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Exchange is about bringing together the sharpest and most creative minds in financial planning, investing, wealth management, and fintech to share ideas, learn from each other, and shape financial services into a community.
Each day of Exchange will include a variety of speakers and small group sessions, as well as dedicated time for activity and building connections. When possible, attendees will have several choices, including listening to thought leaders, participating in workshops, and connecting with sponsors in the marketplace or poolside.
Exchange sets out to challenge the traditional conference experience. Advisors are empowered to share what’s working for them, what they need help with and where they see the industry going. You can’t keep up if you are not part of the conversations shaping the future.
We’ll give you the time and space to have meaningful conversations and share ideas.
At Exchange, you’ll find lounges, cabanas, and workshop spaces to engage one-on-one and in small groups, rubbing elbows with advisors, asset managers, and thought leaders across the industry.
Choose between large-scale events for all attendees or intimate RSVP-only experiences designed to be both fun and engaging.
Gone are the days of tired, empty exhibit halls. In their place is a new era of creative, interactive and immersive experiences designed to encourage attendees to explore and learn, while being entertained.
Our Marketplace offers experiences for attendees to engage with, as well as provides space for sponsors to connect and share opportunities with attendees.
Start your mornings with a mindful yoga practice. This is dedicated time for you and proven to help boost focus and concentration for the day ahead.
Lay by the pool with a cocktail or socialize with new connections. This space is for you to relax and unwind throughout your stay.
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.
Food and beverage will not be in short supply. We’ll also curate intimate dinners for attendees and sponsors to deepen connections.
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.
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.
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.
