Future Proof 2023: First 50 Speakers Announcement Drop

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Today we announced the first fifty speakers who will be appearing at Future Proof Festival 2023. The event takes place at Huntington Beach, California, outdoors on the Pacific Ocean. It’s a one of a kind thing and you really have to experience it firsthand to get why people are so excited.

The idea behind the festival is to enable a massive networking opportunity for everyone in the fintech, financial advice, asset management and wealth management space focused on building modern, client-centric practices. The better we get at serving our clients, the happier we are and the more successful our firms will become. Future Proof is where you can see the latest technologies and innovations coming to our industry and meet your colleagues from around the world. Everyone you want to meet will be there once again.

Oh, and did I mention Meth and Red are headlining the main stage that Tuesday night???

Official press release below. Register or learn more at futureproof.advisorcircle.com

BOSTON–(BUSINESS WIRE)–Future Proof, the world’s largest wealth festival, today revealed an exciting lineup of speakers and musical acts for the 2023 edition of their innovative outdoor extravaganza. The second annual Future Proof Festival, co-created by Advisor Circle and Ritholtz Wealth Management, will take place in Huntington Beach, California from September 10th-13th and is on track to bring more than 3,000 attendees, 150+ sponsor companies, and over 100 expert speakers. The iconic hip-hop duo, Redman and Method Man, will take center stage as the headlining musical act.

“Last year, we set out to create something truly unique—and we succeeded,” said Matt Middleton, CEO of Advisor Circle. “By prioritizing a sense of community, the event experience, and challenging the status quo, we assembled some of the most influential figures in our space in a way that has never been done before. Our 2023 lineup dials things up considerably with out-of-the-box thinkers who are defining the future of investing and advice. We are going to blow last year out of the water.”

Future Proof will feature over 100 industry-leading speakers, innovators, and disruptors building the future of wealth management, including:

Morgan Housel, Partner, The Collaborative Fund
Adam Nash, Co-Founder & CEO, Daffy
David Goodman, Producer & Writer, Family Guy, Futurama, The Orville
Andrea Eisfeldt, Professor, UCLA Anderson School of Management
Sarah Levy, CEO of Betterment
Barry Ritholtz, Chairman & Chief Investment Officer, Ritholtz Wealth Management
Josh Brown, The Compound and Friends, Ritholtz Wealth Management
Ba Minuzzi, Founder and CEO of UMANA
Eric Clarke, CEO of Orion Advisor Solutions
Jeffrey Gundlach, CEO & CIO of DoubleLine Capital
Cristina Escoda, Managing Partner, Tachyon Ventures
Jeremy Siegel, Senior Investment Strategy Advisor, WisdomTree & Emeritus Professor of Finance at The Wharton School of the University of Pennsylvania, WisdomTree
Marwa Zakharia, Chief Executive Officer, AssetBook
Nancy Davis, Portfolio Manager, Quadratic Capital
Nicole Casperson, Founder, Fintech is Femme
Michael Batnick, Managing Partner, Ritholtz Wealth Management
Ben Carlson, Director, Institutional Asset Management, Ritholtz Wealth Management
Michael Kitces, Chief Financial Planning Nerd of Kitces.com
Ron Lieber, Author, “The Price You Pay for College” and Your Money columnist for The New York Times, The New York Times
Steve Lockshin, Founder & Executive Chairman, Vanilla
Shirl Penney, CEO, Dynasty Financial Partners
Alex Shahidi, Co-CIO, Managing Partner, Evoke Advisors
Jan van Eck, CEO, VanEck
Andrew Hastings, Chief Enterprise Officer, National Philanthropic Trust
Ann Garcia, Partner, Independent Progressive Advisors
Linette Lopez, Columnist, Insider
Liz Young, Head of Investment Strategy at SoFi
Margaret Hartigan, Founder & CEO, Marstone, Inc.
Annie Olszewski, Senior Director, Impact Capital Managers
Anthony Scaramucci, Founder and Managing Partner, SkyBridge Capital
Ben Cruikshank, President, Flourish
Benjamin Felix, Portfolio Manager, Head of Research, PWL Capital
Bill Capuzzi, CEO, Apex Fintech Solutions
Blair duQuesnay, Investment Advisor, Ritholtz Wealth Management
Brett Orvieto, Managing Director, Senior Wealth Advisor, Dakota Wealth Management
Cameron Passmore, Executive Chairman & Co-Host The Rational Reminder, PWL Capital
Carl Ludwigson, Managing Director, Bel Air Investment Advisors
Christine Simone, CEO & Co-Founder, Caribou
Dana Grinnell, Business Strategy & Operations Leader, Grinnell Capital, LLC
David Knoch, Chief Executive Officer, Docupace
Douglas Boneparth, President & Founder, Bone Fide Wealth, LLC
Emil Tarazi, CEO & Co-Founder, LOGICLY
Fran Kinniry, Principal, Head of Investment Advisory Research Center, Vanguard
Hal Hershfield, Professor & Author, UCLA Anderson School of Management
Jamie Hopkins, Managing Partner, Wealth Solutions, Carson Group
Jason Ward, Head of the Blockchain Incubator, Fidelity’s Center for Applied Technology (FCAT)
Jeffrey Kleintop, Managing Director & Chief Global Investment Strategist, Charles Schwab & Co., Inc.
Jerry Sneed, Executive Managing Director, Co-Practice Leader, Baker Tilly Wealth Management
Jillian DelSignore, Head of Strategic Growth & Solutions, FLX Networks
Kendra Wright, Owner at Rebel Media Marketing Agency, Rebel Media Marketing Agency
Kristen Carlisle, VP, General Manager, Betterment at Work
Patrick Clements, Head of Wealth Platforms, EY
Peter Lazaroff, Chief Investment Officer, Plancorp
Ravi Koka, Founder & CEO, StockSnips
Reese Harper, CEO, Elements
Ronald Albahary, CFA, Chief Investment Officer, Laird Norton Wealth Management
Russell Feldman, CEO, IMTC
Ryan Williams, Founder, CEO & Executive Chairman, Cadre
Saira Rahman, VP, New Investor Initiatives, Fundrise
Toussaint Bailey, Founder & CEO of Uplifting Capital
Vadim Avdeychik, Partner, Clifford Chance US LLP

In addition to wealth-focused content, Future Proof aims to foster a sense of community among attendees by offering shared cultural experiences in art, music and entertainment. Experience an exciting lineup of musicians and performers, including legendary east coast rappers Method Man (Wu-Tang Clan) and Redman (Def Squad) taking center stage as the headlining acts and reggae collective Easy Star All-Stars opening on Tuesday.

More musical acts and speakers will be announced at a later date.

“The world of wealth continues to evolve and has become part of the cultural zeitgeist. If you’re not educating yourself as to the needs and desires of the next generation of investors, you will get left behind,” added Josh Brown, CEO at Ritholtz Wealth. “I said it last year and I’ll say it again – Future Proof Festival is the ultimate gathering for anyone working in wealth management. With new innovations like AI chatbots and next generation custodians remaking the world, it has never been more important to stay engaged and learn how our peers are turning change into opportunity.”

This year’s Future Proof Festival will also present unique opportunities for attendees to connect with like-minded professionals in the financial services industry and beyond. Attendees will be able to take advantage of a new event-tech meetings platform called “Breakthru,” which is modernizing the way advisors, investors, fund managers and fintechs discover one another, meet and do business. This technology was designed to facilitate easy and efficient connections between attendees, allowing them to exchange ideas and build mutually beneficial relationships. Breakthru is a new addition that shows Future Proof’s dedication to keeping attendees up-to-date in an ever-changing industry.

To gain exclusive insights from expert speakers, experience top-tier entertainment and network with technology visionaries and those shaping the future of wealth management, register today. For more information, please visit futureproof.advisorcircle.com.

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