SPEAKERS

Hear from top experts to give your portfolio an edge

Featured speakers

Ian Bremmer

Ian Bremmer

President and Founder of Eurasia Group and GZERO Media
Anne Lester

Anne Lester

Author and retirement expert
Dr. David Kelly

Dr. David Kelly

Global Market Strategist at J.P. Morgan Asset Management
Crista Kuberry

Dr. Christa Kuberry

Chief Development Officer of Cliexa

Past speakers

George Acheampong
Founder, Melanin Money, CEO & Managing Partner, Capitalwize, LLC
Michael Arone
Chief Investment Strategist, State Street Global Advisors
Neil Bage
Co-Founder, Shaping Wealth
Eric Balchunas
Eric Balchunas
Senior ETF Analyst, Bloomberg Intelligence
Jonathan Blumenthal
Co-Founder & Co-CEO, Quotient Wealth Partners
Dr. Wendy Borlabi
Sport Psychologist, Director of Performance and Mental Health, Chicago Bulls
Jess Bost
VP, Strategic Partnerships & Client Success, Alpha Architect
Tammy Breitenbach
Executive Business Coach, Carson Coaching
Betsy Brown
Founder and CEO, Pendleton Square Trust Company
Beverly Chandler
Managing Editor, ETF Express
Elgin Chau
Director, Benchmarks & Indices, TMX Group
Marguerita Cheng
Marguerita Cheng
CEO, Blue Ocean Global Wealth
Jessica Colston
Executive Business Coach, Carson Coaching
Lara Crigger
Editor-in-Chief, TMX VettaFi
John Davi
Founder, CEO, and CIO, Astoria Portfolio Advisors
Cameron Dawson
Chief Investment Officer, NewEdge Wealth
Mark DiPippa
Managing Partner & Chief Operating Officer, The RBI Group
Alison Doyle
Head of ETP Listings, Nasdaq
Michael Durso
CFA, Founding Partner & CEO/CIO, ShoreHaven Wealth Partners
Jane Edmondson
Head of Thematic Strategy, TMX VettaFi
Ugo Egbunike
Fixed Income Specialist, Jane Street
Jon Fee
Chief Marketing Officer, TMX VettaFi
Deborah Fuhr
Managing Partner & Founder, ETFGI
Nate Geraci
President, The ETF Store
Jessica Golson
SVP, Investments & Trading, Carson Group
Jeremy Grantham
Co-Founder & Long-Term Investment Strategist, GMO
Mark Greer
Partner, Stradley Ronon
Katie Greifeld
Reporter & Anchor, Bloomberg News
Jeffrey Gundlach
Founder, CEO, CIO, DoubleLine Capital
Dr. Richard Haass
President Emeritus, Council on Foreign Relations; Senior Counselor, Centerview Partners
Tom Hendrickson
President, TMX VettaFi
Peter Hill
Head of Model Portfolio Solutions, State Street Global Advisors
Matt Hougan
Chief Investment Officer, Bitwise Asset Management
Constance Hunter
Senior Advisor, MacroPolicy Perspectives, LLC
Jay Jacobs
U.S. Head of Thematics and Active Equity ETFs, BlackRock
Jeffrey Johnson
Principal & Head of Fixed Income Product, Vanguard
Elisabeth Kashner
Director of Global Funds Research and Analytics, FactSet
Dr. David Kelly
Dr. David Kelly
Chief Global Strategist, J.P. Morgan Asset Management
Crystal Kim
Crypto Reporter, Axios
Thomas Kuh, Ph.D.
Head of ESG Strategy, Morningstar Indexes
Steve Kurz
Global Head of Asset Management, Galaxy
David LaValle
Global Head of ETFs, Grayscale Investments
Benjamin Lavine
Chief Investment Strategist, Freedom Investment Management
Tom Lydon
Vice Chairman, TMX VettaFi
Andrew Marsh
Vice Chairman, Dynasty Financial Partners
Ryan McCormack
Sr. Factor & Core Equity ETF Strategist, Invesco
John McKenzie
Chief Executive Officer, TMX Group
Zeno Mercer
Senior Research Analyst, VettaFi
Tom Morgan
Tom Morgan
Director, Sapient Capital
Cinthia Murphy
Cinthia Murphy
Head of Research, ETF Think Tank – Tidal Financial Group
Anna N’Jie-Konte
President and Director of Financial Planning, Re-Envision Wealth
Kathie O’Donnell
ETF Reporter, Pensions & Investments
J.J. Peller
Executive Business Coach, Carson Coaching
Jason Pereira
Senior Partner, Woodgate Financial Inc.
Bob Pisani
Senior Markets Correspondent, CNBC
Brian Portnoy
Founder, Shaping Wealth
Chelsea Ransom-Cooper
Founding Partner, Director of Financial Planning, Zenith Wealth Partners
Frazer Rice
President, Wealth Actually LLC and Director of Family Office Services, Next Capital Management
Bill Roach
CEO & President, Globalt Investments
Michael Rose
Founder and Managing Partner, Rose Capital Advisors
Todd Rosenbluth
Head of Research, TMX VettaFi
Kyla Scanlon
Founder, Bread
Will Schmitt
ETF Reporter, Financial Times
Gabriel Selby
Head of Research, CF Benchmarks
Jeremy Senderowicz
Shareholder, Vedder Price
Jeremy Smith
Partner, Ropes & Gray
Autumn Chalker Soltysiak
Partner, hemmings& Wealth Management
Katie Stockton
Founder and Managing Partner, Fairlead Strategies
Chris Sullivan
President, Craft & Capital
Eva Thomas
Reporter, Citywire
Sue Thompson
Head of Americas Wealth, State Street Global Advisors
Rob Trumbull
Private Wealth Advisor, J.P. Morgan Wealth Management
Eric Veiel
Head of Global Investments and CIO, T. Rowe Price
Ranie Verby
Director of Wealth Management, Plancorp
Amy Walter
Publisher & Editor-in-Chief, The Cook Political Report
Erin Wood
SVP, Financial Planning & Advanced Solutions, Carson Coaching
Douglas Yones
Head of Exchange Traded Products, New York Stock Exchange
Alex Zweber
Managing Director, Investment Strategy, Parametric Portfolio Associates

“Exchange was a phenomenal conference which every advisor in this industry should attend. Every year I learn a new product or build on the knowledge I already have. To provide excellent service to our clients, we need to always be a student of our trade. After many years in this business, we can get comfortable and think we know it all. The only way to stay sharp is be keep on learning.”

Jesus Lopez, Asterion Wealth Advisory Group

“My opinion – it’s the perfect combination of innovation, new technology, new applications for advisors, and tons of ancillary benefits. It’s very fun; people who are attending want to have a good time. Most importantly, you actually walk away from the conference feeling like you learned something.”

Harrison Quinn, HDQ Wealth

“I get more meetings and business done in two and a half days at Exchange than in two months back in my NY office!”

Global Asset Manager

“Always great content and networking! One of the few conferences I take time from work for.”

Kathryn Schwartz, Pawleys Investment Advisors 

“My partner and I were thoroughly impressed. We’ve been in the industry for over 20 years and attended many conferences. By far, Exchange is our favorite. We’re looking forward to connecting with industry talent again. My business partners had me summarize some of my “takeaways” from the conference, and it was difficult for me to only name a FEW items. We made new friends, deepened our understanding of professional topics, and left with levity. ”

Stasia Veramallay, Vista Investment Partners

“The number one challenge I have is getting in front of clients. At Exchange, I can get in front of existing clients and meet new prospects more easily than traveling for a month.”

Global asset manager and sponsor

I’ve been going to Exchange for years now. I really enjoy connecting with the fund providers and learning about the strategies they’re bringing to market. I’ve actually made portfolio allocation decisions based on conversations that I’ve had at the event.

Lenny Roth, UBS

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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