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We’re enabling advisors to build a content path that’s highly personalized to their interests – whether that be markets, investments, practice growth, or personal development. We aim to spark conversation, challenge thinking – and give back to the community.
Sunday, Feb. 5
Arrive, get settled and “get smart” with our CE credit-eligible content track; includes a deep dive ethics session, and a complete primer on how to use, understand, and talk about ETFs.
9:00 AM EST
For financial advisors
1:00 PM EST
In this two-CE credit block, advisors will get core training on the CFP’s recently updated Code and Standards, including key practice standards and reporting requirements, conflict of interest management. CFP Board Ambassador Marguerita (Rita) M. Cheng, CFP®, CRPC, RICP®, CSRIC®, an engaging instructor and experienced financial advisor, will lead the sessions.
Eligible for two continuing education (CE) credits
Speaker: Marguerita M. Cheng, Chief Executive Officer at Blue Ocean Global Wealth
2:40 PM
3:00 PM
ETF University block eligible for two continuing education (CE) credits.
3:00 PM
After a surprising and highly unusual 2022 that saw both bonds and equities stumble, rising rates, supply chain woes, and the second biggest year of ETF inflows ever, few know what to expect in 2023. VettaFi Voices Todd Rosenbluth and Lara Crigger will share how advisers are increasingly turning to ETFs, what is causing advisers the most anxiety, and how to approach all of the opportunities awaiting end clients in 2023.
Speakers:
Todd Rosenbluth, Head of Research at VettaFi
Lara Crigger, Editor-in-Chief at VettaFi
3:20 PM
How an ETF is measured is arguably more important than its name or ticker. With over 3,000 ETFs on market and 2023 a possible record year for launches, sorting through the ETF universe is critical to success. A host of possible metrics exist for investors to dig into, so it is important to understand what data is smoke and mirrors and what data truly matters. Experts from Bloomberg, CFRA Research, and FactSet will be there to help.
Speakers:
Eric Balchunas, Senior ETF Analyst & Funds Product Specialist at Bloomberg
Elisabeth Kashner, Vice President, Director of Exchange-Traded Fund Research and Analytics at FactSet
Aniket Ullal, Head of ETF Data and Analytics at CFRA
3:50 PM
The ETF universe has gotten so crowded, advisors often take the easy route and choose the fund with most assets or the best track record even if it is not the right choice. Fortunately, class is in session! Advisors can learn from industry experts what to focus on when evaluating ETFs in a round table discussion led by Nate Geraci, President of the ETF Store, an ETF centric advisor.
Speakers:
Eric Balchunas, Senior ETF Analyst & Funds Product Specialist at Bloomberg
Nate Geraci, President of The ETF Store
Elisabeth Kashner, Vice President, Director of Exchange-Traded Fund Research and Analytics at FactSet
Aniket Ullal, Head of ETF Data and Analytics at CFRA
4:05 PM
2022 was a record year in ETF trading volume and yet many advisors still have bad habits when trading ETFs. Jane Street’s Credit Trader and ETF specialist Ugo Egbunike will review best practices for shifting your portfolio towards ETFs and ensuring the strongest end client experience.
Speakers:
Ugo Egbunike, Credit Trader and ETF specialist at Jane Street
4:20 PM
The Head of Research for ETF Think Tank will be leading a panel of advisors and ETF strategists to hear how they use ETFs in that portfolio and the operational efficiencies that are gained through the wrapper. They will also discuss ETF due diligence from a practioner’s perspective.
Speakers:
Cinthia Murphy, Director of Research at the ETF Think Tank
John Davi, Founder, CEO, CIO at Astoria Portfolio Advisors
Shana Orczyk Sissel, Founder, President & Chief Executive Officer of Banríon Capital Management
Lisa Kirschner, Director of Research at Richard Bernstein Advisors LLC
For industry and media attendees
1:00 PM EST
Every ETF issuer knows that Distribution is one of, if not the key to new product success, but the era of rubber-chicken lunches and endless wholesaler roadtrips has passed. Digitial and data-supported distribution is not the future, it’s the now. In this one hour session, VettaFi’s Tom Hendrickson and Jon Fee deliver a crash course on the state of the art.
Speakers:
Jon Fee, CMO of VettaFi
Tom Hendrickson, Chief Product and Innovation Officer at VettaFi
2:00 PM
Financial media is how the vast majority of investors discover new products and understand the markets. McMillan’s Chris Sullivan interviews crack journalists about how issuers and advisors can best work with the fifth estate.
Speakers:
Bob Pisani, Senior Markets Correspondent at CNBC
Kathie O’Donnell, ETF Reporter at Pensions & Investments
Tania Mitra, Multimedia Journalist at CityWire
Karishma Vanjani, Markets Reporter at Barron’s
Lara Crigger, Editor-in-Chief at VettaFi
Chris Sullivan, President at Craft & Capital
3:00 PM
Following our Meet the Press session, stick around for coffee and actually, you know, meet the press.
3:45 PM
Do you really know what goes on under the hood of an ETF? In this deep dive session, industry experts from key service providers give surprising insight into the real nuts and bolts of managing ETFs in the real world.
Speakers:
Nichole Kramer, ETF Distribution & Operations Services at SS&C Alps
Michael Prendergast, ETF Product Specialist at Ultimus Fund Solutions
Ben Johnson, Head of Client Solutions, Asset Management at Morningstar Indexes
4:15 PM
ETFGI’s Deborah Fuhr grills the front-line lawyers doing the real work.
Speaker:
Deborah Fuhr, managing partner and founder of ETFGI
Jeremy Senderowicz, Shareholder at Vedder Price
Edward Baer, Counsel in Ropes & Gray’s Asset Management group
6:00 PM EST
Agenda subject to change.
Monday, Feb. 6
What are the trends, challenges, and opportunities that will shape the way advisors conduct business over the next month, next year, and next decade? Explore sessions with top experts.
6:30 - 7:30 AM EST
7:00 - 8:00 AM
Surfrider Foundation will kick things off with an event dedicated to cleaning up the beach. This nonprofit centers its work on the protection and enjoyment of the world’s oceans and beaches, for all people, through its powerful activist network. Join Visual Capitalist, Roundhill Investments, and VettaFi by signing up here.
7:00 - 9:00 AM
Breakfast will be served for all attendees on-site.
7:00 - 8:30 AM
Breakfast will be hosted at the Nobu Hotel EdenRoc Ballroom II for members of Women in ETFs. Please register here to attend.
9:00 AM
9:20 AM
In this provocative presentation, author, political scientist and founder of Eurasia Group Ian Bremmer takes us around the world in 60 minutes, highlighting the greatest areas of concern – and opportunity – for investors. Bremmer will outline the most critical risks facing the global economy and investor portfolios including: the likelihood of a rogue Russia, the global energy environment, inflation shockwaves and the evolving situation in China.
Eligible for one continuing education (CE) credit.
10:20 AM
Shortly prior to gathering in Florida, the ETF Industry lost a legend: Kathleen Moriarty, aka “The SPDR Woman,” was a tireless innovator, selfless teacher and mentor to many. We’ll take a brief moment to celebrate Kathleen.
Speakers:
Deborah Fuhr, managing partner and founder of ETFGI
Sue Thompson, Head of Americas Distribution for SPDR ETFs at State Street Global Advisors
Jim Ross, Chairman of the Board of Fusion Acquisition Company
10:35 AM
Track 1: The Next Gen Practice – Dream stage
11:00 AM EST
2022 was a confusing year for investors: Markets were strongly down, inflation was up, and yet flows into traditional passive ETFs remained unabated. So what’s really going on in the mind of investors, and what are sentiment indicators telling us about where opportunities may like in 2023? This half-hour block of content will walk through what the world’s leading financial websites can glean from investor surveys, traffic, and asset flows
Eligible for one continuing education (CE) credit.
Speakers:
Caleb Silver, Editor-In-Chief of Investopedia
Jeff DesJardins, Editor-in-Chief of Visual Capitalist
11:30 AM
Curious which ETF or investment strategy will become the next billion-dollar idea? Advisor research habits hold the key. VettaFi’s editor-in-chief Lara Crigger explains how to quantify engagement, then digs into the top ETF tickers and research trends dominating advisor research in 2023.
Eligible for one continuing education (CE) credit.
Speaker:
Lara Crigger, Editor-in-Chief at VettaFi
11:50 AM
Direct Indexing has emerged from a fringe application for the UHNW go mainstream, with promises of customized values screening, greater tax efficiency and powerful position management. But is DI really for everyone? This real-world session will help you understand where a direct indexing offering is right for your clients.
Speaker:
Randy Bullard, Global Head: Wealth Management at Charles River Development
Ben Hammer, Head of Client Development for Vanguard Personalized Indexing
Peter Dietrich, Head of Sales at VettaFi
12:15 PM
ETFs may have been built on passive bones, but the last few years have seen a resurgance of active managers. So where should you consider active management in constructing client portfolios?
Speakers:
Holly Framsted, CFA, Head of ETFs at Capital Group
Tim Coyne, Head of ETFs at T. Rowe Price
Douglas Yones, Head of Exchange Traded Products at The New York Stock Exchange
12:40 PM
Track 2: Future of Finance – Stream stage
11:00 AM EST
The world is in the midst of a polycrisis – multiple interconnecting challenges, from climate change to political extremism to hot wars. And yet, the institutions that have historically helped us navigate global problems – governments, corporations, universities – are less trusted by individuals than ever before. At the same time, rapid advances in multiple scientific fields, from cognitive science and AI to clean energy and microbiology, are poised to create their own disruptions while simultaneously offering solutions. In this two-hour block, we’ll present a framework to help understand “what are you missing” while also providing practical tools to make sure your inputs and models adhere as close to reality as possible, leading to better outcomes for your clients.
Eligible for two continuing education (CE) credits.
Speakers:
Dave Nadig, Financial Futurist for VettaFi
Tom Morgan, Director of Communications and Content at KCP
Adam Butler, CIO of ReSolve Asset Management
Mike Green, Portfolio Manager and Chief Strategist at Simplify
Danielle DiMartino Booth, CEO & Chief Strategist for Quill Intelligence LLC
Georgia Stewart, CEO and co-founder of Tumelo
Jim Bianco, President and Macro Strategist at Bianco Research, L.L.C.
12:40 PM
Combined sessions - Dream stage
1:40 PM EST
Inflation is elevated. The Fed’s responding. Bond’s actually yield something. But what do you *do* with that information when you’re putting together a client’s portfolio for the long term? We’ll present practical, real-world solutions for long-term inflation resistant management.
Speakers:
Cinthia Murphy, Director of Research at ETF Think Tank – Tidal Financial Group
Bill Pauley, Head of Client Portfolio Management at Hartford Funds
Balaji Venkataraman, Client Portfolio Manager at American Century Investments
2:00 PM
While the market for “cheap beta” may be well established, the innovators at the major index companies are providing novel exposures with higher efficiency and more usability than ever before. Come see what’s at the cutting edge.
Speakers:
Sebastien Lieblich, Executive Director of Index Development for MSCI
2:20 PM
With some of the most attractive valuations ever, are emerging markets are poised to finally realize their opportunity in 2023? Or is a strong dollar too big a headwind to take advantage of the Emerging Market promise?
Speakers:
Brendan Ahern, Chief Investment Officer at KraneShares
Jan van Eck, CEO of VanEck
2:40 PM
The ETF has been responsible for billions of dollars in cost savings for investors, and created the opportunity for institutional caliber portfolios at any asset level. We’ll look at the history of ETF innovation starting at the beginning, and lean into where the next 30 years may take rational investing.
Speakers:
Hilary Corman Kirsch, Head of US Institutional at State Street Global AdvisorsPanelists:
Colin Ireland, Sales Strategy at State Street Global Advisors
Tim Urbanowicz, CFA, Head of Research & Investment Strategy at Innovator ETFs
Scott Chronert, US Equity, ETF and SMID Strategy at Citigroup
3:00 PM
Despite rampant pessimism, many of the problems that haunted the economy and markets in 2022 could be at least partially resolved in 2023. With significant changes in the economic backdrop and even more radical changes in asset prices, this is a time when many investors and their financial advisors should be “re-solving” their personal asset allocation puzzle and making appropriate adjustments. And it makes sense to resolve to do so now and not wait until gloom has dissipated and asset prices are higher. In this one hour presentation, JP Morgan’s Chief Global Strategist lays out the playbook for the coming year in markets.
Eligible for one continuing education (CE) credits.
Speaker:
Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management
3:50 PM
6:00 PM
Agenda subject to change.
Tuesday, Feb. 7
What are the trends, challenges, and opportunities that will shape the way advisors conduct business over the next month, next year, and next decade? Explore sessions with top experts.
6:30 - 7:30 AM EST
6:30 - 8:30 AM
One in eight women will be diagnosed with breast cancer in her lifetime. Join Simplify ETFs, Visual Capitalist, Morningstar Indexes and VettaFi for The Susan G. Komen More Than Pink Walk and help make a difference together. Register to walk, join a team (or make your own!) and raise funds to help end breast cancer.
7:00 AM
Track 1: Build Better Portfolios – Dream stage
9:00 AM EST
For the past decade, Equity markets caught a continuous bid because, honestly, there was no alternative for any long term investor but to load up on stocks. But recessionary clouds rolling in and a vibrant fixed income market, what’s the play for 2023? We’ve convened the brightest technical, fundamental, and macro minds we know to answer.
Speakers:
Benjamin Lavine, Chief Investment Officer at 3D/L Capital Management, LLC
Cam Dawson, Chief Investment Officer at NewEdge Wealth
Katie Stockton, CMT, Founder and Managing Partner of Fairlead Strategies, LLC
Liz Young, Head of Investment Strategy at SoFi
9:30 AM
Some ideas capture the imagination and fizzle, others inspire investors and then change the world. But how do you distinguish between something that is all hype and an idea that has the capacity to be truly revolutionary?
Speaker:
Roxanna Islam Swan, Associate Director of Research at VettaFi
Laura Morrison, Chief Revenue Officer at Direxion
Ryan Issakainen, Exchange-Traded Fund Strategist for First Trust Advisors
10:00 AM
After an aggressive interest rate hiking cycle in 2022, the consensus is for the Federal Reserve to raise rates at a more gradual rate in 2023. Hear from leading index and active managers about how the bond market will respond in 2023.
Speakers:
Jim Bianco, President and founder of Bianco Research LLC
Jeff Sherman, Deputy chief Investment Officer at DoubleLine
Stephen Laipply, U.S. Head of iShares Fixed Income ETFs for BlackRock
10:40 AM
11:10 AM
With heightened stock and bond correlations, lIquid alternatives once again take center stage. But how is today different than the liquid alternative boom of a decade ago? Our panel of hedge fund experts will discuss what’s changed in the last decade, how the ETF ecosystem has evolved to enable access to new exposures, what does and doesn’t work in an ETF wrapper, and how allocators should think about funding these exposures.
Speakers:
Corey Hoffstein, Co-founder of and Chief Investment Officer at Newfound Research
Andrew Beer, Managing Member at Dynamic Beta investments LLC
Doug Fincher, Portfolio Manager at Ionic Capital Management LLC
11:40 AM
American energy is at a crossroads. No sector has garnered more investor attention in the past year as energy. VettaFi’s director of energy research Stacey Morris will lead an in-depth conversation on the fact and fiction of American energy independence, what people get wrong about energy investing, and why even the most die-hard green-energy investor needs to understand the oil patch.
Speakers:
Stacey Morris, Head of Energy Research at VettaFi
Sam Rines, Managing Director of Corbu, LLC
12:05 PM
After a year of successive rapid interest rate hikes, there’s income to be found within fixed income but risks and remain. Advisors are increasingly turning to fixed income ETFs for the liquidity and ease of use benefits, so we are turning to the industry experts to help us all navigate the bond market.
Speakers:
Mike Arone, Managing Director of State Street Global Advisors and the Chief Investment Strategist for the US SPDR Business
David Braun, Managing Director and Generalist Portfolio Manager for PIMCO
12:30 PM
Track 2: Be a Better Advisor – Stream stage
9:00 AM EST
Are you a financial advisor who wants to attract and retain more high-net-worth clients? This is a must attend session for those looking to break into this highly coveted space. Vance Barse, Certified Private Wealth Advisor® practitioner and former consultant to leading private wealth management teams nationwide, will introduce the “alphabet soup” of advanced estate and tax planning strategies that can bring maximum value to high-net-worth families.
Speaker:
Vance Barse, Wealth Strategist & Founder of Your Dedicated Fiduciary
9:50 AM
We are not born calculators, but storytellers. Numbers confound us, while stories define us. This fundamental observation about human nature is largely missed by the wealth management industry, to the detriment of both client and advisor. In this hands-on workshop (and by popular demand), we bring back Brian Portnoy of Shaping Wealth to teach the science and craft of storytelling for the modern advisor.
Eligible for one continuing education (CE) credit.
Speaker:
Brian Portnoy, Founder of Shaping Wealth
10:20 AM
Storytelling techniques can make a significant difference in real world client interactions. In this conversation with Dr. Preston Cherry of Concurrent Financial Planning you’ll hear real world examples of how focusing on people’s financial stories has changed his practice.
Speaker:
Dr. Preston Cherry, Founder & President of Head of Financial Planning Program and Assistant Professor Of Finance at
10:40 AM
11:10 AM
The world of advisor-tech has exploded in the past few years, leading to an exciting – and sometimes overwhelming – parade of new ways to optimize processes, communicate with clients, and run portfolios. Ritholtz Wealth Management’s Michael Batnick takes us on a whirlwind demo-tour of the best new offerings.
Speaker:
Julie Littlechild, Founder & CEO of Absolute Engagement
Josh Smith, Co-founder & CEO of VRGL
Zach Conway, Founder & CEO of Seeds
Matt Glazer, Head of Product at Elements
Chris Field, Chief Growth Officer at Holistiplan
12:00 PM
You’ve got great educational content. Now you just need to get it out there. In this TED-talk style presentation, writer, video creator, podcaster and economic expert Kyla Scanlon will explain her thought process on leveraging the same message for many different platforms and give tips on how to parse which content media are best suited to reach your audience.
Speaker:
Kyla Scanlon, Writer, video creator, and podcaster
12:10 PM
Stumped by content marketing? Find out what actually works to get clients through the door and more as FMG’s Samantha Russell sits down with VettaFi’s editor-in-chief Lara Crigger to share real-world examples of great content marketing. You’ll walk away with actionable tips and templates that you can put to use in your practice right away.
Speakers:
Lara Crigger, Editor-in-Chief at VettaFi
Samantha Russell, Chief Evangelist at FMG Suite
12:30 PM
Combined sessions - Dream stage
2:30 PM EST
This session takes a broad look at the trends in leadership, unpacking new ideas and techniques that are shaping the future of asset management.
Speakers:
Anthony Rochte, Global Head of ETFs at Morgan Stanley Investment Management
Lenore Reiner, Senior Responsible Investment Strategy Specialist at Morgan Stanley
John Streur, President and Chief Executive Officer for Calvert Research and Management
3:00 PM
It’s impossible to talk about the ETF industry without lingering on the incredible success of Vanguard. In this can’t-miss episode of Bloomberg’s Masters-in-Business Live, Barry Ritholtz sits down with Vanguard CEO Tim Buckley to unpack the secrets of their success and the challenges of leading a global asset manager that’s owned by it’s investors.
This session is pending CFP eligibility.
Speakers:
Barry Ritholtz, Co-founder, chairman, and Chief Investment Officer of Ritholtz Wealth Management LLC
Tim Buckley, Chairman of the Board and Chief Executive Officer of Vanguard
4:00 PM
Speakers:
Anna Paglia, Global Head of ETFs and Index Strategies at Invesco Ltd
Oliver Albers, EVP of Investment Intelligence Strategy at NASDAQ
Roy Williams, Hall of Fame College Basketball Coach
4:30 PM
An intimate discussion with skateboard legend, Rodney Mullen, moderated by VettaFi’s Financial Futurist, Dave Nadig.
5:00 - 5: 15 PM
6:00 PM
Agenda subject to change.
Wednesday, Feb. 8
Wednesday is all about financial literacy – but we’re not talking, we’re doing. Come help us coach hundreds of energetic local students on money, markets, careers and life.
7:00 AM
8:30 AM
The world doesn’t change unless we change it from the ground up. We’re spending Wednesday morning with local high-school students to provide financial fundamentals, teach real-world skills and provide an opportunity for mentorship. Tables are still available to sponsor and participate with our local teens. We hope you’ll join us by sponsoring a table!
11:00 AM
President at Eurasia Group
Founder and Chief Executive Officer
of Blue Ocean Global Wealth
Founder & President of
Concurrent Financial Planning
Chief Global Strategist at
J.P. Morgan Asset Management
Founder at Shaping Wealth
Reporter & Anchor
at Bloomberg
Chief Investment Officer at Ritholtz
Wealth Management
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.
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.
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
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.
The team at Exchange is hard at work putting together a truly unique Miami experience. Stay Tuned for more details.
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.
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.
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.
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.
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.
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 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.
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.
