Future Proof Unveils First Wave of Speakers and Musicians, Including 50 C-Level Executives and Grammy-Winning Artists

Redman & Method Man to share the stage with leading executives from wealth, asset management, and fintech for a captivating four-day outdoor experience

BOSTON–(BUSINESS WIRE)–#fintechFuture 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.

About Future Proof

Future Proof is the world’s largest wealth festival. Each year, the groundbreaking event brings together the world’s most prominent figures and emerging minds to explore the intersection of money, technology, culture, and impact. The event brings together an entirely new community of financial advisors, institutional investors, asset managers, fintech startups, financial creators, activists, artists, musicians, and other key stakeholders around an unprecedented experience and agenda. Future Proof provides an unmatched opportunity for conversation and collaboration that serves as a catalyst in developing the future of wealth management.

The four-day citywide event will be held September 10-13, 2023, in Huntington Beach, California. More than 3,000 attendees are expected, including 2,000+ financial advisors, institutional investors, and over 150 sponsor companies. Follow Future Proof on Twitter, Instagram, and LinkedIn.

About Advisor Circle

Advisor Circle is a venture studio and incubator that aims to modernize the financial services industry through design, experiences, and technology. Its goal is to create a financial services industry that is more creative, impactful, innovative, and fun. It builds products that push the industry in this direction.

Since its founding in 2021, Advisor Circle has developed and launched multiple successful brands and businesses. These include a tech-enabled event networking platform, Breakthru, the world’s largest wealth festival, Future Proof, and the world’s largest event dedicated to the exchange-traded funds’ industry, Exchange: an ETF Experience, which the company successfully exited in October 2022. For more information, visit advisorcircle.com.


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