MIAMI--(BUSINESS WIRE)--Advisor Circle, a product and content studio for the financial services industry, opened its inaugural event, Exchange, an ETF Experience, to a sold-out crowd representing all aspects of the fast-growing, $7 trillion ETF industry. With more than 65 sessions, Exchange’s agenda explores a wide range of topics related to exchange-traded funds and the financial advisory space. In addition to the formal agenda, Exchange is designed to enable attendees to interact in unique and exciting ways through its reimagined exhibit hall experience – The Exchange Marketplace.
Exchange, the brainchild of Advisor Circle’s Matt Middleton, John Swolfs, Matt Hougan, and ETF Trends’ Tom Lydon, Tom Hendrickson, and Dave Nadig, immediately establishes itself as the largest and most important ETF-focused event. The annual event focuses on helping financial advisors build better portfolios and win new clients using the latest innovations in the ETF space. This year’s event features an influential and diverse speaking faculty, including:
- Franklin Templeton’s CEO, Jenny Johnson
- ARK Investment Management’s CEO, Cathie Wood
- Dimensional’s Co-CEO and CIO, Gerard O’Reilly
- Vanguard’s Global Head of ETF Capital Markets, Vernita Exum, and Vanguard’s Global Head of Fixed Income, Sara Devereux
- Founder and Former CEO of Edelman Financial Engines, Ric Edelman
- DoubleLine CEO, Jeffrey Gundlach
- State Street Global Advisors’ Head of Practice Management, Brie Williams
- Invesco’s Global Head of ETFs, Anna Paglia
- BlackRock’s Head of iShares U.S. Wealth Advisory, Michael Lane
- Ritholtz Wealth Management’s Chairman and CIO, Barry Ritholtz
- Goldman Sachs’ CIO of Public Equity, Kathryn Koch
“The unbelievable response and interest from financial advisors, institutional investors, ETF issuers, and the larger financial services community is a true testament to the industry's need for an event that focuses on the evolution of ETFs and how advisors and investors evaluate and use these products in client portfolios," said Middleton, CEO of Advisor Circle and co-founder of Exchange. "Exchange is the only financial advisor-focused event where attendees can discover the most important products and innovations and network with the most influential innovators to help move the financial advice and ETF ecosystem forward."
“ETFs have been one of, if not, the most beneficial financial innovation to advisors in the last 20 years, as they lead to better client outcomes in a more efficient manner,” said Hendrickson, President of ETF Flows and co-founder of Exchange. “Bringing together advisors and other industry professionals in-person to interact, connect, learn and evolve is something the entire team behind Exchange is very proud of.”
As part of Exchange, CNBC’s Bob Pisani will broadcast live from the event. In addition to CNBC, Exchange will feature a robust financial media presence, with reporters and journalists attending from: Financial Times; Bloomberg; Yahoo! Finance; Insider; ETF Trends; ETF Database; ETF.com; Citywire RIA; TheStreet; MarketWatch; Pensions & Investments; WealthManagement.com; With Intelligence; Investopedia; and Blockworks, among others.
Advisor Circle’s next event – Future Proof, the world’s first wealth festival, connecting the worlds of money, culture, technology and impact – will take place in Huntington Beach, CA, from September 11-14, 2022. Future Proof will feature more than 3,000 attendees, 1,500 financial advisors and institutional investors, and 150 sponsors. The event was created in partnership with Josh Brown and Barry Ritholtz of Ritholtz Wealth Management and has been named one of Michael Kitces’ “11 Best Financial Advisor Conferences" for 2022. You can reserve your spot by visiting the website.
Advisor Circle is a product and content studio for the financial industry, designing live events, podcasts, online communities, and other connection points for financial professionals looking to learn, grow and adapt to change. The firm was founded in 2020 by Matt Middleton, John Swolfs, and Matt Hougan, who have successful track records of driving some of the most meaningful, well-attended events for the financial advice and ETF industries over the last decade. Follow Advisor Circle on Twitter and LinkedIn.
Exchange is the largest and most important event for the ETF-centric financial advisor and institutional investor audience. The event was founded in 2022 by Advisor Circle’s Matt Middleton, John Swolfs, Matt Hougan, and ETF Trends’ Tom Lydon, Tom Hendrickson, and Dave Nadig. Follow Exchange on Twitter and Linkedin.
Future Proof is a groundbreaking new wealth festival set to bring together the world’s most prominent figures and emerging minds to explore the intersection of money, tech, 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 will provide an unmatched opportunity for conversation and collaboration that will serve as a catalyst in developing the future of wealth.
The four-day citywide event will be held September 11-14, 2022, in Huntington Beach, California. More than 3,000 attendees including 1,500+ financial advisors and institutional investors, as well as over 150 sponsor companies are expected at the inaugural event. Follow Future Proof on Twitter, LinkedIn, and Instagram.