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.

You must register by Aug 19 to participate in the Breakthru Networking Program.

Join Waitlist

partner with us

September 14-17, 2026
Huntington Beach, CA

Sept 14-17, 2026 | Huntington Beach, CA

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.

You must register by Aug 19 to participate in the Breakthru Networking Program.

Join Waitlist

partner with us

THE WORLD’S LARGEST WEALTH FESTIVAL

2026 Event Experiences

Receptions

Unwind and connect at themed networking events, hosted by leading firms and media partners.

Activities

Start your day with yoga or a guided sound meditation. Prefer something lighter? Join a coastal photography session along the beach.

Workshops

Hands-on learning experiences such as roundtables, masterminds, and advisor labs built to help you learn and solve real challenges with peers.

Activations

Join sponsor-led demos and unique activations ranging from product previews to tasting experiences.

RIA Braintrust

Built for active participation, where peers work through real challenges together.

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.

DETAILS

Monday, September 14th from 6:05-8:00 PM

Future Proof Music Concert

Join us on Wednesday, September 16, for the Future Proof Music Concert featuring Wiz Khalifa and other special performances.

DETAILS

Wednesday, September 16th from 6:45-10:00 PM

Advisor Networking Coastal Crawl

New for 2026: introducing the Coastal Crawl. Wander between a collection of distinctive receptions hosted by leading partners: BNY, Vanguard, and VanEck. Start at your scheduled venue, then feel free to drop in on the others for cocktails, appetizers, and conversation, each offering its own atmosphere, views, and opportunities to connect.

DETAILS

Tuesday, September 15th from 7:00-9:00 PM

WealthTech Executive Experience: Welcome Cocktail Reception

Kick off Future Proof with the right connections. Meet the innovators, dealmakers, and decision-makers shaping WealthTech’s future — in a relaxed, elevated setting before the conference energy ramps up. Spark new partnerships or reconnect with familiar faces. This is where your week’s conversations start.

DETAILS

Monday, September 14th from 4:00-6:00 PM

Network Reception With Astraeus

Join Astraeus for a casual conversation where advisors and firm leaders connect over drinks and share the real challenges of building the modern wealth firm. This Experience is designed to foster authentic conversation and build community as the industry navigates AI and rapid change.

DETAILS

Tuesday, September 15th from 3:00-3:45 PM

Active ETF Sunset Social with J.P. Morgan

Join J.P. Morgan Asset Management on the Hyatt Lawn for the Active ETF Sunset Social. Enjoy cocktails and conversation as you unwind from the day and continue the discussion around active investing in a relaxed setting.

DETAILS

Tuesday, September 15th from 6:00-7:30 PM

SMArtX After Hours

Join SMArtX Advisory Solutions for a night of networking, great conversations, and cocktails at the SMArtX After Hours Breakthru event. Nurture current relationships, create new ones, and drive future business. It’s the ideal space to discover smarter solutions with SMArtX.

DETAILS

Monday, September 14th from 9:00-11:00 PM

Digital Credit Takes the Stage

Join Strategy CEO Phong Le for hearty bites, drinks, and an open conversation about how the world’s largest identified holder of bitcoin is creating a new category of income through Stretch (STRC), Strategy’s flagship Digital Credit instrument.

DETAILS

Wednesday, September 16th from 5:45-6:45 PM

Active ETF Evolution Continues

Join Federated Hermes for happy hour, where we will discuss the hottest trends happening in ETFs. This Experience is designed to help advisors stay up to date on the latest ETF trends they must navigate while managing client portfolios.

DETAILS

Wednesday, September 16th from 5:45-6:45 PM

Women & Allies Networking Breakfast: AI as Your Superpower

Join Schwab Advisor Services for a dynamic breakfast exploring how AI can be a true ally in your career, your team, and your client relationships – while also highlighting the opportunities it creates for women in a traditionally male-dominated industry.

DETAILS

Tuesday, September 15th from 7:50-8:50 AM

The Innovator Afterparty

Join Goldman Sachs for an exclusive reception at The Bungalow, Huntington Beach, where craft cocktails, coastal views, and effortless conversation set the tone for an unforgettable close to the evening.

DETAILS

Wednesday, September 16 from 10:00 PM-12:00 AM

ACTIVITIES

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.

DETAILS

September 15th-17th from 6:45-7:30 AM. Location: Meet at Ocean Stage.

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.

DETAILS

September 15th-17th from 6:45-7:30 AM. Location: Meet at Ocean Stage. Bring your own beach towel or yoga mat (if you have one).

Morning Power Workout: Flex Your Body and Mind

Get active and start your day with purpose at Future Proof. Join us 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.

DETAILS

September 15th-17th from 6:45-7:30 AM. Location: PCH Stage.

Coastal Photography

Join a professional photographer for a coastal photo walk. Learn tips and techniques for capturing stunning beach scenes and sunsets.

DETAILS

September 15th from 12:30-1:15 PM. Location: Meet at Ocean Stage.

Martini Masterclass: Shake, Stir, and Sip

Shake, stir, and sip your way through a hands-on cocktail workshop featuring a refreshing Pomegranate Mint Martini. Learn bartending techniques, ingredient pairings, and presentation tips from a professional mixologist as you craft this crisp, fruit-forward signature cocktail.

DETAILS

Tuesday, September 15th from 2:50-3:25 PM. Location: PCH Food Pavilion

The Art of Relaxation: Create Your Own Sea Salt Scrub

Create your own luxurious sea salt scrub using premium salts, nourishing oils, and fragrant botanical ingredients. Guided by an expert instructor, you’ll customize your blend and leave with a handcrafted keepsake to bring a little relaxation home.

DETAILS

Wednesday, September 16th from 11:50-12:25 PM. Location: PCH Food Pavilion.

From Dough to Delicious: An Artisan Pizza Workshop

Roll up your sleeves and learn the fundamentals of artisan pizza making in this hands-on culinary workshop. Mix, knead, stretch, and shape your own dough while picking up techniques from professional pizzaiolos, then take home a classic pizza sauce recipe to recreate the experience in your own kitchen.

DETAILS

Wednesday, September 16th from 12:30-1:00 PM. Location: PCH Food Pavilion.

The Perfect Pour: Thai Tea Making

Discover one of Thailand’s most iconic beverages in this hands-on tea-making workshop. Learn traditional brewing techniques, balance flavors, and prepare your own authentic Thai iced tea to enjoy.

DETAILS

Tuesday, September 15th from 11:10-11:50 AM. Location: PCH Food Pavilion

Shake Up a Classic: The Whiskey Sour

Master one of the world’s most iconic cocktails in this hands-on whiskey sour workshop. Learn proper shaking techniques, balance whiskey, citrus, and sweetness, and craft your own perfectly mixed classic under the guidance of an experienced mixologist.

DETAILS

Wednesday, September 16th from 3:30-4:15 PM. Location: PCH Food Pavilion.

Stay cool. Stay powered.

What do ice cream and energy infrastructure have in common? They’re both great ways to beat the heat. Join Pictet’s Jennifer Boscardin-Ching for an informal discussion on energy security and grid resilience as AI power infrastructure, industrial reshoring, and severe weather puts growing pressure on our energy system.

DETAILS

Wednesday, September 16th from 1:15-1:40 PM

Workshops

The CMO Collective

The CMO Collective at Future Proof Festival is the premier gathering for RIA marketing leaders, CEOs, and growth executives seeking practical insights, innovative strategies, and meaningful peer connections.

DETAILS

Wednesday, September 16th from 11:45-1:45 PM.

The Canadian Panel

Join Q Wealth Partners for the official Canadian Panel at Future Proof Festival, where attendees will be treated to three panel discussions curated for Canadians by Canadians.

DETAILS

Tuesday, September 15th from 12:00-2:00 PM.

WealthTech Executive Experience: Luncheon

Fuel your Future Proof experience with the conversations that matter. Join a select group of enterprise WealthTech leaders for a private executive luncheon built for real dialogue and real opportunity.

DETAILS

Tuesday, September 15th from 11:50 AM-1:35 PM

Cracking Organic Growth

ProperExpression, a growth marketing agency specializing in wealth management, shares the playbooks, funnels and lessons from the frontlines of client acquisition: what works, what doesn’t and how it all connects.

DETAILS

Tuesday, September 15th from 12:15-1:45 PM.

Enterprise Masterminds: AI’s Influence on the M&A Lifecycle (Pre-Event)

Examine what’s now influencing every phase of the deal lifecycle, with AI chief among them. Amy DeTolla will map the path from pre-LOI assessment through diligence, integration, and acceleration. The Impruve team will overlay the AI capability landscape against each phase.

DETAILS

Monday, September 14th from 10:00 AM-12:00 PM.

ACTIVATIONS

Get the Scoop. Picture the Future. See Advice Intelligence in Action.

Join WealthStream for gelato, a custom caricature, and a live demo designed for RIA leaders. We’ll show how advice intelligence can help firms operationalize pockets of genius — transforming the expertise of top advisors into repeatable, scalable workflows that elevate every client conversation. Get the scoop and leave with a clearer picture of what’s next.

DETAILS

Tuesday, September 15th from 2:30-3:00 PM. Wednesday, September 16th from 3:30-4:00 PM. Location: WealthStream Booth.

Navigating the AI Roadmap: An Executive Dinner for Wealth Management Leaders

Join Nevis Wealth for an executive dinner where attendees will enjoy peer-to-peer discussion and delicious food and drinks. This Experience is designed for RIA leaders to share best practices and current challenges in navigating the changing AI landscape within their firms.

DETAILS

Monday, September 14th from 8:00-10:00 PM. Location: TBD

AI, Innovation & Growth: Advisor Office Hours

Join Mark Marex, Nasdaq’s Global Head of Index Insights, for two exclusive Advisor Office Hours sessions exploring the trends shaping innovation, growth, and portfolio construction.

DETAILS

Tuesday, September 15 from 2:30-3:00 PM. Wednesday, September 16th from 3:30 PM-4:00 PM. Location: Nasdaq Booth.

Future You Is Calling: What Retirement Really Means

Join Prudential Financial for a lively happy hour and thought-provoking session with Hal Hershfield, acclaimed professor of Marketing, Behavioral Decision Making, and Psychology at UCLA’s Anderson School of Management.

DETAILS

Tuesday, September 15th from 5:40-6:40 PM. Location: Prudential Financial Booth

Build a Portfolio as Personal as your Coffee Order

Join Canvas and our robotic barista for a 25-minute demo fueled by fresh ideas and fresh coffee.

DETAILS

Wednesday, September 16th from 12:15-12:40 PM. Location: Franklin Templeton Booth

Derivative Income ETFs: We’ve got Options!

Explore how options-based active ETFs can help turn volatility into a tailwind for income and diversification. Join Hamilton Reiner, lead Portfolio Manager on two of the largest actively managed ETFs in the industry, as he shares innovative strategies that use options to help build stronger portfolios and investment outcomes.

DETAILS

Tuesday, September 15th from 11:30-12:00 PM. Location: J.P. Morgan Asset Management Booth

Stop Buying Investments, Start Building Portfolios

Headlines come and go, but retirements are built by portfolios that compound quietly. Join Zack Page, Head of Model Portfolios, for a practical session on what drives long-term outcomes: diversification, disciplined rebalancing, consistency and tax-aware implementation.

DETAILS

Wednesday, September 16th from 12:45-1:15 PM. Location: J.P. Morgan Asset Management Booth.

What’s Brewing in ETFs?

Stop by for a handcrafted espresso from our robotic barista and an informal conversation with Franklin Templeton about what’s new in ETFs. We’ll chat about how advisors are using active ETFs, income strategies, alternatives and more to build portfolios that are more personalized, tax-aware and outcome-oriented.

DETAILS

Tuesday, September 15th from 11:30-11:50 AM. Location: Franklin Templeton Booth.

Canada in Context: A Macro View of the World

Global events rarely unfold in isolation, and their impact on Canada can be significant. Join us as investment director Michael Pollgreen explores the key macroeconomic forces shaping markets today — from interest rates and inflation to trade, geopolitics and shifting growth trends.

DETAILS

Tuesday, September 15th from 2:30-2:50 PM. Location: Capital Group Booth

Tax Tables: Dinner by the Sea with Accordance

Do you understand the value of tax planning as part of a comprehensive wealth strategy but struggle to execute at scale? Join us for an oceanside dinner at BLK Earth Sea Spirits where we’ll be sharing tech tips & strategies over a relaxed dinner.

DETAILS

Tuesday, September 15th from 7:00- 9:00 PM. Location: BLK Earth Sea Spirits – 300 Pacific Coast Hwy Ste 202, Huntington Beach, CA 92648

Stir an Old Fashioned & See the Future of Tax

An Old Fashioned is a nod to the past. april’s Integrated Tax Platform is built for what’s next. But they do have two things in common: precision and quality ingredients. Join us for a hands-on cocktail class, then settle in for a live demo of how april embeds tax filing, planning, and year-round insights right inside the advisor workflow.

DETAILS

Tuesday, September 15th from 3:15-3:45 PM. Location: april Booth

What Clients Actually Want: Survey Reveal Game for Advisors to Test Their Assumptions

The industry is asking advisors what they want from AI. We asked their clients. Join us for a data reveal game built on a simple question: how well do you really know what clients want?

DETAILS

Tuesday, September 15th from 3:00-3:40 PM. Location: Betterment Advisor Solutions Booth

No Tricks: Peer Conversation on The Organic Growth Levers Hiding In Your Own Book

For the fastest-growing firms, the best growth lever isn’t a new tactic. It’s a clearer view of the clients they already have. Join us for a candid advisor-to-advisor conversation, no theory or pitch, on how one firm turned its existing book into a scalable growth engine with a revised segmentation strategy.

DETAILS

Tuesday, September 15th from 11:30-12:00 PM. Location: Betterment Advisor Solutions Booth

Get Active: Play Pickleball

Join an open play session on the Capital Group pickleball court. Open to all experience levels, these sessions are a great way to get active, build confidence and enjoy one of the country’s fastest-growing sports.

DETAILS

Get Active: Pickleball Tournament

Get active by joining a fast-paced live ball tournament. Participants will compete in a series of matches for a chance to be named Pickleball Champion. Beginner-to-intermediate play is for those who are new to the sport, while the intermediate-to-advanced level is for those who play regularly. Participants will have the chance to trust their game plan, adapt under pressure and play with conviction.

DETAILS

Tuesday, September 15th from 2:45-3:45 PM and Wednesday, September 16th from 12:30-1:30 PM. Location: Capital Group Booth. All equipment will be provided; please wear sneakers.

Get Active: Learn Pickleball

Nahum, a professional pickleball player and coach, for a skills clinic designed to help players of all levels improve their game. Get active and practice essential skills and strategies in a supportive environment. Participants will get moving right away while building the core skills they need to play with more confidence.

DETAILS

Tuesday, September 15th from 11:00-12:00 PM. Location: Capital Group Booth

Bridging Public and Private Markets

As private markets continue to grow and companies stay private longer, many advisors are reevaluating how they access opportunities across the full investment spectrum. Join a Public-Private Solutions sales specialist from Capital Group for a discussion on the convergence of public and private markets.

DETAILS

Tuesday, September 15th from 11:00-11:20 AM. Location: Capital Group Booth

The Opportunity in Real Assets: Building Better Portfolio’s for Today’s Markets

As traditional stock and bond allocations face new challenges, advisors are increasingly looking beyond the 60/40 portfolio for differentiated sources of returns, diversification, and inflation resilience. This session explores how listed real assets – including real estate, infrastructure, natural resources, and commodities – can help improve portfolio outcomes across market cycles.

DETAILS

Tuesday, September 15th from 11:00-11:30 AM. Location: Cohen & Steers Booth

Investing in the AI Economy: The Opportunity Across Energy, Infrastructure, and Natural Resources

Artificial intelligence is driving one of the largest physical investment cycles in decades. This session explores how AI is reshaping the outlook for energy, infrastructure, and natural resources and why these real assets may be among the most compelling long-term investment opportunities for today’s portfolios.

DETAILS

Tuesday, September 15th from 3:00-3:30 PM and Wednesday, September 16th from 1:00 PM-1:30 PM. Location: Cohen & Steers Booth

Real Estate Reimagined: Finding Opportunity Beyond the Headlines

While commercial real estate has faced headwinds from rising interest rates and shifting market sentiment, the investment landscape is evolving. This session explores where the next phase of growth may emerge, why today’s market looks different than the headlines suggest, and how advisors can position portfolios to benefit.

DETAILS

Wednesday, September 16th fro 9:30-10:00 AM. Location: Cohen & Steers Booth

EQ Meets IQ: Why the Smartest Financial Plan Still Needs the Human Touch

Join us for a fireside chat where Conquest Chief Product Officer Ken Lotocki and Shaping Wealth CEO Brian Portnoy take on a question defining advice in 2026: When a financial plan is sound, what truly gets the client to follow through on it?

DETAILS

Tuesday, September 15th from 2:25-3:25 PM. Location: Conquest Planning Booth

Account Opening as a Service: Offer Advisory’s Most Valuable Workflow

Account opening at the major custodians is the most revenue-critical workflow in advisory — and the most complex to build. That’s why almost no fintech offers it in a robust form. Now, for the first time, you can with Dispatch’s Account Opening API.

DETAILS

Tuesday, September 15th from 1:50-2:20 PM. Location: Dispatch Booth

Beyond the Deal: Getting the Advisor Transition Experience Right

The deal closes but the advisor’s journey is just beginning. Behind a smooth transition is a seasoned operations team that abstracts away all the complexity. Join Rob Gaudio from Sanctuary Wealth for a candid conversation on what it really takes to make a transition feel right for the partner firm.

DETAILS

Wednesday, September 16th from 1:05-1:35 PM. Location: Dispatch Booth

The Platform Advantage: The Smarter Way to Scale Independence

Going independent means owning your clients, your equity, and your future. But scaling raises a harder question: how much operational weight do you carry yourself, and how much can you hand off without losing what made you independent? In this fireside chat, Penny Phillips from Hightower Signature Wealth shares what they’ve learned watching advisors navigate that tradeoff.

DETAILS

Wednesday, September 16th from 3:30-4:00 PM. Location: Dispatch Booth

Bringing Agentic Account Opening to Advisor Tech

Account opening, the most revenue-critical workflow, has never lived where advisors actually work. Now it can. In this fireside chat, Dispatch’s Chief Product Officer, Rafi Lurie, sits down with a fintech partner to talk about what changes when agentic account opening comes to the platforms advisors use every day.

DETAILS

Wednesday, September 16th from 9:30- 9:55 AM. Location: Dispatch Booth

A Private Vineyard Evening with Edward Jones

Join us for an evening at Newport Beach Vineyards and Winery, a privately owned estate and one of Orange County’s best-kept secrets. Attendees will enjoy private roundtrip transportation, a guided property tour, premium wine, and a chef experience dinner inside the winery’s candlelit wine cave.

DETAILS

Tuesday, September 15th from 6:00-9:00 PM. Location: Newport Beach Vineyards and Winery

Swedish Candy & Spritzes with EQT – The Sweetness Never Ends

Join us at EQT’s booth where Swedish candy meets even better company. Scoop your pick mix, grab a spritz and stay for the conversation.

DETAILS

Tuesday, September 15th from 2:50-3:30 PM. Location: EQT Group Booth

Behind the Ticker: The Advisor Story

In this 40 minute session, host of ETF.com’s Behind the Ticker podcast, Brad Roth, turns the tables and asks a panel of gatekeepers and skeptical advisors what it takes for a new ETF to break in. Are advisors buying the “VT and Chill” mentality?

DETAILS

Tuesday, September 15th from 1:40-2:20 PM. Location: ETF Oasis

Surviving the Founder: How Ritholtz Wealth Management is Mapping the Future

Don’t miss this rapid-fire close to Day One at the ETF Oasis. Dave Nadig grills Ritholtz Wealth Management Founder, Chairman and CIO Barry Ritholtz on how they’ve tackled the real-world problem of founders heading into retirement.

DETAILS

Tuesday, September 15th from 3:15-3:30 PM. Location: ETF Oasis

From Hype to Hysteria: Making Sense of the Macro Now

ETFs have made investing in virtually any asset class as simple as a button click. But all of those products are useless if you don’t have a core thesis for the markets. ETF.com’s Sumit Roy sits down with a panel of independent market strategists to tease out where real opportunities exist, and what potholes investors are likely missing.

DETAILS

Wednesday, September 16th from 12:00-12:40 PM. Location: ETF Oasis

351 Exchanges: So Hot Right Now

351 Exchanges have taken the wealth management world by storm, as advisors look to help their clients transition long-term, tax-burdened portfolios into liquid, diversified ETFs. Ryan Kirlin from Alpha Architect shares his tips — and warnings — from the firm that put the tactic on the map.

DETAILS

Tuesday, September 15th from 12:00-12:20 PM. Location: ETF Oasis

Retooling With Options: From Better Brakes to a Better Business

We think portfolios benefit most when combining a strong engine with a reliable set of brakes. For decades, bonds served a hybrid role, but government reliance on debt has gradually wrecked that plan. For modern portfolios, Aptus makes the case for stocks as the actual engine and options as the necessary brakes.

DETAILS

Tuesday, September 15th from 12:50-1:10 PM. Location: ETF Oasis

An Engineer’s Guide to the AI Trade

Before she ran billions in growth assets, Alger’s Dr. Ankur Crawford built chips at Intel and earned a Stanford PhD. Join her for a technologist’s cut through the AI hype cycle: what the technology can actually do, which business models it breaks, and what that means for the equities your clients already own.

DETAILS

Tuesday, September 15th from 1:15-1:35 PM. Location: ETF Oasis

The Agg Is Not Enough: The Active ETF Playbook for Fixed Income

“Core” and “core plus” may sound similar, but the strategies behind them can be very different. Join Manulife John Hancock Investment’s Connor Minnaar, CFA, Portfolio Manager, Core and Core-Plus Fixed Income, to explore what sets them apart.

DETAILS

Tuesday, September 15th from 2:50-3:10 PM. Location ETF Oasis

A Fool’s Game: Rational Investing in an Irrational News Cycle

24/7 financial media has never been louder — or less useful. Bill Mann has spent 30 years filtering signal from noise at Motley Fool, first as a stock-picker, now building indexes. His rules haven’t changed. The news cycle just got louder.

DETAILS

Wednesday, September 16th from 12:45-1:05 PM. Location: ETF Oasis

Beyond LLMs: How Modern Machine Learning is Changing Portfolio Management

With so much hype around large language models impacting businesses, how is the AI revolution impacting the business of picking stocks? In this conversation with Pictet’s David Wright, you’ll hear real stories from the trenches of using AI tools to pick stocks out of the AI hype cycle.

DETAILS

Wednesday, September 16th from 1:10-1:30 PM. Location: ETF Oasis

Frozen Margs & FINTRX AI

Join us for a happy hour with frozen margaritas and a live demo of FINTRX’s newest AI tools. This Experience is designed for anyone looking to quench their thirst for deeper intelligence on the RIA and private wealth landscape — better data, faster insights, and a competitive edge with AI.

DETAILS

Tuesday, September 15th from 2:30-3:30 PM. Location: FINTRX Booth

Behind the Benchmark: A Live Look at Advisor Compensation Data

Join us for an exclusive, interactive look at what advisor compensation data is really revealing. Attendees will explore select findings from the FPInsights® Advisor Compensation Study and see the compensation database in action.

DETAILS

Tuesday, September 15th from 2:00-2:45 PM. Location: FP Transitions Booth

Navigating What’s Next: Thematic Investing in a Changing Macro Environment

A discussion of the economic forces influencing markets today and the long-term themes that may define tomorrow’s investment landscape.

DETAILS

Tuesday, September 15th from 11:10-11:40 AM and Wednesday, September 16th from 1:10-1:40 PM. Location: Global X Management LLC
Booth

See AI-Assisted Real-Time Account Opening in Action!

Account opening has always been a friction point–for advisors and clients. In this session you’ll see how AI can make it painless. We’ll walk through live examples of how Jump pulls context from everything you already know about a client to auto-populate account opening workflows in real time.

DETAILS

Tuesday, September 15th from 11:00-11:30 AM. Location: Jump Booth

AI for Enterprise: Save Time and Drive Organic Growth at Scale

Large wealth management and financial services firms need more than productivity tools—they need an intelligence layer to elevate the client lifecycle at scale. In this session you’ll learn how leading organizations use Jump to draw context from emails, documents, and proprietary data across your tech stack.

DETAILS

Tuesday, September 15th from 2:30-3:00 PM. Location: Jump Booth

Mapping Your AI Evolution: From Notetakers to Firmwide Intelligence and Action

AI assistants have reduced wealth management admin by up to 90%, but notetaking is only the beginning. In this session, we’ll introduce a four-stage AI evolution model, mapping how firms can mature from AI as an assistant to AI as a proactive continuously-improving system.

DETAILS

Wednesday, September 16 from 11:45-12:15 PM. Location: Jump Booth

The Marsh Pit Stop

Marsh is proud to be an Official Partner of Formula 1®, and we’re finding out who has the fastest lap at Future Proof. Get behind the wheel of the Formula 1® simulator, then stick around and connect with our team on how Marsh helps wealth managers and RIAs prepare clients for what’s next.

DETAILS

Tuesday, September 15th from 11:45-12:30 PM, 12:35-1:20 PM, and 2:50-3:35 PM. Wednesday, September 16th from 3:30-4:15 PM. Location: Marsh Booth

State Street Sessions | Ethic & Espresso

Great coffee. Smart personalization. Stop by for an espresso drink while State Street and Ethic demonstrate how personalized, tax-smart portfolios can help advisors scale their practices, deepen client relationships, and deliver more customized investment experiences.

DETAILS

Tuesday, September 15th from 11:15-11:45 PM. Location: State Street Investment Management Booth

State Street Sessions | Ethic & Espresso Martinis

Great cocktails. Smart personalization. Stop by for an espresso martini while State Street and Ethic demonstrate how personalized, tax-smart portfolios can help advisors scale their practices, deepen client relationships, and deliver more customized investment experiences.

DETAILS

Wednesday, September 16th from 3:45-4:15 PM. Location: State Street Investment Management Booth

State Street Sessions | Bridgewater & Bubbles

Sip, socialize, and explore diversification from a fresh perspective. Join State Street and Bridgewater for sparkling wine and seltzers, great conversation, and insights into the All-Weather approach to building resilient portfolios designed for a range of market environments.

DETAILS

Tuesday, September 15th from 3:00-3:30PM. Location: State Street Investment Management Booth

State Street Sessions | Credit & Cold Brew

Fuel your afternoon with cold brew and hot ideas. Grab an iced coffee and join State Street and Apollo for a conversation on the evolving role of public and private credit—and how advisors are thinking about modern fixed income allocations.

DETAILS

Wednesday, September 16 from 11:45-12:15 PM. Location: State Street Investment Management Booth

Building Better Portfolios with Private Markets: Book Talk with Tony Davidow

Join us for a discussion with Tony Davidow on alternative investments, where he will share his new book Private Markets – Building Better Portfolios with Private Equity, Private Credit and Private Real Estate.

DETAILS

Tuesday, September 15th from 12:50-1:15 PM. Location: SUBSCRIBE Booth

Beyond 60/40 Without Chasing Hype

The 60/40 portfolio isn’t what it used to be. But if not 60/40… then what? Join us for a candid conversation on how today’s advisors are rethinking portfolio construction.

DETAILS

Tuesday, September 15th from 12:45-1:15 PM. Location: Tidal Financial Group Booth

Something’s Sizzling at Vanilla. Come See Our Industry-Defining AI Evolution (+Hot Dogs on Us)

Estate planning for advisors is about to change, and you’ll see it happen live at the Vanilla booth. Our CEO is pulling back the curtain on the next era of the Vanilla platform. Watch what happens when the busywork of estate planning starts handling itself. Pull up a seat, grab a dog, and see where estate planning goes next.

DETAILS

Tuesday, September 15th from 11:30-12:15 PM. Location: Vanilla Booth

How Modern Firms Are Winning the Next Generation

Join us for cocktails and conversation as you connect with fellow advisors and hear how leading firms are evolving. Merit Financial Advisors’ EVP of Financial Planning, Sarah Mouser, and Wealth.com’s Co-Founder & Chief Growth Officer, Tim White, will share practical insights from the front lines.

DETAILS

Wednesday, September 16th from 3:30-4:00 PM. Location: Wealth.com Booth

The Next Generation of Model Portfolios

As client expectations rise and practices seek greater efficiency, model portfolios can serve as the practice infrastructure that helps deliver personalization at scale. Join Vanguard’s model portfolio team for an inside look at the next generation of model portfolios, including our new custom models.

DETAILS

Tuesday, September 15th from 2:15-2:35 PM. Location: Vanguard Booth

Beyond Ballast: Putting Fixed Income to Work

Pull up a seat as we discuss the duration decision advisors are facing and how higher-for-longer yields are transforming fixed income from portfolio ballast to a real source of income.

DETAILS

Tuesday, September 15th from 3:00-3:20 PM. Location: Vanguard Booth

AI Creates Capacity, Advisors Create Value

Financial advisors are embracing AI—but just how much and where it best fits in their day-to-day remains a work in progress. Join us for a fireside chat with our practice management experts to dive into ways to put AI to work as a productivity and thought partner and where to reinvest reclaimed time into the human-led value.

DETAILS

Wednesday, September 16th from 9:45-10:05 AM. Location: Vanguard Booth

Personalization Powered by VPI

See Vanguard Personalized Indexing (VPI) in action and learn how advisors are using direct indexing to deliver customized tax management at scale. Through a live demonstration, we’ll explore active tax-loss harvesting, custom portfolio preferences, concentrated stock transitions, and factor-based personalization.

DETAILS

Wednesday, September 16th from 1:20-1:40 PM. Location: Vanguard Booth

The Advisor’s Role in Private Markets

Step into a candid look at how advisors are putting private markets to work for clients. We’ll start with private equity and expand to the broader opportunity set, then examine where advisors add the most value.

DETAILS

Tuesday, September 15th from 11-11:20 AM. Location: Vanguard Booth

Liquidity Lounge: Don’t Let Low Volume Fool You

Ever passed on an ETF because it looked like there wasn’t enough trading volume? You are not alone, and it’s one of the biggest misconceptions in ETF investing. With more than 5,000 ETFs available in the U.S., understanding how ETF liquidity really works can open the door to a much broader investment universe.

DETAILS

Wednesday, September 16th from 3:30-4:00 PM. Location: Tidal Financial Group Booth

Earn Fees on Held-Away 401k/403b Accounts: A PathFinder Dinner

Join us for a casual dinner to discuss solutions that enable independent advisors to provide advice, remain compliant, and earn fees (without outside billing) on held-away 401(k), 403(b), and 457 retirement accounts.

DETAILS

Monday, September 14th from 7-9 PM. Location: Pete’s Sunset Grille at Hyatt Regency Huntington Beach

Interval Fund Revolution: Trends Reshaping Alternative Investing

Join us for a conversation with XA Investments and Managing Director, Kevin Davis, where attendees will explore the challenges and trends reshaping the alternative investing landscape.

DETAILS

Tuesday, September 15th from 11:55-12:20 PM. Location: SUBSCRIBE Booth

Options Income: The Sequel Nobody Saw Coming

Six years ago options income meant one or two covered call funds nobody could explain at a cocktail party. NEOS’s Wes Mathews tells that origin story from the inside: what separates today’s options income strategies from gen-1.

DETAILS

Tuesday, September 15th from 2:25-2:45 PM. Location: ETF Oasis

Your Perspectives Powered by Goldman Sachs

An advisor’s deep understanding of how to meet their clients’ financial goals will always remain a powerful differentiator and key driver of practice growth. At Goldman Sachs, we believe in empowering and amplifying your unique perspective and understand the impact video can bring in reaching your clients. That’s why we’re offering an exclusive opportunity to professionally record yourself at our onsite film studio. In a brief, guided session, you’ll record a professionally produced, bespoke video addressing critical topics for your clients and the future of financial advice.

DETAILS

Tuesday, September 15th from 12-12:45 PM. Wednesday, September 16th from 12-12:45 PM. Location: Goldman Sachs Booth

A Live “So What?” with Shannon Saccocia: Happy Hour and Candid Conversation

Advisors are navigating a rapidly evolving environment with no shortage of complex client conversations. Join Shannon Saccocia, CFA, CIO—Wealth at Neuberger, CNBC contributor and one of the industry’s leading voices, for an exclusive cocktail reception and a live, interactive discussion as part of Neuberger’s “So What? with Shannon” series.

DETAILS

Tuesday, September 15th from 5:40-6:40 PM. Location: Neuberger Booth

Hazel Live Demo: Meet the AI Agents Transforming Financial Advice

See first-hand why Hazel’s AI agents are shaking up the financial advisory agency. Watch Hazel draft bespoke tax and financial plans in minutes, with interactive tools and graphs designed to let you walk through scenarios live with clients.

DETAILS

Tuesday, September 15th from 2-2:30 PM and Wednesday, September 16th from 1-1:30 PM. Location: Altruist Corp Booth

Afternoon Froyo Break

Stop by the BNY booth for a refreshing frozen yogurt, complete with a variety of toppings to customize your perfect cup. It’s the ideal afternoon pick-me-up to recharge, connect with our team, and enjoy a sweet break from the festival.

DETAILS

Tuesday, September 15th from 1:45-2:45 PM. Location: BNY Booth

Morning Connections

Join us for a fresh and energizing breakfast featuring coffee, bagels, yogurt and fresh fruit. Stop by to grab a bite, spark new conversations, and set yourself up for a productive day ahead.

DETAILS

Wednesday, September 16th from 9-10 AM. Location: BNY Booth

Sip & Socialize

Unwind with cocktails and casual conversation alongside the BNY team—an easy, social way to connect and continue the dialogue.

DETAILS

Wednesday, September 16th from 3:30-4:15 PM. Location: BNY Booth

No Sunsets in the Land of OZ – Discussing the Now-Permanent Opportunity Zone 2.0 Program

Join us for an educational conversation on Opportunity Zones 2.0 with GTIS, and take a closer look at the revised OZ program, now permanently integrated into the Internal Revenue Code.

DETAILS

Wednesday, September 16th from 1:20-1:45 PM. Location: SUBSCRIBE Booth

Women in ETFs: Happy Hour in the Oasis

Join Women in ETFs to mix and mingle with friends, new connections, and industry peers over drinks and hors d’oeuvres as we close out the end of a great conference and look forward to the flagship concert!

DETAILS

Wednesday, September 16th from 5:45-6:45 PM. Location: ETF Oasis

Innovation’s Next Chapter: Different Ways to Access Innovation for Your Client’s Portfolios

Join Invesco and Nasdaq for a casual coffee, breakfast and discussion! In this conversation, we’ll explore the evolving landscape of innovation-driven investing and discuss ways advisors may consider building more complete, diversified exposure to innovative companies.

DETAILS

Wednesday, September 16th from 9-9:40 AM. Location: ETF Oasis

Well Paired: Wine, Food, and the Future of Advisor Infrastructure

Independent advice has evolved faster than the infrastructure supporting it. Join Fundment for a guided wine tasting and food pairing, and a candid conversation with Ola Abdul, CEO, about what advisors should expect from custody and technology in the next decade.

DETAILS

Tuesday, September 15th from 3-3:45 PM and Wednesday, and September 16th from 3:30-4:15 PM. Location: Fundment Booth

A New Kind of CRM That Solves AI Sprawl

A notetaker here. A prospecting tool there. A tax tool in another tab. But more AI tools shouldn’t mean more tabs. That’s why Practifi built something different. Meet Sentir, a new CRM designed with AI at its foundation, not bolted on top. See it live.

DETAILS

Tuesday, September 15th from 2-2:30 PM and Wednesday, September 16th from 9:30-10 AM. Location: Practifi Booth

Frosé, Aperol & Altruist

Drinks are on us—frosty, refreshing, and just what a long conference day calls for. Come reconnect, meet new faces, and wind down at Future Proof.

DETAILS

Tuesday, September 15th from 3-3:45 PM and Wednesday, September 16th from 3:30-4:15 PM. Location: Altrusit Booth

What’s Poppin’ with Davis ETFs: Active Investing That Stands the Test of Time

Join Davis Advisors for a candid discussion about the role disciplined, research-driven active management can play in today’s advisor model portfolios. Learn how DUSA and the Davis ETFs bring a time-tested investment philosophy to the ETF structure.

DETAILS

Tuesday, September 15th from 2:30-3:30 PM. Location: ETF Oasis

A Double Shot of Insight: Advisor Movement & Affogatos

Discover what’s shaping the advisor movement and influencing where advisors choose to build their future. Get an exclusive first look at findings from the 2026 Fidelity Advisor Movement Study, then grab an affogato and connect with peers to discuss the trends, opportunities, and evolving priorities.

DETAILS

Tuesday, September 15th from 11-11:45 PM. Location: Fidelity Investments Booth

Sip, Share and Succeed

Grab a margarita, enjoy some tostadas, and connect with fellow firm leaders for candid conversations about what’s actually working inside today’s wealth management firms. From technology and operations to hiring and client experience, this happy hour is all about sharing ideas, swapping practical solutions, and avoiding the need to reinvent the wheel.

DETAILS

Tuesday, September 15th from 3-3:40 PM. Location: Fidelity Investments Booth

Squeezing More Impact From Wealth Events

An IPO. A business sale. A concentrated stock position ready to diversify. When wealth arrives all at once, the planning opportunities can be significant. Join us to explore charitable strategies for liquidity events, including asset suitability, tax implications, and acceptance considerations.

DETAILS

Wednesday, September 16th from 9:35-10:05 AM. Location: Fidelity Investments Booth

The Secret Ingredients of the Fastest Growing Retirement Practices

Cool off with a refreshing frozen fruit bar and join top advisors as they share the strategies driving growth in today’s retirement market. From deepening client relationships to building scalable processes and uncovering new business opportunities, discover the key ingredients helping successful retirement practices stand out and grow.

DETAILS

Wednesday, September 16th from 12:45-1:30 PM. Location: Fidelity Investments Booth

Fresh Perspectives on Wealth Management Growth: Seven Trends to Watch

Enjoy a handcrafted spritz and uncover the trends shaping the future of organic growth. Drawing on analysis of 1.3 million leads representing $4.2 trillion in investable assets, Catchlight will reveal what’s changing in how firms attract, prioritize, and convert prospects.

DETAILS

Wednesday, September 16th from 3:30-4:15 PM. Location: Fidelity Investments Booth

Incorporating Infrastructure into Portfolios for RIAs

What role does infrastructure play in long-term portfolio construction? Join us for an engaging conversation with our experts on how advisors are using private infrastructure to diversify beyond traditional markets, build resilience through market cycles, and gain exposure to the assets powering the global economy.

DETAILS

Wednesday, September 16th from 3:30-4:15 PM. Location: Macquarie Asset Management Booth

AI Architecture as a Valuation Multiplier

As AI becomes a defining capability for advisory firms, the quality of your technology architecture increasingly influences enterprise value. In this interactive session, Jeremy Dicker shares how OneWealth has built its AI foundation to improve operations, accelerate advisor productivity, and create a more scalable business.

DETAILS

Tuesday, September 15th from 1:45-2:15 PM. Location: Impruve AI Steward Lab

Claude in Practice: An Interactive Anthropic Workshop

What does it actually look like to put Claude to work inside a wealth management business? Whether you’re just getting started or looking to sharpen your prompting skills, this interactive session explores practical ways to use Claude for research, writing, analysis, and operational workflows.

DETAILS

Wednesday, September 16 from 9:30-10 AM. Location: Impruve AI Steward Lab

The AI Authenticity Paradox: Text vs. Video Content in the AI Era

AI has turned written content into white noise. The paradox is that the same AI that devalued text may be what finally makes video approachable, as both a thought leadership medium and an asynchronous way to form authentic connections with the people you want to reach. Mike Shannon and Dave Moricca will explore what that could look like in practice.

DETAILS

Wednesday, September 16th from 1:15-1:45 PM. Location: Impruve AI Steward Lab

Zocks on the Rocks

Come by the Zocks booth on Tuesday or Wednesday from 5:40-6:45 PM for Zocks on the Rocks! Take a moment to unwind, grab a drink (cocktails and zero proof), and get to know the team behind Zocks. Whether you have questions, want to see a demo, or simply want to connect, our team will be there and ready to chat.

DETAILS

Tuesday, September 15th from 5:40-6:45 PM and Wednesday, September 16th from 5:40-6:30 PM. Location: Zocks Booth

The AI-Native WealthTech Platform

Join Alec Crawford, Founder & CEO of Verapath, Mike LaMena, CEO of Wealthspire, and Jim Besaw, CIO of GenTrust, for an executive roundtable on why their firms came together to build an AI-native WealthTech platform. Hear what they’ve learned through early deployment, why they believe the architecture of wealth management is changing, and what every RIA leader should consider before making their next technology decision.

DETAILS

Tuesday, September 15th from 11-11:45 PM. Location: Verapath Booth

Inside Anthropic

Every wealth management leader has questions about AI. Join Peter Nolan, Head of Asset & Wealth Management at Anthropic, and Joe McMann, Co-Founder of Verapath, for a look inside how Anthropic is thinking about enterprise AI and the future of wealth management.

DETAILS

Tuesday, September 15th from 12:15-1 PM. Location: Verapath Booth

Inside the Mind of Dan Ives

Few people have influenced the conversation around technology, AI, and the markets like Dan Ives. Spend time hearing how he thinks, what he sees, and where the future is headed.

DETAILS

Tuesday, September 15th from 1:30-2:15 PM. Location: Verapath Booth

The Jason Pereira Experiment

The experiment is simple: can the audience create a better discussion than a prepared agenda? Join Jason Pereira, Senior Partner at Woodgate Financial, entrepreneur, podcaster, and one of wealth management’s leading voices on AI and advisor technology, together with Joe McMann, Co-Founder of Verapath, for a session where the audience gets a seat at the table and one question can change the direction of the entire discussion.

DETAILS

Tuesday, September 15th from 2:45-3:30 PM. Location: Verapath Booth

Lisa M. Gomez Presents: Modernizing a 50-year-old Retirement System

What happens when rapid AI and fintech innovation outpaces a 50-year-old retirement system? Join Lisa M. Gomez, former Assistant Secretary of Labor for Employee Benefits Security Administration (EBSA), in the Pontera booth, when she explores how outdated infrastructure fragments the client experience.

DETAILS

Tuesday, September 15th from 2:45-3:15 PM and Wednesday, September 16th, 3:30-4:00 PM. Location: Pontera Booth

Not Your Parents Alternatives Experience, An Enhanced Alts Operating System for RIAs & Fund Managers

Join us to experience the ecosystem powering alternative investments behind the scenes – before, during and after subscriptions documents are processed. SUBSCRIBE is the engine powering managers, and empowering advisors.

DETAILS

Tuesday, September 15th from 11:10 AM-11:30 AM

The AI-Powered Advisor: The Estate and Tax Intelligence Engine

The future of advice will be shaped by more than powerful AI models. It will depend on connecting those models to trusted data, specialized planning intelligence, and the workflows advisors use every day. In this session, leaders at the forefront of AI and wealth technology will explore what it takes to build a truly AI-enabled advisor.

DETAILS

Tuesday, September 15th from 11:00-11:30 AM

Fueling Growth Through Personalization: Coffee, Custom Models & the Evolution of TAMPs

Enjoy barista-crafted coffee and fresh donuts while gaining insights from Fidelity. As RIAs and advisors seek to balance customization with scale, custom models are becoming an increasingly important growth tool.

DETAILS

Tuesday, September 15th from 9:00-9:40 AM

Animal Spirits Happy Hour

Raise a Miami Vice with Michael Batnick and Ben Carlson at the Animal Spirits Happy Hour.

DETAILS

Wednesday, September 16th from 5:45-6:45 PM

Beyond Vanilla: A Fresh Take on Active ETFs

Grab a scoop and join TCW’s Scott Dennis, Head of ETFs, and Keith VanOrden, Head of U.S. Wealth Distribution, for a conversation on where advisors are finding opportunity in today’s markets.

DETAILS

Tuesday, September 15th from 1:30-2:30PM

Direct Indexing: The Future Is Now

Join Ryan Sullivan, Head of Buy Side, Americas FTSE Russell, and Adam Gebler, Head of Wealth, Americas FTSE Russell, for an interactive Breakthru Experience that explores how direct indexing is reshaping the way advisors deliver personalization on a scale.

DETAILS

Tuesday, September 15th from 11:00-11:30 AM and Wednesday, September 16th from 9:30-10:00 AM

Community Give-Back Experience

Join Jump.ai and Wealth.com for a hands-on community give-back experience! Together, we’ll assemble hygiene bags filled with toiletries and essentials for unhoused and underprivileged individuals in the Huntington Beach area.

DETAILS

Wednesday, September 16th from 9:30-10:00 AM

Risk & Reward: Book Signing with Ben Carlson

Meet Animal Spirits co-host Ben Carlson and grab a signed copy of his new book, Risk & Reward. Stop by the RWM/Compound booth to talk markets, investing, and how to navigate the risks that come with building long-term wealth.

DETAILS

Wednesday, September 16th from 12:00-12:45 PM

The Future Is Custom: An RIA Models Mixer

Connect with peers and thought leaders from BlackRock and MSCI for a lively happy hour exploring the future of model portfolios.

DETAILS

Tuesday, September 15th from 5:40-6:40 PM. Location: Blackrock Booth

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.

DETAILS

During exhibiting hours

YCharts, eMoney, and Addepar Happy Hour

Join YCharts, eMoney, and Addepar for an exclusive evening reception at Future Proof Festival. Register now for an exclusive evening of delicious appetizers, refreshing drinks, and invaluable networking with industry leaders at a premier venue.

DETAILS

Tuesday, Sept 15th from 6:00-8:00 PM at Henry’s (21100 Pacific Coast Hwy)

Clear for Takeoff: Win a $500 Airline Giftcard

Stop by the Feathery booth to enter for a chance to win a $500 airline gift card of your choice and see how wealth teams are streamlining onboarding, transitions, and operations with Feathery.

DETAILS

During exhibiting hours

The Grayscale Formula

Your best thinking starts with feeling your best. Stop by the Grayscale Booth and pick up your complimentary Grayscale water bottle, choose a hydration blend inspired by one of Grayscale’s model portfolios, and personalize your formula with supplements at our Booster Bar. Curated for your portfolio. Crafted for your performance.

DETAILS

During exhibiting hours

Win an iPad Pro with Infrastructure Capital Advisors

Visit the Infrastructure Capital Advisors booth to learn how our family of actively managed, monthly dividend-paying ETFs seek to deliver resilient and attractive income for your clients, and don’t forget to scan your badge to enter our raffle for the chance to win an iPad Pro!

DETAILS

During exhibiting hours

No Taxation Without Optimization! Smartleaf’s (Iced) Tea Party

Nobody likes an unnecessary tax bill. So we’re pouring iced tea instead. Stop by the Smartleaf Booth and find out what real household-level tax optimization looks like. Come for the tea. Stay for the tax optimization. No Boston harbor required.

DETAILS

During exhibiting hours

Robot Brew Bar

Jumpstart your day with a fresh brew, crafted by our friendly, full-service robot. Whether you’re in the mood for an iced latte, a foamy cold brew, or a classic espresso, we’ve got you covered. Stop by for a little something unexpected to start your day.

DETAILS

Tuesday, September 15th and Wednesday, September 16th, 9:00–1:00 PM

Nuveen’s Paws and Connect with Rescue Dogs

Invest like the future is watching! Studies show time spent with animals can increase longevity. Adoptable dogs from local rescues will be at the Nuveen booth throughout both days of Future Proof.

DETAILS

TBD

LIVE DEMO & HAPPY HOUR WITH VEGA

Join Vega on Tuesday, September 15, from 3:00–5:00 PM for a live demo showcasing how to create client deliverables in minutes while enjoying complimentary drinks during happy hour. Whether you’re new to Vega or looking to get more out of the platform, this is a great opportunity to see it in action.

DETAILS

Tuesday, September 15th from 3:00–5:00 PM

Café Canada with Maximizer

Welcome to Café Canada with Maximizer—your dedicated oasis to recharge, connect, and elevate your practice from morning until happy hour.

DETAILS

Tuesday, September 15th: Coffee and frozen treats 10-2 PM. Wednesday, September 16th, 3pm Frosés.

The Daytime Fuel: Escape the heat for an iced maple latte, or a scoop of rich, artisanal French Vanilla ice cream. The Happy Hour Shift: We trade the espresso machine for a blender and serve up crisp, refreshing frosés.

Enter to win golf clubs at the Hadrius booth!

Hadrius will be raffling off a set of golf clubs to one lucky winner. Enter to win at the Hadrius booth.

DETAILS

During exhibiting hours

Robot Cocktail Bar

As the day winds down, our friendly robot switches from coffee to cocktails—shaking things up with a fresh lineup of craft favorites. Stop by for something crisp, refreshing, and a perfect end to your day.

DETAILS

Tuesday, September 15th & Wednesday, September 16th, 3:30–6:30 PM

Surf, Sip & See What’s Next at Wealth.com

Take a break, grab a drink, and catch a live demo of the technology reshaping estate and tax planning. Learn how advisors are using Wealth.com to create deeper client engagement and uncover new planning opportunities.

DETAILS

Tuesday, September 15th from 3:30-5:30 PM

In-N-Out Truck with VRGL & Wealthbox

Because the event of the season shouldn’t end on an empty stomach. Join VRGL and Wealthbox on concert night for In-N-Out burgers as we wrap up an unforgettable week at Future Proof.

DETAILS

September 16th, from 6:00-10:00 PM. Stop by to meet our teams, connect with fellow advisors and industry peers, and keep the conversations going before and after the concert. Burgers are limited and available on a first-come, first-served basis, so come hungry and grab yours before they’re gone.

FINTRX Happy Hour

Cool off with FINTRX during our Frozen Margarita Happy Hour! Join us on Tuesday from 3:00 PM to 6:30 PM for frozen margaritas, great conversations, and a chance to connect with the FINTRX team. Whether you’re taking a break between sessions or stopping by to say hello, we’d love to welcome you.

DETAILS

Tuesday, September 15th from 3:00-6:30 PM

Zocks on the Rocks

Come by the Zocks booth for Zocks on the Rocks! Take a moment to unwind, grab a drink (cocktails and zero proof), and get to know the team behind Zocks. Whether you have questions, want to see a demo, or simply want to connect, our team will be there and ready to chat.

DETAILS

Everyday from 3:00–6:30 PM

Custom Hats

Take to the boardwalk with a Foolish and custom hat with Motley Fool Asset Management! Stop by to design your own with fresh new patches.

DETAILS

During exhibiting hours

Putt for par. Plan for more

Plan for more. Swing by, sink a putt, grab a spiked Arnold Palmer, and connect with our Axos Advisor Services team about your long game: deeper client relationships, broader financial conversations, and smarter ways to support what clients need next.

DETAILS

Tuesday, September 15th and Wednesday, September 16th from 3:00-5:00 PM

Coffee, Muesli & Machines: AI-Enhanced Quant Investing with David Wright

Grab a coffee, enjoy some muesli, and join Pictet’s expert David Wright for an engaging discussion on how AI is being used to build next generation quantitative models and target factor neutral returns.

DETAILS

Tuesday, September 15th from 9:00-9:40 AM

Surf’s Up at Allspring

Get active at Allspring’s Surf Club! Ride the waves with our AI-powered photo experience, then hang ten with our experts to explore opportunities in today’s dynamic landscape.

DETAILS

Tuesday, September 15th from 9-5 PM

The Sole Solution

Complimentary Sneaker Cleaning Experience: Give your sneakers the refresh they deserve while you recharge between sessions. Stop by the Raymond James booth and treat your favorite kicks to a professional cleaning, designed to keep them looking fresh throughout the festival.

DETAILS

During exhibiting hours. While our team works their magic, take a moment to relax, connect with the Raymond James team, and enjoy the experience. In just a few minutes, you’ll be back on your way with cleaner sneakers, renewed energy, and a little extra spring in your step.

See the Future. Enter to win Meta Glasses at the Dynasty Booth.

Visit the Dynasty Financial Partners booth and enter to win a pair of Meta Glasses.

DETAILS

During exhibiting hours

Pedal-Powered Smoothies with Macquarie Asset Management

Looking for a quick boost? Join us at the Macquarie Asset Management booth for an energizing beverage, powered by you. Starting at 3pm, enjoy a refreshing cocktail to end the day.

DETAILS

Tuesday, September 15th and Wednesday, September 16th from 11:00-6:00 PM

Dynasty Desktop: The AI-Powered Operating System for Independent Advisors

See first-hand how advisors are turning hours into minutes with Dynasty AI. We’ll walk through real workflows showing how Dynasty is turning AI from a buzzword into daily leverage for advisors and their teams. This is the next generation of the AI-powered advisor experience, and it’s live at Dynasty’s booth today.

DETAILS

During exhibiting hours

Dishing the Data: How Advisors Are Rethinking Public and Private Markets

Join us for lunch and be among the first to explore new global research from Neuberger and Bloomberg Media Studios on how financial advisors are navigating today’s evolving investment landscape. Stay for a panel and discussion that will unpack the survey’s most compelling findings.

DETAILS

Wednesday, September 16th from 12:30-1:30 PM. Location: Neuberger Booth

The Wealthiest Families Evolved; Have You?

Explore how leading firms are delivering personalized service at scale, differentiating their offerings, and building lasting multi-generational relationships.

DETAILS

Wednesday, September 16th from 1:00-1:45 PM. Location: Allspring Global Investments Booth

Amplify or Disappear: Marketing in the Age of Constant Content

In an increasingly crowded marketplace, advisory firms must work harder than ever to attract and retain clients. Leading firms are leveraging data, AI, and stronger brand storytelling to sharpen their message and drive growth.

DETAILS

Tuesday, September 15th from 3:00-3:45 PM. Location: Allspring Global Investments Booth

Rev Up Your RIA: How to Increase Advisory Revenue by 43% Instantly—Without Adding More Clients

Learn how True Freedom® Investing, recognized as America’s “#1 Fastest-Growing TAMP” (April 2026, based on three-year AUM growth), helps advisors differentiate their firms, strengthen client relationships, and grow advisory revenue. Receive a Ferrari Fountain Pen & Notepad, by Completing our Booth Questionnaire + Scheduling Meeting.

DETAILS

Tuesday, September 15th from 11:10-11:40 AM, 1:00-1:30 PM, and 2:50-3:20 PM. Wednesday, September 16th from 12:00-12:30 PM. Location: True Freedom Investing Booth

$18,000 in Cash Prizes. Race to the Top: The True Freedom Nurburgring Challenge

Experience the thrill of a world-class GT racing simulator as you attack the legendary 13-mile Nürburgring—the world’s most dangerous racetrack.

DETAILS

During exhibiting hours. Compete for $8,000 in cash prizes and awards, and if you become the Grand Champion, we’ll donate $10,000 to the charity of your choice of 100+. Feel the adrenaline. Test your precision. Climb the leaderboard. Then discover why True Freedom Investing has become the #1 Fastest-Growing TAMP in the Nation and learn how forward-thinking RIAs are accelerating growth with an institutional-caliber platform and instantly accelerating revenues 43%.

Janus Henderson Presents Amplifying Human Intelligence for Advisory Teams

Join us for an interactive session created specifically for wealth advisory teams seeking to leverage AI as a strategic partner to enhance their practice. Rather than replacing human expertise, this program demonstrates how AI can be integrated to boost creativity, critical thinking, organization, and adaptability.

DETAILS

Tuesday, September 15th from 2:00-3:00 PM. Location: Janus Henderson Investors Booth

Janus Henderson Presents Volatility is Evolving, So Should Your Derivative Income ETFs for Advisory Teams

Join Janus Henderson for an interactive workshop exploring the next generation of derivative-income ETFs. As investors seek income, downside resilience, and differentiated sources of return, new approaches are emerging beyond traditional index-based derivative income strategies.

DETAILS

Wednesday, September 16th from 12:00-1:00 PM. Location: Janus Henderson Investors Booth

The Scoop on Fed Day: Ice Cream with PIMCO PM

Skip the slides and grab a scoop. Join PIMCO’s Jerome Schneider for a casual conversation on what’s really moving markets, important takeaways from the previous days’ Fed Meeting and bond ETF ideas worth putting to work. Cool treads, market updates and plenty of actionable insights-What not to like?

DETAILS

Wednesday, September 16 from 12:30-1:30 PM. Location: ETF Oasis

Putt Your Way to Pebble Beach: Win Tickets to the 2027 U.S. Open

Pebble Beach hosts the U.S. Open again in 2027. We’re giving away two tickets plus travel credit, and it takes one putt at our booth to enter.

DETAILS

During exhibiting hours

Dirty Soda Bar

Straight from Jump’s Utah roots, where dirty sodas are practically a love language. Come try a curated lineup of playful, fizzy flavor combos – each with a signature Jump twist

DETAILS

Tuesday, September 15th from 12 PM-2 PM and Wednesday September 16th from 12:30 PM-2:30 PM

Community Give Back Experience

Join Jump.ai and Wealth.com at the RIA Playground for a hands-on community give-back experience! Together, we’ll assemble hygiene bags filled with toiletries and essentials for unhoused and underprivileged individuals in the Huntington Beach area.

DETAILS

Wednesday, September 16th from 9:30-10:00 AM at the RIA Playground. Bags will be donated to Waymakers, a nonprofit dedicated to building safer, stronger communities through crisis support and housing stability services. Stop by and help us make an impact!

Fuel up with LSEG: breakfast, coffee and matcha

Join LSEG (London Stock Exchange Group) for breakfast, coffee and matcha.

DETAILS

September 15th and 16th at 8:30 AM at the LSEG booth. Connect with the FTSE Russell team and discover how direct indexing is reshaping portfolio personalization, enabling advisers to deliver tailored investment solutions more efficiently and at scale. Session times September 15, 11:00 a.m. to 11:30 a.m. PT and September 16, 9:30 a.m. to 10:00 a.m. PT

AI, cocktails, and a toast to what’s next

Stop by the LSEG (London Stock Exchange Group) booth for an exclusive live demonstration of LSEG Workspace AI capabilities. Discover how trusted data and purpose-built AI can help you activate financial intelligence, find answers faster, build deeper analysis and act with confidence.

DETAILS

Tuesday, September 15th at 3:00 p.m. PT. Experience an interactive demo showcasing how wealth advisors can use AI-powered workflows to uncover insights, enhance productivity and make more informed decisions. The demo session will be followed by a cocktail hour and networking opportunity.

TAKE A MOMENT TO RECHARGE WITH ALLIANZ

Between sessions, networking, and all the excitement of the Future Proof Festival, don’t forget to take time for yourself. Stop by the Allianz booth to relax in our rejuvenating massage chairs, refresh your energy, and connect with fellow industry professionals.

DETAILS

Tuesday, September 15th and Wednesday, September 16th from 9:00 AM–6:30 PM PT.

Stay Focused. Stay Cool. Insights & Italian Ice with MFS.

Your clients are your focus. At MFS, ours is you. Step out of the sun, enjoy a refreshing treat and connect with a team focused on supporting you.

DETAILS

Tuesday, September 15th from 1-4:00 PM and September 16th from 1-4:00 PM

Take Five with Addepar

Future Proof moves fast. Take a few minutes to slow down with Addepar. Stop by booth #418 on Tuesday for coffee and matcha from 9-3, then join us on Wednesday for gelato from 11-4. It’s a chance for you to recharge, connect and enjoy a little break from the action.

DETAILS

Tuesday, September 15th from 9:00 AM-3:00 PM and Wednesday, September 16th from 11:00 AM-4:00 PM.

Fuel Your Future with Fresh Juice

Start your day with a fresh boost! Stop by SS&C Black Diamond Wealth Solutions at Booth 110 in Zone 1 for refreshing green or watermelon juice and energizing conversations with our team.

DETAILS

Tuesday, September 15th from 9:15 AM-11:30 AM.

Sip, Connect & Unwind with Black Diamond

Raise a glass to great connections! Join SS&C Black Diamond Wealth Solutions at Booth 110 in Zone 1 for margaritas, beer, wine, and other refreshing drinks during our happy hour.

DETAILS

Tuesday, September 16th from 3:00 PM-6:00 PM

Pop by for Popcorn

Pop by the 401GO booth for popcorn and hear how we’re making retirement plans easier than ever for advisors to manage.

DETAILS

Tuesday, September 15 and Wednesday, September 16, from 11:00 AM–2:00 PM.

Neuberger Aligned for Excellence Skeeball

Step up and get aligned with Neuberger! Partner with a Neuberger team member, combine your Skeeball scores and climb the leaderboard for a chance to qualify for the daily grand prize drawing.

DETAILS

Tuesday, September 15th and Wednesday, September 16th, during exhibiting hours from 9:00 AM–6:30 PM.

The Slush Fund

Chill out. 401GO has your 401(k)s covered. Stop by the 401GO booth for a boozy (or NA) slushie and hear how we can help you build out your retirement practice.

DETAILS

Tuesday, September 15 and Wednesday, September 16, from 3:00 PM–6:00 PM.

Coffee, Muesli & Machines.

Grab a coffee, enjoy some muesli, and join Pictet’s expert David Wright for an engaging discussion on how AI is being used to build next generation quantitative models and deliver factor neutral returns.

DETAILS

Tuesday, September 15th from 9:00-9:40 AM.

Kick back at the Savvy booth with a cold Aperol Spritz and get to know other independent advisors.

DETAILS

Tuesday, September 15th from 3:00-5:00 PM.

Building Your Advisory Empire: Will AI Rewrite the Rules of Scale?

AI is already reshaping advisory technology, and the most consequential changes may still be ahead. Will AI extend an advisory firm’s reach, deepen the client relationships at its foundation, or simply redefine what it takes to remain competitive?

DETAILS

Tuesday, September 15th form 10:45-11:15AM. In this candid exchange, Michael Kitces and Ritik Malhotra will pressure-test what AI means for advisor capacity, fees, and the evolving tech stack, what custodial consolidation could mean for choice and independence, and the ultimate question for firms that achieve meaningful scale: Is the endgame an enduring independent enterprise or an eventual sale?

Live Demo: See What Savvy Intelligence Can Do

Meet Savvy Intelligence, the only AI workspace where your entire client picture works for you in real time. We’ll ask Savvy Intelligence the same questions advisors do every day: what happened with a client last quarter, what’s due before the next meeting, what to send as a follow-up. Live, in the product.

DETAILS

Wednesday, September 15th from 11:45 AM-12:15 PM.

Build Your Empire, Not Your Tech Stack

AI is making it easier than ever to add tools, features, and complexity. This conversation with James Cantwell and Ritik Malhotra cuts through the noise: how advisors can focus on the business they want to build, put the right governance in place, and use technology to build better businesses.

DETAILS

Tuesday, September 15th from 2:00-2:30 PM.

She Means Business: Owning Your Clients, Career, and Future

Women are reshaping the future of wealth, but too often remain constrained by restrictive contracts, limited ownership, and outdated career paths. Join Lindsey Lewis (The American College), Eden Ovadia (CEO, FINNY), and Bre McDaniel (Strategic Growth, Savvy Wealth) for a candid conversation on building more freedom, leverage, and opportunity for women in financial advice.

DETAILS

Wednesday, September 16th from 10:00-10:30 AM.

Spritz o’clock with Savvy Wealth

Kick back at the Savvy booth with a cold Aperol Spritz and get to know other independent advisors.

DETAILS

Wednesday, September 16th from 3:00-5:00 PM.

Paws & Connect with Nuveen

Come to the Nuveen booth to take a break with rescue puppies!

DETAILS

Tuesday, September 15th 11:00 AM–2:00 PM, 3:00–6:00 PM and Wednesday, September 16th from 11:00 AM–2:00 PM, 3:00– 6:00 PM.

On-Site IV Therapy & Recovery Lounge

Beat event fatigue and stay at peak performance. Our registered nurses provide customized IV drips right in our booth lounge.

DETAILS

Tuesday, September 15th from 11:00 AM-6:00 PM and Wednesday, September 16th from 11:00 AM-6:00 PM

The lemonade stand: Squeeze more out of happy hour with SEI

Join us at the SEI booth from 3:00 p.m. to 5:00 p.m. for a refreshing spiked lemonade. Choose your favorite lemonade flavor, pick your spirit, and create the perfect happy hour drink. Stop by to unwind and enjoy a custom cocktail on us.

DETAILS

Tuesday, September 15th from 3:00-5:00 PM and Wednesday, September 16th, 3:00-5:00 PM

Carnival games: There’s more to explore with SEI

Stop by the SEI booth throughout the day to enjoy our carnival-style games for a chance to win exciting prizes. Whether you’re looking to take a break between sessions or connect with the SEI team, there’s fun waiting for everyone. Don’t miss our fresh popcorn bar, available from 11:00 a.m. to 2:00 p.m. Grab a snack and play to win. We look forward to seeing you there!

DETAILS

During exhibiting hours

Take Five with Addepar

DETAILS

Tuesday, September 15, 9:00 AM-3:00 OM and Wednesday September 16, 11:00 AM-4:00 PM.

Get a Sweet Treat and Connect with InvestCloud

InvestCloud is spinning up freshly made cotton candy. Stop by and enjoy this nostalgic treat and connect with our team to learn how our innovative solutions are shaping a smarter future for wealth management. Our team is ready to engage with you!

DETAILS

Tuesday, September 15 and Wednesday, September 16 from 12:00-4:00 PM. Location: InvestCloud Booth 247

Stay Focused. Stay Cool. Insights & Italian Ice with MFS.

Your clients are your focus. At MFS, ours is you. Step out of the sun, enjoy a refreshing treat and connect with a team focused on supporting you.

DETAILS

Tuesday, September 15th, from 1:00-4:00 PM, and Wednesday, September 16th, from 1:00-4:00 PM. Location: MFS Booth

Honey Dueces Happy Hour

Stop by Booth #307 on Tuesday, September 15th from 1:00–4:00 PM and Wednesday, September 16th from 1:00–4:00 PM for Happy Hour featuring Honey Deuces, drinks, and conversations about the future of fixed income ETFs.

DETAILS

Tuesday, September 15th from 1:00–4:00 PM and Wednesday, September 16th from 1:00–4:00 PM. F/m Investments — Booth #307. F/m’s US Benchmark Series gives investors targeted access to benchmark U.S. Treasuries through ETFs. Grab a drink. Talk rates. And let’s have a rally.

Conquest happy hour

Join Conquest Chief Product Officer Ken Lotocki and Shaping Wealth CEO Brian Portnoy for a true ice breaker on how the best advisors put both EQ and IQ to work. Grab a popsicle, break the ice to win a prize, and ask Ken and Brian how SAM and Lydia support the dual roles advisors play — mechanic and guide, precision planning and behavioral intelligence.

DETAILS

Wednesday, September 16th from 12:00 PM–1:00 PM PT at The Conquest Booth.

RIA Braintrust

How Do We Build the Next Generation of Advisors?

What does a compelling career path look like for employees who are not yet rainmakers and may never want to be? Peers will share approaches to training, compensation, ownership, specialization, and retaining emerging leaders.

DETAILS

Tuesday, September 15th from 11:55-12:25 PM. Location: RIA Braintrust Tents. RIA Braintrust sessions are interactive, facilitator-led peer discussions designed for active participation, open dialogue, and practical problem-solving with fellow firm leaders.

Where Is AI Producing Real ROI?

Beyond meeting notes and email drafts, where is AI saving meaningful time or improving outcomes? Participants will share successful use cases, disappointing experiments, adoption barriers, and the next workflow they intend to redesign.

DETAILS

Tuesday, September 15th from 1:20-1:50 PM. Location: RIA Braintrust Tents. RIA Braintrust sessions are interactive, facilitator-led peer discussions designed for active participation, open dialogue, and practical problem-solving with fellow firm leaders.

Why Haven’t We Won the Clients’ Kids Yet?

Most firms recognize the great wealth transfer, but few have built strong relationships with the next generation. What engagement strategies are working, and what must change about the firm’s experience, communication, and value proposition?

DETAILS

Tuesday, September 15th from 2:50-3:25 PM. Location: RIA Braintrust Tents. RIA Braintrust sessions are interactive, facilitator-led peer discussions designed for active participation, open dialogue, and practical problem-solving with fellow firm leaders.

What Should an RIA Never Outsource?

As outsourced platforms and specialists multiply, which capabilities must remain inside the firm? Participants will compare where outsourcing has created leverage, where it has disappointed, and which functions truly differentiate an RIA.

DETAILS

Wednesday, September 16th from 11:50 AM -12:25 PM. Location: RIA Braintrust Tents. RIA Braintrust sessions are interactive, facilitator-led peer discussions designed for active participation, open dialogue, and practical problem-solving with fellow firm leaders.

Organic Growth: What’s Working Right Now?

Which growth activities are producing qualified prospects in 2026? Participants will compare referral strategies, events, partnerships, digital marketing, and business development habits and share what they have stopped doing.

DETAILS

Wednesday, September 16th from 12:30-1:00 PM. Location: RIA Braintrust Tents. RIA Braintrust sessions are interactive, facilitator-led peer discussions designed for active participation, open dialogue, and practical problem-solving with fellow firm leaders.

Would You Sell Your RIA Today?

With more buyers, capital, and affiliation models available, what would make a transaction attractive or unacceptable? Participants will compare views on valuation, autonomy, culture, employee opportunity, and life after the deal.

DETAILS

Wednesday, September 16th from 3:30-4:14 PM. Location: RIA Braintrust Tents. RIA Braintrust sessions are interactive, facilitator-led peer discussions designed for active participation, open dialogue, and practical problem-solving with fellow firm leaders.