Join us for

Exchange 2025

March 23 – 26, 2025

Virgin Hotels, Las Vegas

See what Exchange is all about

Exchange is a holistic financial services conference where advisors can strengthen their skills and develop across core dimensions of their professional portfolio.

Invest in your greatest asset—yourself

Grow your portfolio

Ensure your clients reach their growth goals with the most current thinking from top experts.

Grow your network

Every person you meet is an opportunity to grow. Exchange is crafted to create opportunities to build your professional network.

Grow your practice

Collaborate with your peers to share learnings that will make an immediate impact on the growth of your practice.

Grow the community

Community is the engine of growth. Be part of the financial services community at Exchange.

Featured speakers

Ian Bremmer

President and Founder of Eurasia Group and GZERO Media

Cinthia Murphy

Investment Strategist at VettaFi

Marguerita Cheng

Founder and Chief Executive Officer of Blue Ocean Global Wealth

Todd Rosenbluth

Head of Research at VettaFi

Construct your blueprint for growth

Level up your understanding of investing, practice management, and more. Our agenda is filled with experts and fellow advisors who are ready to share their insights and help you grow your practice – and portfolios.

“There’s never been a more important year to head to Exchange. With markets in flux, ETF providers have been building incredible strategies designed to cope with these volatile markets. I can’t wait to get to Miami to learn the latest.”

Matt Hougan, Bitwise Asset Management

“This year’s event was the best I have ever been to.”

Terry A. Smith, Wealth Advisor and Portfolio Management Director

“It’s phenomenal to see everyone back out in the wild again!”

Kim Arthur, Founding Partner, Main Management

“After a volatile year in the stock and bond market, many advisors are likely looking for insights & connections in 2023 to help clients navigate what’s next. Exchange is a perfect place to accomplish this.”

Todd Rosenbluth, VettaFi

“Attending the conference gives me in-person access to the ETF industry innovators, portfolio managers and traders allowing me a deeper understanding of the many products available. You can’t get that same knowledge and satisfaction by reading a blog or visiting a website. The connections I made last year provided me with a known contact at each firm and, ultimately, expanded my own firm’s product offerings.”

Jake Rue, Shore Point Advisors

“I’m thrilled to spend time with clients, see old friends and colleagues, form new partnerships and friendships — there’s not another event like Exchange. And the solutions go beyond financial services… I’m also fired up to get my hands in the sand and join in the Surfrider Beach clean-up!”

Cole Feinberg, BondBloxx

“I cannot wait to see financial advisors from across the country engaging, connecting, and sharing best practices. And on Tuesday I cannot wait to engage with all Exchange attendees during the More Than PINK Walk with the Komen Foundation.”

Sarah Alexander, chief engagement officer, VettaFi

“Over my career, I’ve had countless opportunities to learn from seasoned veterans in our industry, many lessons that I have carried with me in everything I do. One benefit of getting older and gaining experience is the ability to pay it forward to our future leaders. This is why I am so excited for the mentoring event with Junior Achievement at Exchange in Miami.”

Michael Durso, CFA®, ShoreHaven Wealth Partners

“I am excited about Exchange because it will be such a wonderful learning experience with some of the brightest minds in the world coming together on a variety of topics. There will also be a focus on passing knowledge onto our younger generations with the Junior Achievement program — which is amazing!”

Kyla Scanlon, Bread

“Each year the ETF industry migrates to South Florida convening to discuss hot topics and meet with clients, partners, and friends across the industry. Exchange is a unique conference gathering, driven by a purpose beyond financial services as evidenced by its partnership with Junior Achievement — touching young people via education and pressing economic empowerment for their success. I am excited to partner with Junior Achievement during the conference.”

Reggie Browne, GTS

Empowering growth, together.

Join the financial services community for an unforgettable event

Advisors

$99

FOR A LIMITED TIME

With one investment, accredited financial advisors can strengthen their skills and develop across core dimensions of their professional portfolio.

+20 hours of content
+10 CE credits
Sponsored networking events
Food and beverage

Industry

$5,499

Members from across the financial industry can contribute to business growth at Exchange, including ETF issuers, index providers, data and technology firms, public relations companies and more.

Connect with prospects and clients
Showcase your brand
Meet with key providers within the ecosystem
Food and beverage
Discounted ticket rates available when two passes are purchased ($9,999 total)
Get even more for your investment by becoming a sponsor; contact us for opportunities big and small.