Prior agenda

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

Conference registration opens!

For advisors - Flicker Ballroom

1:00 - 1:10 PM

Welcome and Key Conference Information

1:00 - 5:00 PM

ETF Study Hall

We’re all about helping advisors set their practice up for success. Get your two-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.

1:10 - 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. 


2-hour CE credit course


Marguerita Cheng, CFP®, CRPC, RICP®, CSRIC®, CEO of Blue Ocean Global Wealth

2:50 - 3:15 PM


For advisors - Flicker Ballroom

3:20 - 4:10 PM

ETF Due Diligence With Analysts

How are advisors positioning client portfolios at the start of 2024? 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-hour CE credit course


Todd Rosenbluth, Head of Research, TMX VettaFi
Elisabeth Kashner, Director of Global Funds Research & Analytics, FactSet
Eric Balchunas, Senior ETF Analyst, Bloomberg Intelligence
Nate Geraci, President, The ETF Store

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 and then test their knowledge and yours in a game show. You don’t want to miss it.


1-hour CE credit course


Ugo Egbunike, Fixed Income Specialist, Jane Street

John Davi, Founder, CEO, CIO, Astoria Portfolio Advisors
Katie Stockton, Founder and Managing Partner, Fairlead Strategies
Cinthia Murphy, Director of Research, ETF Think Tank – Tidal Financial Group

Todd Rosenbluth, Head of Research, TMX VettaFi
Lara Crigger, Editor-in-Chief, TMX VettaFi
Eric Balchunas, Senior ETF Analyst, Bloomberg Intelligence
Alison Doyle, Head of ETP Listings, Nasdaq
Douglas Yones, ChFC, CETF, Head of Exchange Traded Products, New York Stock Exchange

Katie Greifeld, Reporter and Anchor, Bloomberg News

Nate Geraci, President, The ETF Store

For industry and media - Splash 9-12

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. 

1:00 - 1:20 PM

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, TMX VettaFi

1:20 - 2:10 PM

Hot Regulatory Topics Facing the ETF Industry

Join this session to hear a discussion on the ever-evolving state of regulations facing the ETF industry: bitcoin/crypto, share classes, conversions, names rule, distribution, product development, index providers and more.


Jeremy Senderowicz, Shareholder, Vedder Price
Jeremy Smith, Partner, Ropes & Gray

Mark Greer, Partner-in-Charge, Stradley Ronon

Deborah Fuhr, Moderator, Managing Partner & Founder, ETFGI

2:10 - 3:00 PM

Meet the Press

What’s the best way to catch a reporter’s eye? Why do some PR pitches sizzle, while others fizzle? Has ChatGPT undercut the importance of earned media? In this question-answer session, learn from top financial journalists and editors about the top trends impacting how the news gets made, and tips & tricks to connect with news-breakers and taste-makers.


Crystal Kim, Crypto Reporter, Axios
Kathie O’Donnell, ETF Reporter, Pensions & Investments
Will Schmitt, ETF Reporter, Financial Times
Lara Crigger, Editor-in-Chief, TMX VettaFi

Eva Thomas, Reporter, Citywire

Chris Sullivan, Moderator, President, Craft & Capital

3:00 - 3:20 PM

Coffee break

For industry and media - Splash 9-12

3:20 - 4:00 PM

Leveling Up Your Media Strategy in 2024

Does content still matter in the age of AI? How can you attract pageviews in the SEO-Mageddon? What does success look like, when all the success metrics have been broken? VettaFi’s Lara Crigger examines the realities of maintaining a web presence in 2024, exploring key trends and opportunities, with an eye toward how asset managers can navigate a rapidly evolving media landscape with ease.


Lara Crigger, Editor-in-Chief, TMX VettaFi

4:00 - 4:30 PM

Bitcoin From an Institutional Perspective

Spot bitcoin ETFs are finally here, but beyond the hype, what does it mean for institutional cryptomarkets? Join CF Benchmarks’ Head of Research, Gabriel Selby, CFA, as he leads an engaging conversation with some of the major institutional players in the space. They’ll discuss how spot ETFs might propel more robust adoption of bitcoin and digital assets, and share how they’re thinking about this newest asset class, as well as the types of products likely to come to market in the months and years ahead.


Jay Jacobs, U.S. Head of Thematics and Active Equity ETFs, BlackRock

Matt Hougan, Chief Investment Officer, Bitwise Asset Management

Gabriel Selby, Moderator, CFA, Head of Research, CF Benchmarks

5:30 PM

Welcome and BIG GAME watch party at LIV nightclub

Enjoy complimentary food and beverages while you watch the big game at Miami’s hottest nightclub! Accessible for conference attendees, free of charge.

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.

Sponsored by the RBI Group

7:00 AM

Surfrider Foundation beach cleanup

The 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.


Sign up here.

Sponsored by Roundhill Investments

8:00 - 10:00 AM

Community breakfast

Breakfast will be available on-site for advisors, sponsors and industry registrants.

Glimmer stage

9:00 - 9:15 AM

Welcome remarks

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


John McKenzie, Chief Executive Officer, TMX Group
Tom Hendrickson, President, TMX VettaFi

9:15 - 10:05 AM

A World of Mounting Disarray

In this presentation/discussion, Dr. Richard Haass helps audiences understand and navigate the current and future international situation. Based on his book, A World in Disarray, Haass shares it was seen by some as overly pessimistic, but that now looks to be anything but. Ours is a world shaped by COVID, an aggressive but weaker Russia, a more assertive China, a politically divided America, widespread signs of de-globalization, powerful emerging technologies, nuclear proliferation in both the Middle East and Northeast Asia, energy insecurity, and climate change. Rather than an end of history, we are witnessing its acceleration in an era defined by geopolitical competition and global challenges that are outpacing the collective willingness and ability to meet them.


1-hour CE credit course


Dr. Richard Haass, President Emeritus, Council on Foreign Relations, Senior Counselor, Centerview Partners

Sue Thompson, Moderator, Head of Americas Wealth, State Street Global Advisors

10:05 - 10:20 AM


Glimmer stage

10:20 - 11:10 AM

The Long Last Leg on the Road to Normal: Investing in 2024 and Beyond

At the start of 2024, investors remain focused on the macro environment, comforted by falling inflation and a soft landing so far, but concerned about geopolitical turmoil. On balance, our economic outlook for 2024 can be summarized by the numbers themselves: 2% growth, 0 recessions, 2% inflation, and 4% unemployment, which represent a supportive backdrop for financial assets. In addition, the Fed has shifted to a more dovish stance, with rate cuts on the horizon this year.


However, with an upcoming election, it is more important than ever for investors to adopt a disciplined, rather than emotional, investing approach. Using slides from the Guide to the Markets, Dr. David Kelly will shine some light on these issues and their investment implications.


1-hour CE credit course


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

11:10 AM - 12:00 PM

The Playbook for Human Advice

The notion of “human-centric” or “human-first” financial advice has quickly shifted from barely mentioned to seemingly omnipresent. Planning firms looking to successfully compete are investing in figuring out how to better train their advisors and better engage their clients through disciplines such as behavioral finance, positive psychology, and emotional intelligence. An important movement is emerging, but until we crystallize and operationalize the key concepts in human-centric planning, progress will prove halting. This talk delivers an original, shareable, and scalable framework for organizing and illuminating the six core elements of human behavior. Financial service professional, especially advisors, can use this framework to empower their own growth, team building, and client engagement.


1-hour CE credit course


Neil Bage, Co-Founder of Shaping Wealth
Brian Portnoy, Co-Founder, Shaping Wealth
Lara Crigger, Moderator, Editor-in-Chief, TMX VettaFi

12:00 - 2:00 PM


Sparkle stage

1:10 - 2:10 PM

Mindset Conquers Mood: Getting Your Head in the Game

Dr. Wendy Borlabi is a high-performance expert whose battle-tested strategies for enhancing workplace happiness and confidence have proven tried and true at the highest levels as the performance and mental health director for the Chicago Bulls and a former senior sports psychologist for the United States Olympic Committee. She’s a sought-after mindset consultant for organizations looking to instill grit, perseverance, and ingenuity in their teams in order to spark high productivity and performance. In this talk, Dr. Borlabi arms leaders and their teams against self-doubt, imposter syndrome, anxiety, and all of the obstacles that begin in the head and stand in the way of success outside of it. She takes the same framework that has helped guide the Bulls to victory on the court and shows audiences steps for adapting those same mindset principles as teams and individuals to boost workplace happiness, find purpose in their work, and perform when the game is on the line.

Dr. Wendy Borlabi, Sport Psychologist, Director of Performance and Mental Health, Chicago Bulls

Mike Durso, Moderator, Founding Partner & CEO/CIO, Shorehaven Wealth Partners

2:10 - 3:00 PM

Disconnected: Solving the Metacrisis One Person at a Time

The economy’s improving, but the “vibes” aren’t. At a societal and economic level, big problems remain, a metacrisis driven by deep disconnectedness between people and systems, and people with each other. We bring together two of the brightest minds in finance to share their thinking on where the disconnects lie and how to bridge the gaps. Sapient Capital’s Tom Morgan explores how bringing individuals back to curiosity benefits people, companies, and societies. Kyla Scanlon (who coined the term “vibecession”) analyzes how shared language and meaning can rebuild trust in institutions. Together they’ll sit down with VettaFi’s Lara Crigger to discuss how we can reconnect as individuals, investors, and a society.


Tom Morgan, Director, Sapient Capital
Kyla Scanlon, Founder, Bread
Lara Crigger, Moderator, Editor-in-Chief, TMX VettaFi

3:00 - 3:20 PM


Glimmer stage

2:00 - 5:00 PM

Carson Coaching: A 3-part Workshop

Carson Coaching will lead attendees through a customized blend of three of its 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.

2:00 - 3:00 PM

Part 1 - Flashbulb Moments: Moving Your Clients Closer to Goals by Celebrating Milestones

Celebrating simple milestone achievements can help you move your clients toward reaching their bigger lifetime goals. By focusing on everyday wins and using the past to help make present-day changes, you can make a lasting impact on your clients and encourage them to re-contextualize their long-term plans.
You will take away:
  1. Identifying limiting beliefs & tools to overcome them
  2. How to use planning tools in more areas than retirement goals
  3. Personalization & behavioral tools to move clients closer to goals.
1-hour CE credit course

Erin Wood, SVP, Financial Planning & Advanced Solutions, Carson Coaching

3:00 - 4:00 PM

Part 2 - Blueprinting Workshop

In this workshop, we help advisors define (or refine) their values, vision, mission, purpose, and goals. Knowing our values and having a strong vision can help propel us toward our goals and give us the energy and discipline to take consistent action. When working with emerging advisors, we find that many have not yet given much thought to these areas, even though they’re full of opportunity!

Established advisors often started with a vague vision years ago, but many haven’t taken the time to really reflect on whether that vision is still their goal. Many are finding that life has caused them to change their priorities, and industry shifts have changed the vision for their business. Advisors who go through the blueprinting process often find themselves reinvigorated and ready to take on the next level of growth.

J.J. Peller,
 Executive Business Coach, Carson Coaching

Jessica Colston, Executive Business Coach, Carson Coaching

4:00 - 5:00 PM

Part 3 - Executive Business Plan Workshop

Now that you have a clear vision for your business, it’s time to build a plan to get there. Participants will be introduced to and begin to work on an executive business plan that includes:


  • Reviewing critical key performance indicators (KPIs) for advisory firms to track
  • Defining 3- and 1-year strategic priorities
  • Creating tactical plans to achieve their top 3-6 goals

J.J. Peller, Executive Business Coach, Carson Coaching

Jessica Colston, Executive Business Coach, Carson Coaching

Sparkle stage

3:20 - 3:40 PM

How to Manage Through Transformational Change

The transition from a brown to green energy will take decades and result in sizable investments across multiple sectors. Meanwhile, with the onset of COVID-19 and geopolitical events, we were quickly reminded that supply chain efficiency matters and adjustments are needed. In this fireside chat, we will discuss how advisors can prepare client portfolios for these developments, what companies can be most impacted, and why it’s important to focus on these generational opportunities.


Eli Horton, Managing Director, Equities, The TCW Group,

Todd Rosenbluth, Moderator, Head of Research, TMX VettaFi

3:40 - 4:10 PM

Everything You Always Wanted to Know About Bond ETFs...

…but were afraid to ask. If the last 2 years has taught us anything, it’s that bonds are anything but boring. The current landscape is loaded with products, with active and passive versions of virtually any exposure competing for increasingly bond-smart investor dollars. In this provocative lightning-round session, Bloomberg News’ Katie Greifeld holds Vanguard Head of Fixed Income Product Jeff Johnson’s feet to the fire on the most critical questions facing bond investors today as well as Vanguard’s outlook for the asset class at large. 

Jeff Johnson,
Principal and Head of Fixed Income Product, Vanguard
Katie Greifeld, Moderator, Reporter and Anchor, Bloomberg News

4:10 - 5:00 PM​

Thematic Investing in 2024: Big Tech, Big Medicine, Big Ideas

In this 50-minute session, the investment experts from two of the biggest players in the thematic space discuss where the real investment cases are in 2024. Is AI all hype? Will mega-cap tech dominate the headlines? Where are the biggest opportunities to capitalize on the dramatic shifts in the economy?


1-hour CE credit course

Jay Jacobs,
U.S. Head of Thematics and Active Equity ETFs, BlackRock
Ryan McCormack, Sr. Factor & Core Equity ETF Strategist, Invesco US
Jane Edmondson, Moderator, Head of Thematic Strategy, TMX VettaFi

5:00 - 5:10 PM

Day 1 wrap and evening details


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

Sunrise yoga on the beach

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

Sponsored by the RBI Group

7:00 AM

Pre-run warm-up stretch & post-run cool-down

Sponsored by Alpha Architect


Jess Bost, CFP, RICP, AIF, Strategic Partnerships & Client Success, Alpha Architect & CrossFit Coach

7:00 AM

Susan G. Komen Foundation Charity Run/Walk

For the second year, Exchange has partnered with the Susan G. Komen Foundation to host a fun run/walk on the beach. Help us raise $30,000 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. 


Sign up and donate here.
Sponsored by: BondBloxx

Gather after 7:00 am for 7:15 am run/walk start time.

8:00 - 10:00 AM

Community breakfast

Breakfast will be available on-site for advisors, sponsors and industry registrants.

9:00 AM - 5:00 PM

Carson Coaching 1:1 Advisor Sessions

Sign-ups will be via app.

Glimmer stage

9:00 - 9:50 AM

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 use 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.


1-hour CE credit course


Jason Pereira, MBA, CFA, CFP, RFP, TEP, FP, Canada Fellow, Senior Partner & Financial Planner, Woodgate Financial Inc.

9:50 - 10:40 AM

Firm Foundations: Re imagining Your Business Model

Designing a practice requires having your clients in mind — and that means knowing who you want your clients to be. In this block of content, we’ll feature innovative leaders who discuss bringing financial advice to a broader client base by thinking outside the box when it comes to business models.


Anna N’Jie-Konte, MBA, CFP, President and Director of financial planning, Re-Envision Wealth

George Acheampong Jr, CEO & Managing Partner, Capitalwize, LLC, founder, Melanin Money

Chelsea Ransom-Cooper, Founding Partner, Director of Financial Planning, Zenith Wealth Partner

Sparkle stage

9:00 - 9:25 AM

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, Wealth Actually, LLC
Betsy Brown, Founder and CEO, Pendleton Square Trust Company

9:25 - 9:50 AM

Pick a Lane: What Kind of Leader Do You Want to Be?

Most top advisors sooner or later arrive at what they believe is a fork in the road. This occurs when the workload as both a top producer and leader can be overwhelming and typically results in suboptimal performance in either role, or both. But this perceived fork in the road is more of a three-lane highway, and there is no wrong answer in picking the best path forward. The key is finding balance and improved execution with the choice made.

Jonathan Blumenthal, Co-Founder & Co-CEO, Quotient Wealth Partners
Michael Rose, CFP, Founder and Managing Partner, Rose Capital Advisors
Andrew Marsh, Moderator, Vice Chairman, Dynasty Financial Partners

9:50 - 10:40 AM

The Gloves Are Off: The Bitcoin ETF Showdown

With the launch of spot bitcoin ETFs, the bridge between traditional finance and crypto is finally being built. But as an advisor, how do you prudently allocate to this volatile asset class, and how do you choose between competing products in the space? We’ve convened the superstars of the bitcoin ETF wars to share their perspectives and provide real-world guidance.


1-hour CE credit course


Matt Hougan, Chief Investment Officer, Bitwise
Steve Kurz, Global Head of Asset Management, Galaxy

David LaValle, Global Head of ETFs, Grayscale
Eric Balchunas, Moderator, Senior ETF Analyst, Bloomberg Intelligence

10:40 - 11:00 AM


Glimmer stage

11:00 - 11:30 AM

The Past, Present and Future of Model Portfolios

Over the years, model implementation has evolved from pure outsourcing to hybrid implementation to consultation. State Street Global Advisors brings to this discussion a 15+ year track record of performance in models built and managed by a team of more than 130 investment professionals.


Joined by Carson Coaching, which currently aims to be the premiere platform for model-based practices to thrive, these experts delve into the questions asked by thousands of advisors. How has the demand for market insight and support grown? Where do advisors look for institutional perspectives and guidance? How are they implementing model portfolios, and what’s next?


Michael Arone, Chief Investment Strategist, State Street Global Advisors
Jessica Golson, SVP, Investments & Trading, Carson Group
Peter Hill, Moderator, Head of Model Portfolio Solutions, State Street Global Advisors

11:30 AM - 12:20 PM

Good Bones: Equity Allocation Beyond the Magnificent Seven

2022 was a terrible year for equities, but tech-heavy indexes were up over 50% in 2023. With that kind of volatility, how do you allocate to equities for the long haul? In this provocative session, world class equity experts from T. Rowe Price and Morgan Stanley’s Parametric wade into alternative approaches, from dividends to options overlays, from quality to momentum. You’ll leave with clear ideas on how to “right-fit” your exposure for your specific client needs.


1-hour CE credit course


Alex Zweber, Managing Director Investment Strategy, Parametric

Eric Veiel, Head of Global Investments and CIO, T. Rowe Price
Benjamin Lavine, CFA, CAIA, RICP, Moderator, Chief Investment Strategist, Freedom Investment Management

Sparkle stage

11:00 - 11:25 AM

Made to Last: Building Multigenerational Practices

The Silver Tsunami threatens to overturn the business models of many advisory practices in the coming years. Advisors will be forced to contend with the impacts of advisor retirement on an existing business. In this block of content, we’ll delve into the benefits that a multigenerational practice provides, such as solving for succession, retaining clients, and accelerating growth.


Michael Durso, CFA, Founding Partner & CEO/CIO, ShoreHaven Wealth Partners

Ranie Verby, Director of Wealth Management, Plancorp

11:25 AM - 12:15 PM

Real Talk on ESG

While U.S. ESG flows have slowed to a trickle, the rest of the world has accelerated their reliance on ESG investment solutions. And while 2023 was a banner year in U.S. markets, the outperformance of many ESG strategies went largely unnoticed by financial media. At the same time, many advisors report that having a solid ESG strategy has been key to retaining clients in generational transition.

In this provocative 50-minute session, Morningstar Indexes’ Head of ESG Strategy, Thomas Kuh, and Constance Hunter, Senior Advisor at MacroPolicy Perspectives, sit down with TMX’s Elgin Chau to try and answer the hard questions: how does ESG performance really stack up against the current political and media narrative? Should advisors approach ESG investing as a values-based strategy, an investment thesis, or both? Should the three pillars of ESG even be included altogether? How do advisors need to think about the investment horizon for ESG and where are the alpha opportunities for investors?


1-hour CE credit course


Thomas Kuh, Ph.D., Head of ESG Strategy, Morningstar Indexes

Constance Hunter, Senior Advisor, MacroPolicy Perspectives 

Elgin Chau, Moderator, Director, Benchmarks & Indices, TMX Group

12:45 - 1:45 PM

ETF Prime: Live at Exchange

Don’t miss out on a chance to see this popular weekly podcast recorded live, ahead of its release to the masses. Nate Geraci, president of the ETF Store, recaps the major moments that resonated for advisors at the Exchange conference and then looks ahead to the first-half trends of 2024.


Nate Geraci, President, The ETF Store

Todd Rosenbluth, Head of Research, TMX VettaFi

Cinthia Murphy, Head of Research, ETF Think Tank – Tidal Financial Group

Eric Balchunas, Senior ETF Analyst, Bloomberg Intelligence

12:15 - 2:00 PM

Community luncheon

Glimmer stage

2:00 - 2:50 PM

Gundlach: Getting Past T-Bill and Chill

Jeffrey Gundlach lays out the argument that the days of T-Bill and Chill are ending, and that sentiment is bullish for Treasury bonds and high-quality fixed income assets. With Bob Pisani, senior markets correspondent at CNBC, he will discuss the economy, the Fed’s pause, and taking advantage of market opportunities in 2024.


1-hour CE credit course


Jeffrey Gundlach, Founder, CEO, and CIO, DoubleLine Capital
Bob Pisani, Sr. Markets Correspondent, CNBC

2:50 - 3:40 PM

Where to Turn When the Political Climate Heats Up

Amy Walter speaks with aplomb about the electoral process, congressional culture, and the Washington political scene as a whole. A familiar presence across the media spectrum, her range of topics and expertise provides an engaging, compelling presentation that keeps audiences riveted. Walter discusses not only electoral politics, but also the politics of policy, Washington’s dysfunction, and the people and strategies behind events unfolding in Congress and the White House.


Amy Walter, Publisher & Editor-in-Chief, The Cook Political Report

Bill Roach, CEO & President, Globalt Investments

Autumn Chalker Soltysiak, Partner, hemmings& Wealth Management

3:40 - 4:00 PM


Glimmer stage

4:00 - 4:30 PM

Jeremy Grantham on Today's Big Risk... and Opportunities

Legendary investor Jeremy Grantham has seen it all over the course of his distinguished career and has become renowned for spotting profoundly impactful influences on markets well before others. He is co-founder and long-term investment strategist of Boston-based GMO, which launched QLTY, its first ETF, in 2023.


In Exchange’s keynote session, Grantham will sit down with forward-thinking Cameron Dawson, CIO at NewEdge Wealth, for an enlightening discussion about lessons he has learned over time and how he recommends navigating today’s market environment. Among other topics, he will explain why he believes high-quality stocks are a “free lunch” anomaly missed by many investors and how capitalism may be the key to solving climate change. With so much uncertainty brewing in markets as we move further into 2024, Grantham’s insights will be essential for investors to hear.


Jeremy Grantham, Co-Founder and Long-Term Investment Strategist, GMO

Cameron Dawson, CFA, CIO, NewEdge Wealth

4:30 - 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. 


Sponsored by:

ACA Foreside


Hosted by:
Beverly Chandler, Managing Editor, ETF Express

4:50 - 5:00 PM

Closing remarks

5:30 - 7:00 PM

Closing reception at La Côte

…and stay for a special surprise by Grayscale at 7:00 pm!

Agenda subject to change.

Wednesday, Feb. 14

Day 3:

Thank you for sharing your time and knowledge at Exchange. We hope you return home safely and see your businesses benefit from the conversations and insights experienced with us in Miami.


See you in 2025!

8:00 - 10:00 AM

Community breakfast

Breakfast will be available on-site for advisors, sponsors and industry registrants.

10:00 AM

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


Attendee Experience