FAQs

Frequently Asked Questions

Where can I buy tickets?

You can buy tickets for our 2025 event here!

I’D LIKE TO PURCHASE MULTIPLE TICKETS FOR MY COMPANY; HOW CAN I REGISTER THESE ASSOCIATES?

Great! Please contact us for group orders and/or sponsorship opportunities.

If you are looking to purchase the “Industry – Two tickets budget saver” pass, please select that option during the registration process. You will have the option to add contact information for the secondary pass during the registration process. Alternatively, you can also skip that step if you aren’t sure yet who will be using that second pass. You have the option to add their information at a later date.

 

HOW CAN I BOOK A ROOM AT The Virgin Resort, Las Vegas?

Upon registering for Exchange 2025, you will receive a link to book your hotel room at our discounted rate.

HOW WILL I BE UPDATED ON SPEAKERS, THE AGENDA, ACTIVITIES AND CONFERENCE NEWS?

The Exchange team will communicate regularly with updates on our website, www.exchangeetf.com, on social media like LinkedIn (follow us!) and directly with registrants via email. You can sign up to receive email notifications for the 2025 event here. Please expect most updates to come in early autumn.  

WHAT IS THE DRESS CODE FOR EXCHANGE?

Smart casual. Please be comfortable knowing the conference experience is both indoors and outdoors at the resort.  

 

Outdoor temperatures in late March tend to be in the low 70’s. Note that hotels can sometimes be a little chilly so bring a blazer or cardigan for your comfort. 

Why Vegas?

So many reasons – and they all come down to ensuring ease of attendance for our core audience – financial advisors – and partners. 

 

  • Cost to stay: With resort fee and taxes, the negotiated rate with Virgin Hotels will be $254/night. This is significantly lower than past events.
  • Getting there: Las Vegas is one of the biggest and most accessible airports in the U.S. 
  • Experience: Our indoor/outdoor experience will be across only one level, creating a more cohesive experience.
  • Location: Just off the strip – close enough for dinners, but far enough to focus on the business of Exchange.
  • Timing: We like to stay within Q1 to provide insights, data and instruction that help attendees set informed goals for the year ahead. Late March in Las Vegas is away from all major holidays with an average temperature in the mid-70’s.

Who qualifies for an advisor pass?

For this event, we define financial/wealth advisors as accredited advisors that have discretionary purview and manage money/investment portfolios on behalf of individual investors. We recognize that many individuals in the financial industry have CRD numbers; however, they may not be responsible for managing money and investments on behalf of individuals.

Those that may qualify for an advisor registration include:

  • Registered financial advisors with a valid personal CRD. This includes RIAs, family office advisors, and/or financial advisor representatives employed by independent broker-dealers or wirehouse firms, such as Edward Jones, Raymond James, Commonwealth, Morgan Stanley, Merrill Lynch, Ameriprise, Wells Fargo, UBS, LPL and more.
  • Institutional gatekeepers, such as portfolio managers of multi-asset portfolios, CIO’s at Trust companies or product due diligence roles at home offices.

Effective May 31, 2024, members of our team will be reviewing every advisor submission within 48 hours of the registration. To review and confirm advisor registrations, we:  

  • Validate their personal CRD via FINRA BrokerCheck.
  • Research the firm name and/or the individual registering.
  • Review if the firm has a Form CRS for those that manage separately managed accounts and may be involved in choosing securities for those portfolios.

If the validity of the advisor registration seems unclear to us, we may reach out to the individual to request additional information about their firm and their role. If we reach out to confirm an advisor registration, the intention is not to cause insult and we mean no offense in our inquiry. We ask that individuals respond to our inquiry politely and truthfully.

We reserve the right to cancel registrations if the person attempting to exercise the promotion is not a registered advisor. If we cannot confirm an individual’s advisor registration and have not received a response to our inquiry within 48 hours, we reserve the right to cancel the registration. Individuals will be notified of their cancelled registration via email.

We are a data company and pride ourselves on the quality and vigor we bring to our data; we owe it to our community and sponsors to conduct proper due diligence and deploy quality control mechanisms on all our products – including Exchange.

If you’re unsure of your appropriate categorization for registration, please reach out to [email protected] with a brief description of your role and reasoning for wanting to attend the conference.

HAVE A QUESTION THAT WE DIDN’T ANSWER?

Please let us know! Contact [email protected] with your inquiry. 

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.

BrainDate

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.

Cabanas

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

Monday

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

SUNDAY

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

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