May 11, 2023 8:45am by Barry Ritholtz
SAVE THE DATE:Future Proof 2023, September 10-13
We hosted the first Future Proof conference last year, and it was quite delightful (see all of the reviews here). This year, we are upping the ante, with more guests speakers, more live podcast recordings, and more fun! I think for RIAs, it is the most important conference event of the year, as do others (Best Conference Experience for 2023).
Its only 4 months away!
Our 2022 FP had attendees from all over the country and the world, with an average age far younger than the typical financial conference. We made a concerted effort to have women and people of color attend as well. This is the next generation of the wealth management industry, and they showed up in droves because they want to be cutting-edge and stay ahead of the curve. the curve.
This year, we are upping the ante — we took all of 2022 attendee feedback & smart suggestions and made this year’s event even better. I am super jazzed about FP23!
Register now for FutureProof 2023
We have a killer line-up of guest speakers, interviews, fireside chats, live podcast recordings, and more. You can see the preliminary list of attendees after the jump. It’s gonna be great, and I hope to see you there!
SAVE THE DATE:Future Proof 2023, September 10-13
Future Proof will feature over 100 industry-leading speakers, innovators, and disruptors building the future of wealth management, including:
- Morgan Housel, Partner, The Collaborative Fund
- Adam Nash, Co-Founder & CEO, Daffy
- David Goodman, Producer & Writer, Family Guy, Futurama, The Orville
- Andrea Eisfeldt, Professor, UCLA Anderson School of Management
- Sarah Levy, CEO of Betterment
- Barry Ritholtz, Chairman & Chief Investment Officer, Ritholtz Wealth Management
- Josh Brown, The Compound and Friends, Ritholtz Wealth Management
- Ba Minuzzi, Founder and CEO of UMANA
- Eric Clarke, CEO of Orion Advisor Solutions
- Jeffrey Gundlach, CEO & CIO of DoubleLine Capital
- Cristina Escoda, Managing Partner, Tachyon Ventures
- Jeremy Siegel, Senior Investment Strategy Advisor, WisdomTree & Emeritus Professor of Finance at The Wharton School of the University of Pennsylvania, WisdomTree
- Marwa Zakharia, Chief Executive Officer, AssetBook
- Nancy Davis, Portfolio Manager, Quadratic Capital
- Nicole Casperson, Founder, Fintech is Femme
- Michael Batnick, Managing Partner, Ritholtz Wealth Management
- Ben Carlson, Director, Institutional Asset Management, Ritholtz Wealth Management
- Michael Kitces, Chief Financial Planning Nerd of Kitces.com
- Ron Lieber, Author, “The Price You Pay for College” and Your Money columnist for The New York Times, The New York Times
- Steve Lockshin, Founder & Executive Chairman, Vanilla
- Shirl Penney, CEO, Dynasty Financial Partners
- Alex Shahidi, Co-CIO, Managing Partner, Evoke Advisors
- Jan van Eck, CEO, VanEck
- Andrew Hastings, Chief Enterprise Officer, National Philanthropic Trust
- Ann Garcia, Partner, Independent Progressive Advisors
- Linette Lopez, Columnist, Insider
- Liz Young, Head of Investment Strategy at SoFi
- Margaret Hartigan, Founder & CEO, Marstone, Inc.
- Annie Olszewski, Senior Director, Impact Capital Managers
- Anthony Scaramucci, Founder and Managing Partner, SkyBridge Capital
- Ben Cruikshank, President, Flourish
- Benjamin Felix, Portfolio Manager, Head of Research, PWL Capital
- Bill Capuzzi, CEO, Apex Fintech Solutions
- Blair duQuesnay, Investment Advisor, Ritholtz Wealth Management
- Brett Orvieto, Managing Director, Senior Wealth Advisor, Dakota Wealth Management
- Cameron Passmore, Executive Chairman & Co-Host The Rational Reminder, PWL Capital
- Carl Ludwigson, Managing Director, Bel Air Investment Advisors
- Christine Simone, CEO & Co-Founder, Caribou
- Dana Grinnell, Business Strategy & Operations Leader, Grinnell Capital, LLC
- David Knoch, Chief Executive Officer, Docupace
- Douglas Boneparth, President & Founder, Bone Fide Wealth, LLC
- Emil Tarazi, CEO & Co-Founder, LOGICLY
- Fran Kinniry, Principal, Head of Investment Advisory Research Center, Vanguard
- Hal Hershfield, Professor & Author, UCLA Anderson School of Management
- Jamie Hopkins, Managing Partner, Wealth Solutions, Carson Group
- Jason Ward, Head of the Blockchain Incubator, Fidelity’s Center for Applied Technology (FCAT)
- Jeffrey Kleintop, Managing Director & Chief Global Investment Strategist, Charles Schwab & Co., Inc.
- Jerry Sneed, Executive Managing Director, Co-Practice Leader, Baker Tilly Wealth Management
- Jillian DelSignore, Head of Strategic Growth & Solutions, FLX Networks
- Kendra Wright, Owner at Rebel Media Marketing Agency, Rebel Media Marketing Agency
- Kristen Carlisle, VP, General Manager, Betterment at Work
- Patrick Clements, Head of Wealth Platforms, EY
- Peter Lazaroff, Chief Investment Officer, Plancorp
- Ravi Koka, Founder & CEO, StockSnips
- Reese Harper, CEO, Elements
- Ronald Albahary, CFA, Chief Investment Officer, Laird Norton Wealth Management
- Russell Feldman, CEO, IMTC
- Ryan Williams, Founder, CEO & Executive Chairman, Cadre
- Saira Rahman, VP, New Investor Initiatives, Fundrise
- Toussaint Bailey, Founder & CEO of Uplifting Capital
- Vadim Avdeychik, Partner, Clifford Chance US LLP
In addition to wealth-focused content, Future Proof aims to foster a sense of community among attendees by offering shared cultural experiences in art, music and entertainment. Experience an exciting lineup of musicians and performers, including legendary east coast rappersMethod Man (Wu-Tang Clan)andRedman (Def Squad)taking center stage as the headlining acts and reggae collectiveEasy Star All-Starsopening on Tuesday.
More musical acts and speakers will be announced at a later date.
Previously:
RIP Financial Conferences (September 15, 2022)
(September 13, 2022)
Future Proof 2022 (Reviews)
This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsem*nt of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circ*mstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. The Compound Media, Inc., an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisem*nts in affiliated podcasts, blogs and emails. Inclusion of such advertisem*nts does not constitute or imply endorsem*nt, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. For additional advertisem*nt disclaimers see here: https://www.ritholtzwealth.com/advertising-disclaimers Please see disclosures here: https://ritholtzwealth.com/blog-disclosures/
Posted Under
- Investing
- RWM
- Travel
Previous Post
10 Thursday AM Reads
Next Post
10 Friday AM Reads