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General information
What is the Exchange conference?

Exchange is an annual ETF-focused conference bringing together financial advisors, fund issuers, index providers, exchanges, the media and more. It’s a community of focused and friendly professionals spending 2.5 valuable days gaining insights from world-class thought leaders, educational workshops and meetings, while enjoying a variety of networking opportunities.

The goal of the conference is for qualified attendees to walk away with new contacts, actionable information, and a host of exciting ideas and possibilities - everything needed to help boost business growth. 

When and where is the conference taking place?

The conference is taking place from March 15-18, 2026, at the Virgin Hotels in Las Vegas. The hotel is off the Strip and allows us to provide a fluid indoor/outdoor experience for our guests.

When and where is the conference taking place?
What is the nearest airport to the Virgin Hotels Las Vegas?

The nearest major airport is Harry Reid International Airport (LAS), located just minutes away (approximately 1-2 miles or a 5-minute ride) from the Virgin Hotels Las Vegas.

What are the transportation options to and from the venue/airport?

Taxis and rideshares (Uber/Lyft) are readily available for a quick transfer from Harry Reid International Airport (LAS) to the hotel.

How do I book my hotel room? Are there special conference rates?

Yes, we’ve negotiated a great rate at Virgin Hotel, with rates starting at $179 per night plus city tax and resort fee. The room block is only accessible upon completion of your event registration; access appears immediately after registering and in the confirmation email.

For additional information about the Virgin Hotels Las Vegas, please visit: https://virginhotelslv.com/faqs/ 

Is parking available at the Virgin Hotels Las Vegas?

Yes, both self-parking and valet service are complimentary for guests. Self-parking is available at the Virgin Hotels Opal Tower (Paradise Parking Garage) and Ruby Tower (Harmon Parking Garage). Valet service is available at the front of the hotel.

What are the recommended nearby hotels?

We highly recommend staying at the Virgin Hotels Las Vegas itself. It offers unparalleled convenience for attendees, and we have negotiated special room rates to ensure a cost-effective stay (plus, you can earn Hilton Honors points!).

The hotel is off the Strip, so if you may need to take a cab/Uber if you choose to stay elsewhere. It is closest to Elara, Paris and MGM Grand.

What is the dress code?

The dress code is smart casual. Leave the suits at home. It is recommended to bring a blazer or cardigan for comfort as nights in mid-March, and hotel ballrooms, can be chilly. Outdoor temperatures tend to be in the low-70s.

What are the dining options at the venue or nearby?

Your full conference registration includes complimentary breakfast on Monday, Tuesday, and Wednesday mornings, along with lunch on Monday and Tuesday. Hors d'oeuvres and beverages will also be served during our evening receptions and activities.

For those with dietary needs, we've designed meals with Kosher, Halal, vegetarian, and vegan options. Please ask a hotel server, and they will be happy to assist you; specialty meals are provided on request to prevent accidental consumption.

Guests: Pre-registered guests are welcome to the opening and closing evening receptions only (badge required); daytime meals, sessions, and activities are not included.

Additionally, the Virgin Hotels Las Vegas boasts a variety of on-site restaurants and bars for your convenience, including: The Bar at Commons Club, Lucia, Funny Library Coffee Shop, Juice Bar, Kassi Beach House, The Kitchen at Commons Club, Night + Market, Nobu, One Steakhouse, Pizza Forte, and Dunkin' Donuts.

For even more choices, Las Vegas offers an unparalleled array of world-class dining experiences just off-site, suitable for every taste and preference.

Will there be Wi-Fi available at the venue?

Yes, secure and complimentary conference Wi-Fi will be available at the venue. The hotel also provides Wi-Fi with your resort fee.

Is there a conference app? How do I download it?

Yes, there will be a dedicated Exchange conference app—your digital guide to maximizing your event experience! This essential tool centralizes your schedule and allows you to stay connected with everything happening at Exchange.

The app's features include:

  • Seamless networking: Easily book appointments with fellow advisors and asset managers.
  • Personalized agenda: View the latest agenda and full speaker lineup. "Star" sessions or speakers you're interested in, or filter for CE credit-approved sessions to build your customized schedule. Turn on notifications and set reminders so you don’t miss key sessions.
  • Essential event information: Find everything you need, from hotel and conference hall maps to dining and reception details.

The Exchange app is only accessible to registered attendees. We will notify you once the app is ready and available for download. Please note, the app requires two-factor authentication, so ensure your mobile number is updated and correct in your registration.

How do I register?

You can register by following our simple process here. Just select the registration type that best suits your role, provide your contact information, and complete payment. Please see additional definitions and guidance below if you're unsure which type is right for you.

What are the different registration pass types and what do they include?

We offer three primary registration pass types:

  • Financial/wealth advisors (with CRDs) and gatekeepers
  • Industry
  • Media and influencers

Each registration generally provides access to:

  • Content sessions: Including keynotes, panel discussions, and workshops.
  • Networking events: receptions, evening social events, and dedicated networking lounges.
  • Exhibit hall: Opportunities to explore solutions and connect with sponsors and exhibitors.
  • Meals and refreshments: Daily breakfast, lunch, and coffee breaks as specified in the agenda.
  • Conference materials: Access to the official event app, digital presentations (post-event), and any printed materials. Your conference tote and swag.
  • Continuing education (CE) credits: If applicable.

Guest pass: Financial advisors may purchase a guest pass for spouses/partners for $99. This pass allows access to the opening and closing receptions only. The guest badge stands out from regular attendee badges to help our security team easily ID and direct them.

Are there early-bird discounts?

Yes, early-bird discounts are available for both financial advisors and industry professionals.

We encourage financial advisors to register early to secure the lowest price, as the price point will increase closer to the event.

For industry passes, an early-bird discount of $3,499 per pass is available until October 31.

Are there discounts for group orders?

Yes, discounted rates are available for groups registering together!

If your advisory firm plans to send three or more financial advisors to Exchange, please contact our team at Exchange@tmx.com to inquire about our group packages and registration process.

For industry partners seeking a group discount, please complete this form for assistance.

What is the cancellation and refund policy?

If you cancel on or before January 31, 2026, you will receive a full refund minus a 5% administration fee. After February 1, 2026, tickets are non-refundable.

Guest rooms are fully refundable up to 72 hours prior to arrival; after that, reservations cannot be canceled, and your card will be charged. You must contact the hotel directly to cancel guest rooms.

Can I transfer my registration to someone else?

We understand that circumstances can change. Please contact our team at Exchange@tmx.com, and we'll work with you to facilitate the transfer.

Who qualifies for a Financial/wealth advisors (with CRDs) and gatekeepers (‘advisor’) pass?

For this event, we define financial/wealth advisors as registered professionals, who provide financial advice, financial planning and/or manage money/investment portfolios on behalf of individual investors- and/or individuals who play an influential role in the investment products approved for advisors to use with their clients. 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 wealth advisory firms (i.e. independent broker-dealers, wirehouse firms, banks and traditional channel firms) such as Edward Jones, Raymond James, Commonwealth, Morgan Stanley, Merrill Lynch, Ameriprise, Wells Fargo, UBS, LPL and more.
  • Institutional and Corporate gatekeepers, such as portfolio managers of multi-asset portfolios, CIO’s at Trust companies or product due diligence roles at home offices.
  • ETF Strategists, or those who research, design and manage ETF portfolios, as defined by those firms listed on the State Street Investment Management’s ETF Strategist Content Hub here: https://www.etftrends.com/etf-strategist-channel/
  • Members of financial advisory firms that may not directly manage portfolios, but may play an influential role on investment decisions, such as analysts, CIOs, and COOs. 

Upon registration being available, members of our team will be reviewing every advisor submission. To review and confirm advisor registrations, we:  

  • Validate their personal CRD via FINRA BrokerCheck.
  • May research the firm name and/or the individual registering.
  • May 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 Exchange@tmx.com with a brief description of your role and reasoning for wanting to attend the conference.

Who qualifies for an industry pass?

This pass type is for professionals from across the financial industry ecosystem. It includes, but is not limited to, individuals from:

  • Asset Servicing
  • Broker-Dealers, Wirehouses, & Custodians
  • Distributors & White-Label ETF Providers
  • ETF Issuers
  • Exchanges & Listings
  • Fintech
  • Index Providers
  • Legal Services
  • Market Makers
  • Public Relations
  • Research & Data Providers
  • Service Providers
Who qualifies for a media and influencers pass?

This registration type is reserved for verified editorial journalists and professional reporters covering the financial services industry for established news organizations and financial publications. This includes staff writers, editors, and contributing journalists on assignment.

Additionally, qualified independent media influencers with a demonstrable reach of over 10,000 followers on a primary platform (e.g., social media, podcast, blog with editorial content) may apply.

All media pass applicants must apply directly by emailing our public relations partner at chris@craftandcapital.com. Please provide details about your firm/outlet, your role, and your proposed coverage of Exchange to facilitate the application review process.

What if I don’t fall into any of the registration categories?

That's perfectly fine! We welcome anyone looking to learn. Please contact our team at Exchange@TMX.com to inquire about registration. Provide a brief description of your situation and interest in attending, and we'll guide you to the most appropriate registration type.

Where can I find the full agenda/schedule?

The latest and most complete agenda can always be found on the website here. Please note that the agenda and speaker lineup are subject to change.

To stay updated on event announcements, follow us on social media or sign up for email notifications here.

How do I build my personal agenda?

Your personal agenda can be easily built and managed within the official Exchange conference app. Once available and downloaded, the app allows you to centralize your entire schedule within the platform. This includes adding specific content sessions you're interested in, blocking personal time, and staying organized throughout the event.

The Exchange app is exclusively accessible to registered attendees. We will notify you as soon as the app is ready for download.

What types of sessions are offered?

Exchange offers a diverse range of unique content sessions, including dynamic keynotes, insightful breakouts, interactive workshops, and engaging panels.

In 2025 alone, attendees benefited from 44 unique content sessions, providing up to 15 CE credits, including highly coveted Ethics credits and 11 IAR credits.

Our programming tends to include:

  • Keynotes from featured world-class speakers like Ian Bremmer, Michael Strahan, Cathie Wood, Dr. David Kelly, Matt Hougan, and Jeffrey Gundlach.
  • Breakout tracks led by experts covering both practice management and investment solutions.
  • In-depth workshops like those from Shaping Wealth (e.g., Brian Portnoy and Neil Bage's "building a human-centric wealth culture"), consistently rated as top advisor sessions, offering hands-on learning.

The latest and most complete agenda can always be found on the website here.

Will presentations be available after the event?

Presentation materials will be distributed to our financial advisor attendees in the weeks following the event. However, if you require a specific presentation sooner, please reach out to Exchange@tmx.com.

How do I earn CE Credits?

To earn CE credits at Exchange, please be aware of all requirements specified by the North American Securities Administrators Association™ (NASAA), Investment and Wealth Institute® (IWI), Certified Financial Planner Board of Standards, Inc. (CFP Board), The ETF Institute™ & The American College of Financial Services® must be met.

To fulfill CE requirements for all eligible panels during Exchange, full session attendance is mandatory (50 minutes). Attendees who do not meet the time requirements will not be eligible for CE credits.

To ensure accurate attendance records, the entire event will be tracked. Therefore, please ensure you wear your badges at all times when attending each panel. Furthermore, all rooms hosting CE-approved sessions will be tracked and monitored by event coordinators.

How will CE be reported?

For attendees reporting to the North American Securities Administrators Association™ (NASAA), Investment and Wealth Institute® (IWI), Certified Financial Planner Board of Standards, Inc. (CFP Board), The ETF Institute™ & The American College of Financial Services®, CE credits will be reported on your behalf within 7-10 business days.

If you need to report to boards outside of those listed, please request a Certificate of Completion by emailing help@vettafi.com. Following confirmation of your full attendance for the required duration, certificates will be generated and dispatched within three business days.

To help us report on your behalf:

  • Attendance tracking: We provide one CE credit for each 50-minute pre-approved session. Exchange uses Turnoutnow technology to track meeting room attendance; you must be in attendance for the full 50 minutes to receive credit.
  • Accurate license information: Please ensure the appropriate license numbers (e.g., CRD or CIMA) are included and correct in your registration profile. Missing or incorrect information will delay reporting. If you need assistance updating your information, please contact our team at help@vettafi.com
  • Personal records: In case of a missed or tracking error, we suggest documenting which CE credit-approved sessions you attended.
How can I apply to be a speaker?

We’re always looking for experienced speakers to join and share their expertise with our audience. If you’re interested in speaking, please reach out to our team at exchange@tmx.com with the following information: 

  • Bio: A summary of your professional background, experience, and key achievements.
  • Areas of expertise: A list of topics you are qualified and comfortable speaking on.
  • Session description: A summary of what the session will cover, its key takeaways, and why it's relevant to our audience.
  • Learning objectives: What specific knowledge or skills will attendees gain from their session (2-3 bullet points).
  • Prior speaking experience and presentation samples: A list of relevant past speaking engagements or links to recordings of previous presentations (video preferred), PDFs of slides.

Please provide this information for consideration in our agenda.

How can my company become a sponsor or exhibitor?

We appreciate your interest in sponsoring Exchange! You can find an overview of our sponsorship options here. If you'd like to learn more, please fill out this form to connect with our team.

What are the sponsor/exhibitor deadlines and deliverables?

If you are considering a sponsorship, we encourage you not to wait; we always sell out of booth, cabana and meeting room space, as well as most of our branding and experience activations. Contact our sales team today and they can advise what is available.

Shipping deliverables can be found within our exhibitor portal after you have signed your sponsorship agreement.

When is booth setup and teardown?

Sponsors can begin setting up their booths on Sunday, March 15, starting at 9:00 AM. We kindly request that all sponsors wait to begin tearing down their booths until the exhibit hall officially closes on Tuesday, March 18, at 6:00 PM.

Whom do I contact for registration questions?

Please contact our team at Exchange@tmx.com for any questions you may have about registering for Exchange.

Whom do I contact for sponsorship inquiries?

We appreciate your interest in sponsoring Exchange! Please fill out this form to speak with our team and learn more about Exchange.

Whom do I contact for speaker-related questions?

If you’re a confirmed speaker for the event, please contact Exchange@tmx.com for any questions you may have. 

General contact information/help desk.

Please contact Exchange@tmx.com  for any questions. We're ready to help!