Matthew Middleton 9/20/22 Matthew Middleton 9/20/22

From Business Idea to [Future] Proof of Concept

When we walked onto the outdoor festival area last Sunday, it was not without anxiety, as we hoped the experience, content, and speaker lineup would amaze the 2,200+ senior-level attendees, 80+ sponsors, and 50+ media outlets participating. After all, they had flown to Huntington Beach to be a part of our community.

Matthew Middleton 3/9/22 Matthew Middleton 3/9/22

Changing the Faces of Wealth

Investment professionals, industry leaders, wealth management firms, and financial advisory firms should all care about making our industry more diverse and inclusive. Here's why: It's good for business.

Matthew Middleton 11/1/21 Matthew Middleton 11/1/21

Announcing Our New Venture: Future Proof

With Future Proof, we aim to support the creation of a new wealth management industry that is more exciting, diverse, inclusive, tech-enabled, and forward-thinking. Our goal, from a live event perspective, is simple: Build event experiences that inspire people and companies to be more creative and collaborative, to take action, and to create the future.

Matthew Middleton 3/23/21 Matthew Middleton 3/23/21

Announcing Our New Venture: Exchange

The inaugural Exchange event will be held February 13-16, 2022 at the Fontainebleau Miami Beach Resort with more than 2,000 attendees, 1,000 advisors and hundreds of CEOs. We invite you to join Exchange, an ETF experience, as attendees, speakers, sponsors or exhibitors.