(Under construction)

Your blueprint for growth in 2024

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

Conference registration opens!

For advisors

1:00 - 5:00 PM

ETF Study Hall

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

Welcome and Key Conference Information

1:10 - 2:50 PM

CFP Ethics Education

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

ETF Due Diligence with Analysts

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

How to Build Portfolios Using ETFs

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

Industry Conclave

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 Future of Distribution

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

ETF Regulation

Lawyers on the front lines talk the latest developments and their insights into today’s ETF regulatory landscape.

To be confirmed

Climbing Out of the Wholesaler Basement

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

Meet the Press


6:00 PM

Welcome and Super Bowl LVIII watch party in LIV nightclub

Agenda subject to change.

Monday, Feb. 12

Day 1:

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

Sunrise yoga on the beach

Greet the sun and start your day off with a calming sunrise yoga session.

7:00 AM

Surfrider Foundation beach clean up

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

Community breakfast

Breakfast will be served for all attendees on-site.

Glimmer stage

9:00 - 9:15 AM

Welcome remarks

We’ll open the conference with a few welcoming remarks. 

9:15 - 10:05 AM

A World of Mounting Disarray

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

Session under construction

Description to come. 


Dr. David Kelly, Chief Global Strategist, J.P. Morgan Asset Management

11:10 AM - 12:00 PM

The Playbook for Human Advice

Description to come. 


Neil Bage, Co-founder of Shaping Wealth

12:00 - 2:00 PM


2:00 - 5:00 PM

Carson Coaching: a 3-part Workshop

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

Future of Finance – 100 minutes into the future

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

Retro or Timeless: Resurgence of Active Management

Speakers to come.

3:50 - 4:20 PM

Session under construction

4:20 - 4:50 PM

Session under construction

4:50 - 5:00 PM

Day one wrap and evening details


Cocktail hour for women and minority advisors


Networking event and sponsor dinners

Agenda subject to change.

Tuesday, Feb. 13

Day 2:

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

Sunrise yoga on the beach

Greet the sun and start your day off with a calming sunrise yoga session.

7:00 - 9:00 AM

Community breakfast

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 and the Future of Advice

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

Firm Foundations: Reimagining your business model

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

Retro or Timeless? The Resurgence of Active Management

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

Custom Design: Bridging to Family Offices and UHNW Clients

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

Foreman or Carpenter: Lessons from Independence

Session description to come.


Speakers to be announced

To be confirmed

Made to Last: Building Multigenerational Practices

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

Pre-Fab or Precision Engineered: Model Portfolios

Session description to come.


Speakers to be announced

Glimmer stage

2:00 - 2:50 PM

Session under construction

Session description to come.


Jeff Gundlach, Founder, CEO, CIO DoubleLine Capital

2:50 - 3:40 PM

2024 Election Outlook

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

Interview with Jeremy Grantham

Session description to come.


Jeremy Grantham, Founder of GMO

Cameron Dawson, CFA, CIO at NewEdge Wealth

3:30 - 4:50 PM

ETF Express awards presentation

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

Closing remarks

6:00 - 7:30 PM

Closing reception

Agenda subject to change.

Wednesday, Feb. 14

Day 3:

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

Susan G Komen walk

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

Conference ends

Agenda subject to change.

“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

Invest in your growth

Wheel of Impact

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.

Health Is Wealth Center

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.

Future Proof Creator Corner

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

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.

NYSE TV Studio

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.

Immersive Experiences

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.

Podcast Booth

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.

Marketplace Tours

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.

Wednesday Night Reception

TUESDAY Night Reception

The team at Exchange is hard at work putting together a truly unique Miami experience. Stay Tuned for more details.

Mission Miami


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.

Night Welcome Reception


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