INDUSTRY PARTNERS

Thank you to our partners who help bring the community together

Thank you to our growing list of 2024 partners

Advisor Circle
AllianceBernstein
Allianz Investment Management

Alpha Architect

American Century Investments
AXS Investments

Bitwise
BlackRock iShares
BNY Mellon
BondBloxx
Broadridge
Brown Brothers Harriman
BTIG
CBOE
Citadel Securities

Citi
Columbia Threadneedle Investments
Commonwealth
Craft & Capital
CRSP
Dimensional

DoubleLine
ETF Express
Exchange Traded Concepts
Federated Hermes

Fidelity
Financial Planning Association
FlexShares ETFs Managed by Northern Trust
Franklin Templeton

Goldman Sachs Asset Management
Grayscale
GTS
iM Global Partner

Innovative Portfolios
Jane Street
John Hancock Investment Management

J.P. Morgan Asset Management

J.P. Morgan

K&L Gates
Matthews Asia
MSCI

Morgan Stanley
Morningstar Indexes
Nasdaq
Nationwide
Natixis Investment Managers
Old Mission
Principal

ProShares
RBC
RIABiz
Ropes & Gray
Roundhill Investments

Schwab Asset Management
Simplify ETFs
S&P Dow Jones Indices
SS&C Technologies, Inc.
State Street Corporation
STOXX Indices by Qontigo

TCW
The RBI Group

ThinkAdvisor
TMX Group
T. Rowe Price
Touchstone Investments
Ultimus Fund Solutions

Van Eck

Vanguard
Vedder Price

Visual Capitalist  
Wilshire Indexes

Xtrackers by DWS
YCharts

2023 Partners

Exchange is backed by innovative and world-leading companies that are dedicated to supporting financial advisors.

Together, we can create the most valuable community event. 

 

To learn about taking part in Exchange as a partner, please complete this contact form.

**

icon indicates founding partners **

Jump to partner tiers:

5-Star

4-Star

3-Star

2-Star

1-Star

Attending Media

Financial Association Partnerships

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

Exchange-Secondary-Logo_REV-1

Attendee Experience

Exchange-Secondary-Logo_REV-1

Community

Exchange-Secondary-Logo_REV-1

CONTENT