Future Proof Shakes up Wealth Industry With 2023 Event Experience

Written by: Future Proof

The three-day transformative outdoor event, taking place September 10-13, will welcome 3,000 attendees, including over 2,000 wealth management professionals and financial advisors.

Prepare for a seismic shift in the wealth management industry. Future Proof, the world’s largest wealth festival, unveils its electrifying 2023 event experience – including an outcome-oriented agenda designed to level up all attendees, a beachside outdoor layout featuring a dedicated, shaded meeting area for its unprecedented Breakthru Meetings Program (10,000+ facilitated meetings anticipated), and an audience update which highlights the scale and expertise of the community.

Co-creators Advisor Circle and Ritholtz Wealth Management have enhanced every aspect of the event from its inaugural edition in 2022. This year’s festival will feature over 30 shared cultural events, a star-studded lineup of industry experts and global change-makers, and an immersive journey into the ever-evolving wealth management universe centered around five dynamic themes:

1. LEVERAGE: Discover how to utilize advanced technology to enhance business performance, with a focus on embracing the transformative impact of AI.
2. GROWTH: Learn proven techniques for achieving organic and inorganic business growth through modern marketing strategies, strategic partnerships, and M&A (whether you’re selling OR buying).
3. AGILE: Adopt innovative practice management tactics to gain a competitive edge, optimize client relationships, streamline operations, enhance team productivity, recruit new team members, and build a strong company culture.
4. ADAPT: Hear how leading macro experts and investment leaders view the global economic outlook, while developing strategies to overcome challenges and capitalize on opportunities and market distortions.
5. LEVEL UP: Enrich yourself through shared learning experiences that foster growth in all aspects of life and work. Develop effective communication skills and cultural understanding while engaging in creative exploration and physical activity.

The speaker lineup is an impressive list of who’s who including industry titans, CEOs, and emerging leaders across Future Proof’s multi-faceted community of financial advisors, institutional investors, investment managers, fintech executives, financial creators, athletes, artists, and traditional media.

Notable speakers include: Cliff Asness, Founder, Managing Principal and CIO at AQR Capital Management; Jeffrey Gundlach, CEO at DoubleLine; Kunal Kapoor, CEO of Morningstar; Bill Crager, Co-Founder and CEO at of Envestnet; Josh Brown, CEO of Ritholtz Wealth Management; Morgan Housel, Partner at Collaborative Fund; Sarah Levy, CEO of Betterment; Barry Ritholtz, Chairman and CIO of Ritholtz Wealth Management;Jeremy Siegel, Professor of Finance, Wharton School of the University of Pennsylvania; Michael Kitces of Kitces.com; Ron Lieber, Author & Your Money Columnist, The New York Times; Liz Young, Head of Investment Strategy, SoFi;Shirl Penney, CEO, Dynasty Financial Partners; Brian Portnoy, Founder, Shaping Wealth; Emily Roland, Co-Chief Investment Strategist, John Hancock Investment Management; Joe Weisenthal, Executive Editor, Bloomberg; Co-Host, Odd Lots Podcast; Tracy Alloway, Executive Editor, Bloomberg; Co-Host, Odd Lots Podcast, and many other executives from companies such as Mercer Advisors, Carson Group, Dakota Wealth Management, Plancorp, Baker Tilly Wealth Management, KKR, Carlyle Group, eToro, Vanguard, BlackRock, Charles Schwab, Fidelity, Capital Group, Dimensional Fund Advisors, and VanEck.

In addition to 100+ C-level speakers, Future Proof is once again bringing the world’s most popular podcasts to appear LIVE at the event. This year’s lineup of top-ranking podcasts includes Bloomberg’s Odd Lots, The Compound and Friends, Bloomberg’s Masters in Business (Barry Ritholtz), Dear Media’s WorkParty, Animal Spirits (Ben Carlson & Michael Batnick), The Rational Reminder Podcast (Benjamin Felix & Cameron Passmore), and more, all of which will be airing live episodes right from the event.

“We broke the mold for financial conferences in 2022, launching Future Proof as the first outdoor wealth festival. But we’re absolutely shattering the status quo this year,” said Matt Middleton, CEO of Advisor Circle. “From doubling the space to introducing Breakthru — our one-on-one facilitated meetings program, which will host more than 10,000 one-on-one meetings at the event — Future Proof will be the most important days on the wealth management calendar in 2023.”

Future Proof 2023 is set to deliver an awe-inspiring citywide experience, with a massive beachside “Boardwalk” at its heart. To support the growth of its audience, the organizers have worked with the City of Huntington Beach to double the size of its footprint in 2023. The added space will help facilitate more than 10,000 1-to-1 meetings, feature 100+ innovative industry exhibitors and brand activations, and include an array of special events, tasting experiences, and more.

By popular demand, the event features a world-class music festival with performances from Method Man & Redman, the Easy Star All Stars, DJ Skee, DJ MICK, and more. You can find the full list of special events on the website.

“There’s something about the outdoor, beachfront setting that makes Future Proof different,” said Josh Brown, CEO of Ritholtz Wealth. “I learned more – and shared more – at Future Proof last year than at any other conference ever. This year’s event is going to be ridiculous. The agenda is incredible, the music is amazing, and the audience is shaping up to be a who’s who of this industry. To all the people who I chat with online all year, I can’t wait to catch up in person, break bread, and talk about what’s really going on.”

The organizers are gearing up to welcome a crowd of more than 3,000 attendees, including over 2,000 of the industry’s top wealth management professionals. A breakdown of the current registered audience revealed the following:

• 88% of attending financial advisors are RIAs
• 45% of attendees are C-suite executives
• 46% of advisor attendees & 81% of firms attending directly manage more than $100M in assets
• $546M is the average asset size of attending firms (firms over $5B in assets were excluded)
• 78% is the 5-year avg. growth rate of attending firms (as compared to the industry avg. of 60%)

The room block at the Hyatt Regency Huntington Beach, one of four oceanfront hotels reserved by Future Proof, is sold out. However, limited space is still available at the other three Future Proof hotels: Hilton Waterfront Beach Resort, Paséa Hotel, and Kimpton Shorebreak Resort.

“Book your hotel early, rooms are filling much faster than last year,” said Head of Operations Lindsey Markewitz. “The audience size is doubling this year.”

To gain exclusive insights from expert speakers, experience top-tier entertainment and network with this amazing community building the future of wealth management, register today with your Advisorpedia discount. For more information, please visit futureproof.advisorcircle.com.