SPEAKERS

Hear from top experts to give your portfolio an edge

Your architects for growth

Wendy Borlabi_square

Dr. Wendy Borlabi

Sport Psychologist, Director of Performance and Mental Health, Chicago Bulls
MargueritaCheng(new)

Marguerita Cheng

CEO, Blue Ocean Global Wealth
Jeremy Grantham Cropped

Jeremy Grantham

Co-Founder & Long-Term Investment Strategist, GMO
Dr. David Kelly

Dr. David Kelly

Chief Global Strategist, J.P. Morgan Asset Management

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
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

“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.

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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