Menu
Menu
Sunday, Feb. 11
Arrive, get settled and “get smart” with our CE credit-eligible content track; includes a deep dive ethics session, and a complete primer on how to use, understand, and talk about ETFs.
9:00 AM EST
For advisors
1:00 - 5:00 PM
We’re all about helping advisors set their practice up for success. Get your 2 hour Ethics fix with Marguerita Cheng right off the bat and then spend the next two hours with VettaFi’s own Todd Rosenbluth who’s bringing together experts in due diligence and portfolio construction.
1:00 - 1:10 PM
1:10 - 2:50 PM
In this two-CE credit block, advisors will get core training on the CFP’s Code and Standards, including key practice standards and reporting requirements, and conflict of interest management.
Marguerita Cheng, CFP®, CRPC, RICP®, CSRIC®, CFP Board Ambassador and CEO of Blue Ocean Global Wealth
2:50 - 3:15 PM
3:20 - 4:10 PM
How are advisors positioning client portfolios at the start of 2023? What should advisors know when sorting through the more than 3,000 ETFs? How important should costs be to security selection? We will cover these topics and more with VettaFi and other independent analysts. (1 CE credit – pending)
Todd Rosenbluth, Head of Research at VettaFi
4:10 - 5:00 PM
What are best practices when trading ETFs? How do investment strategists put together ETFs using fundamental and technical analysis? Which investment styles look strongest for 2024? We will cover these topics and more with ETF experts. (1 CE credit – pending)
Todd Rosenbluth, Head of Research at VettaFi
For industry and media
1:00 - 5:00 PM
We’re bringing back our popular “Industry Conclave” where issuers and asset managers can share ideas, learn from each other, and compare notes on the future of the industry.
To be confirmed
The data revolution is shaping up to be the most transformational revolution in finance. As companies rethink how they implement data both internally and externally, the future is poised to belong to the firms that can master it. Join Jon Fee, CMO of VettaFi, as he provides insights into how asset managers can navigate the future of distribution.
Jon Fee, CMO at VettaFi
To be confirmed
Lawyers on the front lines talk the latest developments and their insights into today’s ETF regulatory landscape.
To be confirmed
Come hear what folks on the buy side find most valuable when it comes to connecting with wholesalers, plus ways to connect and build meaningful relationships with potential clients.
To be confirmed
6:00 PM
Agenda subject to change.
Monday, Feb. 12
What are the trends, challenges, and opportunities that will shape the way advisors conduct business over the next month, next year, and next decade? Explore sessions with top experts.
7:00 AM
Greet the sun and start your day off with a calming sunrise yoga session.
7:00 AM
Surfrider Foundation will kick things off with an event dedicated to cleaning up the beach. This nonprofit centers its work on the protection and enjoyment of the world’s oceans and beaches, for all people, through its powerful activist network.
7:00 - 9:00 AM
Breakfast will be served for all attendees on-site.
Glimmer stage
9:00 - 9:15 AM
We’ll open the conference with a few welcoming remarks.
9:15 - 10:05 AM
Description to come.
Richard Haas, President Emeritus of Council on Foreign Relations & Sr. Counselor at Centerview Partners
10:05 - 10:20 AM
10:20 - 11:10 AM
Description to come.
Dr. David Kelly, Chief Global Strategist, J.P. Morgan Asset Management
11:10 AM - 12:00 PM
Description to come.
Neil Bage, Co-founder of Shaping Wealth
12:00 - 2:00 PM
2:00 - 5:00 PM
Carson Coaching will lead attendees through a customized blend of three of their workshops to help you take your client experience approach to the next level, help define or refine your strategic vision, and create an executive business plan for moving forward.
Includes 1 hour CE credit course, “Flashbulb Moments: Moving Your Clients Closer to Goals by Celebrating Milestones.”
Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions, Carson Group
Sparkle stage
1:00 - 2:40 PM
Come for the 2024 installment of the most talked about session of Exchange. VettaFi Financial Futurist Dave Nadig convenes some of the most interesting — and controversial — thinkers both in and out of finance to help decipher modern markets and the role of the advisor.
Dave Nadig, Financial Futurist at VettaFi
2:40 - 3:00 PM
3:00 - 3:50 PM
Speakers to come.
3:50 - 4:20 PM
4:20 - 4:50 PM
4:50 - 5:00 PM
EVENING
EVENING
Agenda subject to change.
Tuesday, Feb. 13
What are the trends, challenges, and opportunities that will shape the way advisors conduct business over the next month, next year, and next decade? Explore sessions with top experts.
7:00 AM EST
Greet the sun and start your day off with a calming sunrise yoga session.
7:00 - 9:00 AM
Breakfast will be served for all attendees on-site.
Sparkle stage
9:00 AM - 1:00 PM
Between our two stages, we almost have more timely session options than we can place – a great problem to have! While we sort our Tuesday agenda into times and stages, here are a few of the exciting discussions we can confirm.
Updates forthcoming, including CE credits where approved.
To be confirmed
Artificial Intelligence represents the most transformative technology we have seen since the internet and will forever change our industry. How should you look at this threat and opportunity? What can AI do for you? What tools can you utilize today? And how do you evolve to keep yourself relevant? Don’t miss this dynamic session replete with demonstrations and real world examples of the intersection of AI and FAs.
Jason Pereira, MBA, CFA, CFP, RFP, TEP, FP Canada Fellow, Senior Partner & Financial Planner at Woodgate Financial Inc.
To be confirmed
Session description to come.
Anna N’Jie-Konte, MBA, CFP, President and Director of financial planning at Re-Envision Wealth
George Acheampong Jr, CEO and Managing Partner of Capitalwize, founder of Melanin Money
Chelsea Ransom-Cooper, Founding Partner, director of financial planning at Zenith Wealth Partners
To be confirmed
The pandemic investment cycle saw a massive pendulum swing in ETF flows from active to passive, but was that a fad or a new normal? We’ll hear the cases for and against active management in key asset classes from leading portfolio managers and independent analysts.
Speakers to come.
To be confirmed
In this provocative session, Frazer Rice will provide concrete examples of how advisors can bridge their business up into the highest levels of wealth management. Together with family office practitioners, you’ll get concrete advice on how to transform your business to address the complex trust, estate, legal, tax, accounting and above all — human — issues facing the country’s wealthiest families
Frazer Rice, President of Wealth Actually LLC, director of family office services at Next Capital Management
Additional panelists to be announced
To be confirmed
Session description to come.
Speakers to be announced
To be confirmed
Session description to come.
Rob Trumbull, Private Wealth Advisor for J.P Morgan Wealth management, Partner at Fagan & Boshart Wealth Management
Additional panelists to be announced
To be confirmed
Session description to come.
Speakers to be announced
Glimmer stage
2:00 - 2:50 PM
Session description to come.
Jeff Gundlach, Founder, CEO, CIO DoubleLine Capital
2:50 - 3:40 PM
Session description to come.
Amy Walter, Publisher and Editor-in-chief of The Cook Political Report
3:40 - 4:00 PM
4:00 - 4:30 PM
Session description to come.
Jeremy Grantham, Founder of GMO
Cameron Dawson, CFA, CIO at NewEdge Wealth
3:30 - 4:50 PM
ETF Express will be joining Exchange for the first time and bringing a special conference awards session to the event, The U.S. ETF Distribution Awards.
4:50 - 5:00 PM
6:00 - 7:30 PM
Agenda subject to change.
Wednesday, Feb. 14
Wednesday is all about community – but we’re not talking, we’re doing. Join the financial services community and help us raise funds to help end breast cancer.
7:00 AM EST
For the second year, Exchange has partnered with Susan G Komen to host a fun run/walk on the beach. Help us raise $50,000 to support Susan G Komen’s mission. Participants can enjoy a sunrise 5k, or a 2-mile fun walk. All abilities are welcome. Join us and help us end the conference with a purpose.
9:00 EST
Agenda subject to change.
LET’S STAY CONNECTED.
SUBMIT YOUR EMAIL to receive the latest announcements, tips, networking invitations and more.
Future Proof’s Wheel of Impact promotes the power of giving in a fun, dynamic and social way. With a donation of any size, attendees can have the ability to spin the wheel, determining where the donation will go and how it will be used. Land on the “mystery” selection and have a chance to win items, trips and other experiences.
Physical and mental health is the cornerstone of any successful long-term wealth plan. But for years, our industry has prioritized work over health, leading to unhealthy lifestyles and employee burnout. The Health Is Wealth Center provides a warm and relaxed setting, allowing attendees to come in and recharge, grab a drink from the juice bar and eat healthy snacks. The space will also be home to daily group yoga and fitness classes as well as meditation sessions.
rhe Creator Corner is built to support creators, creatives and brands. It’s equipped with a podcast recording studio and first-of-its-kind Collab Lab. The podcast area will afford attendees the ability to record podcast sessions and will feature podcast consultants helping to answer questions of both existing podcast hosts and aspiring creators. The Collab Lab is where asset managers and fintech companies collaborate with leading and emerging finance influencers. Looking for engaging content built for the modern financial professional or investor? We offer high quality video and audio production for all your creative needs.
Future Proof Live is our full-production broadcast studio strategically placed at the heart of the Boardwalk. Our very own Future Proof anchors will provide all-day commentary featuring casual speakers and celebrity interviews as well as unexpected guest appearances. Future Proof Live extends our one-of-a-kind experience to a larger audience virtually.
Technology is embedded in everything we do. So, why should a conference be any different? Exchange has invested in the next generation of networking apps, allowing you to connect, interact and share your experiences, before, after and on site at Exchange. Build lasting relationships and connections to empower your business.
Get the latest ETF industry update at Exchange! With 100+ industry leaders and innovators, there’s no shortage of amazing ideas going around. Add another 100+ thought leaders on top of that, and you have a content bonanza. Stop by and watch as the NYSE brings our TV studio to life.
No trip to South Florida is complete without a visit to the world-famous cabanas of the Fontainebleau. Connect and host your peers, clients and colleagues in a more relaxed environment as you step outside to take in the fresh air, reenergize and get business done.
People want to fall in love with your brand, they want to understand it, experience it. Exchange welcomes 100+ sponsors with interactive booths to bring you closer to the ETF industry, leaving you better educated and prepared for the road ahead.
Podcasts are taking over the world, but how do you get started? At Exchange, we bring the experts to you. Book a time slot to learn more about how you can get your podcast off the ground. Already have a podcast? Book a time slot and invite a guest or two, and record a podcast live from Exchange.
Large exhibit halls can be intimidating, with what feels like countless aisles of booths, making it difficult to know where to start. Exchange introduces our Marketplace guided tours. Join our expert guides as they highlight the most innovative companies driving meaningful change in the ETF industry.
The team at Exchange is hard at work putting together a truly unique Miami experience. Stay Tuned for more details.
Miami is vibrant and full of life, art and food that is truly unique to this wonderful city. Take advantage of being out of the cold and soak up all that Miami has to offer. Not sure what to do? Check in with us and we’ll let you know what’s happening and where you should be going.
Exchange kicks off our networking with a welcome reception just feet from the Atlantic Ocean. Enjoy amazing cocktails, little bites and the warm air as you reconnect with peers and industry colleagues after more than two years of being apart. Stay tuned for more details
