Hear from top experts to give your portfolio an edge

Your architects of growth

Amy Walter

Amy Walter

Publisher and Editor-in-Chief of the Cook Political Report with Amy Walter and Popular On-Air Political Analyst
Richard Haass

Richard Haass

President emeritus of the Council on Foreign Relations
Jeffrey Gundlach

Jeffrey Gundlach

Chief Executive Officer & Chief Investment Officer, DoubleLine
Dr. David Kelly

Dr. David Kelly

Chief Global Strategist, J.P. Morgan Asset Management

Check out our 2023 speaker line-up

Brendan Ahern
CIO of KraneShares
Oliver Albers
EVP of Investment Intelligence Strategy, Nasdaq
Michael Arone
Michael Arone
Chief Investment Strategist for the SPDR® Americas Business
Ed Baer
Counsel at Ropes & Gray
Eric Balchunas
Eric Balchunas
Senior ETF Analyst at Bloomberg Intelligence
Vance Barse
Vance Barse
Wealth Strategist & Founder Your Dedicated Fiduciary®
Michael Batnick
Managing Partner at Ritholtz Wealth Management
Andrew Beer
Co-Founder of Dynamic Beta Investments
Jim Bianco
President of Bianco Research LLC
David Braun
David Braun
Managing Director at PIMCO
Ian Bremmer
President at Eurasia Group
Paul Brunswick
Head of Invesco Global Consulting at Invesco
Tim Buckley
Chairman and CEO at Vanguard
Randy Bullard
Global Head of Wealth Management at Charles River Development, A State Street Company
Adam Butler
CIO at ReSolve Asset Management Global
Marguerita Cheng
Founder and Chief Executive Officer of Blue Ocean Global Wealth
Dr. Preston D. Cherry
Founder & President of Concurrent Financial Planning
Scott Chronert
Managing Director, Citi Investment Research
Zach Conway
Founder & CEO of Seeds
Hilary Corman Kirsch
Head of US Institutional for SPDR ETF’s at State Street Global Advisors
Tim Coyne
Head of ETFs at T. Rowe Price
Lara Crigger
Editor-in-Chief at VettaFi
John Davi
John Davi
Founder, CEO, and CIO of Astoria Portfolio Advisors
Cameron Dawson
Chief Investment Officer at NewEdge Wealth
Jeff Desjardins
Founder and Editor-in-Chief of Visual Capitalist
Peter Dietrich
Head of Sales at VettaFi
Danielle DiMartino Booth
CEO and Chief Strategist of Quill Intelligence
Ugo Egbunike
Institutional Sales and Trading, Fixed Income Specialist at Jane Street
Jon Fee
Chief Marketing Officer of VettaFi
Steve Feinour
Partner at Stradley Ronon Stevens & Young
Chris Field
Chief Growth Officer at Holistiplan
Doug Fincher
Portfolio Manager, Ionic Capital Management
Holly Framsted
Head of ETFs, Capital Group
Deborah Fuhr
Managing Partner, Founder, Owner – ETFGI
Nate Geraci
President of The ETF Store
Matt Glazer
Head of Product at Elements
Kristof Gleich
President & Chief Investment Officer of Harbor Capital Advisors
Mike Green
Portfolio Manager and Chief Strategist at Simplify
Katie Greifeld
Reporter & Anchor at Bloomberg
Ben Hammer
Head of Client Development for Vanguard Personalized Indexing
Tom Hendrickson
President of VettaFi
Corey Hoffstein
Co-founder and Chief Investment Officer of Newfound Research
Colin Ireland
Head of the Sales Execution & Institutional Strategy Group, State Street Global Advisors
Ryan Issakainen
ETF Strategist at First Trust
Ben Johnson
Head of Client Solutions at Morningstar
Elisabeth Kashner
Director of Global Funds Research and Analytics at FactSet
Dr. David Kelly
Dr. David Kelly
Chief Global Strategist at J.P. Morgan Asset Management
Lisa Kirschner
Lisa Kirschner
Director of Research at Richard Bernstein Advisors LLC
Nichole Kramer
Assistant Vice President of ETF Distribution & Operations for SS&C
Stephen Laipply
U.S. Head of iShares Fixed Income ETFs for BlackRock
Benjamin Lavine
Chief Investment Officer at 3D/L Capital Management
Craig Lazzara
Managing Director at S&P Dow Jones Indices
Sebastien Lieblich
Global Head of Indexed Licensing (ABF) at MSCI
Julie Littlechild
Founder and CEO of Absolute Engagement
Tom Lydon
Vice Chairman at VettaFi
Tom Morgan
Tom Morgan
Director of Communications and Content at KCP Group
Stacey Morris
Stacey Morris
Head of Energy Research at VettaFi
Laura Morrison
Chief Revenue Officer of Direxion
Rodney Mullen
Godfather of Modern Skateboarding
Cinthia Murphy
Cinthia Murphy
Director of Research at ETF Think Tank
Dave Nadig
Financial Futurist at VettaFi
Anna Paglia
Global Head of ETFs and Index Strategies, Invesco
Bill Pauley
Head of the Client Portfolio Management Group for systematic strategies for Hartford Funds
Brian Portnoy
Founder at Shaping Wealth
Michael Prendergast
Senior Vice President, ETF Senior Product Specialist at Ultimus
Lenore Reiner
Vice President & Senior Responsible Investment Strategy Specialist for Calvert Research
Samuel Rines
Managing Director at Corbu
Barry Ritholtz
Chief Investment Officer at Ritholtz Wealth Management
Anthony Rochte
Global Head of ETFs at Morgan Stanley Investment Management
Todd Rosenbluth
Head of Research at VettaFi
Jim Ross
President at Winnisquam Capital
Samantha Russell
Samantha Russell
Chief Evangelist at FMG Suite
Shannon Saccocia
Chief Investment Officer of SVB Private Wealth
Kyla Scanlon
Kyla Scanlon
Founder at Bread
Jeremy Senderowicz
Shareholder – Vedder Price
Jeffrey Sherman
Deputy Chief Investment Officer at DoubleLine
Caleb Silver
Editor in Chief of Investopedia
Shana Orczyk Sissel
Shana Orczyk Sissel
President & CEO of Banríon Capital Management
Josh Smith
Co-founder & CEO of VRGL
Georgia Stewart
CEO of Tumelo
Katie Stockton
Founder & Portfolio Manager at Fairlead Strategies
John Streur
Chairman of Calvert Research & Management
Chris Sullivan
President of Craft & Capital
Roxanna Islam Swan
Associate Director of Research at VettaFi
Sue Thompson
EVP, Head of Americas Distribution for SPDR ETFs
Aniket Ullal
Head of ETF Data & Analytics at CFRA
Tim Urbanowicz
Head of Research & Investment Strategy at Innovator ETFs
Jan van Eck
CEO of VanEck
Balaji Venkataraman
Balaji Venkataraman
Client Portfolio Manager for American Century Investments
Roy Williams
Hall of Fame College Basketball Coach
Douglas Yones
Head of Exchange Traded Products at NYSE
Liz Young
Head of Investment Strategy at SoFi

“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

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