Future Proof Festival Unveils Action-Packed Agenda and Enhanced Event Experience for 2024: 30,000+ One-to-One Meetings, 30% Larger Outdoor Footprint, 5 Content Stages, 100+ Sessions & Expanded “Breakthru” Networking Programs
July 02 2024 - 8:57AM
Business Wire
The three-day transformative outdoor event,
taking place September 15-18 in Huntington Beach, CA, will welcome
4,500+ attendees, including over 2,200 wealth management
professionals and financial advisors
Future Proof, the award-winning B2B events company, today
unveiled the 2024 event experience for Future Proof Festival, the
largest annual gathering of leaders in wealth management in the
world. This year’s festival promises an even larger and more
dynamic experience than last year’s record-setting event, with
significant investments in both content and networking
opportunities, including a dramatic expansion of its proprietary
“Breakthru” platform, set to facilitate over 30,000
pre-scheduled one-to-one meetings, 100 peer group discussions, and
more than 50 unique Breakthru Experiences (including 20+
simultaneous Advisor Networking Dinners).
Thanks to these and other enhancements, Future Proof Festival is
on track to smash attendance records, with an estimated 4,500+
attendees expected this year, up 67% from 2023.
“Future Proof Festival is now not only the most important annual
gathering in wealth management but also the largest,” said Matt
Middleton, Founder & CEO of Future Proof. “We’re
breaking new ground this year to ensure every participant leaves
with the connections, insights, and inspiration that help them
grow.”
The 2024 festival will feature an expanded content program with
five stages — up from three in previous years — including three
large main stages and two prominent “Level Up” session areas. The
agenda — available here — offers over 100 sessions
addressing the most pressing questions in wealth management
today:
- Future Proofing Your Business: What will the wealth
management firm of the future look like, and how do you get there
first? We’ll dive into the trends and tech shaping the future of
wealth management. You’ll learn how to stay ahead and lead the
charge.
- Delivering Full-Service Wealth Management: Should you
offer comprehensive services in-house or outsource them? Explore
the best ways to expand your services. Understand when to build
in-house and when to partner up for maximum client satisfaction and
profit.
- Harnessing AI – Maximizing Innovation, Minimizing
Risk: How can you leverage AI tools to transform your
business while avoiding pitfalls? Discover how AI can revolutionize
your practice, and enhance services and efficiency without the risk
of going down tech rabbit holes.
- Defining and Achieving Growth: What does “growth” really
mean for your firm, and how can you make it happen? Get past the
buzzwords and into real strategies. Learn practical steps to grow
your firm in meaningful, measurable ways.
- Innovative Portfolio Management: What will client
portfolios look like in the future, and how should you manage them?
Stay ahead with cutting-edge strategies. Explore new trends and
techniques to boost returns and satisfy clients.
- Driving Culture & Leadership: How do you build and
maintain a strong culture as your firm grows? Learn how to evolve
from advisor to CEO while keeping your team inspired and your
company culture intact.
"Here's the thing that other conference producers don't get:
Wealth managers that come to these events are busy. They need a big
ROI if they're going to take time out of their schedules,” said
Josh Brown, CEO of Ritholtz Wealth Management and
Co-Creator of the Future Proof Festival. "Our content strategy
is simple: We build the festival and the content we want and need
for ourselves. That means no filler, boring panels, or sales
pitches. Just practical takeaways that provide tangible ROI. It
turns out, other people find that valuable too.”
The overall event experience is also set to be significantly
enhanced. Attendees can look forward to:
- Expanded Breakthru Programs with over 100 pre-scheduled peer
group discussions and 50+ Breakthru Experiences
- A larger and improved Breakthru Meetings Program area hosting
30,000+ meetings
- A new Fintech Alley showcasing cutting-edge tech advancements
in wealth management
- A world-class music festival with performances by THIRD EYE
BLIND, DJ MICK, and more to be announced
- A 30% larger outdoor footprint
The organizers are preparing to welcome over 4,500 attendees,
including 2,200+ of the industry’s top wealth management
professionals. A breakdown of the 1,500+ already registered wealth
management audience reveals:
- 72% of attending wealth management professionals are RIAs
- 60% of attendees are C-suite executives
- 52% of advisor attendees & 83% of firms attending directly
manage more than $100M in assets
- $767M is the average asset size of attending firms (firms over
$5B in assets excluded)
- 163% is the 3-year average growth rate of attending firms
To gain exclusive insights from expert speakers, experience
top-tier entertainment, and network with the leaders shaping the
future of wealth management, register today. For more
information, visit futureproofhq.com/festival.
About Future Proof
Launched in 2021, Future Proof has quickly become the world’s
largest event brand dedicated to the modernization and advancement
of the wealth and investment management industry. Future Proof
organizes a variety of events throughout the calendar year, all of
which leverage cutting-edge event technology to connect investors,
financial advisors, fund managers, tech companies and financial
services firms, helping them efficiently raise and allocate assets
as well as make informed technology buying decisions.
An award-winning events company with event Net Promoter Scores
consistently exceeding 70 and meetings satisfaction rates greater
than 95%, Future Proof has pioneered many groundbreaking formats
for the wealth and investment management industry, ranging from
facilitated one-to-one meetings, peer group networking and hosted
buyer programs to outdoor-centric festivals, citywide events and
curated retreats.
For more information, visit futureproofhq.com or follow Future
Proof on X, Instagram, and LinkedIn.
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version on businesswire.com: https://www.businesswire.com/news/home/20240702507303/en/
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