Welcome to the finance community

Welcome to the finance community

Why should you attend Exchange?

Why should you attend Exchange?

As a holistic financial services conference, Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself.

Attendees

1,439

Attendees
Sponsors

143

Sponsors
Media reps

32

Media reps
CE Credits

+10

CE Credits
Attending firms

579

Attending firms
Unique content sessions

44

Unique content sessions

Featured speakers

Bob
Bob Pisani
Author, former CNBC Senior Markets Correspondent, formerly at CNBC
SESSION
Placeholder How and why asset managers are turning to custom indexing
Hester
Hester Peirce
Commissioner, SEC
SESSION
Placeholder How and why asset managers are turning to custom indexing
Kara
Kara Swisher
Author, Journalist, and Podcast Host, CNN Contributer, Podcast host of Pivot and On with Kara Swisher
SESSION
Placeholder How and why asset managers are turning to custom indexing
Jeffrey
Jeffrey Sherman, CFA®
Deputy Chief Investment Officer, DoubleLine
SESSION
Placeholder How and why asset managers are turning to custom indexing
Jan
Jan van Eck
CEO, VanEck Funds
SESSION
Placeholder How and why asset managers are turning to custom indexing

Agenda at a glance

Practice management

Insights to help grow your practice strategically and behaviorally.

Practice management

Portfolio strategies

What you need to meet and exceed your clients' investment goals.

Portfolio strategies

Market outlooks

The latest expert views on the markets: what's moving them, where the headwinds are, and how to be prepared.

Market outlooks

Finance-adjacent

Unique perspectives and inspiration - programming to help you see your business and self in a new light.

Finance-adjacent

Made by advisors for advisors

What was your experience at Exchange?

Become a partner

Exhibitor and meeting spaces

Leverage the entire ecosystem being gathered in one place to curate your presence on the exhibit floor and accomplish months of meetings in two days.

Experiential Activations

Custom activations can help boost brand awareness and get your products, services, and ideas in front of an interested audience.

Branding opportunities

High impact branding opportunities can supercharge your marketing programs.

Philanthropy

Build your reputation and give back to the community through high visibility philanthropic events.

Podcasts take the stage at Exchange 2026
WHAT’S NEW

Podcasts take the stage at Exchange 2026

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Exchange charity activation to benefit World Central Kitchen
WHAT’S NEW

Exchange charity activation to benefit World Central Kitchen

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Jennifer Morgan to lead "storyselling" workshop
WHAT’S NEW

Jennifer Morgan to lead "storyselling" workshop

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Exchange to feature advanced robot, Ameca
WHAT’S NEW

Exchange to feature advanced robot, Ameca

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Exchange offers unique onsite activities
WHAT’S NEW

Exchange offers unique onsite activities

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