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Since its inception in 2021, the Exchange conference has become the premier financial services conference. Exchange is where the industry becomes a community as they gather for three days of learning, networking, and growth.
Exchange 2026 is slated for March 15th - 18th at the Virgin Hotel in Las Vegas. The conference distinguishes itself each year through its content, workshops, and speakers that deliver actionable information as well as its unparalleled networking opportunities. VettaFi’s Head of Research, Todd Rosenbluth noted, “it is the most productive three business days of the year.”
Uncertainty Leaves Investors Looking for Answers
Exchange’s speakers always provide incisive insights that can help attendees make sense of the markets and prepare themselves for the challenges ahead. With growing uncertainty and shifting geopolitical realities, it has never been more important for advisors to hear from thought leaders and experts. Exchange will feature speakers from the biggest issuers, the leading strategists, and the intellectuals driving market innovation.
Last year’s event featured JPMorgan Asset Management’s Dr. David Kelly, geopolitics expert Ian Bremmer, State Street Investment Management’s Anna Paglia, and Research Affiliates’ Founder and Chair Rob Arnott. Prior years have seen Cathie Wood, Jeffrey Gundlach, and Michael Strahan grace the stage.
Develop Your Talents Through Exclusive Workshops
Another way to improve your skills is the hands-on sessions and workshops at Exchange. This year, Connective Communications’ Jennifer Morgan will be returning for a more in-depth workshop. Her session in 2025, Escape the Sea of Sameness, was one of the top-rated by advisors.
Exchange 2026 will also give you the opportunity to earn several CE credits, including the elusive CFP Ethics course and the new IAR credits. It is the ideal way to get your CE requirements met early in the year.
Build Out Your Network
The opportunity to network with major players and peers across the financial services ecosystem has historically helped attendees make career-defining connections at Exchange. The conference is curated through the help of advisors and strategists, ensuring that financial services professionals find ample time to connect and network.
As the title of the conference suggests, Exchange is about the exchange of ideas and insights. It is the ideal venue to spark new ventures and meet folks who could very much alter the trajectory of your career or practice.
The Numbers Don’t Lie
In a post-event survey last year, 92.6% of attendees rated Exchange as excellent, very good, or good. These overwhelmingly positive numbers speak to the value attendees saw in the conference. For many, it can be a challenge to take three days off to go to an event. Breaking out of the daily routine can be enormously helpful in its own right, but conferences are fertile grounds for:
- Getting business completed. Meet with partners and get months of business done over a few short days.
- Gaining actionable insights. Learn about the ideas and innovations that asset managers are deploying to meet the challenges of the moment.
- Making new connections. No matter what corner of the financial services world you inhabit, relationships are everything. Exchange is curated to give you the time to forge new connections.
The Exchange 2026 experience promises to be the best iteration of the conference yet. Join us and discover why Exchange is considered the premier financial services conference.
