September 10-13, 2023 | Huntington Beach, California
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 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.
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
ENGAGE THE LARGEST AND MOST INFLUENTIAL AUDIENCE IN WEALTH MANAGEMENT WITH OUR SMALL 10×10 EXHIBIT SPACE.
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.
ENGAGE THE LARGEST AND MOST INFLUENTIAL AUDIENCE IN WEALTH MANAGEMENT WITH OUR STANDARD 10×20 EXHIBIT SPACE.
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.
ENGAGE THE LARGEST AND MOST INFLUENTIAL AUDIENCE IN WEALTH MANAGEMENT WITH OUR LARGE 20×20 EXHIBIT SPACE.
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.
ENGAGE THE LARGEST AND MOST INFLUENTIAL AUDIENCE IN WEALTH MANAGEMENT WITH OUR LARGE 20×30 EXHIBIT SPACE.
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.
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
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.
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.
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.
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.
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.
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.
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.
QUANTITY AVAILABLE: 2
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.
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
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.
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.
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.
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.
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.
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
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.
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
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.
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.
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.
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.
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.
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.
Future Proof is all about experiences. Rub shoulders with Big Boi in this invite-only meet & greet in the Future Proof green room.
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.
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.
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.
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.
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.
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.
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).
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.
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.
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
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).
PREMIUM PRESS PASS WITH RECORDING AREA AT FUTURE PROOF 2022.
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.
PUT YOUR BRAND IN THE HANDS OF ALL ATTENDEES AT FUTURE PROOF!
QUANTITY AVAILABLE: *2
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
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.
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.
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
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.
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!
QUANTITY AVAILABLE: 2
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.
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.
IMAGINE THE MOST INFLUENTIAL AUDIENCE IN WEALTH MANAGEMENT INTERACTING WITH YOUR BRAND 100x DAILY WHILE NAVIGATING FUTURE PROOF.
QUANTITY AVAILABLE: 3
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.
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.
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.
ENGAGE WITH THE MOST INFLUENTIAL AUDIENCE IN WEALTH MANAGEMENT WITH YOUR BRAND MASSAGING HIGHLIGHTED EXCLUSIVELY ON THIS CUSTOM ENCLOSED LOUNGE.
QUANTITY AVAILABLE: 2
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.
WOULD YOU LIKE TO PROVIDE EACH ATTENDEE WITH YOUR COMPANY MATERIAL OR UNIQUE ITEM?
QUANTITY AVAILABLE: 10
Provide each of our attendees with your company’s SWAG, material, and more.
Items are subject to approval.
SPONSOR-BRANDED ITEM OR MATERIAL DELIVERED INSIDE EACH ATTENDEE’S HOTEL ROOM DAILY.
QUANTITY AVAILABLE: 3
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.
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)
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.
PROMOTE YOUR PRODUCT AND BRAND BY SPONSORING THE CUSTOMIZED HOTEL ROOM DOOR HANGERS.
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.
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.
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).
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.
The cost vaires based on size of physical footprint, design elements, and decor inclusions.
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.
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.
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.
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.
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.
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.
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.
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).
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.
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.
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.
QUANTITY AVAILABLE: 2
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.
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.
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.
PLACE YOUR BRAND IN THE HANDS OF THE LARGEST AND MOST INFLUENTIAL AUDIENCE IN WEALTH MANAGEMENT MULTIPLE TIMES A DAY.
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.
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.
QUANTITY AVAILABLE: 2
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
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.
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.
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.
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.
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.
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.
BE THE FIRST IMPRESSION, WELCOMING THE MOST INFLUENTIAL AUDIENCE IN WEALTH MANAGEMENT TO THE MOST IMPORTANT EVENT OF THE YEAR.
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.
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.
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.
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!
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.
IMAGINE THE LARGEST AND MOST INFLUENTIAL AUDIENCE IN WEALTH MANAGEMENT SHOWCASING YOUR BRAND FOR ALL FOUR DAYS OF THE EVENT!
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.
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.
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.
If you’re interested, let’s talk!