Welcome to the finance community

March 23 – 26, 2025

Virgin Hotels, Las Vegas

Invest in your greatest asset – yourself

Exchange is a holistic financial services conference where advisors can strengthen their skills and develop across core dimensions of their professional portfolio.

Set yourself up for success

Portfolio strategies

Ensure your clients reach their growth goals with the most current thinking from top experts.

World-class networking

Every person you meet is an opportunity to grow. Exchange is crafted to create opportunities to build your professional network.

Practice management

Collaborate with your peers to share learnings that will make an immediate impact on the growth of your practice.

Community building

Community is the engine of growth. Be part of the financial services community at Exchange.

Featured speakers

Ian Bremmer

President and Founder of Eurasia Group and GZERO Media

Marguerita Cheng

Founder and Chief Executive Officer of Blue Ocean Global Wealth

Rob Arnott

Partner and Chairman of Research Affiliates

Dr. Christa Kuberry

Chief Development Officer of Cliexa

Learn from industry experts

Level up your understanding of investing, practice management, and more. Our agenda is filled with experts and fellow advisors who are ready to share their insights and help you grow your practice – and portfolios.

“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

Join the financial services community in Las Vegas, March 23rd-26th, 2025

Advisors

$199

FOR A LIMITED TIME

With one investment, accredited financial advisors can strengthen their skills and develop across core dimensions of their professional portfolio.

+20 hours of content
+10 CE credits
Sponsored networking events
Food and beverage

Industry

$5,499

Members from across the financial industry can contribute to business growth at Exchange, including ETF issuers, index providers, data and technology firms, public relations companies and more.

Connect with prospects and clients
Showcase your brand
Meet with key providers within the ecosystem
Food and beverage
Discounted ticket rates available when two passes are purchased ($9,999 total)
Get even more for your investment by becoming a sponsor; contact us for opportunities big and small.