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Past event

Future Proof Festival 2026

Future Proof Festival 2026 is an organiser-published event for investors, managers and advisers working across private markets and alternative investments.

Registration details

Source: organiser public event page Retrieved:

Registration

Limited partners

For LPs, allocators and institutional investors.

  • HOSTED FINANCIAL ADVISORY FIRMS & LIMITED PARTNERSComplimentary
  • Financial Advisory Firms >50M & Limited Partners$1,295.00

Service providers

For advisers and professional-service firms.

  • Financial Advisory Firms <50M AUM$700.00
  • Current Exhibitors & Sponsors$2,400.00

Other attendees

For other published attendee types and passes.

  • Editorial Media & Financial InfluencersComplimentary
  • Full-Time StudentsComplimentary
  • Startups$2,100.00
  • General Attendees$3,800.00
View registration details

About this event

Once you register for Future Proof, you’ll receive a confirmation email with the hotel room booking link. Choose from one of our beautiful hotels in Huntington Beach or Newport Beach, all within close proximity to the boardwalk where the festival is held.

Source: organiser materials

Agenda

Source: organiser

Monday, 14 September 202611 sessions

  1. Opening Remarks

    Ocean Stage

    Speakers

    • Chris CherryHead of Partnerships · Future Proof
    • Michael BatnickManaging Partner · Ritholtz Wealth Management

  2. The Hidden Driver of High Performance: The Edge Most Advisors Miss

    Ocean Stage · Theme: The Human Advisor's Edge

    Speakers

    • Gabriella MengstabFounder & CEO · KinderWell

  3. Founder to CEO: Stop Being the Bottleneck

    Ocean Stage · Theme: Build a Firm That Outlives the Founder

    Speakers

    • Amy DeTollaCEO & Founder · Aureus Advantage
    • Mike LaMenaChief Executive Officer · Wealthspire
    • Jason OzurChief Executive Officer · Lido Advisors

  4. The Whole-Client Advisor: Why Health, Mind, and Money Can't Be Separated

    Ocean Stage · Theme: The Human Advisor's Edge

    Speakers

    • Chet BennettsDepartment Chair & Associate Provost · The American College of Financial Services

  5. AI Agents Are Here. What Do They Actually Do?

    Ocean Stage · Theme: The AI-Native RIA

    Speakers

    • Jaclyn StantonManaging Partner · F2 Strategy
    • Mazi BahadoriChief Operating Officer and Chief Compliance Officer · Altruist
    • Vinay GidwaneyChief Product Officer · OneDigital
    • Daniel KwakVP of Finance · Perplexity

  6. Break

    Ocean Stage

  7. The End of the Swivel: Claude for Financial Advisors

    Ocean Stage

    Speakers

    • Michael BatnickManaging Partner · Ritholtz Wealth Management
    • Peter NolanHead of Asset & Wealth Management · Anthropic
    • Shirl PenneyCEO & President · Dynasty Financial Partners
    • Jonathan BeattyManaging Director, Head of Schwab Advisor Services · Charles Schwab

  8. State of AI in Wealth Management Research Unveiled

    Ocean Stage

    Speakers

    • Matt MiddletonFounder & CEO · Future Proof
    • Mike ShannonCo-Founder and CEO · Impruve, Inc.

  9. AI Demo Drop: The Tools Reshaping How RIAs Operate

    Ocean Stage · Theme: The AI-Native RIA

    Speakers

    • Diana CabricesFounder and CEO · Diana Cabrices Consulting
    • Chris AinsworthCEO · Pave Finance, Inc.
    • Raj DoshiPresident & COO · april
    • Joe SteuterChief of Client Strategy · Intention.ly
    • Greg BroggerCEO/Founder · Collective
    • Yaela ShambergCo-Founder & Chief Product Officer · Communify
    • Rob NanceCEO · Dispatch
    • Parker EnceCEO & Co-Founder · Jump
    • Gary SinderbrandCEO · Archematch, Inc.

  10. Day One Wrap

    Ocean Stage

  11. Opening Night Party

    PCH Food Pavilion

Organiser-published speakers

Featured speakers

Source: organiser public event page Retrieved:

NameSeniorityFirm / organisation
Michael KitcesChief Planning NerdKitces.com
tOM LEECo-Founder & Head of ResearchFundstrat
Peter NolanHead of Asset & Wealth ManagementAnthropic
Stephanie LinkChief Investment Strategist, Head of Investment Solutions and Equity Portfolio ManagerHightower Advisors
Josh BrownCEORitholtz Wealth Management
Dan IvesPartner and Senior Managing Director, Tech AnalystYorkville Ives & Co.
Tracy AllowayOdd Lots Co-HostBloomberg
Joe WeisenthalOdd Lots Co-HostBloomberg
Daniel KwakVP, FinancePerplexity
Rick RiederCIO of Global Fixed IncomeBlackRock
Ralph HaberliCEO and PresidentEdelman Financial Engines
Kate BurkeCEOAllspring Global Investments
Burt whiteCEOCarson Group
KURT MISCINSKIPartner and CEOCerity Partners
Rick BuoncoreChairman & CEOMAI Capital Management
Allison Bonds MazzaHead of US WealthState Street Investment Management
Barry RitholtzChairman & CIORitholtz Wealth Management
Scott WapnerHostCNBC
Mike LaMenaCEOWealthspire
Michael BatnickManaging PartnerRitholtz Wealth Management
Tom OrecchioCEO and PrincipalModera Wealth Management
Shannon SaccociaManaging Director and Chief Investment Officer - WealthNeuberger
Adam VosGlobal Head of Wealth SolutionsBNY
David BoothFounder and Executive ChairmanDimensional Fund Advisors
Stephanie AliagaGlobal Market StrategistJ.P. Morgan Asset Management
Jaime MagyeraSenior Managing Director, Head of U.S. Wealth and Head of RetirementBlackRock
Ben CarlsonDirector of InstitutionalRitholtz Wealth Management
Rick PitcairnChairman, Chief Global StrategistPitcairn
Megan KelleyHead of Research, Fidelity Center for Applied TechnologyFidelity Investments
Christopher AinsworthCEOPave Finance
Mazi BahadoriAltruistChief Operating Officer and Chief Compliance Officer
Sara BakerEVP of Mergers & AcquisitionsAllworth Financial
Chet R. BennettsAssociate Provost and Department ChairThe American College of Financial Services
Benjamin BrandtFounder & PresidentCapital City Wealth Management
Brent BrodeskiFounder & CEOSavant Wealth Management
Greg BroggerCo-Founder and CEOCollective
Sean BrownCEOYCharts
Mark BrunoManaging Director, Head of Strategic AdvisoryEmigrant Partners
Diana CabricesFounderDiana Cabrices Consulting
Jordan CampbellPartner, Chief Data OfficerImpruve
Thomas CarrollCEOHB Wealth
Chris CherryHead of Strategic PartnershipsFuture Proof
Graham CliffordCTOFirst Manhattan
James ConoleFounderRoot Financial
Eve CoutPrincipal, Head of Advisor SolutionsVanguard
Lisa CraffordManaging Director, Head of AdvisoryConstellation Wealth Capital
Jesse CramerPartner + AdvisorRialto Wealth
Hayley CuccinelloWealth ReporterCNBC
Jon DauphineCEOFoundation for Financial Planning
Amy DeTollaFounder & CEOAureus Advantage
David DeVoeFounder & CEODeVoe & Company
Carlo Di FlorioPresidentACA Group
Raj DoshiPresident and COOApril
Blair duQuesnayLead Advisor - The PreserveRitholtz Wealth Management
Parker EnceCEOJump
Trip FarrenPartner, Senior Wealth Management AdvisorOpenArc
Kevin FitzwilsonCEOColdstream
Scott FrankFounderStone Steps Financial LLC
Vinay GidwaneyChief Product OfficerOneDigital
Adrienne GraceMindset & High Performance CoachAdrienne Grace Coaching & Consulting
Sheena GrayCEOAssociation of African American Financial Advisors (Quad-A)
Mark HeddermanCEOHedderman Financial Solutions
Kevin HigginbothamOpenArc, Managing PartnerSenior Wealth Management Advisor
H. Adam HoltCEO and Founder; Co-FounderAsset-Map; REBL Dads
Phil HuberManaging Director, Head of Portfolio SolutionsCliffwater
Mark IsraelCTOFocus Financial Partners
Ben JohnsonHead of Client Solutions, Asset ManagementMorningstar
Jared JonesPartner and Senior AdvisorOmega Wealth Management
Adam KnorrCo-FounderInfluenceLab
Corey S. KupferFounder & Managing Partner, Kupfer.PLLC
Adam LewisShareholderVedder Price P.C.
Tony LingManaging Partner, Investments and Business DevelopmentRise Growth Partners
Nicole MadosikPartner & Chief Mergers and Integrations OfficerMission Wealth
Gabriella MengstabFounder & CEOKinderWell
Matt MiddletonFounder & CEOFuture Proof
Cinthia MurphyInvestment StrategistTMX Vettafi
Dave NadigPresident & Director of ResearchETF.com
Rob NanceCo-Founder and CEODispatch
Derek NotmanFounder & CEO; FounderCouplr AI; REBL Dads
Jason OzurCEOLido Advisors
Roger ParadisoHead of Custom Client Portfolios; Executive ChairmanFranklin Templeton; O'Shaughnessy Asset Management
Molly PierceCEOTrack that Advisor
Bob PisaniChief Technology OfficerAddepar
Jennifer ProsekFounder and Managing PartnerProsek Partners
Rron RexhaFounder and CEOArca
Baz SaidiehFounder & Managing PartnerPenrose Arc
Tony SantilloHead of Innovation & Strategic GrowthNorthwestern Mutual
Mela SeyoumReporterFinancial Advisor IQ
Yaela ShambergCo-Founder and Chief Product OfficerCommunify
Mike ShannonCo-Founder, CEOImpruve
Darrell SiggersCEOAccessPlusAnswers
Gary SinderbrandFounder & CEOArchematch
Matt SinderbrandCTOArchematch
Danielle SingerHead of Wealth Management PlatformsInvesco
Kent SkorniaCEOKrilogy
Todd SohnChief ETF StrategistStrategas Asset Management
Jaclyn StantonManaging PartnerF2 Strategy
Joe SteuterPartner and Chief of Client StrategyIntention.ly
Kevin ThompsonCEO and President9I Capital Group LLC
Jay TiniPresidentRitholtz
Jan Van EckCEOVanEck Funds
Lily VittayarukskulCEO and Co-FounderWaterlily
Kelly WagmanDirector, Head of AI StrategyCresset
Ellie WeedHead of Industry, Financial ServicesLinkedIn
Tim WelshPresident, Nexus StrategyLLC
Ian WenikEditorCitywire
Cecilia WilliamsCOOHalbert Hargrove
Kendra WrightFounder & CMORebel Media Agency

Who attends

  • 2,000Participants

Preparation Templates.

Information source: Event facts and organiser-published details are based on public information last checked on . Dates, venue, availability and programmes can change; confirm them with the organiser before making plans.

Frontierspace Ventures is not affiliated with this event unless expressly stated.

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