Morningstar will also be out in force, with stalwarts Christine Benz, Jeffrey Ptak, Ben Johnson and PitchBook's Nizar Tarhuni talking about everything from retirement to 401(k) planning to the difficulty of market timing to private equity investing. I will moderate a panel on "Global Macro Predictions" with Professor Siegel, Jeff Kleintop and Emily Roland.
Not surprisingly, much of the content is geared toward RIAs, with topics like, "The Personal Brand Blueprint: 5 Easy Steps to Attract High-Value Clients in 2023."įor investors, there is the ubiquitous tech bull Dan Ives from Wedbush, with "Five Tech Predictions for 2024."ĭoubleLine's Jeff Gundlach will return again this year, and will speak with my CNBC colleague Scott Wapner on Halftime Report on Tuesday. Last year's conference attracted 2,000 attendees, about half mostly young RIAs (Registered Investment Advisors), several hundred active trader types, ETF sponsors and a smattering of vendors. Let's Roll: The Art of Sushi Making. "This interactive session offers a unique opportunity to unleash your creativity and refine your knife skills." Refine your knife skills? OK.might be safer to just go to Mastering the Grill: Barbecue Techniques. Mastering Pizza Dough: Techniques for any Home Pizza Maker. "Learn the secrets to achieving the ideal texture, flavor, and elasticity as you explore different kneading, proofing and shaping techniques." Now I'm starting to get interested. I'll have to squeeze that in between: Craft Beer. "Engage in a lively and interactive debate as you explore the unique characteristics, flavor profiles and food pairings of both wine and craft beer." OK that's an improvement, but I think I'd rather go to:īattle of the Buds: Wine vs. Health is Wealth: Surfing. "We invite you to join us and embrace the thrill of learning to surf!"ĭance Culture: An Interactive Session. "Immerse yourself in the rhythm, movements, and rich history of Salsa dancing!"
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Seaside Yoga: The Path to Mindfulness with a Goldman Sachs Instructor. Seriously? Goldman Sachs will teach me how to do yoga? What's next? Acupuncture with Morgan Stanley? Chiropractic with Wells Fargo? Massage therapy with JP Morgan? Keep dancing, you foolsįorget yoga. There's a concerted effort to keep everyone dancing and swimming, starting with the FutureProof Kickoff Party ("relax, unwind and connect") and continuing with:
Straight Yoga? It's so 2008. Oh sure, there's a yoga class, but you'll have a special instructor. on the agenda (who goes to those things?), prepare for the New Hipness. Those of you accustomed to going to conferences with a Yoga class at 5:45 a.m. Instead, we imagined what it would be like if events were more social and interactive and useful and (dare I say) fun! That was how Future Proof came about." Yoga? It's so 2008 except. "Coming out of the pandemic, it was obvious to us that the traditional financial conference was past its sell-by date," Ritholtz told me. "Everybody was bored with lectures and tedious panels forecasting the future in giant windowless conference centers. It's the brainchild of Barry Ritholtz, co-founder, chairman, and chief investment officer of Ritholtz Wealth Management, and CEO Josh Brown - along with Advisor Circle, a product and event studio in financial services. Welcome to Future Proof, billed as "the largest gathering of top-tier wealth management professionals, CEOs, CTOs, COOs, and fast-growing financial advisors." ETF and commodity maven Jan van Eck.īut this is one of those conferences where the social interaction is as important as the content. They're not the only stars. There will be financial luminaries as well. Jeremy Siegel from Wharton/WisdomTree. Jeff Kleintop from Charles Schwab. Emily Roland from John Hancock. Cliff Asness from AQR. Personal Loans for 670 Credit Score or Lower Personal Loans for 580 Credit Score or Lower Best Debt Consolidation Loans for Bad Credit
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