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About exchange

What Is Exchange?

Exchange is a new large-scale experience created to be the most important annual gathering for the ETF-centric advisor and ETF industry. It is built with financial advisors, not just for them. Exchange promises to be a catalyst for growth, an incubator of ideas and a safe place for attendees to connect and learn.

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The Exchange Marketplace

 No more empty exhibit halls. Exchange’s Marketplace will feature immersive experiences for advisors and industry participants. Gone are the days of advisors combing the exhibit for swag to take home to their children. In place, we feature a dynamic marketplace that encourages conversation and curiosity. Connect and learn with the ETF industry’s best and brightest across four days of networking and learning.

Reimagined Agenda

Taking our feedback directly from the advisor community, we’ve built an agenda that offers choice, a range of formats and a speaking lineup of all-stars both within and outside of the ETF community.

Check out the agenda here

Reconnect with the ETF Community

Exchange has created numerous ways for attendees to connect before, during and after the event concludes. Download our networking app, Brain Date, to start connecting with attendees in real time, set up meetings prior to arriving and sign up for peer-led discussions. Beyond the use of technology, Exchange has created three distinct networking opportunities each night: from watching the big game with 2,000 of your closest friends to an array of dinners on Monday night and the closing-night reception at Miami’s world-famous LIV nightclub. 

The Teams Behind Exchange


Exchange is a collaboration among ETF Trends, Advisor Circle and ETF Database. The combined teams have spent the last 15 years building ETF industry innovations around education, news, data-driven insights, and events.

Tom Lydon, Matt Hougan, Dave Nadig, Matt Middleton, Tom Hendrickson and John Swolfs have joined forces to completely reimagine an in-person experience with ETFs as the nucleus of the discussion.

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Content

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Community

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Attendee Experience

Wheel of Impact

Future Proof’s Wheel of Impact promotes the power of giving in a fun, dynamic and social way. With a donation of any size, attendees can have the ability to spin the wheel, determining where the donation will go and how it will be used. Land on the “mystery” selection and have a chance to win items, trips and other experiences.

Marketplace Tours

Large exhibit halls can be intimidating, with what feels like countless aisles of booths, making it difficult to know where to start. Exchange introduces our Marketplace guided tours. Join our expert guides as they highlight the most innovative companies driving meaningful change in the ETF industry.

Night Welcome Reception

Monday

Exchange kicks off our networking with a welcome reception just feet from the Atlantic Ocean. Enjoy amazing cocktails, little bites and the warm air as you reconnect with peers and industry colleagues after more than two years of being apart. Stay tuned for more details

Mission Miami

Monday

Miami is vibrant and full of life, art and food that is truly unique to this wonderful city. Take advantage of being out of the cold and soak up all that Miami has to offer. Not sure what to do? Check in with us and we’ll let you know what’s happening and where you should be going.

Wednesday Night Reception

Wednesday Night Reception

The team at Exchange is hard at work putting together a truly unique Miami experience to cap the first ever Echange ETF event. Stay Tuned for more details.

Podcast Booth

Podcasts are taking over the world, but how do you get started? At Exchange, we bring the experts to you. Book a time slot to learn more about how you can get your podcast off the ground. Already have a podcast? Book a time slot and invite a guest or two, and record a podcast live from Exchange.

Health Is Wealth Center

Physical and mental health is the cornerstone of any successful long-term wealth plan. But for years, our industry has prioritized work over health, leading to unhealthy lifestyles and employee burnout. The Health Is Wealth Center provides a warm and relaxed setting, allowing attendees to come in and recharge, grab a drink from the juice bar and eat healthy snacks. The space will also be home to daily group yoga and fitness classes as well as meditation sessions.

Immersive Experiences

People want to fall in love with your brand, they want to understand it, experience it. Exchange welcomes 100+ sponsors with interactive booths to bring you closer to the ETF industry, leaving you better educated and prepared for the road ahead.

Cabanas

No trip to South Florida is complete without a visit to the world-famous cabanas of the Fontainebleau. Connect and host your peers, clients and colleagues in a more relaxed environment as you step outside to take in the fresh air, reenergize and get business done.

NYSE TV Studio

Get the latest ETF industry update at Exchange! With 100+ industry leaders and innovators, there’s no shortage of amazing ideas going around. Add another 100+ thought leaders on top of that, and you have a content bonanza. Stop by and watch as the NYSE brings our TV studio to life.

BrainDate

Technology is embedded in everything we do. So, why should a conference be any different? Exchange has invested in the next generation of networking apps, allowing you to connect, interact and share your experiences, before, after and on site at Exchange. Build lasting relationships and connections to empower your business.

Future Proof Live

Future Proof Live is our full-production broadcast studio strategically placed at the heart of the Boardwalk. Our very own Future Proof anchors will provide all-day commentary featuring casual speakers and celebrity interviews as well as unexpected guest appearances. Future Proof Live extends our one-of-a-kind experience to a larger audience virtually.

Future Proof Creator Corner

rhe Creator Corner is built to support creators, creatives and brands. It’s equipped with a podcast recording studio and first-of-its-kind Collab Lab. The podcast area will afford attendees the ability to record podcast sessions and will feature podcast consultants helping to answer questions of both existing podcast hosts and aspiring creators. The Collab Lab is where asset managers and fintech companies collaborate with leading and emerging finance influencers. Looking for engaging content built for the modern financial professional or investor? We offer high quality video and audio production for all your creative needs.