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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
Design stage
AFTERNOON
We’re all about helping advisors set their practice up for success. Sessions for ETF University will include:
Build stage
AFTERNOON
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. Speakers will include leading members of the ETF ecosystem and media.
EVENING
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.
MORNING
Breakfast will be served for all attendees on-site.
Design stage
ALL DAY
Successful businesses aren’t just built on hopes and dreams, they take intentional design. Our design track is geared towards helping advisors learn how to expand their current practices and create frameworks for greater success.
Topics include:
Build stage
ALL DAY
Building for success means scaling up from a solid foundation. Join us on our build track and think big with top industry minds on key market and economic issues – or dig into the latest tips to take your portfolio to the next level. You’ll find all the building blocks for stronger portfolios on this track.
Topics include:
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.
MORNING
Breakfast will be served for all attendees on-site.
Design stage
ALL DAY
Successful businesses aren’t just built on hopes and dreams, they take intentional design. Our design track is geared towards helping advisors learn how to expand their current practices and create frameworks for greater success.
Topics include:
Build stage
ALL DAY
Building for success means scaling up from a solid foundation. Join us on our build track and think big with top industry minds on key market and economic issues – or dig into the latest tips to take your portfolio to the next level. You’ll find all the building blocks for stronger portfolios on this track.
Topics include:
EVENING
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.
MORNING
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.
LATE MORNING
Agenda subject to change.
LET’S STAY CONNECTED.
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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.
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.
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
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.
The team at Exchange is hard at work putting together a truly unique Miami experience. Stay Tuned for more details.
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.
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.
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.
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.
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.
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.
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.
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.
