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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.
Latest List of 2024 Event Experiences
Receptions
Beachside Bash Welcome Reception
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 15 from 6:00 PM – 8:00 PM PT
Future Proof Music Festival Featuring Headliners Third Eye Blind
Since 1997, San Francisco’s THIRD EYE BLIND has recorded five best-selling albums and assembled one career retrospective. Led by Stephan Jenkins, 3EB has earned worldwide success!
Tuesday, September 17 from 8:30 PM – 10:00 PM PT
Future Proof Music Festival Featuring X Ambassadors
The three-man band is widely known for their hits, “Renegades” and “Unsteady,” which have nearly 1.5 billion streams on Spotify alone. More recently, they released their fourth studio album, Townie, an ode to the band’s roots and creative inspiration.
Tuesday, September 17 from 7:00 PM – 8:00 PM PT
Future Proof Music Festival Featuring DJ Mick
Brooklyn-based Mick Batyske has his feet planted at the intersection of culture + entrepreneurship. MICK is one of the most in-demand DJ talents, performing regularly at global events.
Tuesday, September 17 from 8:00 PM – 8:30 PM PT
Schwab Advisor Services: Women & Allies Networking Breakfast
Join a community of networking, advocacy and empowerment – supporting women in wealth management. The Women & Allies Networking Breakfast is an excellent opportunity for attendees to grow their professional network and learn from industry leaders and peers. Hear from influential women of the industry as they share stories and impart wisdom from their career journeys and how they are using their platform to inspire more diversity in our profession. Select this Experience in Breakthru if you are interested in joining.
Monday, September 16 from 7:45 AM – 8:45 AM PT
Media Networking Reception
Join 25+ key financial media, industry reporters, and other press for a media-only evening reception. If you are a member of the press and are interested in participating, select this Experience in Breakthru.
Monday, September 16 from 7:00 PM – 9:00 PM PT
Research Affiliates Sunset Reception
Join us for an unforgettable sunset reception hosted by Research Affiliates! This special evening is our way of saying ‘thank you’ to all who have supported our research mission through collaborations with our product partners, while also offering a wonderful opportunity to meet new people. Mingle with our distinguished team, including Chris Brightman, CEO and CIO, Que Nguyen, Equity CIO, and Jim Masturzo, Multi-Asset CIO, along with other key members of the globally recognized investment advisor. Select this Experience in Breakthru if you’re interested in joining.
Monday, September 16 from 6:00 PM – 8:00 PM PT
THE CANADIAN LOUNGE SPONSORED BY QWEALTH PARTNERS
As a Canadian attendee, you have exclusive access to The Future Proof Canadian Lounge. As official ambassadors of the event, Q Wealth Partners will host the Future Proof Canadian Lounge and offer Canadian advisors a front-row seat to some of the most dynamic content in the private wealth space.
Date & time coming soon
Antares / GlasFunds Cocktail Reception
Antares Capital and GLASFunds are teaming up to host a cocktail reception for advisors interested in optimizing their clients’ portfolios. Explore the benefits of private credit and alternative investments and how they can deliver added value for your clients. Select this Experience in Breakthru if you are interested in joining.
Monday, September 16 from 6:00 PM – 8:00 PM PT
Activities
Power Up with HyRox
Join us for a high-energy HyRox workout that combines running with strength training, HIIT, and power challenges. This session is designed to push your limits and boost your fitness. Whether you’re experienced or just starting, this workout will inspire you to find balance between physical fitness and mental focus.
Monday – Wednesday from 6:45 AM – 7:30 AM PT
Yoga and Wellness Morning: Start Fresh, Stay Balanced
Join certified instructors for a morning of yoga and mindfulness. Stretch, breathe, and center yourself for the day ahead. Perfect for all skill levels.
Monday – Wednesday from 6:45 AM – 7:30 AM PT
Tune Out The Noise: A Sound and Meditation Experience
Start your day with a calming blend of sound therapy and meditation designed to help you center your mind and tune out the noise. This immersive experience will guide you through a series of soothing sounds and mindful practices, leaving you refreshed and focused for the day ahead. Perfect for resetting your energy before diving into the festival.
Monday – Wednesday 6:45 AM – 7:30 AM 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 from 7:00 PM – 9:00 PM PT
Exclusive Listings Coming Soon
Stay Tuned for a Full List of All Dinners included in the Advisor Networking Dinner Series!
Coming Soon
Level Ups
Creating Content That People Want to Consume
Join a panel of financial content creators as they share practical steps to develop content that people actually want to consume. Learn video, audio, and writing techniques to build your brand, effectively communicate your value proposition, and grow your business.
Monday, September 16 from 10:00 AM – 10:30 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.
Monday, September 16 from 1:15 PM – 2:00 PM PT
Mastering the Art of Hiring: Secrets to Building a Scalable Dream Team
Unlock the secrets to effective hiring with insights from top wealth management executives. Learn best practices, avoid common pitfalls, and adopt proven processes to build a scalable and high-performing workforce. Discover strategies to create a team that drives growth and success in your firm.
Monday, September 16 from 12:05 PM – 12:35 PM PT
3 Steps To Better Decision Making
Optimize your decision-making process with a three-step method developed from immersive team-based simulations used to train corporate leaders worldwide. Learn practical strategies to enhance your judgment and navigate complex choices effectively. Discover what truly effective decision-making looks like in action and apply these insights to your professional and personal life.
Monday, September 16 from 1:15 PM – 1:35 PM PT
Leveraging LinkedIn: Build Your Audience, Authority, and Business
Unlock the full potential of LinkedIn with expert strategies to build your audience, establish your authority, and grow your business. In this 20-minute session, a LinkedIn expert will share practical advice and key takeaways to help you maximize your impact on the platform. Walk away with actionable insights to enhance your LinkedIn presence and drive business growth.
Monday, September 16 from 1:40 PM – 2:00 PM PT
Celebrating Innovation in Food and Fine Wine
Some of the most dynamic innovations of the last 25 years have been happening inside the kitchens of America’s legendary restaurants and among the vineyards of inspirational winemakers. They are expanding our sense of taste and opening up the way we experience great food and wine while building their brands and scaling their businesses. Investopedia and Food & Wine, in partnership with Invesco QQQ, will host a tasting and conversation experience with José Andrés, Food & Wine’s Executive Wine Editor, Ray Isle, moderated by Investopedia’s Caleb Silver, at Future Proof. Pre-event opt-in is necessary.
Monday, September 16 from 12:40 PM – 2:00 PM PT
Mastering Visual Storytelling: Show, Don’t Just Tell
Discover how to captivate your clients and prospects by telling compelling stories through visuals and data. Learn how to avoid common mistakes and implement best practices to create clear, impactful presentations. Leave this session equipped with the skills to effectively show and tell your story, making your message unforgettable.
Monday, September 16 from 3:30 PM – 3:50 PM PT
Make More Money & Find More Meaning: Creating Your Generosity Purpose
Discover how aligning your business with a cause you care deeply about can drive growth and impact. Learn practical strategies to attract high net-worth prospects and turn your clients into enthusiastic referral sources by making a positive difference in your community.
Monday, September 16 from 3:55 PM – 4:15 PM PT
Candle Crafting: DIY Scented Candles
Create your own scented candles using natural ingredients. Customize your candles with different fragrances and colors, perfect for home or gifts.
Tuesday, September 17 from 1:10 PM – 1:55 PM
Mastering Public Speaking: From Anxiety to Impact
Unlock the secrets to powerful public speaking with three key strategies: overcoming anxiety, crafting memorable messages, and delivering with passion. Learn techniques like the missionary mindset, starting with why, and the art of fascination to transform your presentations. Gain practical insights to captivate your audience and leave a lasting impression.
Tuesday, September 17 from 11:00 AM – 11:20 AM PT
Busted: Organic Growth Myths Exposed by a Top CMO
Think you know organic growth? Think again. Join an industry-leading CMO as they debunk common myths and reveal the hard truths about generating and converting quality leads. In this 20-minute session, get no-nonsense advice on building a solid marketing foundation, mastering lead conversion, and avoiding the pitfalls of growth marketing. Walk away with game-changing insights to propel your business forward.
Tuesday, September 17 from 11:25 AM – 11:45 AM PT
Blending and Brewing: Coffee Masterclass
Deepen your coffee knowledge with a hands-on masterclass. Learn about different brewing methods, blend your own coffee, and perfect your barista skills to make the perfect cup every time.
Monday, September 16 from 10:00 AM – 10:30 AM PT
Tuesday, September 17 from 9:00 AM – 9:30 AM PT
Fish Taco Frenzy: Coastal Cooking Class
Master the art of making the perfect fish taco. Learn to prepare fresh fish, homemade tortillas, and zesty toppings in this hands-on cooking class.
Tuesday, September 17 from 12:20 PM – 1:05 PM
Pizza Party: Gourmet Pizza Making
Join a hands-on workshop to make gourmet pizzas from scratch. Experiment with different toppings and techniques to create your perfect pie.
Monday, September 16 from 12:05 PM – 1:05 PM
Paws & Progress: A Dog Walking Experience
Take a break and recharge with a 30-minute walk alongside a lovable dog from WAGS Pet Adoption. Hosted by Canoe, this experience offers wealth managers a chance to unwind, enjoying the scenic boardwalk on a one-on-one journey. Experience the benefits of spending time with animals while fostering connections with fellow professionals. WAGS Pet Adoption is dedicated to animal welfare, providing top-notch care and shelter for animals in need. Join us for a revitalizing walk and let the companionship of a dog enhance your conference experience. Limited to 25 participants, so register early to secure your spot and support a great cause. Select this Experience in Breakthru if you are interested in joining.
Tuesday, September 17, 2024 from 11:00 AM – 12:00 PM PT
Craft Beer Tasting: A Journey Through Local Brews
Explore the world of craft beer with a guided tasting session. Learn about different styles, brewing techniques, and flavor profiles while sampling a variety of local brews.
Tuesday, September 17 from 3:20 PM – 3:50 PM
Immersive Activations
In-N-Out Burger Hosted by VRGL & Wealthbox
To celebrate our new integration partnership, VRGL and Wealthbox are excited to bring the In-N-Out truck 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!
Tuesday, September 17 during the Future Proof Music Festival
Businessweek Live Radio Broadcast
We invite all advisors to visit the J.P. Morgan Asset Management booth and join us for a 2-day special Bloomberg Businessweek LIVE radio broadcast. Hosts Barry Ritholtz and Carol Massar will be joined
by J.P. Morgan Asset Management’s Dr. David Kelly, Chief Global Strategist, and Priya Misra, Portfolio Manager, Global Fixed Income Currency and Commodities, to discuss the latest market trends.
September 16 & 17 from 12:00 PM – 2:00 PM PT
SS&C Happy Hours: Sip, Socialize & Chill
Join us each afternoon during the SS&C Happy Hours! It’s the perfect time to mingle with the team, learn something new, and savor refreshing concoctions, including our own: Black Diamond Bliss, CRM Spice Twist, Marketplace Mojito
Monday, September 16, 2024 from 3:00 PM – 6:00 PM PT
Tuesday, September 17, 2024 from 3:00 PM – 5:00 PM PT
HEART-HEALTHY HAPPY HOUR With Thrivent Advisor Network
Come take a shot at heart health with the team at Thrivent Advisor Network! We’ll be serving a variety of complimentary Wellness Shots from Pressed Juicery and bags of Smartfood popcorn for booth visitors. For every business card collected at their booth, Thrivent Advisor Netowork will donate an additional $50 to their $1,000 donation toward The Children’s Heart Foundation. Plus, every entry will earn a chance to win an Athleta duffel bag.*
September 16 & 17 from 2:00-4:30 PM at Booth 323
Sweet Retreat: Altruist’s Ice Cream Oasis
Escape the heat and connect with Altruist at our ice cream social. Join us from 2:00 PT to 3:00 PM PT for a refreshing break with cool treats and networking opportunities. Connect with industry peers, unwind from the day’s events, and discover how Altruist is reshaping the future of custody.
Monday – Wednesday from 2:00 PM – 3:00 PM PT
Morning Refresh: Energize Your Day at Altruist’s Coastal Juice Bar
Start your day fresh at Altruist’s coastal juice bar. Enjoy freshly squeezed juices while discussing the latest trends in RIA strategy. Join us for a refreshing start to your day at Huntington Beach and explore how Altruist can enhance your practice.
Monday – Wednesday from 8:00 AM – 12:00 PM PT
Sunset Networking: Mix & Mingle at Altruist’s Beach Bar
Unwind and connect at Altruist’s beach bar! Savor handcrafted cocktails & mocktails as you network with peers against the backdrop of Huntington Beach’s golden sunset. Engage in meaningful discussions on scaling your practice and forging new partnerships.
Monday – Wednesday from 3:00 PM – 6:00 PM PT
RELAX AND RECHARGE WITH ALLIANZ
Even amidst the buzz of the most exciting industry events, it can be nice to carve out a moment to relax and recharge. That’s why we invite you to unwind in booth 313. Kick up your heels in our rejuvenating massage chairs and connect with fellow industry professionals.
Daily, Monday – Wednesday during exhibiting hours
Take a break with USCF Investments & let the bubbles do the talking!
Boba Tea may be the “sipper-fuel” for a happy soul but it’s not the only energy charging our futures. Join us at the USCF booth on September 16 and 17 starting at 1:00 PM PT. Hurry, supplies are limited for both the boba and commodities!
September 16 and 17 starting at 1:00 PM PT
You scream, we scream – ice cream!
Estate planning is the hottest topic these days. Come find out why and we’ll cool you down with a scoop of Vanilla Ice Cream.
Located at the Vanilla exhibit daily during exhibting hours (until supply last)
Future Proof Photo Wall
Capture your experience at Future Proof by sharing the moment on social media. Grab your phone, strike a pose, and snap a selfie or group shot in front of our vibrant photo wall. Let the world know that you’re part of the unparalleled experience at the world’s largest wealth festival. Don’t forget to use the hashtag #FutureProofFestival to join the community conversation.
Daily During Boardwalk Hours
intelliflo: Catch the Virtual Wave!
Back by popular demand: intelliflo’s virtual surfing simulator! If you came by to hang ten with us last year, drop in again and try to beat your 2023 score. Haven’t been to the seaside cabana before? No worries! Come show off your surfing skills for a chance to see your name in lights. You won’t wipe out, but you can also experience a live demo of intelliflo’s incredible advisory solutions, including intelliflo redblack. See you soon!
Daily During Boardwalk Hours
Xtrackers Oktoberfest Happy Hour
Toast to tradition and innovation with Xtrackers by DWS at our Oktoberfest Happy Hour. Join us Tuesday from 4:00 PM – 5:00 PM PT at the Xtrackers booth for some brews, bites, and bullish insights. Prost!
Located at the Xtrackers by DWS exhibit Tuesday, September 17th from 4:00 PM -5:00 PM PT
Go Your Own Way Speedway
Come join us for RC Sand Dune Buggy Racing and climb to the top of the leader board!
Located at the Orion Exhibit Daily During Boardwalk Hours
Join Us for an Afternoon Refresher!
The Canvas Custom Indexing team invites you to unwind and enjoy some treats: Monday, 4:00 PM – 6:00 PM PT – savor specialty cocktails crafted just for you and Tuesday, 2:00 PM -3:30 PM PT – indulge in homemade ice cream cookie sandwiches. We look forward to seeing you there!
Located at the Canvas Custom Indexing exhibit on Monday from 4:00 PM – 6:00 PM PT and Tuesday from 2:00 PM – 3:30 PM PT
PORTAL TO PARADISE: Sip & See Social Hour with eMoney
Cool off and kick back with the eMoney team while enjoying a frozen cocktail. Join us at the booth on September 16 from 4:00 PM – 6:00 PM PT to connect with industry peers, discuss what the future of financial planning holds, and explore how eMoney can enhance your client experience.
Located at the eMoney exhibit on September 16 from 4:00 PM – 6:00 PM PT
Want to know what you look like ‘in crypto’? Find out with Grayscale’s AI Photobooth!
You might not be in crypto (yet), but come discover your crypto-self at the Grayscale booth. Use our AI-enhanced photobooth to snap a headshot and see what you look like in the crypto world.
Located at the Grayscale Exhibit Daily During Boardwalk Hours
Vanguard Direct Indexing In Action
Get an in-person demo of Vanguard Personalized Indexing (VPI). You’ll get the chance to experience VPI’s intuitive interface and learn about how it could help improve after-tax outcomes for your clients. If you have questions, our team of experts will be on hand to answer questions. Select this Experience in Breakthru if you are interested in joining.
Monday, September 16 from 3:30 PM − 4:00 PM PT
Tuesday, September 17 from 9:30 AM − 10:00 AM PT
Valuation & Succession Consult
SRG will have it’s CEO and Director of Valuations on site at it’s booth providing dedicated “office hours” to meet and answer general or technical questions related to M&A, practice valuation, capitalizing on PE aggregators, financing options, how to grow faster inorganically, and how to exit on your terms.
Located at the Succession Resource Group exhibit, Daily during exhibiting hours
Fidelity Frozen Refreshments
Frozen drinks (non-alcoholic) at the Fidelity booth
Monday – Tuesday from 2:00 PM – 5:00 PM PT
Beach Volleyball in Augmented Reality with Invesco QQQ
Join Invesco QQQ at booth 101 and spike your Future Proof experience by playing QQQ Spike and Serve – an interactive beach volleyball game in augmented reality. In 30 seconds, use hand gestures to hit the ball over the net as many times as possible to earn digital dough before the time expires. At the end of the round, we’ll show you how much that digital dough could have been worth if it were invested it in Invesco QQQ ten years ago.
Monday – Wednesday During Boardwalk Hours
Ice Cream Galore in Invesco’s ETF Innovation “Sweet”
Join Invesco for a delightful experience where innovation meets indulgence. Enjoy a variety of delicious ice cream flavors and customize your treat with an assortment of toppings. Discover how Invesco’s Innovation Suite just got “”sweeter”” with the addition of QQA: Invesco QQQ Income Advantage ETF. Come by our booth to learn more about Invesco QQA while enjoying a sweet treat.
Located at the Invesco exhibit on Monday and Tuesday from 10:00 AM – 5:00 PM and Wednesday from 10:00 AM – 12:00 PM
Cool down with CION and Gelato Festival!
Gelato is Italy’s alternative to cooling treats, and CION believes that alternatives are for everyone. Come join us at the CION booth on September 16th at 2pm for artisanal gelato and info on CION’s approach to private markets.
Located at the CION exhibit Tuesday, September 16th at 2:00 PM PT
Cash Cube for a Cause
Dive into the “Cash Cube for a Cause” and grab as much flying money as you can. When you’re done, choose one of three charities to donate it to. Have some classic fun while doing some common good!
Located at the 11th Estate exhibit from Monday – Wednesday during exhibiting hours
Drinks with AssetMark
Join your friends at AssetMark – America’s leading TAMP – for a very casual happy hour. Stone IPA, Pacifico, and High Noon hard seltzer will be on ice – all perfect fits for your free AssetMark Koozie!
Located at the AssetMark exhibit on Monday from 3:00 PM – 6:00 PM and Tuesday 3:00 PM – 5:00 PM
Grab a drink. Get an Icebreaker!
Swing by the American Century Investments exhibit (Booth 410) for a cocktail and a conversation starter.
Monday and Tuesday During Boardwalk Hours
Book Signing with Bart McDonough
Join Bart McDonough, Cybersecurity expert and Agio CEO, for a book signing. Pick up copies of his books “CyberGuardians” and “Cyber Smart” at Booth #110. Discover insights from a leader in cybersecurity firsthand!
Monday and Tuesday from 12:40 PM – 1:10 PM PT
Perks of Personalization with Goldman Sachs
Stop by the Goldman Sachs Perks of Personalization Lounge for a hand-crafted, custom-printed refreshment with the image of your choice. It’s the perfect opportunity to recharge (yourself and your phone) and learn more about growing your firm on your terms.
Daily During Boardwalk Hours
BNY’s Seaside Sips
Cheers to Future Proof! We’re serving up BNY signature cocktails at not one but two receptions at the BNY booth – Monday from 4:30 – 6 PM and Tuesday from 3:45 – 5:30 PM. Choose from a selection of themed cocktails and an assortment of wine and beer. Wind down from the busy day with to some live music, and release some competitive energy playing Connect Four, Cornhole, and Giant Jenga.
Monday from 4:30 PM – 6:00 PM PT and Tuesday from 3:45 PM – 5:30 PM PT
BNY Breakfast by the Beach
Don’t stand in line, scale your breakfast with BNY in the BNY Village. Enjoy a taste of Huntington Beach every morning from 8:30 AM – 10 AM PT! Join the BNY team for local breakfast sandwiches from EggBred and acai bowls from 602 Coffee House. Get a fast, delicious, local meal to fuel up for the day!
Every Morning from 8:30 AM – 10:00 AM PT
Boardwalk Caricatures with Dimensional
Add a splash of fun and creativity to your Future Proof experience at Dimensional Booth #103, where our talented caricature artist will turn your unique features into a memorable keepsake in minutes. Stop by for a one-of-a-kind souvenir and a smile-inducing experience you’ll cherish long after the event.
Monday and Tuesday from 12:00 pm – 2:00 pm PT
Chill out with Nuveen: A Nitro Pop Experience
Join Nuveen for a deliciously innovative experience that can’t be missed. Indulge your taste buds with our crisp liquid nitrogen popcorn treat, while you discover the future with the industry’s FIRST Multi-Asset direct indexing platform. Demo this revolutionary technology with Erkko Etula, CEOof Nuveen’s strategic partner Brooklyn Investment Group. Booth 106 will be poppin’ throughout festival at Booth 106!
Daily During Boardwalk Hours
Happy Hour with Betterment Advisor Solutions
Find us on the Boardwalk at Cabana #204 to hear how our platform is making waves. On September 16 from 4-6pm PT and September 17 from 3-5pm PT, we’re hosting happy hours. Come have some drinks and hang with the team. We hope to see you there!
September 16 from 4:00 – 6:00 PM PT and September 17 from 3:00 PM – 5:00 PM PT
WITH MORE EVENTS ADDED WEEKLY!
FREQUENTLY ASKED QUESTIONS
Special events are scheduled throughout the festival days of September 15-18. Some events take place before content begins, such as yoga and meditation, while others may occur after dinner. Stay updated with our phone app, which lists the time and location of each event.
Most of the special events will take place on the boardwalk where the festival is held, with a limited number taking place in satellite locations.
Almost all special events are available to all attendees. However, there are a few limited special events that require registration through the associated partner that is facilitating the event.
Review all partnership opportunities on our Partnerships page. Let’s bring your idea to life!
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