experience where each target reveals one of the 7 Hidden Traps quietly limiting your business growth. These aren’t rookie mistakes—they’re blind spots advisors often never see coming. The kind that can stall momentum, drain time, and cap potential.
Take your shot. With every pull of the bow, you’ll uncover insights designed to challenge your assumptions and expose what might be holding you back. Skip it, and you may never know what you missed. Play, and you just might see everything differently. You can’t fix what you can’t see. Don’t leave blind spots unchecked.
Location: Matson Money Booth
Monday, September 8 and Tuesday, September 9 from 9:00 AM – 6:30 PM PT
Wednesday, September 10 from 9:00 AM – 12:00 PM PT
Your Next Big Idea Is One Happy Hour Away—Join Us at the Schwab Booth
Join your industry colleagues for cocktails and conversations during happy hour at the Charles Schwab booth. Engage with industry experts Nikolee Turner and Adam Moseley for interactive, actionable conversations designed for real-world impact.
We’ll crowdsource and share best practices for propelling growth and cyber-proofing your firm —all through the lens of what’s working now for advisors like you. Come for the insights, stay for the connections, and leave with ideas you can use when you’re back in the office.
Location: Charles Schwab Booth
Monday, September 8 from 3:30 PM – 4:00 PM PT
Best practices for propelling growth with Nikolee Turner
Tuesday, September 9 from 3:30 PM – 4:00 PM PT
Cyber-proofing your firm with Adam Moseley
LIVE Nitro Ice Cream Bar
Cool off with us Tuesday afternoon at the Franklin Templeton booth, where we’ll be serving up nitro-artisan ice cream made fresh right before your eyes with liquid nitrogen.
It’s a sweet treat with a touch of science—the perfect way to cool down and enjoy a memorable moment at the conference. Swing by early, treats available while supplies last!
Location: Franklin Templeton Booth
Tuesday, September 9 from 2:00 PM – 4:00 PM PT
The Coffee Connection Cart by Altruist
Start your morning with a caffeine boost and a conversation. Altruist’s coffee cart is the perfect place to meet new faces, reconnect with peers, and share ideas over a fresh pour. Because some of the best collaborations begin with, “Can I grab you a coffee?”
Location: Altruist Booth
Monday, September 8 and Tuesday, September 9 from 9:00 AM – 3:30 PM PT
Level Up Your Client's Retirement
Stop by the Pontera booth and level up your clients’ retirement! Try your luck at a Boardwalk favorite—the Claw Machine—and discover how Pontera can help you up your game in retirement planning.
Fun prizes and financial insights await!
Location: Pontera Booth
Monday, September 8 and Tuesday, September 9 from 9:00 AM – 6:30 PM PT
Wednesday, September 10 from 9:00 AM – 12:00 PM PT
Enjoy an Ice Cream on Savvy Wealth
Beat the heat and chill out with complimentary ice cream on us! Swing by the booth for a bomb pop!
Location: Savvy Wealth Booth
Monday, September 8 and Tuesday, September 9 from 9:00 AM – 6:30 PM PT
Cocktail Break with Franklin Templeton
Elevate your afternoon with a craft cocktail, expertly crafted to taste. Join us at our booth Monday where excellent drinks meet even better company.
Location: Franklin Templeton Booth
Monday, September 8 from 3:30 PM – 5:30 PM PT
Happy Hour with CNBC Pro & Friends
Join us at the CNBC Pro Booth #316 for good vibes and great conversations. On September 8th from 3:00 PM to 5:00 PM PT, we’re bringing together our Pro Contributors and friends of the brand for an exclusive happy hour.
Location: CNBC Pro Booth
Come grab a drink, connect with the team, and celebrate with us. We can’t wait to see you there!
Monday, September 8 from 3:00 PM – 5:00 PM PT
Relax and Recharge with Allianz
Relax and Recharge with Allianz! Amidst the excitement of the industry’s most thrilling event, it’s important to take a moment to relax and recharge. We invite you to unwind at our booth, where you can enjoy rejuvenating massage chairs and connect with fellow industry professionals.
Location: Allianz Life Booth
Monday, September 8 and Tuesday, September 9 from 9:00 AM – 6:30 PM PT
Wednesday, September 10 from 9:00 AM – 12:00 PM PT
The Bumbys: Anonymous Performance Artists
Get a quirky, typewritten “fair and honest appraisal” of your look. Experiencing a performance by the Bumbys is as simple as it sounds: stand in front of them, and they’ll type out a personalized narrative that playfully describes how your appearance might be read by the world. Rather than snarky takedowns, their appraisals are warm, witty, and fun.
Location: SEI Booth
Monday, September 8 and Tuesday, September 9 from 10:00 AM – 12:00 PM PT
Spritz Happy Hour with SEI
Come get a refresh on all things SEI and enjoy a spritz on us! Choose from Aperol, Hugo, or Limoncello—refreshing for a sunny day. While you’re there make sure to meet with one of the many managers on our Alternatives platform including Franklin Templeton, Neuberger Berman, Nuveen, and more!
Location: SEI Booth
Monday, September 8 and Tuesday, September 9 at 3:00 PM PT
Tote-ally Personalized. Just Like Your Marketing.
Stop by the Broadridge booth to get your own personalized tote bag – because one-size-fits-all doesn’t work for marketing or financial advice. Learn how you can use AI-powered marketing to drive growth without the extra workload.
Location: Broadridge Booth
Monday, September 8 and Tuesday, September 9 from 9:00 AM – 6:30 PM PT
Wednesday, September 10 from 9:00 AM – 12:00 PM PT
Smoothie Bar by TCW
Stay powered throughout the day with an energizing boost at the Fuel Bar. Enjoy made-to-order, nutrient-packed smoothies designed to flex your potential and power your performance.
Available for a limited two-hour window – stop by and meet the TCW team to fuel up with nutrients and discussions!
Location: TCW Booth
Monday, September 8 from 8:30 AM – 10:30 AM PT
Tuesday, September 9 from 11:00 AM – 1:00 PM PT
Unlock the Fun: eMoney Advisor’s Treasure Chest
Are you feeling lucky? Swing by our booth and take your shot at unlocking the eMoney treasure chest—pick a key and see if it’s the one. Inside you’ll find beach swag, gift cards, and the grand prize: a Gen 3 Turtlebox.
Join the fun, connect with fellow financial leaders, and help us celebrate our 25th anniversary in style.
Location: eMoney Booth
Monday, September 8 and Tuesday, September 9 from 9:00 AM – 6:30 PM PT
Wednesday, September 10 from 9:00 AM – 12:00 PM PT
Verified and Very Refreshed Happy Hour
Sip craft cucumber cocktails while learning how advisors are using verified IRS data to stay cool, compliant, and ahead of the curve with TaxStatus.
Location: TaxStatus Booth
Monday, September 8 and Tuesday, September 9 from 4:30 PM – 6:00 PM PT
Meet Best-Selling Author & Industry Voice, Nick Maggiulli
Don’t miss your chance to meet one of the most recognized voices in modern finance. Nick Maggiulli, Chief Operating Officer at Ritholtz Wealth Management and New York Times best-selling author, will be signing copies of his acclaimed new book, The Wealth Ladder.
Stop by to connect, gain insights from his data-driven approach to the markets, and walk away with a signed keepsake from one of the industry’s most influential thinkers.
Location: YCharts Booth
Tuesday, September 9 from 12:00 PM – 2:00 PM PT
Bring Home the Perfect Orange County Keepsake
Stop by the PIMCO booth for a classic cabana beach towel, hand-embroidered with a monogram of your choice!
Location: PIMCO Booth
Monday, September 8 and Tuesday, September 9 from 9:00 AM – 2:00 PM PT
Cool Down with a Handcrafted Gelato on a Stick
Scoop-free. Dipped and topped to your taste. Proudly Made in Huntington Beach.
Location: PIMCO Booth
Monday, September 8 and Tuesday, September 9 from 1:00 PM – 5:00 PM PT
Xtrackers Oktoberfest Happy Hour
Toast to tradition and innovation with Xtrackers by DWS at our Oktoberfest Happy Hour. Join us on Tuesday from 3:15 PM to 4:15 PM PT at the Xtrackers booth for some brews, bites and bullish insights!
Location: Xtrackers Booth
Tuesday, September 9 from 3:15 PM – 4:15 PM PT
Scoop Up Something Sweet with Addepar
Cool off and connect with Addepar at Future Proof. On Monday and Tuesday from 2:00 PM to 4:00 PM, we’re serving up handcrafted scoops from local favorite Hans’ Homemade Ice Cream – because great conversations (and growing portfolios) are best savored with something sweet.
Location: Addepar Booth
Monday, September 8 and Tuesday, September 9 from 2:00 PM – 4:00 PM PT
Treat yourself with Grayscale’s Product “Sweet”
Stop by Grayscale’s booth to enjoy a product “sweet” while learning about our expanding product suite and how we’re helping advisors meet their clients’ crypto investing needs.
Location: Grayscale Booth
Monday, September 8 and Tuesday, September 9 from 9:00 AM – 6:30 PM PT
Wednesday, September 10 from 9:00 AM – 12:30 PM PT
Orion Launch Party: Happy Hour Edition
Something big is launching at Future Proof — and we’re kicking it off in style. Join us at the Orion booth for cocktails and an exclusive first look at two brand-new products making their debut.
Reed Colley, Orion’s President of Tech, will be there with the team to talk tech, share fresh swag, and raise a glass to the future together.
Location: Orion Booth
Monday, September 8 from 4:00 PM – 5:00 PM PT
Orion Launch Party: Italian Ice Edition
Stop by the Orion booth for Italian ice, giveaways, and conversations with our team about two exciting new products debuting at Future Proof. It’s the perfect chance to recharge, connect, and leave with fresh ideas (and swag) worth sharing with your team.
Location: Orion Booth
Tuesday, September 9 from 1:00 PM – 2:00 PM PT
Supercharge with LSEG popsicle break
Join LSEG at booth #234 in Zone 2 for a refreshing popsicle break, engaging conversations, and the chance to experience our immersive VR demos. Our solutions empower wealth managers to boost advisor productivity, deliver timely advice, and elevate the client experience.
Discover how our tailored suite of solutions creates more valuable and personalized journeys for investors. Stop by to learn more!
Location: LSEG Booth
Monday, September 8 and Tuesday, September 9 from 9:30 AM – 6:00 PM PT
ACTIVITIES
Recipe for Innovation Live presented by Invesco QQQ in partnership with Investopedia and Food & Wine
Recipe for Innovation, presented by Invesco QQQ, is a celebration of culinary creativity, where the world’s most innovative chefs rethink what’s possible. At Future Proof, we’re bringing attendees a unique tasting and recipe deep dive featuring chef Tom Colicchio, Food & Wine’s Ray Isle, and moderator Caleb Silver of Investopedia.
Chef Colicchio will share the inspiration and detailed creative process behind the dishes he created for the Recipe for Innovation series, including a live plating and deconstruction of one of his recipes. Join us for an exclusive experience that blends finance, innovation, food, and wine.
Invesco is not affiliated with Investopedia, Caleb Silver, Food & Wine, Ray Isle or Tom Colicchio. Invesco Distributors, Inc.
Monday, September 8 from 12:30 PM – 2:00 PM PT
Canada’s Wealth Track: Tech, Clients, Independence
From industry structure to client experience, this panel dives into what’s shaping wealth management in Canada right now. Get a pulse check on the state of independence, explore the latest tech tools with Jason Pereira, and hear from Josh Brown and Jared Rabinowitz on delivering a client experience built for the next generation.
Tuesday, September 9 from 11:40 AM – 2:00 PM PT
Morning Power Workout: Flex Your Body and Mind
Get active and start your day with purpose at Future Proof. Join TCW’s Eli Horton – HYROX athlete, trainer, and equity portfolio manager for a dynamic workout built to challenge your endurance, improve mobility, and build total-body strength. Because whether it’s markets or muscles, it’s all about staying agile, flexible, and disciplined. All levels welcome.
Monday, September 8, Tuesday, September 9, and Wednesday, September 10 from 6:45 AM – 7:30 AM PT
Beach Bootcamp: Strength and Sweat by the Shore
This high-energy beach bootcamp fuses strength, cardio, and agility drills with the natural resistance of sand and the ocean as your backdrop. Led by an expert trainer, this all-levels workout is built to challenge your body and fire up your mindset.
Monday, September 8, Tuesday, September 9, and Wednesday, September 10 from 6:45 AM – 7:30 AM PT
Guided Meditation on the Beach: Calm and Reset
Ease into calm with a guided beach meditation designed to ground your body and clear your mind. Settle into the sand as an expert guide leads you through mindfulness and breathwork. You’ll leave centered, refreshed, and ready for the day ahead.
Monday, September 8, Tuesday, September 9, and Wednesday, September 10 from 6:45 AM – 7:30 AM PT
Coastal Photography: Capturing the Beauty of the Beach
Join a professional photographer for a coastal photo walk. Learn tips and techniques for capturing stunning beach scenes and sunsets.
Tuesday, September 9 from 1:10 PM – 1:50 PM PT
Fresh Flavors: Vietnamese Spring Roll Making
Roll up your sleeves for a guided class in making fresh Vietnamese spring rolls, inspired by the vibrant flavors of Little Saigon in nearby Orange County. Learn how to prep herbs, wrap rice paper, and mix dipping sauces for a perfect bite.
Tuesday, September 9 from 12:20 PM – 1:05 PM PT
Mixology is the Bee’s Knees: A Floral-Citrus Twist on a Prohibition Classic
Shake, stir, and pour your own modern, garden-inspired take on the timeless Bee’s Knees cocktail. In this hands-on session, you’ll make a citrus-forward gin drink with fresh lemon juice, orange blossom honey–rose syrup, dry curaçao, and a dash of orange bitters for a perfectly balanced and beautifully refreshing sip.
Tuesday, September 9 from 3:20 PM – 3:50 PM PT
NETWORKING DINNERS
Advisor Networking Dinner Series
Future Proof’s Breakthru Experiences Networking Dinner Series brings together financial advisors, wealth management executives, and LPs for casual and enjoyable networking dinners at Huntington Beach’s finest restaurants. Enjoy delicious food, stunning views, and engaging conversations. The best part is that Networking Dinners are free to attend, thanks to the support of our sponsor community.
Monday, September 8 from 7:00 PM – 9:00 PM PT
Coastal Dining with BNY: Networking Dinner at Drift & Coast
BNY invites you to an intimate evening at Drift & Coast, one of Paséa Hotel’s premier private dining spaces. Designed for smaller gatherings, this setting offers a seamless blend of contemporary design and coastal charm. Guests will enjoy a curated menu that highlights fresh, seasonal flavors in a warm, refined atmosphere perfect for focused conversation and connection.
Monday, September 8 from 7:00 PM – 9:00 PM PT
Golden Hour Gathering with Allspring Global Invesment Holdings: Dinner on the Watertable Patio
Gather with peers for an open-air dining experience on the Watertable Patio. Savor a seasonal American menu crafted with locally sourced ingredients as you take in sweeping ocean views. With the California coast as your backdrop, this sunset dinner offers the perfect blend of great conversation and gourmet cuisine.
Monday, September 8 from 7:00 PM – 9:00 PM PT
Gather & Graze with Betterment: Networking Dinner at The Blue Room
Betterment invites you to an evening at Paséa’s Blue Room and Terrace, where the experience is led by a fresh, locally inspired menu and a setting that flows naturally between open interiors and coastal light. From curated dishes to relaxed conversation, this dinner is designed to feel elevated yet unhurried—an opportunity to connect over flavor, form, and thoughtful pacing.
Monday, September 8 from 7:00 PM – 9:00 PM PT
Sunset Conversations with iCapital: Dinner on the Watertable Patio
Connect with peers in an idyllic outdoor setting on the Watertable Patio. Enjoy a seasonal American menu that highlights locally sourced ingredients, all while taking in stunning ocean views. This open-air dinner offers the perfect environment for meaningful conversations, blending gourmet cuisine with the natural beauty of the California coast.
Monday, September 8 from 7:00 PM – 9:00 PM PT
Evening Glow with Morgan Stanley: Networking Dinner on the Watertable Patio
Join Morgan Stanley for an evening on the Watertable Patio, where a relaxed open-air setting sets the tone for thoughtful conversation and connection. Enjoy a chef-driven American menu showcasing fresh, locally sourced ingredients as the evening light fades. This intimate dinner blends seasonal cuisine with an inviting atmosphere, offering the perfect space to engage with peers and build lasting relationships.
Monday, September 8 from 7:00 PM – 9:00 PM PT
Intimate Connections with Nuveen: Networking Dinner at Watertable Private Dining Room
Experience an evening of refined networking in the exclusive Watertable Private Dining Room. Savor a carefully curated menu of seasonal American cuisine, designed to foster connection and conversation in an intimate setting. This private space offers a perfect blend of sophistication and seclusion, making it ideal for deepening professional relationships over an exquisite meal.
Monday, September 8 from 7:00 PM – 9:00 PM PT
Art of the Table with Pontera: Networking Dinner at Kai Bistro Cherry Blossom Room
Step into Kai’s private Cherry Blossom Room for an evening of thoughtful conversation and culinary mastery. Guests will enjoy a multi-course omakase menu, where each dish reflects the precision and artistry of Japanese dining. The elegant, intimate setting provides the perfect space to engage and connect over a shared dining experience.
Monday, September 8 from 7:00 PM – 9:00 PM PT
Oceanfront Dining with Advisors Capital Management: Networking Dinner at Henry’s Coastal Cuisine
Join us for an elegant networking dinner sponsored by Advisors Capital Management at Henry’s Coastal Cuisine. Enjoy fresh, coastal-inspired dishes in an upscale setting with stunning ocean views. This event offers the perfect blend of gourmet dining and professional engagement, ideal for creating meaningful connections in a relaxed yet refined atmosphere.
Monday, September 8 from 7:00 PM – 9:00 PM PT
Ocean Breeze with AMG Funds: Networking Dinner at Kai Bistro Covered Patio
Experience an evening of vibrant networking in the open-air setting of Kai’s covered patio. Savor a menu of traditional Japanese flavors with a modern twist, featuring exquisite sushi and chef-inspired creations. With sweeping coastal views, this setting offers a perfect balance of energy and elegance, ideal for sparking meaningful connections over an unforgettable meal.
Monday, September 8 from 7:00 PM – 9:00 PM PT
Coastal Elegance with Bitwise: Networking Dinner at Henry’s Coastal Cuisine
Join us at Henry’s Coastal Cuisine for an evening of refined networking with ocean views. Indulge in a menu inspired by coastal flavors, featuring fresh, locally sourced ingredients. This dinner offers the perfect setting for meaningful conversations, blending gourmet dining with the relaxed ambiance of California’s coastline. Ideal for fostering professional connections in a sophisticated yet inviting atmosphere.
Monday, September 8 from 7:00 PM – 9:00 PM PT
Refined Connections with Cohen & Steers: Networking Dinner at Henry’s Coastal Cuisine
Join us for a sophisticated evening of networking at Henry’s Coastal Cuisine, sponsored by Cohen & Steers. Indulge in a menu featuring the finest coastal flavors, paired with breathtaking ocean views. This event offers a perfect balance of gourmet dining and professional conversation in an elegant setting.
Monday, September 8 from 7:00 PM – 9:00 PM PT
Palate & Perspective with Lido Advisors: Networking Dinner at The Blue Room
Join Lido Advisors for a dining experience that highlights the best of California’s seasonal flavors. Set in the Blue Room, this evening centers on a thoughtfully crafted menu featuring local ingredients and modern coastal inspiration. Designed for intimate conversation, the setting strikes a balance between warmth and refinement.
Monday, September 8 from 7:00 PM – 9:00 PM PT
Modern Connections with Motley Fool: Networking Dinner at The Brant Kitchen + Bar
Join us for a dynamic evening of networking at The Brant, hosted by Motley Fool. Enjoy contemporary cuisine in a stylish, welcoming environment that encourages conversation and connection. This dinner is the perfect opportunity to build relationships while indulging in a menu that reflects modern culinary trends.
Monday, September 8 from 7:00 PM – 9:00 PM PT
Innovative Gatherings with NYLIM: Networking Dinner at The Brant Kitchen + Bar
Join NYLIM for a night of innovation and networking at The Brant Kitchen + Bar. Experience a culinary journey that highlights the latest trends in modern cuisine, all within a vibrant and stylish setting. This dinner is designed for forward-thinking professionals looking to make meaningful connections while enjoying a menu that pushes the boundaries of flavor and creativity.
Monday, September 8 from 7:00 PM – 9:00 PM PT
Seaside Conversations with TCW Group: Networking Dinner at Henry’s Coastal Cuisine
Connect with industry peers over a coastal-inspired dinner at Henry’s, hosted by TCW. Relish in a menu that highlights the best of local ingredients, all while overlooking the ocean. This intimate setting fosters deep discussions and lasting connections in a sophisticated environment.
Monday, September 8 from 7:00 PM – 9:00 PM PT
Culinary Conversations with Neuberger Berman: Networking Dinner at The Brant Kitchen + Bar
Experience an evening of networking and gourmet dining at The Brant, hosted by Neuberger Berman. This dinner offers a sophisticated setting where contemporary cuisine meets engaging discussion. The Brant’s inviting atmosphere is perfect for connecting with industry peers over a meal that showcases creativity and flavor.
Monday, September 8 from 7:00 PM – 9:00 PM PT
Omakase Journey with Strategas Asset Management: Networking Dinner at Kai Bistro Cherry Blossom Room
Immerse yourself in an intimate networking experience in Kai’s private dining room. Guests will embark on a culinary journey with an omakase menu showcasing the finest ingredients and the artistry of Japanese dining. Designed for focused conversation and connection, this sophisticated space creates the perfect backdrop for a memorable evening.
Monday, September 8 from 7:00 PM – 9:00 PM PT
WORKSHOPS
Wealthtech Executive Networking Roundtable
150 senior leaders. One room. No distractions. This structured, high-impact roundtable blends curated discussions with a light breakfast and thoughtful staging. A chance to exchange insights, not just business cards.
Monday, September 8 from 8:30 AM – 10:30 AM PT
Premier Marketing Mastermind with The CMO Collective
The CMO Collective at Future Proof Festival is where RIA marketing leaders come together. These exclusive gatherings are built for the creative thinkers, strategic minds, and trendsetters shaping the future of wealth marketing to connect, collaborate, and share what’s working now.
Join Intention.ly for a focused, peer-driven session where top marketing minds tackle today’s biggest challenges—and walk away with real strategies you can put to work immediately.
Tuesday, September 9 from 11:30 AM – 1:30 PM PT
Breakthru Experiences
Participation in Breakthru Experiences requires advanced selection. When registration opens, you’ll be able to browse available experiences and indicate your interest. Due to limited capacity, selection does not guarantee a spot—but we encourage you to select all that appeal to you.
Please attend only the Experiences you’re scheduled for—spots are limited and highly valued. You must register by Augsut 14 to participate in the Breakthru Program.
Experience Selections Open
Monday, August 4 at 6:00 AM PT
Log in and complete your profile and choose the Breakthru Experiences you’d like to attend
Experience Selections Close
Thursday, August 14 at 5:00 PM PT
Make sure you have completed your profile and Breakthru Experience selections by this date
Calendar Invitations Sent
Friday, September 5
Accept your calendar invites for your Breakthru Experiences
Attend Onsite Experiences
Sunday, September 7 – Wednesday, September 10
Attend all your scheduled Breakthru Experiences at Future Proof Festival
Have Questions
Have questions? Email us at breakthru@futureproofhq.com for support.
