Humanizing Advice Using ‘Time on Earth’ Allocations

Humanizing Advice Using ‘Time on Earth’ Allocations

Christine Benz is bringing her unique approach to personal finance to Huntington Beach, California. Christine is the director of personal finance and retirement planning at Morningstar. She also co-hosts The Long View podcast, where she serves up a mix of practical financial advice and portfolio reviews, while interviewing notable figures like best-selling author Ramit Sethi, columnist Jason Zweig and FIRE (Financial Independence, Retire Early) blogger JL Collins.  

 

Christine took a circuitous path to podcasting and writing about personal finance. Raised in a family of political junkies, she studied political science and the Russian language. After a stint in publishing, she started working at Morningstar in the early 1990s, where she continues to work today.

 

I sat down with Christine to talk about the state of financial literacy in the U.S. (spoiler: “not great”), the recent human-centric transformations of the wealth management industry and how a broken foot led to a new approach to taking time off of work. 

 

Future Proof: The career path you took is going to surprise some of the attendees at the Future Proof Festival. How did you arrive at the intersection of personal finance and investment analysis? 

 

Christine Benz: I can’t even make it seem intentional in hindsight; it was very circuitous. 

 

I grew up in a family of political junkies and was always interested in politics, current events and international relations, so I studied political science. I also majored in Russian, because I had been studying the language for quite a bit of time. When I emerged from college I was not super marketable.

 

My dad had always been an avid investor and knew of Morningstar. It was a rapidly growing company, so he suggested I apply there. 

 

From the beginning I loved that it was an intellectual place. It was an intellectually curious, vibrant place—which I’m happy to say it remains so. 

 

I eventually led our U.S. fund analysis team, but I realized we weren’t talking about broader issues of asset allocation and some of the other things that we know make or break someone’s financial success. 

 

So I went through the certified financial planner program and began to research and work on some of the broader topics of personal finance and financial planning that I focus on today.

 

FP: Speaking of allocation, you remind advisors to pay attention to clients’ “time on earth” allocations. What do you mean by that? 

 

Christine: I like it when advisors think about the resources that their clients have, broadly speaking. A “time on earth allocation” is one’s allocation of personal time and energy.

 

Historically, advisors spent the bulk of their time on allocating household cash flows, allocating savings and apportioning their clients’ investment mix.

 

Time on earth is different. A client might have a job that’s super remunerative, but it’s detracting from their quality of life. Maybe it’s detracting from the time that they can spend with their family. 

 

Advisors can add value in situations like that. They can help their client take a step back and say, “You seem to be on this hellish treadmill where you are at peak earnings, but if this isn’t delivering you satisfaction, can we figure out a way to get you to a place where you’re happier with your balance.” 

 

FP: You’re also an advocate of improving financial literacy. How would you assess the general levels of financial literacy in America? 

 

Christine: Not great. Studies have shown that the general population only gets about half of very basic financial literacy questions right. This cuts across populations; it cuts across the globe. 

 

One thing I worry about is the lower levels of financial literacy among lower income segments of our population. It’s troubling. The less money you have, the fewer opportunities you have to learn and to improve your financial decision making.

 

FP: What can the wealth management industry do to improve that discourse? 

 

Christine: Counseling consumers definitely helps. We need to teach people the importance of being skeptical and bringing skepticism to financial relationships and financial arrangements.

 

FP: You work with survivors of domestic abuse to provide them with financial education. What lessons do you focus on in that setting? 

 

Christine: It’s a broad ranging personal finance curriculum, supplied by an organization called W!SE, which stands for Working In Support of Education. 

 

It starts with very basic budgeting, but gets into investing and saving for college. One thing I’ve found working with these groups is even though most of their questions are about the here and now—like getting out of debt or getting into a home of one’s own—people still aspire to save money for their kids or to have a better life or buy a home at some point down the line.

 

In my time volunteering, I’ve gotten better at familiarizing myself with very basic financial information, like how to deal with credit card debt and how to budget. Those are areas that I probably had an average knowledge about, but volunteering helped me hone my skills. 

 

FP: In your articles and podcasts, you strive to balance the theoretical elements of finance with the human factors of money; money is a tool to achieve something. What are your observations of the financial service industry’s ability to address the human factor? 

 

Christine: Over the past decade or two I’ve noticed a change. We have all become more attuned to the importance of behavioral finance and psychology, in terms of helping people reach their goals. 

 

The wealth management industry, as a professional class, has become much more receptive to human-centered advice. It’s really encouraging. 

 

Concepts like mental accounting and bucket investing for retirement seem to be more accepted by professionals. What matters isn’t necessarily the efficient frontier. What matters is whether someone can achieve their goals and find peace of mind with their plan. 

 

There’s more alignment with individuals and the professional community, which I think is for the better. 

 

FP: Travel is really important for you, whether that’s a trip to Huntington Beach or elsewhere. What is your most memorable travel experience?

 

Christine: I have so many. One trip that really stands out was a trip that my husband and I took to Barcelona. We were renovating our old house and I had broken my foot that summer. I was also working on a book at the time. It was just kind of a hellish summer. 

 

So we went to Barcelona, and just went to that one place for a whole week. 

 

It taught us the importance of going deep on a place and not moving around too much. You don’t have to go everywhere on a particular trip. We know that if we like a place, we’ll come back.

 

I’m also a foodie. Whenever I decide I’m going somewhere, I almost always book my restaurant reservations first. That’s the first thing I look at. 

 

Sometimes I even overdo it. I’ll plan days in advance, look at the menus, sort of hint what I think my husband should have. I make a point of trying to make reservations, because I am not a happy camper if I’m figuring something out on the fly. So I can go overboard, but it’s a fun part of travel for me. 

 

FP: You’re a big music fan, too?

 

Christine: I’m a huge music fan, so I’m excited about the opportunity to hear live music at Future Proof. 

 

I like to stay current on my music and one person who I’m really loving right now is Steve Lacy. He’s just come out with a new record. I really love everything I’ve heard from him.

 

My musical tastes are really broad ranging. I love jazz. I love blues. But mainly I love contemporary music. 

 

FP: We’re excited about the music that will be at Future Proof! At the beginning of our conversation you described your love of intellectual curiosity. What opportunities for intellectual curiosity are you looking forward to at the Future Proof Festival?

 

Christine: I love how interdisciplinary the agenda is. I’m excited to hear from speakers who I might not run into at typical financial planning conventions, and with so many different people I’m hoping I’ll come away with some new guest ideas for our podcast. 

 

Future Proof gets beyond the typical conference that we all go to. It’s bringing in people from different areas—beyond our financial services sector. 

John Swolfs Advisor Circle

JOHN SWOLFS

John Swolfs is the Chief Content Officer at Advisor Circle, a product studio for growth-oriented financial professionals. John is responsible for creating dynamic programs for Advisor Circle’s world-class events which include Future Proof festival and Exchange, the world’s leading ETF event.

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TikTok: Bringing Mass Appeal to Wealth Management & Fintech

TikTok: Bringing Mass Appeal to Wealth Management & Fintech

There’s a cultural rebirth underway in wealth management, and you can find it all over TikTok. Finfluencers — financial influencers — offer the ordinary investor information and advice on stock market trading, personal finance, mutual funds, and more.

 

This advice is often dismissed by the industry as bad or biased because it’s not coming from professionals or experts. That’s why writer, investor, researcher, and financial influencer Kyla Scanlon stands out. Her approach to finfluence isn’t advice-based. Her TikToks are educational and often dive into topics that are deeper than some of her finfluencer counterparts. 

 

“TikTok is such an opportunity, right? It’s the audience that you really want to talk to,” said Scanlon. “You have people in their 20s and 30s who watch TikTok, and the reason that they watch it is to be entertained and engaged. For me, I did see a lot of misinformation being spread on TikTok, but I also saw an opportunity to help people learn about finance.”

 

It’s the perfect audience to help educate, she said, to bridge the gap about topics such as the Fed, inflation, portfolio management, and investing. Scanlon, who covers everything from macroeconomic policy to crypto regulation, wants to make the financial services market more accessible and easier to understand ​​for the ordinary investor. 

 

Mass Appeal 

 

Often trivialized as silly entertainment, TikTok is a platform that young audiences truly use to educate themselves. They’re attracted to the short, accessible video content, which provides an entry point into topics that are otherwise intimidating. 

 

“There’s so much more that can be done to make people understand this stuff,” she said. “A lot of the response to my videos has been from beginners who are just like, ‘Wow, I never thought Econ could be this way’ or ‘I never thought about the market that way.’” 

 

Making high-quality financial information more accessible is a good thing. And FinTok, the financial TikTok space, is growing fast. Content tagged with #PersonalFinance has garnered more than 4.4 billion views and #economics, which Scanlon frequently uses, has more than  623.9 million views.

 

The platform itself has  over 1 billion monthly active users. Almost half are between ages 10-29 and 42% are 30-49. For many, TikTok is their first source of education on money matters.

 

“This is the next generation,” said Scanlon. “You could ignore them right now, but I don’t think that’s a good idea. They’re the future. I think a lot of people are really dismissive of younger people … So it’s really about getting as many people as possible to understand the big economic world that we all live in. And part of that is recognizing that there are good people to talk to you.”

 

Bridging the Gap

 

Remember, a lot of the FinTok content is lacking in substance or just too promotional. Scanlon’s content — financial education — is straightforward and accessible. 

 

“I just tried to really make it simple. And I think people crave simplicity at the end of the day,” she said. “I make it very clear that it’s not financial advice. It’s purely education.”


As Scanlon works to bridge the gap between mainstream entertainment and financial education, she’s excited her content is resonating. She’ll take the stage at Future Proof Festival in Huntington Beach this September, to share her approach with the hopes the audience is able to make financial content accessible to all.

John Swolfs Advisor Circle

JOHN SWOLFS

John Swolfs is the Chief Content Officer at Advisor Circle, a product studio for growth-oriented financial professionals. John is responsible for creating dynamic programs for Advisor Circle’s world-class events which include Future Proof festival and Exchange, the world’s leading ETF event.

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Bridging the ESG Chasm: Your Stake’s Gabe Rissman Talks Greenwashing, Values-Based Investing and the Future of Personalization

Bridging the ESG Chasm: Your Stake’s Gabe Rissman Talks Greenwashing, Values-Based Investing and the Future of Personalization

According to Morgan Stanley, 85% of individual investors in the United States are interested in sustainable investing – but only 10% are actually doing it.

 

Why?

 

Gabe Rissman, the President and Co-Founder of YourStake, which helps advisors align client portfolios with their values, believes there are a few reasons.

 

One: The industry is making a mistake and assuming ESG means the same thing to everyone.

 

Not all ESG investors are created equal, and one ESG portfolio isn’t going to be a match for all ESG investors. There are so many different variations of ESG and values-based investing, and it’s impossible to correctly assume which issues every individual client cares about without asking them.

 

“There are people who are hunters that really care about the environment and forced labor and gender equality,” explained Rissman. “So figure out what your client actually cares about, not what you’re assuming.”

 

Two: Advisors are thinking about ESG investing in terms of ESG scores, while clients think about it in terms of real, tangible values.

 

Most clients aren’t saying to their advisors, “I want a superior ESG portfolio.” What they’re saying when their advisors actually ask is: I don’t want to invest in prisons. I don’t want to invest in fossil fuel companies. I want to invest in clean energy companies and companies with good gender diversity.

 

“And that’s how advisors should talk about it,” said Rissman. They should be asking clients, what do you care about? What are the issues that matter to you? How can we create a portfolio that’s better on gender diversity, rather than focusing on the best methodology for conducting an ideal score? 

 

Three: Greenwashing is the biggest thing working against the growth of ESG.

 

Greenwashing, a term that refers to inaccurate or misleading representations about a company’s environmental friendliness, is used in ESG investing to describe strategies or initiatives that don’t align to an investment product’s sustainable label.

 

“Marketing language is outpacing actual practices, causing people to lose trust,” said Rissman, who believes our industry is moving in a “prove it” direction. 

 

Catch Gabe Rissman Live at Future Proof

 

Rissman will take the stage at Future Proof Festival in Huntington Beach this September to share his vision for the future of ESG, values-based investing and personalization.  

 

“You’ll be able to walk your client through all of the aspects of their life, their values, how they want to retire, and capture all the preferences the client has, and what they need to have a successful experience with you. Advisors will have the ability and the tools to create personalized solutions to be able to serve that. So that means personalized portfolios, and better advice,” said Rissman.

 

“And I see the industry going to a place where advisors will have to prove exactly what they’re doing. So if you capture my values as a client, you’re putting a portfolio together, then show me with full transparency that it’s actually accomplishing the job that I want it to do. That’s where I see the field moving.”

John Swolfs Advisor Circle

JOHN SWOLFS

John Swolfs is the Chief Content Officer at Advisor Circle, a product studio for growth-oriented financial professionals. John is responsible for creating dynamic programs for Advisor Circle’s world-class events which include Future Proof festival and Exchange, the world’s leading ETF event.

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Future Proof is set to bring together the world’s most prominent figures and emerging minds to explore the intersection of money, tech, culture and impact.

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Breaking Through Biases: An Interview with Soraya Darabi

Breaking Through Biases: An Interview with Soraya Darabi

Soraya Darabi is co-founder and general partner of TMV, formerly Trail Mix Ventures, a New York City-based, founder-first early stage venture capital firm launched in 2016. Soraya leads a team that believes good people can create extraordinary outcomes. 

 

As recently as January, Soraya and her co-founder, Marina Hadjipateras, launched a $64 million fund—their second institutional venture fund—to back startups focused on people, purpose and profit. Investor demand reflected the firm’s success: it was oversubscribed by roughly $5 million and is backed by some of the world’s largest family businesses. 

 

TMV’s success comes from finding businesses overlooked by others, many times simply because of biases. Ahead of the Future Proof Festival, Soraya shared the blindspots she sees in wealth management, including the circumstances that led her to fire her own financial advisor, what she looks for when investing and how she uses her love of food and travel to connect with others.

 

Future Proof: You’ve had your progress in finance seemingly blocked by biases favoring men over women, yet you’ve found ways to capitalize on these obstacles. For example, you started an investing organization called Transact Global that’s now the envy of your peers. Tell me more about Transact Global and what it’s taught you about networking. 

 

Soraya Darabi: We started Transact Global in 2018, two years after launching TMV’s first fund. It’s a worldwide group of almost 400 fund managers who happen to identify as, or be, a woman. 

 

There aren’t enough women fund managers out there and this was a group born of necessity. My business partner and I had started investing in funds founded by women, not thinking about pioneering anything. It just felt like the right thing to do because the female fund managers I know are so careful with capital and access such interesting deals; ones our male peers don’t see. 

 

I was an LP [limited partner] in a couple of funds started by women and they were asking me questions as if I was the foremost expert—just because my fund was two years older than theirs. 

 

We knew that we had done a good job of angel investing, but we didn’t feel as if we had the right wealth knowledge to share with them. Raising money for my first fund had felt pretty darn hard for me, too.

 

We decided to meet weekly, over a video call, and to operate with an abundance mentality. We had to share information that had been kept from us, and to introduce one another to LPs, with warm, positive notes. 

 

We’re peer-led, which is exciting and novel. We decided to operate with a wolf pack mentality: if we can do this together, we’ll grow further and faster. That is exactly what happened. 

 

Today, we’re in 18 countries. What sets us apart is that we refuse to charge our women fund managers a penny. TMV pays for the organization. 

 

TMV pays for it because we think that this information should not come at a cost to the—quite honestly—to the disadvantaged. Rather it should be accessible and universal, so that we can play on the same playing field as everyone else. 

 

FP: Transact Global’s origin story is a great example of how TMV finds opportunities to capitalize on obstacles created by others. What similar opportunities for capitalizing on obstacles exist in the wealth management industry?

 

Soraya: If you look at the data, startups and large organizations with diverse boards perform better. They generate more capital. If you’re really seeking alpha, then it’s smart investing to invest for the triple bottom line: people, purpose and profit. 

 

TMV has seen 700% growth in assets under management since 2017. We’ve been a Series A investor in companies like [mattress firm] Casper and [healthcare provider] Cityblock Health. We invested in [podcast studio] Gimlet before it was acquired by Spotify.

 

Search out mission-driven founders. They’re the best founders. Mission-driven founders tend to stay at companies longer—beyond the IPO. It’s the mission holding them accountable. 

 

FP: What’s been your own experience with the wealth management industry and financial advice? 

 

Soraya: When we closed the sale on the first startup I co-founded, wealth managers read about it in the news. I started receiving an email a week from wealth managers, whereas I was of little interest to them before. 

 

A friend introduced me to a wealth manager at a bigger bank. The wealth manager asked what was important to me, and I told him I wanted to invest in something along the lines of the S&P 500, but without oil and gas stocks. I let him do his thing, so I could focus on angel investing–the asset class I knew best.

 

As my angel portfolio was blossoming and growing, the capital I had turned over to the outside wealth manager was underperforming the S&P 500. 

 

By the time five years had passed and I turned 32, I said, “Enough is enough. You’re in finance. It’s time to take matters into your own hands.” 

 

I decided I would manage my capital myself, so I don’t have a wealth manager. 

 

A lot of times women are raised to hand their capital over to men to manage. That wasn’t working for me. 

 

FP: Why was there such a disconnect between your values and your experience with a wealth manager?

 

Soraya: It’s a generational problem. I was very young when I came into money for the first time. I assumed that the person with the most years under—in this case—his belt would be the right person to steer me in the right direction. 

 

I was raised in a middle-class household where we didn’t talk about money. We threw away the business section of the newspaper every day. It wasn’t of interest. 

 

It’s also a discovery problem. Finding a wealth manager, if you wish to go down that path, is one part values fit and one part cultural fit. Are you going to get along? It’s also a literacy fit. Can they assess how much you know, how much you want to learn, and be along on that journey with you? 

 

It’s common to hear, “I don’t want to invest the way my parents did. I don’t want to invest my capital the way my grandparents earned theirs.”

 

For the next generation of capitalists, it’s important to hone into their values on day one. Modern wealth managers, attuned to those changes, may find a new generation of clients very willing to take a leap with them.

 

FP: The Future Proof Festival is designed to celebrate the convergence of values and the emergence of new ideas. You’ve been to a lot of conferences over the years. What stands out to you about this event?

 

Soraya: First and foremost, it just looks like a whole lot of fun. Getting to know humans on a human level is so refreshing. 

 

I want to know what motivated people to get into the line of work that they’re in, or have a conversation with someone where what they do doesn’t even come up at all.

 

FP: If someone runs into you at Future Proof and wants to talk about something other than venture capital, what’s a good conversation starter?

 

Soraya: Ask me what the best movie was that I saw recently. Or the most interesting book I’ve read lately—although with a toddler I’m not reading as much as I’d like to. 

 

We can talk about food and travel. My grandmother was a chef and I’m always trying to become a better chef. I’ve been to over 65 countries and I hope to reach 100 in the next decade. 

 

I’ve been lucky enough to take cooking classes in Oaxaca, Mexico, so I like to make mole. I took a cooking class in Thailand, so I really like to make pad see ew. I took a cooking class in China and learned how to make drunken fish—which is one of my favorite dishes of all time. 

 

This conference is going to bring together world class individuals in one place. There’s music and entertainment, and we’re not just talking about money all day. It’s going to be a treat.

John Swolfs Advisor Circle

JOHN SWOLFS

John Swolfs is the Chief Content Officer at Advisor Circle, a product studio for growth-oriented financial professionals. John is responsible for creating dynamic programs for Advisor Circle’s world-class events which include Future Proof festival and Exchange, the world’s leading ETF event.

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Future Proof is set to bring together the world’s most prominent figures and emerging minds to explore the intersection of money, tech, culture and impact.

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Future Proof brings together an entirely new community of financial advisors, institutional investors, asset managers, fintech startups, investors, financial creators, activists, artists, musicians and other key stakeholders around an unprecedented experience and agenda.

The Intersection of Money and Mental Health: Trailhead Planners’ Courtney Ranstrom on Stress, Empathy and Shame

The Intersection of Money and Mental Health: Trailhead Planners’ Courtney Ranstrom on Stress, Empathy and Shame

When you think about wealth management and the advisor-client relationship, mental health may not be what immediately comes to mind.

 

But according to Courtney Ranstrom, Co-Founder and Financial Life Planner at Trailhead Partners, mental health can have a lot to do with the way we earn and manage money.

 

“Financial advisors are not therapists,”  Ranstrom explained. “But there is a lot of overlap in how we talk to people and how we empathize with them. And money tends to be one of the biggest sources of stress for a lot of people.”

 

Throughout history, wealth management has been centered around investment vehicles and retirement planning – transactional, data-focused interactions. But that’s not good enough anymore. 

 

“You really have to look at the whole person, and what their hurdles are to getting to where they want to be, to building the life they want to build,” she said. And to develop more comprehensive financial plans that incorporate client goals and account for client behavior, empathy is key.

 

Here are three things to keep in mind when approaching client conversations:

 

Mental illness is more common than we think. In fact, one in every four adults suffers from some kind of mental disorder in a given year, meaning advisors may face these challenges themselves, and are likely to encounter clients who do. Money-related issues like debt can trigger or worsen anxiety, depression and stress, and they’re also a major cause of stress in relationships.

 

Stress about money is the highest it’s been in years. Speaking of stress, the March 2022 “Stress in America” survey from the American Psychological Association found that 65% of respondents reported being stressed about money (the highest level recorded since 2015), and 65% also indicated they’re stressed about the economy, also an increase from previous years.

 

Shame has no place in an advisor-client conversation. Understanding client circumstances is critical for being able to approach their financial situation from a place of empathy and guidance, not shame. 

 

“A big thing in our practice is that it’s a shame-free zone. So whatever financial problems you have when you come to see us, you’re not allowed to feel ashamed when you’re in our office. We’re not going to make you feel that way,” said Ranstrom.

 

Catch Courtney Ranstrom Live at Future Proof

 

Ranstorm will take the stage at Future Proof Festival in Huntington Beach this September to share her perspective on the role of mental health in the investment management experience. 

 

“What I’m looking forward to the most is just being able to have these conversations. Not everyone is dealing with a mental health struggle at the moment, but most of us will deal with mental health issues at some point in our lives. And I think if we talk about it, if we know that there are resources out there and tools available, that’s huge,” Ranstrom said.

John Swolfs Advisor Circle

JOHN SWOLFS

John Swolfs is the Chief Content Officer at Advisor Circle, a product studio for growth-oriented financial professionals. John is responsible for creating dynamic programs for Advisor Circle’s world-class events which include Future Proof festival and Exchange, the world’s leading ETF event.

Register

01.

Future Proof is set to bring together the world’s most prominent figures and emerging minds to explore the intersection of money, tech, culture and impact.

BECOME FUTURE PROOF

Future Proof brings together an entirely new community of financial advisors, institutional investors, asset managers, fintech startups, investors, financial creators, activists, artists, musicians and other key stakeholders around an unprecedented experience and agenda.

Growing a Dynasty from the Garage Up: An Interview with Shirl Penney

Growing a Dynasty from the Garage Up: An Interview with Shirl Penney

Shirl Penney’s entrepreneurial journey could very well be a movie or a best-seller. He grew up in “the sticks of Maine,” was raised by his step-grandfather, experienced several years of homelessness as a child but never missed a day of school and eventually became the first in his family to attend and graduate from college. His career in finance began with a 16-hour bus trip from Maine to Manhattan, where he interviewed in a suit he bought from the Salvation Army store.

 

By 2010, he had started his own firm, Dynasty Financial Partners. Seeing an opportunity to provide breakaway advisors with proprietary technology, financing and a step-by-step process for becoming an independent firm, Shirl launched his company as a service provider for registered investment advisors (RIAs). Earlier this year the firm filed to go public. 

 

Ahead of the Future Proof Festival, I sat with Shirl to discuss his business philosophy, his passion for horse racing and how he started Dynasty Financial from an office in his garage. 

 

Future Proof: Most Future Proof attendees will know you as the CEO and President of Dynasty Financial Partners, but you describe your wife as the co-founder of your business. What lessons have you learned about business from your wife?

 

Shirl Penney: This is a little bit of a secret I’ll share. My family and I were living in Saratoga Springs, New York, while I was trying to build Dynasty. My two girls were still very little and I was constantly on the phone, trying to raise capital. This was after the 2008 financial crisis, so I was even making trips down to New York City to raise funds. 

 

I came home on one of those trips and my wife took me to the garage. In the corner of the garage she had built this walled-off area that took up about third of the space. It looked like a giant box in the corner of the garage. Even today it gives me goosebumps to think about.

 

I walked over to the box and opened the door. Inside was an office. It had hardwood floors, crown molding, a fireplace and air conditioning. There was a TV above the fireplace. It was gorgeous. 

 

My wife, Mary Ann, built it with her own hands and the help of my father-in-law. She said, “A big-time CEO is going to sit in this office, so we had to make sure it looked nice.” 

 

She read my business plan, helped design the Dynasty logo, the marketing materials and approved all of our first hires. She is the best judge of character of anyone I’ve ever met. She has been more right about talent, in particular, over the course of my career than I’ve been. 

 

Entrepreneurs thinking about starting a new business need to overcommunicate, not just with their partners in the business—but start by overcommunicating at home. The real co-founder of your business is your spouse and sometimes entrepreneurs don’t realize that.

 

Mary Ann teaches me the importance of prioritization and to focus on what’s most important in life. She is also the CEO of Team Penney Racing. 

 

FP: What is Team Penney Racing? 

 

Shirl: Team Penney is a term that we use in our family when my two daughters, my wife and I are doing something together as a family. Team Penney Racing is our own horse racing stable. 

 

FP: What attracted you to horse racing?

 

Shirl: I was captain of the baseball team when I was at Bates College. One of the things we loved to do as a team was go to the horse track. We spent so much time at the horse track we started calling ourselves the track team.

 

I fell in love with horses and decided that I would like to own one if I could afford it. If you’ve ever been close to race horses, they’re absolutely beautiful. And unbelievable athletes. Most of them—but not all of them—are friendly. 

 

Team Penney Racing had some early success about 15 years ago, when we won the Black-Eyed Susan Stakes, and over the years we’ve owned about 125 horses. 

 

Team Penney Racing is also about camaraderie. 

 

We might get 50 to 100 friends and family at a race. For someone who is as busy as I am with work and traveling, to have so many people that you care about—together—for the excitement of the race, is absolutely special. I always say that I’ve won before the gate even opens. 

 

FP: As you advance in your career, are there any lessons that you wish you had unlearned or graduated from more quickly? 

 

Shirl: I was a young man in a hurry. I would tell young Shirl that you don’t have to be in such a hurry. It will all come to you in due course. Truly successful people in life, and in business, are the ones who empower the team.

 

You can be an All-Star individual contributor—and that’s what you are: an individual contributor. It’s better to be a world class leader and to have all the All-Stars on the team.

 

FP: You experienced homelessness from the ages of 11 to 13. Did that experience factor into your need to move quickly as a young professional?

 

Shirl: Absolutely. There’s no greater motivator. I can tell you, firsthand, that being cold and hungry is a heck of a motivator. 

The reality is I’ve been broke twice. Once as a kid, and again when I went all-in on Dynasty. I was not homeless, nor was I hungry, so it was a better form of broke. But there’s no question that adversity builds character. I had a fair amount of it, as a lot of people do growing up.

 

Even so, I always felt loved by my step-grandfather. I always had one person in my life that believed in me. That was huge. 

 

He taught me that your word is your bond. He was old-school and I like to think that I am, too. You don’t need a handshake or a contract. If you say you’re going to do something, you’re going to do it. 

 

It also takes a community to raise a child and I had a great community.

 

FP: You talk about the idea of “staying close to the field” as key to success. What do you mean by that?

 

Shirl: That’s another element I learned from my step-granddad. He was always present. He made sure that I was present. I actually got an award before I left for college: I never missed a day of school from kindergarten to grade 12. 

 

Proximity to a client is critical in any business, but particularly in ours. Most of the innovation and positive changes come from advisors interacting with clients. That’s where the consumer—if you’re listening and not talking—is telling you about what’s most important. 

 

When I meet with clients it energizes me. We have this really cool wall of plaques that celebrates all of the clients we support. It’s right in the lobby. The receptionist chair is across from the plaques, and one of my favorite things to do is sit in the chair, late at night when there’s no one around, and just go across all those plaques and use that time as a way to connect with our clients.

 

I look at my calendar and make sure I’m moving around the country over the course of the year in a way that allows me to meet with each of our clients.

 

There’s nothing like going out in the field; it’s unfiltered.

 

FP: Future Proof is positioned to be an incredible opportunity to connect with others. What are you most excited about for Future Proof?

 

Shirl: I’m excited about the lifestyle perspective that is going to be present. Future Proof is about humanizing our profession. 

 

I think everyone will have a great time, but I hope that the people who aren’t there will see it—and that it encourages them to think differently about this profession. We need more people in financial services. 

 

Whether you’re retiring from the military, are a retiring school teacher or are transitioning careers, we need more people in this profession. It’s an incredible profession where you can make a huge impact on someone’s life. My hope is that Future Proof inspires younger professionals, as well as people in other professions, to consider entering the financial services industry.



John Swolfs Advisor Circle

JOHN SWOLFS

John Swolfs is the Chief Content Officer at Advisor Circle, a product studio for growth-oriented financial professionals. John is responsible for creating dynamic programs for Advisor Circle’s world-class events which include Future Proof festival and Exchange, the world’s leading ETF event.

Register

01.

Future Proof is set to bring together the world’s most prominent figures and emerging minds to explore the intersection of money, tech, culture and impact.

BECOME FUTURE PROOF

Future Proof brings together an entirely new community of financial advisors, institutional investors, asset managers, fintech startups, investors, financial creators, activists, artists, musicians and other key stakeholders around an unprecedented experience and agenda.

The Intersection of Money and Music: An Interview with David Canter

The Intersection of Money and Music: An Interview with David Canter

David Canter is trading his laptop for a guitar—at least for part of the inaugural Future Proof Festival in Huntington Beach, California. The executive vice president and head of the registered investment advisor (RIA) segment at Fidelity Institutional’s Clearing & Custody Solutions is slated to join his bandmates onstage, where they will perform as the group Hi-Fidelity. 

 

The group, started in 2011, covers a range of rock, reggae and jam band hits. I sat down with David and between riffs of some of his favorite tunes (yes, he was playing guitar and singing during the interview), he shared how to connect with an audience, what he’s learned from blending his personal and professional pursuits and how the Grateful Dead inspires better leadership.

 

Future Proof: Most attendees at Future Proof will know you from your work at Fidelity, but you’re really making your appearance at the festival as a musician.

 

David Canter: It’s funny you say that. I haven’t been quiet about my musicality. I love music. 

 

Live music provides such a great chance to commune with people. It’s really a way of bringing people together. 

 

That’s why I’m so excited about Future Proof. This event is about more than just the function of wealth management. It’s about bringing community to it all. Offering live music and other creative outlets fosters a sense of community and culture.

 

FP: You’ve been playing music since you picked up a clarinet at age 9, which you later swapped for a guitar when you were a teenager. What are the risks and rewards of performing at Future Proof?

 

David: I deeply appreciate the team aspect of playing in a band and other members of the band have all achieved a level of mastery. I view myself as a credible musician, but I’d say that what I bring to the band is a sense of cohesion. A band is a collection of individuals, just like any team, any business, any company. What I love about our band is that we all gel. 

 

The easy risk to cite is that you worry you aren’t very good. You always worry that you’re not going to satisfy the audience. But I think we’ve gotten to a place where we feel that we’re a credible act. We probably have at least 50 songs we could just pull out of a hat, immediately.  

 

[At this point David broke into a few bars of the song “867-5309 / Jenny” by Tommy Tutone.]

 

We also want to be good participants at the broader festival. We love the feeling of helping to make events more successful. 

 

FP: If you need a vote of confidence, you’re booked to perform at a four-day festival in Huntington Beach, California, that’s already drawing comparisons to SXSW. Would you say you’re booked more for music than for speaking?

 

David: Not quite. They’re almost equal, with the edge going to speaking. I’ve done a heck of a lot of speaking, because people want to hear about our business perspective. But it seems like they really get more enjoyment out of hearing the music.

 

By the way, you should know we play all original songs—made famous by other artists.

 

[David laughed and played a few bars of the song “Deal” by the Grateful Dead.]

 

I’m excited about the chance to surprise and delight the audience and stretch creatively. I’m also excited about seeing these Wall Street-type, wealth management people rock out.

 

FP: One of the aspects I see advisors continually trying to balance is the intersection of their personal and professional personalities. Do you see Hi-Fidelity blurring the lines between who you are professionally and who you are personally? How do you navigate that intersection?

 

David: It goes right back to traveling up the value stack. It goes back to authenticity. 

 

If you can find a way to connect with others that’s broader and more emotional than just the functional elements of your profession, you’ll have better outcomes. The best advisors, the best business professionals, can carefully integrate their personal life and their charitable life into their professional life.

 

FP: You’re a huge fan of the Grateful Dead. What do you think the band’s guitarist and singer, Jerry Garcia, would like about Future Proof? 

 

David: Jerry wasn’t exactly a perfect person, but he had this mindset that you shouldn’t strive to just be the best at what you’re doing; you should strive to be the only ones that do what you do. 

 

I think that’s what he would like about Future Proof. It’s about creativity. It’s about imagination, specialization, doing something no one else is really doing. 

 

To my knowledge, no one else is doing a wealth management event that infuses creativity, the arts and music. It’s a crossover event and I think that’s awesome.

 

You know what else I think he would love? Even though the Grateful Dead was not a surf band, he’d love that it is happening in Surf City, USA. 

 

FP: What album does every advisor need on their playlist? And what’s your favorite song?

 

David: This is an easy one. The Beatles’ album “Revolver” is perhaps one of the greatest albums ever made. 

 

My favorite song of all time and one that inspires me is the Grateful Dead’s “Ripple.” It’s such a beautiful song with so many instructive lyrics. It’s a leadership ballad: not everyone’s going to follow you, because the path might be yours alone. 

 

FP: I can’t wait for more later this year! What should attendees expect to hear when you hit the stage in September? 

 

David: The rock hits are fun. I love crowd pleasers. We’ll probably play some Prince and Red Hot Chili Peppers. We might do some reggae. We’ve been known to play some Bob Marley. And you know, it wouldn’t surprise me if you heard a song from The Beach Boys, too. 

John Swolfs Advisor Circle

JOHN SWOLFS

John Swolfs is the Chief Content Officer at Advisor Circle, a product studio for growth-oriented financial professionals. John is responsible for creating dynamic programs for Advisor Circle’s world-class events which include Future Proof festival and Exchange, the world’s leading ETF event.

Register

01.

Future Proof is set to bring together the world’s most prominent figures and emerging minds to explore the intersection of money, tech, culture and impact.

BECOME FUTURE PROOF

Future Proof brings together an entirely new community of financial advisors, institutional investors, asset managers, fintech startups, investors, financial creators, activists, artists, musicians and other key stakeholders around an unprecedented experience and agenda.

The Future is About Experiences: An Interview with Josh Brown

The Future is About Experiences: An Interview with Josh Brown

With more than 1,000 attendees already signed up to attend, the Future Proof Festival is easily the most anticipated event on this year’s wealth management calendar. Over the coming weeks we will be sharing a preview of what’s to come, featuring interviews with entertainers, advisors and executives who will be in Huntington Beach, California, from September 11-14, 2022.


Our first interview is with “Downtown” Josh Brown, CEO of Ritholtz Wealth Management and author of The Reformed Broker blog. He is an on-air contributor at CNBC and has more than 100,000 subscribers on his YouTube channel, The Compound. 


Here’s what he had to say about the four-day Future Proof Festival, his deep hatred of branded thumb drives and why this is the wealth management event the industry needs.


Future Proof: What is the Future Proof Festival? 


Downtown Josh Brown: The Future Proof Festival is a wealth management festival that feels like your favorite live event. 

We asked ourselves, “What are the things that can’t be replicated online? What are the things that people actually really care about and look forward to—and look back and remember?”

“Where is the real impact?” 


It’s almost entirely about the personal connections people make. Networking is the number one reason you should go to an event. The connections formed at a great event are the number one thing you take with you. 


We want to put great people on stage and we want to have an atmosphere that’s fun and engaging. Most importantly, we want to facilitate people meeting with each other and exchanging ideas with a drop dead gorgeous backdrop and experiences that will be like nothing that they’ve ever had at any other wealth management event. 


You can’t do this on LinkedIn. You can’t do this on Twitter. The relationships you create online will never be as meaningful as those formed in-person.


FP: I’ve heard you draw comparisons between SXSW and Future Proof. What’s going to surprise attendees at this conference?

 

Downtown: The boardwalk’s not going to look like your typical exhibitor hall, for starters. The whole thing will be outdoors. The booths are going to be more like brand activations—something you would see at a concert. 


The types of companies that are going to be exhibiting and sending people are going to be a little bit livelier. The types of companies that have agreed to sign on to something like this, in its first year, are going to be a little bit more on the adventurous side. And quite frankly, the brands that want to make an impact at Future Proof are going to have to adapt to us. 


FP: What do you mean by that? 


Downtown: We’re going to have the younger end of the spectrum of advisors at this event. The young advisors who are coming probably are not interested in collecting pens and stress balls.


This is the new live event environment that financial services companies and software companies that cater to our space are going to have to get accustomed to. They’re going to have to do things that are high impact, memorable and visually appealing. 


It’s a new era. We’re past the pandemic. We’re past the exhibit halls and the dreary hotel ballrooms. All of that is over. The future is about experiences. 


FP: Okay. But there’s still going to be swag?


Downtown: I hope so, but by God, it better not be branded thumb drives. I will take a table full of branded thumb drives and dump them into the ocean. 


I’m just kidding. I will not pollute the ocean. 


FP: A lot of advisors enjoy going to conferences in their niche, some even more than attending actual advisor conferences. How is Future Proof addressing all the niches of finance?


Downtown: It’ll be a mass-attended event, but with a lot of niche events happening within it. 


This was Advisor Circle CEO Matt Middleton’s vision from the beginning: There are all these groups that cater to advisors, like trade organizations, custodians and tech firms. Why not just carve out a space for all of these groups at our own event? That way they can have their own onsite mini events. 


It’s also not strictly advisors in attendance.


High net worth investors will be there, plus a lot of people from asset management and fintech. Some people attending just want to be on the cutting edge of what to do with their wealth. 


FP: What’s got you most excited about Future Proof? 


Downtown: It’s got a crossover feel to it. When you get a group of advisors in a room, there’s a lot of groupthink that goes on. We want to shatter that.


It’s high time advisors went out and actually met with their public. 


Future Proof is not just a room with 500 financial advisors in it. We’re encouraging advisors to walk out—literally into the sunshine—and interact with people from technology, people from art and culture and fashion, music and software. 


FP: What types of communities will be created at Future Proof?


Downtown: Let’s say you’re a younger advisor, or a newer advisor. Let’s say you work for a team or you started your own thing or you recently went out on your own. Whatever stage you’re at, you’re going to interact with 10 or 20 people just like you. They’ll be from different parts of the country and different walks of life. They will have been trained at maybe a different type of firm. But you are going to meet people who are in the same situation, facing the same decisions about software and compliance and custodians. 


You’re going to have substantive one-on-one, two-on-one, five-on-one conversations with your peers. They’re all going to be there. They’ll be from all over the country. That’s game changing for a lot of young advisors, especially.


Then the layer above that is a whole group of very experienced, very talented RIA executives, brokerage firm teams and wirehouse teams. They are people that have done this already, successfully, and have a lot of knowledge to impart. 


The layer above that is this opportunity to see what the cutting edge looks like. All of the exhibitors are leaning into the Future Proof theme. Whatever they’re bringing out to show the crowd is whatever their newest stuff is. 


I really want people to go home feeling like they’re going to be a part of the future and they’ve gotten a sneak preview of it. 


FP: It’s hard to imagine, but for advisors who are asking themselves, “Is this conference for me?” How would you answer that question? Why is attending Future Proof going to be worthwhile? 


Downtown: If you see what we’re saying about this event and you’re on the fence, it’s probably not for you. If you want to drink lukewarm stale coffee and sit through another ESG panel sponsored by an ESG mutual fund, you could do that. 


But what we’re going to do is going to change people’s lives. I don’t say that flippantly. Literally my life has been changed by the events I attended.

I was a failed stock broker trying to become a financial advisor. I went to a series of events that were life changing. They changed my life because of the people I met and the inspiration I got from listening to what those people had to say. 


That’s what we’re doing. We’re giving the next generation an opportunity to have their lives changed by in-person experiences and networking. 

So if you’re on the fence, maybe we’ll see you next year. This isn’t for you. But if you see what we’re doing and what we’re talking about and you are immediately excited, then you’re coming. I think that the people who belong there will be there. 

John Swolfs Advisor Circle

JOHN SWOLFS

John Swolfs is the Chief Content Officer at Advisor Circle, a product studio for growth-oriented financial professionals. John is responsible for creating dynamic programs for Advisor Circle’s world-class events which include Future Proof festival and Exchange, the world’s leading ETF event.

Register

01.

Future Proof is set to bring together the world’s most prominent figures and emerging minds to explore the intersection of money, tech, culture and impact.

BECOME FUTURE PROOF

Future Proof brings together an entirely new community of financial advisors, institutional investors, asset managers, fintech startups, investors, financial creators, activists, artists, musicians and other key stakeholders around an unprecedented experience and agenda.

FintechX Demo Drop

FintechX Demo Drop

Technology is transformative, disruptive and impacts our lives in countless ways. Perhaps no other industry is embracing the drive to update and upgrade the tools and technologies evolving our industry more than the wealth management ecosystem. 

 

From the early days of crunching numbers on a giant IBM machine, investors have been obsessed with using technology to improve investment outcomes. That same desire still exists, but through a much wider lens. 

 

Today, fintech has revolutionized its presence by creating digital solutions, improving inefficiencies and reshaping the way financial advisors interact with and provide services to their clients. But with countless products and providers in the marketplace, how do you keep pace?    

 

The answer is simple … at Future Proof’s FintechX Demo Drop! 

 

Future Proof is looking to showcase the newest and latest innovations that will shape the future of the wealth industry. To ensure we can cover the entire spectrum, complete our open application form. We want to see and hear what you’ve been working on, what problems you’re looking to solve and how it will help push our collective industry forward. 

 

The deadline for applications is July 8, 2022. There is no cost to apply and no cost to demo your tool at Future Proof should you be selected.* 

 

Our judging committee, a panel of industry experts, will hand-select 10 tech providers from the applications we receive to demo their latest solutions, based on creativity, outside-the-box thinking, and the ability to create a real impact for the Future Proof audience. 

 

Join us in Huntington Beach, California, Sept. 11-14 as we explore the intersection of money, tech, culture and impact. 

 

*Future Proof does not cover the cost of travel and accommodation for those participating in the FintechX Demos.

 

 

John Swolfs Advisor Circle

JOHN SWOLFS

John Swolfs is the Chief Content Officer at Advisor Circle, a product studio for growth-oriented financial professionals. John is responsible for creating dynamic programs for Advisor Circle’s world-class events which include Future Proof festival and Exchange, the world’s leading ETF event.

Register

01.

Future Proof is set to bring together the world’s most prominent figures and emerging minds to explore the intersection of money, tech, culture and impact.

BECOME FUTURE PROOF

Future Proof brings together an entirely new community of financial advisors, institutional investors, asset managers, fintech startups, investors, financial creators, activists, artists, musicians and other key stakeholders around an unprecedented experience and agenda.

Welcome To Future Proof

Huntington Beach, California boardwalk view

Welcome To Future Proof

What is Future Proof?

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. It’ll be the most meaningful national conference for the financial planning profession, wealth management, and financial services industry.


Future Proof covers the technology (FinTech) and trends set to fundamentally reshape wealth management. The event brings together an entirely new community of financial advisors,  institutional investors,  asset managers, FinTech startups,  financial creators,  activists,  artists,  musicians, and other critical 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 management and the financial services industry while changing the perception of financial advisor conferences.


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.


We have reserved four landmark hotels in Huntington Beach to host the event as a citywide experience. The festival will feature a half-mile-long outdoor space with multiple stages, experiential marketing activations, and learning opportunities. Attendees will enjoy an incredible collection of resorts, restaurants, and networking experiences, all contained within a walkable footprint along Southern California’s sunny coast. Future Proof will set a new standard for in person events in the United States and North America that organizers cannot replicate in a virtual format.


What Makes Future Proof Different? 

The Future Proof festival will be one of the largest in person events (non-virtual format) for financial advisors in North America. We built a completely new event platform focused on:


The Experience

Future Proof is a first-of-its-kind immersive citywide experience designed to inspire and push people and companies past their comfort zone. To support financial services firms, advisory firms, and business owners becoming more creative more collaborative. It’s time to take action – to create the future.


Future Proof is a real-life experience in the form of an annual conferencenot a virtual event.


The Content

Future Proof is the first wealth event that is not “pay-to-play.” All companies must apply to speak. There are no exceptions. Say goodbye to the sales-focused conference agenda that you see at many other wealth management industry conferences.


Diverse perspectives and people matter, so we intentionally invite experts from other industries—like pop culture, music, and art—for inspiration. This event will be much larger than your typical investment management or asset management industry.


The annual conference agenda will not be something you’ve seen at other industry conferences. The program will explore new asset classes and financial technology (FinTech), while bringing together industry heavyweights, financial institutions, and your fellow advisors and advisory businesses for this new look community event.


The Audience

You cannot expand your perspective and think differently if you are not exposed to a broad perspective.

Breakthrough requires a commitment to new frontiers and questioning rational thought.

Future Proof’s audience is the most engaged multi-generational investor audience in the market. It is purposely not limited to traditional finance.

 

Why Participate?

Let’s make headlines together! With more than 3,000 attendees, 1,500 financial advisors and institutional investors, 150 sponsor companies, 100 media & press representatives (including CNBC and the Wall Street Journal), hundreds of financial planning CEOs, and membership association participants, Future Proof is the leading event platform for the wealth management and financial services ecosystem to share important investment news and insights.


We invite you to join us at Future Proof, the world’s largest wealth festival.

Matt Middleton

Matt Middleton is Co-Founder and CEO of Advisor Circle, a content and product studio for the financial services industry and the creator of the world’s first wealth festival, Future Proof. 

Register

01.

Future Proof is set to bring together the world’s most prominent figures and emerging minds to explore the intersection of money, tech, culture and impact.

JOIN US!

Future Proof brings together an entirely new community of financial advisors, institutional investors, asset managers, fintech startups, investors, financial creators, activists, artists, musicians and other key stakeholders around an unprecedented experience and agenda.

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Content

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Attendee Experience

ANNUAL FUTURE PROOF INSIGHTS REPORT

AS THE EXCLUSIVE PARTNER OF THE ANNUAL FUTURE PROOF INSIGHTS REPORT, YOUR COMPANY WILL RECEIVE PROMINENT BRAND PROMOTION AND THOUGHT LEADERSHIP DIGITALLY VIA A PUBLISHED REPORT DISTRIBUTED TO HUNDREDS OF THOUSANDS OF INFLUENTIAL WEALTH MANAGEMENT PROFESSIONALS.

 

THE REPORT WILL FEATURE ANALYSIS AND INSIGHTS FROM FUTURE PROOF 2023 BASED ON PROPRIETARY AUDIENCE AND CONTENT DATA, LATEST INDUSTRY TRENDS, AS WELL AS A SERIES OF ATTENDEE INTERVIEWS. YOUR CEO WILL ALSO HAVE AN OPPORTUNITY TO BE FEATURED IN AN INTERVIEW WITHIN THE REPORT. THE REPORT IS EXPECTED TO BE PUBLISHED DURING THE FIRST WEEK OF NOVEMBER 2023.

 

PRICE: $75,000

Attendee Concierge: Hosted by Future Proof

You’ve got questions and e we have a dedicated team of helpful staff walking the grounds, and an attendee concierge desk stationed on the boardwalk to help get you answers. Don’t be shy. We are happy to help.

Health is Wealth: Yoga

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Future Proof puts a value on your health and ability to decompress from the grind of festival life. Begin your day with a focus on centering body and mind for a day of meetings, networking, and more.

Health is Wealth: HIIT

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Just because you are away from home it does not mean you need to miss your workout. Start each day with a HIIT beach workout hosted by the Future Proof communities Jess Bost. * space is limited, preregisteration required

Advisor Networking Dinners

Sunday, September 11, 2022 6:00-8:00pm PT Monday, September 12, 2022 6:00-8:00pm PT

Maximize your time at Future Proof by participating in a 10-person advisor networking dinner organized by us and industry partners. Held at popular downtown Huntington Beach restaurants, our organized Advisor Networking Dinners will provide you with a one-of-a-kind culinary experience while making new friends and catching up with old ones. Space is extremely limited. Must RSVP.

Media-Only Networking Reception

Sunday, September 11, 20226:00-8:00pm PT
Monday, September 12, 20226:00-8:00pm PT

Join 25+ key financial media, industry reporters, and other press for a media-only evening reception.


If you are a member of the press and are interested in participating get in touch with us today. Space is extremely limited.

As a member of the press, you will have the opportunity to RSVP for both receptions on Sunday and Monday.

Quad A Social

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ONYX Advisor Network Meet Up

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Investopedia Top 100 Financial Advisor Reception

Monday, September 12, 2022 5:00-7:00pm PT
HYATT REGENCY CALIFORNIA COURTYARD

Future Proof brings together the best and brightest advisors from across the country. This invite-only exclusive event allows the Investopedia Top 100 advisors to reconnect, share insights and celebrate their achievement of being named to this prestigious list.

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FEMALE ADVISOR NETWORK HAPPY HOUR

The Future Proof Boardwalk (Outdoor Event Space)

Ready to mingle with fellow female financial advisors? The Female Advisor Network Happy Hour is where you’ll want to be!

 

Held at X BAR, this is a great opportunity to network with other women during Future Proof.

Coffee Done Right: Sponsored by Morningstar

We all know coffee is the fuel that helps us survive the day, and we all know there is nothing worse than stale coffee in a hotel banquet room that has sat for hours. Grab a cup of freshly brewed coffee throughout the day at any of our high-end coffee carts located throughout the Boardwalk.

Street Art Meets Street Skate: Sponsored By Morningstar

Perhaps no sport combines art, culture, and athletics more than skateboarding. These all collide at booth 102, where you can watch street artists design custom skateboard decks. Check in with the team from Morningstar, and you might find yourself taking one home.

Social Audio Experiment

Small crowd listening to performer sing

Podcasts are all the rage, as they excite and entertain audiences from afar. Future Proof changes the game, as we invite your favorite podcasters to host their shows live from the festival. Forget passive listening. Future Proof’s Live Podcast sessions allow you to interact directly with your favorite podcast creators as they record live episodes just feet from the Pacific Ocean.

Health is Wealth: Surf Lessons

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We are in Surf City U.S.A – of course we are going to have surf lessions. Whether you are catching barrels are just learning to stand come out be part of the community and tick learning to surf off your bucket list.

Ocean Stage

Concert happening on Huntington Beach

As the beating heart of the boardwalk, the Ocean stage will feature seating for over 500 and have the look and feel of a concert venue on the beach. The ocean stage will host a range of exciting content from industry-changing keynotes to the closing concert featuring today’s biggest musical acts.

PCH Stage

Event attendees listening to a panel discussion

The Pacific Highway stage is the most versatile stage at Future Proof. With countless setup options, the PCH Stage is your go-to spot for industry insight and innovation, all while staying current with the latest trends in money, culture, tech and impact.

Wheel of Impact

Event attendee enjoying the prize wheel

Future Proof’s Wheel of Impact promotes the power of giving in a fun, dynamic and social way. With a donation of any size, attendees can have the ability to spin the wheel, determining where the donation will go and how it will be used. Land on the “mystery” selection and have a chance to win items, trips and other experiences.

SMALL SPACE

ENGAGE THE LARGEST AND MOST INFLUENTIAL AUDIENCE IN WEALTH MANAGEMENT WITH OUR SMALL 10×10 EXHIBIT SPACE.

 

PRICE: $17,500

 

Details:

The Small Exhibit option includes one (1) branded canopy, three (3) custom-produced side/back walls, one (1) 6′ table with a black skirt, and two (2) chairs throughout Future Proof (full days Monday/Tuesday; half day Wednesday). This exhibit space is 10’ deep and 10’ wide. 

Upgrades available.

STANDARD SPACE

ENGAGE THE LARGEST AND MOST INFLUENTIAL AUDIENCE IN WEALTH MANAGEMENT WITH OUR STANDARD 10×20 EXHIBIT SPACE.


PRICE: $31,500


Details:

The Standard Exhibit option includes two (2) branded canopies, four (4) custom-produced side/back walls, two (2) 6′ tables with black skirts, and four (4) chairs throughout Future Proof (full days Monday/Tuesday; half day Wednesday). This exhibit space is 10’ deep and 20’ wide.

Upgrades available.

LARGE SPACE

ENGAGE THE LARGEST AND MOST INFLUENTIAL AUDIENCE IN WEALTH MANAGEMENT WITH OUR LARGE 20×20 EXHIBIT SPACE.

 

PRICE: $55,000

 

Details:

Future Proof has preferred experiential marketing vendors available to facilitate custom build-outs, or you use your own vendor/agency. If you choose to build your activation under Future Proof provided canopies, we can allocate up to four (4) custom-branded tents for you, complimentary. The Large Exhibit option is 20′ wide and 20′ deep.  

 

Upgrades available.

EXTRA LARGE SPACE

ENGAGE THE LARGEST AND MOST INFLUENTIAL AUDIENCE IN WEALTH MANAGEMENT WITH OUR LARGE 20×30 EXHIBIT SPACE.

PRICE: $69,850

Details:

Future Proof has preferred experiential marketing vendors available, or you can use your own vendor/agency.  The Extra Large Exhibit requires a custom build and is 30′ wide by 20′ deep.  

Upgrades available.

CUSTOM SPACE

INTERESTED IN SOMETHING TRULY UNIQUE?  WORK WITH US AND OUR EXPERIENTIAL EVENT PARTNERS TO BUILD YOUR OWN CUSTOM BRAND EXPERIENCE THAT WILL DIFFERENTIATE YOUR BRAND.

 

PRICE: Inquire for more information

HOTEL PRIVATE MEETING ROOM

FOCUS ON DOING FOUR MONTHS’ WORTH OF MEETINGS IN JUST FOUR DAYS.  ENGAGE WITH CLIENTS AND PROSPECTS AT THE LARGEST WEALTH MANAGEMENT EVENT OF THE YEAR IN OUR PRIVATE MEETING ROOMS FOR ALL FOUR DAYS OF THE EVENT.

 

PRICE: $12,500 

 

The Hotel Private Meeting Room includes one (1) private furnished indoor meeting room and branded signage throughout the event (half day Sunday; full days Monday/Tuesday; half day Wednesday).  The look and feel of the meeting rooms vary by location and property.

Upgrades available.

HOTEL CABANA

FOCUS ON DOING FOUR MONTHS’ WORTH OF MEETINGS IN JUST FOUR DAYS.  ENGAGE WITH CLIENTS AND PROSPECTS AT THE LARGEST WEALTH MANAGEMENT EVENT OF THE YEAR IN OUR SEMI-PRIVATE CABANAS FOR ALL FOUR DAYS OF THE EVENT.

 

PRICE: $20,000

 

The Hotel Cabana Meeting Space includes one (1) semi-private furnished outdoor cabana and branded signage throughout the event (half day Sunday; full days Monday/Tuesday; half day Wednesday).  The look and feel of the cabanas vary by location; cabanas are available at the Hyatt, Hilton, & Pasea properties. 

Upgrades available.

Health is Wealth: Meditation

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Your mental health is as important as your physical health. Set the tone for each day as you take the time to relax your mind, center your thoughts and prepare yourself for the day ahead.

Storyteller Series: This Is Not Financial Advice

Sunday, September 11, 2022 6:00-6:30pm PT
The Future Proof Boardwalk (Outdoor Event Space)

Investing has become mainstream and nowhere is this better encompassed than in the new documentary film This is Not Financial Advice. Join us as we invite the cast and crew for an open conversation on the mindset of today’s investors, and take a closer look at investing as a cultural phenomenon and show clips from the movie.

MEDIA NETWORKING RECEPTION

JOIN 25+ KEY FINANCIAL MEDIA, INDUSTRY REPORTERS AND OTHER PRESS FOR MEDIA-ONLY EVENING RECEPTION.

AS THE EXCLUSIVE SPONSOR, YOU WILL RECEIVE A SHOUTOUT TO START THE RECEPTION, CAN GIVE 2-MINUTE OPENING REMARKS, AND YOUR BRAND WILL BE PROMINENTLY DISPLAYED THROUGHOUT THE RECEPTION AREA.

PRICE: $40,000

QUANTITY AVAILABLE: 2

Details:

Our Media Networking Reception option includes brand recognition within digital invitations (sent personally to press), exclusive brand placement in the reception area, branded reception decor, brand placement on all cocktail bars and napkins, all F&B, and the ability to provide 2-minute opening remarks. The cost varies based on entertainment, F&B enhancements, and enhanced design elements.

Upgrades available

The Wall of Influence: Sponsored by Motley Fool Asset Management

If you don’t post to social media, did you really attend Future Proof? Bust out your phone and snap a selfie or group shot in front of the Motley Fool ETFs Wall of Influence and let the community know you the world’s first wealth festival #FutureProofAC

"Future Proof Beach Bash" to become "Future Proof Festival Kickoff Party"

Hyatt Regency Huntington Beach Resort

Relax and unwind as you connect with the Future Proof community, as you enjoy and evening of tasty bites, and delicious cocktails as celebrity DJ, DJ Mick sets the vibe as the sunsets on the beautiful Pacific Ocean.

"Future Proof Closing Night Concert" to become "Future Proof Music Festival"

Tuesday, September 13, 2022 4:30-10:00pm PT
The Future Proof Boardwalk (Outdoor Event Space)

The Future Proof Festival experience roles on as we host our annual music festival. This year’s lineup features an array of artists and musicians covering everything from rock classics to hip hop. Come early and stay late sampling the numerous food trucks and bars. Don’t miss headliners rap legend Big Boi and indie pop sensation Fitz and the Tantrums showcase their talents.* * admission is included with your Future Proof Pass.

RIA Executive Leaders Reception

Monday, September 12, 2022 6:00-8:00pm PT
Pasea Hotel & Spa

Join 30+ executives from the country’s top-ranked RIA firms for a VIP evening reception.


If you are an executive leader (or owner) of a fast-growing RIA firm and are interested in participating get in touch with us today. Space is extremely limited.

Bitwise Logo_Word Mark_White

The Future Proof Mural: Sponsored by GTS

No festival is complete without an art exhibit. Future Proof is no different. Watch as Future Proof artist Tony Concep’ genius brings the living mural to life over the 3-day festival. Be sure to stop by booth 400 and tell Tony and Reggie how much you appreciate the art.

Silent Disco: Sponsored by USCF

What is the old saying, dance as if no one is watching? That could not be more true at Future Proof. Relax and lose yourself as you vibe out at the silent disco. Located at booth 402, USCF provides the tunes, and you provide the grooves.

Morning Meditation with Mona:
Sponsored by VRGL

We could all use a little peace and quiet in our lives. Join renowned mediation expert Mona Sharma for a guided meditation and breathwork session to train the mind and body to optimize health and happiness. Join us on Tuesday morning at the Surf City Stage to start your day peacefully. *RSVP is not required; however, those that RSVP will be entered to win a giveaway.

 

Link to RSVP: www.vrglwealth.com/futureproof-2022

Advisor Accelerator Lounge:
Sponsored by FP Transitions

We love some fun at Future Proof, but we know not everything can be fun and games. Stop by booth 405 for a one-on-one consultation with the FP transitions team on all things advisor related. Don’t be shy if you have questions or want to know more about any aspect of running your practice; the Advisor Accelerator has you covered.

The Tiki Hut at Future Proof:
Sponsored by Logicly

One of the best things about attending the Future Proof festival is all the different settings and venues to connect and network with peers and colleagues. Logicly’s Tiki Hut is a must-see, serving up vacation vibes and craft cocktails for you to sit back, soak up the scene as you relax, and take a moment to chat with your friends at booth 307

FintechX Demo Drop

The Future Proof Boardwalk (Outdoor Event Space)

Looking Good with LinkedIn:
In Partnership with LinkedIn

Are you like the rest of us and cringe at your headshot? Cringe no more. We have partnered with LinkedIn to create a professional headshot studio. Stop by booth 302 to get your next favorite profile photo and don’t forget to enter into the free premium membership draw.

The Hydration Station: Sponsored By
State Street Global Advisors

We have all been to countless industry events and seen hundreds of half-drank water bottles left just about everywhere people sit down to connect. Future Proof is doing away with the plastic bottle altogether. In partnership with SSGA, we are giving every attendee an insulated reusable water bottle that can be refilled at our hydration station. Visit the Hydration Station next to the Hyatt footbridge to refill and reuse.

The Observation Deck At Future Proof: Sponsored by Vanguard

Climb up to the top of Vanguard’s observation deck and take in the aerial view of the Future Proof Boardwalk. The observation deck is not the only thing you will find at booth 1108, stop by the lounge to take a meeting or spend some time with Vanguard’s team and learn more about the value of ownership.

Investable Food Investable World:
Sponsored By Morningstar

The popularity of fine dining has exploded with the rise of celebrity chefs, Instagram, and popular TV shows. But there is more to food than pretty Instagram posts and fancy brunches. Join Morningstar and celebrity chef Charlotte Langley as she explores and educates us on the value of sustainable food. Located on the Surf City Stage, pre-registration is required.

 

https://go.morningstar.com/InvestableWorldChefsforImpact

The Grand Unveil

The Future Proof Boardwalk (Outdoor Event Space)

Future Proof does nothing small. Join us on Monday morning for the grand unveiling of our half-mile beachfront boardwalk complete with activations, meeting areas, multiple stages, and everything else you need to make your Future Proof experience truly one of a kind.

All Access: Fitz & The Tantrums

The Future Proof Boardwalk (Outdoor Event Space)

Join your fellow peers for an all access experience with indie pop sentation Fitz and the Tantrums. This excluisve event is a can’t miss experience for any music fan.

All Access: Big Boi

The Future Proof Boardwalk (Outdoor Event Space)

Future Proof is all about experiences. Rub shoulders with Big Boi in this invite-only meet & greet in the Future Proof green room.

Social Audio Experiment: Bloomberg Sports Live

The Future Proof Boardwalk (Outdoor Event Space)

The world of sports is more than just the games. In this unique session, Bloomberg Chief Corresponded Jason Kelly hosts financial advisorJoe Mclean and his superstar sports clients for an in-depth look at the changing world of sports and why more athletes are embracing investing and building wealth beyond the court.

Social Audio Experiment:
Invest Like the Best Live

The Future Proof Boardwalk (Outdoor Event Space)

Recgonized as one of if not the most influential podcasts Invest Like the Best records live from Future Proof. Join host Patrick O’Shanunessy and his guest for indepth look at the markets, investing and the world of business.

Social Audio Experiment: Bloomberg's Masters in Business Live

The Future Proof Boardwalk (Outdoor Event Space)

Hear podcast legend and host of Masters In Business Barry Ritholtz for a can’t miss live recording of the most influential podcast covering the world of business.

Social Audio Experiment:
EYL Presents Market Mondays

The Future Proof Boardwalk (Outdoor Event Space)

Cultural icons and financial influencers Earn Your Lesuire host their wildly popular Market Mondays Show live from the Future Proof stage. This can’t miss sessions ties together market events and education to help investors be better invested.

ALLOCATOR DINNERS

MAXIMIZE YOUR TIME AT FUTURE PROOF BY HOSTING A 10-PERSON ALLOCATOR DINNER ORGANIZED BY US. HELD AT POPULAR DOWNTOWN HUNTINGTON BEACH RESTAURANTS, OUR ALLOCATOR DINNERS BRING TOGETHER FINANCIAL ADVISORS AND INVESTORS WHO ARE INTERESTED IN MEETING YOUR COMPANY SPECIFICALLY OR HAVE SHOWN INTEREST IN THE TYPES OF PRODUCTS/SERVICES YOUR COMPANY OFFERS. IN ADDITION TO THE OPPORTUNITY TO SEND TWO EXECUTIVES FROM YOUR COMPANY TO NETWORK WITH ADVISORS AT YOUR DINNER, YOU WILL ALSO RECEIVE DATA ON YOUR DINNER GUESTS POST-EVENT. ALL OF OUR DINNERS ARE DOUBLE OPT-IN, MEANING BOTH SIDES HAVE MUTUALLY AGREED TO MEET AND HAVE DINNER TOGETHER.

 

PRICE: $15,500

 

Details:

Our Allocator Dinners option includes brand recognition within digital invitations (sent personally to allocator prospects), branded menus, the ability to provide each dinner participant with a takeaway item, all F&B, and contact information for each dinner participant for the purposes of sending a thank you email. The cost varies based on F&B enhancements.

Upgrades available

THE COMPOUND & FRIENDS LIVE PODCAST SPONSOR WITH CUSTOM MEET & GREET

JOIN DOWNTOWN JOSH BROWN, MICHAEL BATNICK AND A SPECIAL GUEST FOR EXPERT INSIGHT AND HOT TAKES ON THE LATEST IN BUSINESS AND INVESTING: LIVE FROM FUTURE PROOF. THE COMPOUND & FRIENDS IS A TOP-50 RANKED INVESTING PODCAST (APPLE PODCASTS).

 

PRICE: $50,000

 

Details:

The Compound & Friends Live Podcast Sponsor + Meet & Greet option includes brand presence on all webpages promoting the live podcast session, brand placement on stage during live podcast recording, a verbal shoutout by podcast hosts to start and end the podcast, branded VIP area for up to 25 clients/prospects, co-branded podcast swag for VIP guests, and F&B. 

Upgrades available.

AUDIENCE INSIGHTS & ANALYTICS REPORT

EXTEND THE VALUE OF OUR PARTNERSHIP WITH OUR SPONSOR INTELLIGENCE REPORT. WE’LL PROVIDE YOU WITH A COMPREHENSIVE REPORT THAT WILL HELP YOU BETTER QUANTIFY YOUR EVENT ROI.

 

PRICE: $10,000

 

Details:

Our Sponsor Intelligence Report option includes one (1) concise PDF report featuring an audience breakdown, unique event statistics, and a quantifiable measurement of your event partnership benefits.

EXCLUSIVE FUTURE PROOF COFFEE SPONSOR

SICK OF BURNT COFFEE?  SO ARE WE.  PROVIDE THE NEEDED CAFFEINE-KICK TO THE MOST INFLUENTIAL AUDIENCE IN WEALTH MANAGEMENT MADE BY EXPERT BARISTAS ALL PROMOTING YOUR BRAND MESSAGING EXCLUSIVELY.

 

PRICE: $90,000

 

Details: 

The sole Future Proof coffee sponsorship includes 4 dedicated coffee stations providing the audience with premium caffeinated beverages served by expert baristas.  Digitally, you’ll be highlighted as the Exclusive Coffee Sponsor of Future Proof.  Physically, each coffee station will sit under a sponsor-branded tent with a custom-branded backdrop, sponsor logo placement on all coffee carts, coffee cups, have your company logo stenciled on top of foam drinks, be featured on directional signage, and have the ability to co-brand barista uniforms and menus. 

Upgrades available. 

REGISTRATION (DIGITAL & ON-SITE)

AS THE SOLE REGISTRATION PARTNER, YOU’LL RECEIVE ON-SITE BRANDING AT THE EVENT AND DIGITAL ADVERTISING ON OUR WEBSITE IN THE LEAD-UP TO THE EVENT.

 

PRICE: $55,000

 

Details:

On-site: Receive exclusive signage throughout the registration area of  Future Proof. These signs are prominently displayed where all of the event traffic funnels through to the registration counters. Your company logo/message will be displayed in a highly visible area that receives exposure for every event attendee.

Digital: Leaderboard banner featured on “Get Your Ticket” registration page of the 2023 event website.

BREAKFAST

AS THE SOLE BREAKFAST SPONSOR, YOU’LL PROVIDE THE LARGEST AUDIENCE  IN WEALTH MANAGEMENT WITH  ENERGY TO JUMP-START THEIR DAY. SPONSORSHIP INCLUDES F&B AND  RECOGNITION ON SIGNAGE AT THE HYATT RESORT AS WELL AS ON OUR  WEBSITE AND ON THE SCHEDULE IN THE EVENT APP 

 

PRICE: $8,500 (PER DAY)

QUANTITY AVAILABLE: 3

 

Details:

Our Breakfast option includes exclusive branding within a dedicated space at the Hyatt resort during breakfast hours. Sponsorship is for one day with the option to sponsor multiple days. We handle production and distribution: you receive maximum exposure.

PORTABLE CHARGING STATIONS

PROVIDE THE LARGEST AUDIENCE IN WEALTH MANAGEMENT WITH  BRANDED CHARGING STATIONS AND POWERPACKS, GUARANTEEING NO ATTENDEE RUNS OUT OF BATTERY WHILE BUILDING THE FUTURE OF WEALTH.

 

PRICE: $55,000

 

Details:

Our Portable Charging Station option includes exclusive branding in all charging station areas, on all table-top charging stations and portable power packs for attendees to take on the go.

HYGIENE SPONSOR

THE EVENT ENVIRONMENT HAS CHANGED; HYGIENE IS NOW MORE TOP OF MIND THAN EVER. THIS OPPORTUNITY YIELDS CONSISTENT  BRAND AWARENESS ACROSS FUTURE  PROOF’S ENTIRE OUTDOOR SPACE. YOUR BRAND WILL BE PLACED ON OR AROUND MOBILE HAND-WASHING STATIONS, SANITIZING STATIONS AND OUTSIDE WALLS OF RESTROOMS.

 

PRICE: $75,000

 

Details:

Our Hygiene Sponsor option includes exclusive branding on all mobile handwashing stations, hand sanitizer stations, and outside walls of all outdoor restrooms for four days of the event (half-day Sunday; full days Monday/Tuesday; half day Wednesday).

MEDIA COVERAGE SPONSOR

PREMIUM PRESS PASS WITH RECORDING AREA AT FUTURE PROOF 2022.

 

PRICE: *$5,000

 

Details:

This sponsorship includes a private area with custom press wall or lounge plus high-top table and chairs within Future Proof’s Boardwalk area.This sponsorship also includes two (2) all-access premium press passes and one (1) non-editorial staff pass; full media lounge access; direct in-person access to speakers for interviews; semiprivate interview area with custom press wall or private lounge area for entire event; reserved front-row seating in session areas; feature of your company’s logo, bio and backlink on the media page of Future Proof’s website.

 

*Must be a media company to qualify for this sponsorship.

LIQUIDITY SPONSOR

PUT YOUR BRAND IN THE HANDS OF ALL ATTENDEES AT FUTURE PROOF! 

 

PRICE: $100,000

QUANTITY AVAILABLE: *2 

 

Details: 

With the Liquidity Sponsorship, two companies have the opportunity to take over both (2) Hydration Stations and all 3,000 to 4,000 nonplastic water bottles throughout Future Proof.  All nonplastic, resuable water bottles distributed throughout the festival, including all water displayed on stages and given to our most important speakers will be branded with your logo.  This sponsorship encopasses all ordering, graphics, shipping and handling service charges for the high quality bottles.  (1) bottle will be distributed to all attendees in their attendee beach bag.  Additional bottles will be available for purchase with all proceeds going directly to a charity of your selection. 

Each sponsorship represents 50% of the water bottles.  Inquire for a sole sponsorship. 

*Inquire for sole sponsorship 

HOTEL ENTRANCE BRANDING

YOUR BRAND AND ADVERTISEMENT WILL BE THE  FIRST AND LAST ELEMENT EACH ATTENDEE  ENCOUNTERS, EACH DAY, DURING THE EVENT. THIS OPPORTUNITY  INCLUDES BRANDING AND PROMOTION AT THE ENTRANCES OF EACH OF THE FOUR FUTURE PROOF HOTELS.

 

PRICE: $24,500

 

Details: 

The Hotel Entrance Branding sponsorship includes dedicated branding (window clings, doorways, freestanding structures) at the entrance areas of all Future Proof beachfront resorts. Sponsorship cost varies based on the quantity and quality of branded areas. Sponsor is responsible for design. We handle production and installation, you receive maximum exposure.

4-SIDED PYLONS

THE GRAPHIC PYLONS ALLOW THE FUTURE PROOF AUDIENCE TO ENGAGE WITH YOUR BRAND IN MULTIPLE LOCATIONS, STRATEGICALLY DISTRIBUTED ALONG THE BOARDWALK. 

 

PRICE: $11,000/PER PYLON

 

Details:

Graphic pylons are 10’ tall and offer the opportunity to brand all four sides. Sponsor is responsible for providing the graphics. We handle production and installation, you receive maximum exposure. 

 

Sponsor must purchase a minimum of two pylons.

FESTIVAL SPHERES

PLACE YOUR BRAND ABOVE THE CROWD AT THE WORLD’S LARGEST WEALTH FESTIVA  AND REMAIN VISIBLE FROM ANYWHERE ON THE  BOARDWALK AND ALL OF THE FUTURE PROOF BEACHFRONT RESORTS! 

 

PRICE: $30,000

QUANTITY AVAILABLE: 2

 

Details:

The sponsor of these floating helium spheres will have prime placement on Future Proof’s Boardwalk.  For all four days of the event, your brand will stay above the competition, acting as a beacon in the sky for all attendees to see.  This sponsorship is for one floating sphere.

EXCLUSIVE MEDIA LOUNGE SPONSOR

The Media Lounge option includes exclusive branding throughout space, branded signage, branded power stations, branded hydration station (within dedicated space), lounge area with branded pillows, branded tables, branded napkins, complimentary breakfast, coffee and refreshments served daily, ability to provide each credentialed attendee with a branded gift, and a masseuse providing chair massages throughout the event (half day Sunday; full days Monday/Tuesday; half day Wednesday). The cost varies based on F&B requests, experiential services and design elements.

 

PRICE: $60,000

FUTURE PROOF BOARDWALK SHADE SPONSOR

IMAGINE THE MOST INFLUENTIAL AUDIENCE IN WEALTH MANAGEMENT INTERACTING WITH YOUR BRAND 100x DAILY WHILE NAVIGATING FUTURE PROOF.  

 

PRICE: $40,000
QUANTITY AVAILABLE: 3

 

Details:

The main aisle of The Boardwalk is the heaviest trafficked area of Future Proof, transporting attendees from session to session, activation to activation, and meeting to meeting nonstop throughout the event.  The Boardwalk Shade Sponsor provides a much-needed moment of comfort to the audience escaping the sun.  This opportunity includes branded shade units for physical exposure, and are centrally located, expanding your brand awareness to millions digitally, both organically and by our 55+ media outlets covering Future Proof. 

 

 

FESTIVAL PERIMETER FENCE

THE FESTIVAL PERIMETER FENCE IS ONE OF THE MOST PROMINENT BRAND OPPORTUNITIES AVAILABLE AT FUTURE  PROOF. THIS 6’ HIGH BARRIER FENCING IS MASKED WITH YOUR BRAND ON PRINTED MESH FOR AIRFLOW AND TO ALLOW FOR SIGHTLINES OF THE OCEAN. NO MATTER WHAT AREA OF FUTURE PROOF’S OUTDOOR SPACE ATTENDEES ARE IN, THEY’LL BE ABLE TO EXPERIENCE YOUR BRAND AND MESSAGING.

 

PRICE: $95,000

 

Details:

Printed exclusively with your logo/messaging next to the Future Proof logo, this 6’ high fence will wrap the entire perimeter of Future Proof’s outdoor space, which is home to all of its content sessions, exhibit activations and networking experiences.  Sponsor to provide design. We handle production and distribution, you receive maximum exposure.

FUTURE PROOF COOL DOWN TENT SPONSOR

ENGAGE WITH THE MOST INFLUENTIAL AUDIENCE IN WEALTH MANAGEMENT WITH YOUR BRAND MASSAGING HIGHLIGHTED EXCLUSIVELY ON THIS CUSTOM ENCLOSED LOUNGE. 

 

PRICE: $37,500

QUANTITY AVAILABLE: 2

 

Details:

The Cool Down Tents will be the only “indoor” escape on the Future Proof Boardwalk.  This 20×30 enclosed tent will feature ample flex meeting and networking space for all attendees to utilize at their convenience.  This opportunity includes high-impact brand recognition on entrance and exit signage, interior table tops, floor decals, and directional signage. Future Proof will allocate a semi-private 10×10 meeting space within the Cool Down Tent for you to utilize throughout the event. This opportunity is available for co-sponsorship between 2 brands or available for individual sponsorship. 

ATTENDEE BEACH BAG DROP

WOULD YOU LIKE TO PROVIDE EACH ATTENDEE WITH YOUR COMPANY MATERIAL OR UNIQUE ITEM? 

 

PRICE: $3,500

QUANTITY AVAILABLE: 10 

 

Details:

Provide each of our attendees with your company’s SWAG, material, and more.  

 

Items are subject to approval.

HOTEL ROOM DROP

SPONSOR-BRANDED ITEM OR MATERIAL  DELIVERED INSIDE EACH ATTENDEE’S HOTEL ROOM DAILY.

 

PRICE: $15,000

QUANTITY AVAILABLE: 3

 

Details:
Sponsor responsible for  production and shipping of items. The costs outlined above are based on the distribution of shipped item on a daily basis. Opportunity available on Sunday, Monday and Tuesday.

 

NEWSPAPER HOTEL ROOM DROP

BELLY-WRAP THE WALL STREET JOURNAL WITH YOUR LOGO OR ADVERTISEMENT AND HAVE THE NEWSPAPER DELIVERED TO ATTENDEES’ HOTEL DOORS DAILY.

 

PRICE: $15,000 (PER DAY) 

 

Details:

Sponsor company responsible for working  with newspaper organization production  and shipping. The costs outlined above are based on morning hotel door delivery on a daily basis. Opportunity available on Monday, Tuesday and Wednesday.

HOTEL ROOM DOOR HANGERS

PROMOTE YOUR PRODUCT AND BRAND BY SPONSORING THE CUSTOMIZED HOTEL ROOM DOOR HANGERS.

 

PRICE: $15,000

 

Details:

Sponsor is responsible for production and shipping of items.  The costs outlined above are based on the distribution and installation of the hotel room door hangers on a daily basis.

STREET ART MURAL

ENGAGE THE LARGEST AUDIENCE IN WEALTH  MANAGEMENT WITH OUR STREET ART MURAL. THIS CULTURAL ACTIVATION WILL FEATURE A LOCAL ARTIST COMMISSIONING A 10’X10’ MURAL LIVE FROM THE EVENT. THE ARTIST WILL  WORK WITH YOU TO INCLUDE YOUR COMPANY, PRODUCTS AND SERVICES INTO THE DESIGN.  GUESTS WILL HAVE THE OPPORTUNITY TO TAKE PICTURES WITH THE ARTIST AND MURAL, AND SHARE TO THEIR SOCIAL MEDIA FEEDS.

 

PRICE: $65,000

 

Future Proof will commission a local artist to create a custom 10×10 mural live during the event.  The artist will work with you to include your company, products, and services into their design. The Street Art Mural sponsorship includes one 10’x10’ canvas structure, a 1-hour inspiration call with a local artist, live commission, and a 10×20 dedicated meeting space for your company for three days of the event (full days Monday/ Tuesday; half-day Wednesday). 

Upgrades available.

HOST YOUR OWN INDOOR THEMED LOUNGE

INTERESTED IN CREATING AN EXCLUSIVE LOUNGE TO HOST CLIENTS AND PROSPECTS DURING FUTURE PROOF? WORK WITH OUR DESIGNERS TO CREATE THE AMBIANCE YOU’RE LOOKING FOR.

 

PRICE: $45,000

 

Details:

The cost vaires based on size of physical footprint, design elements, and decor inclusions.

CUSTOM PHOTO WALL

WANT TO GET YOUR BRANDING IN FRONT OF THE MOST INFLUENTIAL AUDIENCE IN WEALTH MANAGEMENT AND MILLIONS DIGITALLY? TAKE ADVANTAGE OF ALL OF THE SOCIAL MEDIA ACTIVITY TAKING PLACE ON THE BOARDWALK BY PROVIDING THE PERFECT BACKDROP FOR ATTENDEE POSTS AND REELS. 

 

PRICE: $30,000

 

We’ll produce a custom 10’x11′ wall and make sure it’s prominently located on Future Proof’s Boardwalk.  We’ll provide the template, handle the production, shipment, and installation. You provide the design and receive maximum exposure.   

Upgrades available. 

GIANT FERRIS WHEEL

ENGAGE THE LARGEST AUDIENCE IN WEALTH MANAGEMENT WITH ONE OF THE MOST PROMINENT BRAND AWARENESS OPPORTUNITIES AT FUTURE PROOF—A GIANT FERRIS WHEEL. DESIGNED TO CREATE A UNIQUE ATTENDEE EXPERIENCE— PROVIDING AN ADVENTUROUS MEETING FORMAT FEATURING UNOBSTRUCTED VIEWS OF THE PACIFIC COASTLINE AND HUNTINGTON BEACH’S FAMOUS PIER.

 

PRICE: $95,000

 

Details:

The Giant Ferris Wheel option includes one (1) branded ferris wheel with lights for evening display and a dedicated 10×20 meeting space for your company throughout the event.

Upgrades available

GIANT DJ BOOTH

ENGAGE THE LARGEST AUDIENCE IN WEALTH MANAGEMENT BY SPONSORING THE DJ BOOTH. TAKE ADVANTAGE OF THE THOUSANDS OF PHOTOS THIS LIVELY EXPERIENCE IS BOUND TO GENERATE. WE WILL HAVE A CAMERA PERSON READY TO SNAP AWAY, CAPTURING THE MEMORY BEFORE SHARING WITH THE ATTENDEES, ALL WITH YOUR LOGO PLACED ON THE GIANT BOOMBOX.

 

PRICE: $95,000

 

Details:

The Giant DJ Booth option includes one (1) custom-built branded boombox structure, daily DJ performance and all AV requirements, and a dedicated 10’x20′ meeting space for your company for three days of the event (full days Monday/Tuesday; half day Wednesday). The cost varies based on musician needs, design elements, and decor inclusions. 

Upgrades available

WHAT'S BREWING LOUNGE & FOOD PAVILLION

ENGAGE WITH THE ENTIRE FUTURE PROOF COMMUNITY MULTIPLE TIMES DAILY IN OUR LARGEST BRANDED OUTDOOR SPACE BUILT FOR 1-TO-1 AND GROUP MEETINGS, NETWORKING, FOOD TRUCK LUNCH AND SNACKS, AND MUCH MORE. 

 

PRICE: $250,000

 

Details:

The What’s Brewing Lounge and Food Pavilion sponsorship includes prominent digital and physical branding.  Digitally: Sponsor to be recognized on Future Proof’s website as the sole provider of the What’s Brewing Lounge and Food Pavillion, as well as receiving 3 dedicated push notifications promoting the space and thanking you for your partnership.  Physically: You’ll receive ample area signage highlighting your brand and messaging, free-standing signage, and picnic and roundtable branding. We’ll also allocate a custom branded 10×20 canopy tent to be used as a dedicated meeting space for you and your team for three days of the event (full days Monday/Tuesday; half day Wednesday). 

Upgrades available.

TRANSPORTATION SPONSOR

ENGAGE WITH THE MOST INFLUENTIAL AUDIENCE IN WEALTH MANAGEMENT WHILE PROVIDING A MUCH-APPRECIATED SERVICE WITH YOUR CUSTOM BRANDING ON ALL TRANSPORTATION PROVIDED TO FUTURE PROOF ATTENDEES. 

 

PRICE: $49,500

 

Details:  

The Transportation Sponsorship includes exclusive brand promotion side-by-side the Future Proof logo on all Future Proof shuttle vehicles.  These vehicles will transport attendees from hotel to hotel and hotel to outdoor festival space.  On board, local drivers or brand representatives can speak to your brand and educate riders on the local scene.

FESTIVAL WELCOME ARCHWAY CUBE

ENGAGE THE LARGEST AUDIENCE IN WEALTH MANAGEMENT WITH OUR  FESTIVAL WELCOME ARCHWAY  BRANDING FOR ALL FOUR DAYS OF THE  EVENT. THE WELCOME ARCHWAY IS AN ENTRY PORTAL TO THE FUTURE PROOF EXPERIENCE. THE ARCH SERVES AS A LANDMARK LOCATED  AT THE INTERSECTION OF THE MAIN ENTRACE AND MAIN AISLE WAY.

 

PRICE: $75,000/SIDE

QUANTITY AVAILABLE: 2

 

Details:

Our Festival Welcome Archway option includes one (1) branded side of the structure with edge-to-edge graphics and  lighting so that your brand is illuminated  for evening visibility. Sponsor is responsible for design. We handle production and installation, you receive maximum exposure. 

THE ANIMAL SPIRITS LIVE PODCAST SPONSOR WITH CUSTOM MEET & GREET

ANIMAL SPIRITS, A TOP-50 RANKED INVESTING PODCAST (APPLE PODCASTS), IS A SHOW ABOUT MARKETS, LIFE AND INVESTING. JOIN MICHAEL BATNICK AND BEN CARLSON AS THEY TALK ABOUT WHAT THEY’RE READING, WRITING, LISTENING TO AND WATCHING: LIVE FROM FUTURE PROOF. AS THE EXCLUSIVE SPONSOR, YOU WILL RECEIVE A SHOUTOUT DIRECTLY FROM THE HOSTS, AND YOUR BRAND WILL BE PROMINENTLY DISPLAYED DURING THE LIVE RECORDING. PLUS, YOU AND 25 OF YOUR MOST VALUABLE CLIENTS AND PROSPECTS WILL BE INVITED TO A PRIVATE MEET-AND-GREET RECEPTION THAT EVENING WITH MICHAEL BATNICK AND BEN CARLSON.

 

PRICE: $50,000

 

Details: 

Our Animal Spirits Live Podcast Sponsor + Meet & Greet option includes brand

presence on all webpages promoting the live podcast session, brand placement

on stage during live podcast recording, a verbal shoutout by podcast hosts to start and end the podcast, branded VIP area for up to 25 clients/prospects, co-branded podcast swag for VIP guests, and F&B. Upgrades available.

HOTEL ROOM KEY CARDS

PLACE YOUR BRAND IN THE HANDS OF THE LARGEST AND MOST INFLUENTIAL AUDIENCE IN WEALTH MANAGEMENT MULTIPLE TIMES A DAY.

 

PRICE: $20,450

 

Details:

Printed exclusively with your logo next to the Future Proof logo, these 3,000 to 4,000 plastic key cards will be provided to each attendee staying at all four of Future Proof’s approved hotels. We handle production and distribution, you receive maximum exposure.

CELEBRITY KEYNOTE BRAND SPONSOR WITH CUSTOM MEET & GREET

MANY INFLUENTIAL PEOPLE IN POP CULTURE AND SPORTS WILL TAKE THE STAGE AT FUTURE PROOF, AND YOU WILL HAVE THE CHANCE TO PLACE YOUR BRAND AMONG THE STARS FOR THE LARGEST AUDIENCE IN WEALTH MANAGEMENT TO SEE. 

AS THE EXCLUSIVE SPONSOR, YOU WILL RECEIVE A SHOUTOUT DIRECTLY FROM THE STAGE, AND YOUR BRAND WILL BE PROMINENTLY DISPLAYED DURING THE KEYNOTE SESSION. PLUS, YOU AND 25 OF YOUR MOST VALUABLE CLIENTS AND PROSPECTS WILL BE INVITED TO A PRIVATE MEET-AND-GREET RECEPTION THAT EVENING WITH THE CELEBRITY SPEAKER.

 

PRICE: $50,000

QUANTITY AVAILABLE: 2

 

Details: 

Our Celebrity Keynote Brand Sponsor + Meet & Greet option includes brand presence on all webpages promoting the Keynote session, brand placement on stage during live Keynote session, a verbal shoutout from the stage, branded VIP area for up to 25 clients/prospects, signed swag or celebrity picture for VIP guests, and F&B. Upgrades available

WEALTH TECH LEADERS RECEPTION

JOIN 20+ CHIEF TECHNOLOGY EXECUTIVES FROM THE COUNTRY’S TOP-RANKED RIA FIRMS AND PLATFORMS, IBDS, BDS AND PRIVATE WEALTH DIVISIONS OF BANKS FOR AN VIP EVENING RECEPTION. AS THE EXCLUSIVE SPONSOR, YOU WILL RECEIVE A SHOUTOUT TO START THE RECEPTION, HAVE THE ABILITY TO GIVE 2-MINUTE OPENING REMARKS, AND YOUR BRAND WILL BE PROMINENTLY DISPLAYED THROUGHOUT THE RECEPTION AREA.

 

PRICE: $50,000

 

Details:

Our Wealth Tech Leaders Reception option includes brand recognition within digital invitations (sent personally to executives), exclusive brand placement in reception area, branded reception decor, brand placement on all cocktail bars and napkins, all F&B, ability to provide 2-minute opening remarks. The cost varies based on entertainment, F&B enhancements and enhanced design elements.

Upgrades available

RIA EXECUTIVES LEADERS RECEPTION

JOIN 30+ EXECUTIVES FROM THE COUNTRY’S TOP-RANKED RIA FIRMS FOR A VIP EVENING RECEPTION. AS THE EXCLUSIVE SPONSOR, YOU WILL RECEIVE A SHOUTOUT TO START THE RECEPTION, HAVE THE ABILITY TO GIVE 2-MINUTE OPENING REMARKS, AND YOUR BRAND WILL BE PROMINENTLY DISPLAYED THROUGHOUT THE RECEPTION AREA.

 

PRICE: $75,000

 

Details:

 Our RIA Executive Leaders Reception option includes brand recognition within digital invitations (sent personally to executives), exclusive brand placement in reception area, branded reception decor, brand placement on all cocktail bars and napkins, all F&B and the ability to provide 2-minute opening remarks. The cost varies based on entertainment, F&B enhancements and enhanced design elements.

Upgrades available. 

ADVISOR TEAM RETREAT

ENGAGE YOUR TOP CLIENTS OR PROSPECTS BY PROVIDING THEM WITH AN ALL-INCLUSIVE TEAM RETREAT TO THE MOST INFLUENTIAL EVENT OF THE YEAR, COMPLIMENTS OF FUTURE PROOF. 

 

PRICE: $12,500

 

Details: 

Provide an all-inclusive Future Proof Retreat for an RIA firm of your selection. This is a ‘scholarship’ is intended to reduce/eliminate the cost of entry for your top clients/prospects.  This unique sponsorship provides hotel accommodations for 3x nights at a Future Proof property, 5x Advisor and/or Enterprise Wealth Passes, access to all Future Proof events, content, and F&B, and the ability to provide an in-room branded item to each of your 5 guests upon arrival.

EXCLUSIVE FUTURE PROOF WELCOME RECEPTION SPONSOR

BE THE FIRST IMPRESSION, WELCOMING THE MOST INFLUENTIAL AUDIENCE IN WEALTH MANAGEMENT TO THE MOST IMPORTANT EVENT OF THE YEAR. 

 

PRICE: $125,000

 

Details: 

The Future Proof Welcome Reception affords you high-impact brand amplification to thousands of professionals making the biggest impact in the wealth management ecosystem.  The Welcome Reception is one of the most attended events at Future Proof and will be the first memory made amongst your target demographics.  This opportunity includes F&B, a premium open bar, a live DJ, area decor, lighting, and branding, a dedicated semi-private VIP area, and ample networking opportunities.  

 

Digitally, you’ll receive promotion as the sole sponsor of the Welcome Reception.  Physically, you’ll receive a custom-built VIP area, branded furniture and pillows, a custom cocktail, branded area decor, and branded bars and napkins. 

EXCLUSIVE FUTURE PROOF MUSIC FESTIVAL SPONSOR

HAVE YOUR BRAND TAKE CENTER STAGE DURING THE MOST ATTENDED AND HIGHEST SHARED EVENT AT FUTURE PROOF.  THE FUTURE PROOF MUSIC FESTIVAL FEATURES AN ECLECTIC MIX OF MUSICIANS WITH INTERNATIONALLY RECOGNIZED TALENT AND WILL PUT YOUR BRANDING EXCLUSIVELY ALONGSIDE OURS FOR THOUSANDS IN-PERSON, AND MILLIONS DIGITALLY, TO ENGAGE WITH. 

 

PRICE: $250,000

 

Details:

The Future Proof Music Festival is the largest event hosted at Future Proof, featuring internationally recognized talent.  As the sole sponsor, you’ll receive digital and in-person brand promotion, a dedicated VIP viewing area, and artist meet & greet opportunities for you and your top clients/prospects. Digitally, you will be promoted on all web pages highlighting the music festival.  Physically, you’ll receive branding on the bars, intermittently on the LED billboards that flank the Ocean Stage throughout the evening, and have the ability to hand out branded concert items during the Music Festival Hours. 

EXCLUSIVE INDUSTRY CATEGORY SPONSOR OF FUTURE PROOF 2023

IMAGINE YOUR BRAND ALONGSIDE THE FUTURE PROOF LOGO ON EVERY PAGE OF OUR WEBSITE, ON ALL OFFICIAL COMMUNICATION, AND THROUGHOUT THE ENTIRE FUTURE PROOF FESTIVAL SHOWCASING YOUR FIRM AS THE PREMIER SPONSOR WITHIN YOUR CATEGORY FOR ALL OF 2023!

 

PRICE: $75,000 

 

Details:

This exclusive sponsorship is limited to 1 company per industry category.  Your logo will be displayed prominently throughout the Future Proof website, on ALL Future Proof communication, and on Future Proof-specific branded elements throughout 2023. 

ATTENDEE LANYARDS

IMAGINE THE LARGEST AND MOST INFLUENTIAL AUDIENCE IN WEALTH MANAGEMENT SHOWCASING YOUR BRAND FOR ALL FOUR DAYS OF THE EVENT!

 

PRICE: $35,000

 

Details:

Printed exclusively with your logo next to the Future Proof logo these lanyards will be worn every minute of every day by every attendee, speaker, media and sponsor. We handle production and distribution, you receive maximum exposure.

ATTENDEE BEACH BAG

UPON CHECK-IN, EACH ATTENDEE WILL BE HANDED A BRANDED BEACH BAG THAT CONSISTS OF EVENT MATERIALS AND ESSENTIALS. THE BEACH BAG SPONSORSHIP INCLUDES PROMINENT LOGO PLACEMENT ON THE FRONT ALONGSIDE THE FUTURE PROOF LOGO. ADDITIONALLY, BEACH BAGS ARE ONE OF THE FEW SPONSORSHIP ITEMS THAT ATTENDEES WILL TAKE HOME FOLLOWING THE EVENT.

 

PRICE: $50,000

 

Details:

Printed exclusively with your logo next to the Future Proof logo, these attendee beach bags will serve as a utility by every attendee, speaker, media and sponsor while at the event and will be used long after the event. We handle production and distribution, you receive maximum exposure.

SUNGLASSES

If you’re interested, let’s talk! 

ATTENDEE NOTEBOOKS

PLACE YOUR BRAND IN THE HANDS OF THE LARGEST AND MOST INFLUENTIAL AUDIENCE AND PROVIDE THEM WITH AN ITEM THAT PROVIDES VALUE LONG AFTER FUTURE PROOF.

 

PRICE: $30,000

 

Details:

Printed exclusively with your logo these notebooks will be placed in each attendee’s beach bag and provided to them at event check-in. We handle production and distribution, you receive maximum exposure.

SESSION AREA: SURF CITY STAGE

EXCLUSIVE BRAND PROMOTION WITHIN ONE OF THE BUSIEST AND MOST  INFLUENTIAL AREAS OF FUTURE PROOF.

 

PRICE: $75,000

 

Details:

The Surf City Stage Session Area option includes two (2) elevated “Surf City Stage” signs flanking the entrance exclusively with your logo side-by-side the Future Proof logo, a step-and-repeat session backdrop exclusively with your branding side-by-side with the Future Proof logo, branded furniture, branded decor, and company recognition on our website as the “Surf City Stage” sponsor.  We handle production and installation, you receive maximum exposure

ATTENDEE PENS

PLACE YOUR BRAND IN THE HANDS OF THE LARGEST AND MOST INFLUENTIAL AUDIENCE AND PROVIDE THEM WITH AN ITEM THAT PROVIDES VALUE LONG AFTER FUTURE PROOF.

 

PRICE: $15,000

 

Details:

Printed exclusively with your logo these pens will be placed in each attendee’s beach bag and provided to them at event check-in. We handle production and distribution, you receive maximum exposure.

SUNSCREEN PROVIDER

PLACE YOUR BRAND IN THE HANDS OF THE LARGEST AND MOST INFLUENTIAL AUDIENCE IN WEALTH MANAGEMENT MULTIPLE TIMES A DAY. 

 

PRICE: $25,000

 

Details:

Printed exclusively with your logo these mini sunscreen bottles will be placed in each attendee’s beach bag and provided to them at event check-in. We handle production and distribution, you receive maximum exposure.

ATTENDEE EVENT APP

PLACE YOUR BRAND IN THE HANDS OF THE LARGEST AND MOST INFLUENTIAL AUDIENCE IN WEALTH MANAGEMENT MULTIPLE TIMES A DAY AND HAVE THE ABILITY TO PUSH REAL-TIME NOTIFICATIONS TO THE ENTIRE AUDIENCE. 

 

PRICE: $80,000 

 

Details:

The Attendee Event App option includes more than 8 branded assets across the mobile and tablet app platform, including your logo displayed next to the Future Proof logo during app opening, the ability to send 1-daily (4 total) dedicated push notification accompanied by calls-to-action, logos, and videos. Sponsor responsible for graphics and copy for push notifications. We’ll develop the app with your brand incorporated and schedule your notifications.

LED BILLBOARD PACKAGE

PLACE YOUR 7-TO-10-SECOND ROTATING AD THAT ENCOURAGES A DOWNLOAD, GIVEAWAY, ANNOUNCEMENT, ETC. THIS IS A GREAT WAY TO TELL ATTENDEES ABOUT AN UPDATE, YOUR LOCATION, AND MORE! PROVIDES VALUE LONG AFTER FUTURE PROOF.

 

PRICE: $16,000

QUANTITY AVAILABLE: 20

 

Details:

Sponsors will have the ability to promote their brand, messaging, products or services via a 7- to 10-second ad that will rotate across LED boards for all four days of the event (half-days on Sunday and Wednesday and full-days on Monday and Tuesday). Sponsor responsible for designing the creative. We’ll manage the on-site display.

WI-FI PROVIDER

POSITION YOUR BRAND IN FRONT OF THOUSANDS OF THE MOST INFLUENTIAL PEOPLE IN WEALTH MANAGEMENT AS THEY ACCESS THE WI-FI THROUGHOUT THE ENTIRE EVENT.

THROUGH THIS HIGH-IMPACT BRANDING, YOU’LL BE GUARANTEED RECOGNITION BY PROVIDING THIS VALUABLE BENEFIT. 

 

PRICE: $35,000

 

Details:

This sponsorship includes several displays showcasing your brand, logo promotion on the back of lanyards as a Wi-Fi provider, 1-push mobile event app push notification, and the ability to customize Wi-Fi network password. 

INTERACTIVE SESSION Q&A PLATFORM

IMAGINE THE LARGEST AND MOST INFLUENTIAL AUDIENCE IN WEALTH MANAGEMENT INTERACTING WITH YOUR BRAND 100X TIMES OVER FOUR DAYS AT FUTURE PROOF.

 

PRICE: $25,000

 

Details: 

With the Interactive Session Q&A Platform sponsorship, your logo, background image and brand colors will be displayed within the Q&A section of the mobile app as well as on the session screens during each session’s live audience Q&A segment.

OFFICIAL 2023 “FUTURE PROOF LIVE” STREAM

THE MOST IMPACTFUL SPONSORSHIP AVAILABLE AT FUTURE PROOF.

AS THE OFFICIAL FUTURE PROOF LIVE-STREAM SPONSOR, YOUR LOGO WILL BE EXCLUSIVELY PLACED ALONGSIDE THE FUTURE PROOF LOGO AT THE EVENT OF OVER 3,000 OF THE MOST INFLUENTIAL PEOPLE IN WEALTH MANAGEMENT AND, DIGITALLY, AS WE LIVESTREAM SELECT EVENT SESSIONS AND EXCLUSIVE CONTENT TO HUNDREDS OF THOUSANDS OF PEOPLE AROUND THE WORLD.

 

YOUR CEO WILL ALSO HAVE AN OPPORTUNITY TO BE INTERVIEWED LIVE.

 

PRICE: $550,000

 

Details:

The Future Proof Live Stream Sponsorship includes one (1) custom-built branded structure, branded furniture and broadcasting set, branded lounge decor, and dedicated meeting space for your company for four days of the event (half day Sunday; full days Monday/Tuesday; half day Wednesday), 1x executive interview, A&V setup and live streaming service.

Cost varies based on size of physical footprint, size of structure and design elements.

INTERACTIVE MAP SPONSOR

IMAGINE THE MOST INFLUENTIAL AUDIENCE IN WEALTH MANAGEMENT ENGAGING WITH YOUR BRAND MULTIPLE TIMES DAILY, IN MULTIPLE LOCATIONS THROUGHOUT THE FOUR DAYS OF THE EVENT AS THEY NAVIGATE FUTURE PROOF.

 

PRICE: $55,000

 

Details:

The Future Proof Interactive Map sponsorship includes digital brand amplification on multiple standing touchscreen boards.  These boards will be used to display booth locations and the Future Proof agenda and will be searchable for ease of use.  There will be 4-5 interactive maps, giving you attendee engagement with your brand across The Boardwalk, throughout the event. 

SESSION AREA: OCEAN STAGE

EXCLUSIVE BRAND PROMOTION WITHIN ONE OF THE BUSIEST AND MOST INFLUENTIAL AREAS OF FUTURE PROOF FOR ALL FOUR DAYS OF THE EVENT.

 

PRICE: $200,000

 

Details:

The Ocean Stage Session Area option includes  one (1) 20’ high printed “Ocean Stage” sign  exclusively with your logo next to the Future Proof logo, four (4) 15’ wide printed bleacher  signs exclusively with your logo next to the  Future Proof logo, branded furniture, branded  decor and company recognition on website as the “Ocean Stage” sponsor. We handle production and installation, you receive maximum exposure.

SESSION AREA: SOCIAL AUDIO EXPERIMENT

EXCLUSIVE BRAND PROMOTION WITHIN ONE OF THE BUSIEST AND MOST  INFLUENTIAL AREAS OF FUTURE PROOF  FOR ALL FOUR DAYS OF THE EVENT. THE  SOCIAL AUDIO EXPERIMENT STAGE WILL BE THE SETTING FOR FILMING LIVE PODCAST EPISODES OF SOME OF THE WORLD’S MOST POPULAR PODCAST SHOWS.

 

PRICE: $75,000

 

Details:

The Social Audio Experiment Stage Session Area option includes one (1) branded 20’ wide container (stage) exclusively with your logo next to the Future Proof logo, two (2) 10’ tall pylons printed exclusively with your logo next to the Future Proof logo, branded furniture, branded decor and company recognition on our website as the “Social Audio Experiment Stage” sponsor. We handle production and installation, you receive maximum exposure.

SESSION AREA: PCH STAGE

EXCLUSIVE BRAND PROMOTION WITHIN ONE OF THE BUSIEST AND MOST  INFLUENTIAL AREAS OF FUTURE PROOF.

 

PRICE: $75,000

 

Details:

The PCH Stage Session Area option includes two (2) elevated “PCH Stage” signs flanking the entrance exclusively with your logo side-by-side the Future Proof logo, a step-and-repeat session backdrop with your branding side-by-side with the Future Proof logo, branded furniture, branded decor, and company recognition on our website as the “PCH Stage” sponsor.  We handle production and installation, you receive maximum exposure