FOUR DAYS THAT MOVE YOU FORWARD
Future Proof Festival, the industry’s only entirely outdoor experience, returns for its fourth year September 7–10, 2025 in Huntington Beach, CA, bigger, sharper, and more energizing than ever. This year, we’re unveiling five core themes that will shape the conversations and connections ahead.
We don’t set the agenda from a podium. We build the space for leaders to have the conversations that matter – conversations that challenge assumptions, unlock fresh thinking, and spark real change. These themes emerged from ongoing, unfiltered dialogue with voices across the RIA ecosystem. They reflect what’s urgent, what’s emerging, and where firms are leaning in.
THEMES SHAPING THIS YEAR’S AGENDA
- AI Moves From Buzzword to Everyday Work: AI is no longer a side project. It can draft plans, flag compliance gaps, and prep meeting notes in seconds. We’ll show where the real gains are happening today with human-in-the-loop models – and how to prepare your firm for an AI-native future.
- The Growth Flywheel: Capital, talent, and technology now spin together. Whether you’re building, raising capital, buying, or selling, smart firms grow by consistently winning new business and deepening existing relationships – then, when it fits, use M&A, PE dollars, and brand equity to accelerate the flywheel.
- Investment Delivery 2030: The next era of advice blends investment management, technology, and client service into one seamless experience. We’ll explore how top firms are rebuilding the delivery model for modern investors.
- Serving the 100-Year Investor: Women, millennials, and Gen Z will inherit trillions over the next decade. At the same time, many current clients may live to 100, even though half aren’t planning for it. Explore the products, processes, and technology RIAs are using to serve a growing, multi-generational client base with radically different needs.
- Scaling Family Office Services Beyond the Ultra-Wealthy: Private markets, estate planning, and other comprehensive wealth services are no longer for billionaires. Forward-thinking RIAs are bringing family office-style offerings and alternative investments to high-earning professionals, business owners, and next-gen clients. We’ll break down the service model, product wrappers, due diligence, and client education tools that turn these strategies into a core growth engine.
Looking to speak or shape the conversation?
Future Proof Festival is the only RIA event built without pay-to-play content. If you’re interested in submitting a speaker or session idea, these five themes are a great place to start. Let them guide your pitch, and apply here.
WHAT TO EXPECT – AND WHY IT PAYS OFF
The magic is in the mix. You’ll find yourself side-by-side with one of the most welcoming communities in all of wealth – top-tier professionals across the RIA landscape, from CEOs, CTOs, COOs, and fast-growing financial advisors. They come from firms of every shape, size, and stage. The crowd reflects a broader mix of voices, experiences, and backgrounds than most industry events. Whether you’re scaling fast or starting fresh, you’ll meet people who listen, challenge you, and help you think bigger.
There’s no need to lead with your title. And no need for suits. Just real conversations in an environment that strips away pretense and creates space for new ideas and connections that last.
You’ll choose what to explore on the agenda and who to meet by opting into one-on-one networking meetings. You’ll walk into some of the most valuable, unexpected conversations of your year. These aren’t fleeting moments. They’re the start of real partnerships, smarter decisions, and momentum you can take home.
And it adds up. We hear it every year: someone leaves with a deal that never would’ve happened otherwise. A new team structure that finally clicks. A tech platform they start rolling out with real traction. That’s experience converting to ROI.
TECH THAT SUPPORTS, PEOPLE WHO MOVE YOU
AI is the elephant in the room, and it’s not going anywhere. At Future Proof, we see it not as a threat, but as an amplifier. That’s why this year’s Fintech Demo Drop becomes the AI Demo Drop. You’ll explore the most innovative tools shaping how firms work, freeing up time and mental space for what matters most – real conversations, sharper thinking, and stronger relationships.
Tech also powers Breakthru Meetings, the largest meetings program in the RIA industry, helping you connect with people you may never cross paths with otherwise. That’s where discovery happens. And that’s what Future Proof is built for.
A YEAR-ROUND JOURNEY
The Future Proof experience doesn’t end in Huntington Beach. Every event we build is designed to deliver something distinct – and together they offer a year-round journey that gives you a full view of where the industry is – and where it’s going. Here’s what’s ahead:
- Future Proof Growth Retreat (October 27–30, 2025 | Nassau, The Bahamas): Where ambitious executives and fast-growing advisors come to sharpen strategy, streamline operations, and define what growth looks like – for their firm, their team, and themselves.
- Future Proof Citywide (March | Miami Beach, FL): Where wealth managers, capital allocators, investment managers, and fintech leaders come together to unlock new ideas and partnerships across public and private markets.
- Future Proof Leaders Retreat (May 3-6, 2026 | Colorado Springs, CO): Built for C-suite wealth management leaders and founders, this retreat is all about scaling with intention – focused on talent, culture, and leadership strategy in a fast-moving industry.
Five big themes. One iconic setting. And the most valuable conversations you’ll have all year. We’re capping attendance at 5,000 this year, so don’t miss your chance to be a part of it. Get your ticket here.
