September 10-13, 2023 | Huntington Beach, California
September 10-13, 2023 | Huntington Beach, California
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Last Revised: 01/10/2023
As a registered attendee or participant (“you“) in Future Proof Festival 2023 (the “Event“) you agree to these terms and conditions (collectively, the “Agreement“) with Advisor Circle Inc. (“Advisor Circle“). If you are completing the registration on behalf of another individual, you warrant that you have made the attendee or participant aware of this Agreement and that he or she has accepted these terms and conditions.
1. Attendee Requirements:
2. Prohibited Conduct:
4. Cancellation, Substitution and Lost Badge Policy:
6. Intellectual Property
7. Disclaimer of Warranties, Limitation of Liability
9. Terms of Participation for the Breakthru Meetings Program
Deadline to register Tickets
Individual from Sponsor company who will be designated as a Hosted Meetings Representative (only applies to Sponsors who have purchased Hosted Meetings)
All other Individuals who will participate in the Breakthru Meetings Program
Deadlines are subject to change at the discretion of Advisor Circle.
Last revised: January 12, 2023
As a Hosted Financial Advisor Firms & Limited Partners participant (“you“) in the 2023 Future Proof Festival (the “Event“), scheduled to be held September 10-13, 2023 in Huntington Beach, CA (“HB”), you agree to these terms and conditions with Advisor Circle Inc. (“Advisor Circle“). If you are completing registration on behalf of another individual, you warrant that you have made the Hosted Financial Advisor Firms & Limited Partners participant aware of this Agreement and that they have accepted these terms and conditions.
As of the date of these Terms & Conditions, Meeting Times and Meeting Time Slots are scheduled to be:
Throughout this document, references to Advisor Circle’s Website should be read to include any subdomains of the Advisor Circle website, including Future Proof Festival website.
We respect your right to privacy and always comply with your wishes to remove your data from our systems, for further details, see the “Your Rights” section below.
This policy gives you information about how Advisor Circle Inc. collects and processes your personal data through your use of the Advisor Circle website, data you submit through webforms, joining mailing lists, use of Advisor Circle technology and apps and any data collected at our in-person events.
The data we collect about you and how it is collected
Personal information you disclose to us
We collect personal information that you voluntarily provide to us when you register on the Website, express interest in obtaining information about our products and services, use our Website chatbot, participate in our events, participate in our meetings and collaboration programs or otherwise when you contact us.
The personal information that we collect depends on the context of your interactions with us and the Website, the choices you make and the products and features you use.
The personal information we collect may include the following: name, address, email address and phone number, alternate email address, job title, CRD number, profile information, username and password, contact preferences, billing details, assistant details.
Information automatically collected from the Website
We automatically collect certain information when you visit, use or navigate the Website. This information does not reveal your specific identity (like your name or contact information) but may include device and usage information, such as your IP address, browser and device characteristics, operating system, language preferences, referring URLs, device name, country, location, information about how and when you use our Website and other technical information. This information is primarily needed to maintain the security and operation of our Website, and for our internal analytics and reporting purposes.
Like many businesses, we also collect information through cookies and similar technologies. The information we collect includes:
Most web browsers are set to accept cookies by default. If you prefer, you can usually choose to set your browser to remove cookies and to reject cookies. If you choose to remove cookies or reject cookies, this could affect certain features or services of our Website.
What we don’t do
Advisor Circle does NOT:
How we use your personal data
We use personal information collected for a variety of business purposes described below. We process your personal information for these purposes in reliance on our legitimate business interests, in order to perform a contract with you, with your consent, and/or for compliance with our legal obligations.
We use the information we collect or receive to:
The above list does not cover customer content, including any personal data about you that may be shared during Breakthru Meetings (either virtual or in-person), Breakthru Talks or other formats associated with our events. See Customer Content section below for more information.
Sharing your personal data
We may share your personal data with selected third parties, including:
We may share your information with law enforcement agencies, public authorities or other organizations if legally required to do so, or if we have a good faith belief that such use is reasonably necessary to:
We may also disclose your information to third parties:
We require all third parties to respect the security of your personal data and to treat it in accordance with the law. We do not allow our third-party service providers to use your personal data for their own purposes and only permit them to process your personal data for specified purposes and in accordance with our instructions.
We encourage our service providers to adopt and post privacy policies. However, the use of your Personal Information by our service providers is governed by the privacy policies of those service providers and is not subject to our control.
Legal basis of processing
We may process or share your data that we hold based on the following legal basis:
International transfers of data
Advisor Circle may store or process personal data in any country where we or our service providers have facilities. By providing personal data for any of the purposes stated above, you acknowledge that your personal data may be transferred to or stored in the United States or in other countries around the world. Such countries may have data protection rules that are different and less protective than those of your country.
Data transfers outside of the EEA
If you are a resident in the European Economic Area, then these countries may not necessarily have data protection laws or other similar laws as comprehensive as those in your country. If your personal data is transferred outside of the EEA, we will however take all necessary measures to protect your personal information in accordance with this privacy notice and applicable law.
We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed. In addition, we limit access to your personal data to those employees, agents, contractors and other third parties who have a business need. They will only process your personal data on our instructions and they are subject to a duty of confidentiality.
Unfortunately, the transmission of information via the internet is not completely secure. We will do our best to protect your information, but we cannot guarantee the security of your information transmitted over the internet; any transmission is at your own risk. We will use strict procedures and security features to try to prevent unauthorised access to your information within our control and possession.
We have put in place procedures to deal with any suspected personal data breach and will notify you and any applicable regulator of a breach where we are legally required to do so.
We will only retain your personal data for as long as necessary to fulfil the purposes we collected it for, including for the purposes of satisfying any legal, accounting, or reporting requirements (unless a longer period is required or permitted by law).
In certain circumstances you can ask us to delete your data: see ‘Your rights’ below for further information.
In some circumstances we may anonymize your personal data (so that it can no longer be associated with you) for research or statistical purposes in which case we may use this information indefinitely without further notice to you.
Customer content is the “in-session” information you provide directly through your participation in Advisor Circle events, such as meeting data, chat logs, files and any other information uploaded while participating in an event. Advisor Circle Inc. uses customer content only in connection with providing the Services–we do not monitor, sell or use customer content for any other purposes.
We do not control the actions of anyone with whom you or any other Event participant may choose to share information. Therefore, we cannot and do not guarantee that any customer content you or any user provides will not be viewed by unauthorized persons. Nor can Advisor Circle control or be responsible for the information a user may choose to share during a virtual event video meeting or in-person meeting. You should be cautious about the access you provide to others when using Advisor Circle Event technology and the information you choose to share when using the technology. Advisor Circle Event technology includes networking features, including video meetings and chat functionality. Ensure when using these features that you do not share any personal data that you do not want to be seen, collected or used by other users.
Links to other websites
We may provide links to other websites for your convenience and information. These sites operate independently from our Website and are not under our control. These sites may have their own privacy notices in place, which we strongly suggest you review if you visit any linked websites. We are not responsible for the content of these sites, any products or services that may be offered through these sites, or any other use of these sites.
You have the right to:
If you would like to unsubscribe from our communications at any time, you may do so in the footer of any of our emails.
If you wish to exercise any of the rights set out above, please contact us using the details below. A fee is not usually payable to exercise your rights (although we reserve the right to charge you a reasonable fee if your request is unfounded, repetitive or excessive). We will ask you to provide identification to ensure that we are providing information to the correct person. We will try to respond to requests within a month.
In a small subset of circumstances, we will keep some personal information that you have asked us to remove for the following purposes: (i) troubleshoot problems; (ii) assist with investigations; (iii) enforce our Site rules; or (iv) comply with legal requirements.
Therefore, you should not expect that all of your Personally Identifiable Information will always be completely removed from our databases in response to your requests.
European Privacy rights
As well as the rights described above, if you are a resident in the European Economic Area and you believe we are unlawfully processing your personal information, you also have the right to complain to your local data protection supervisory authority. You can find their contact details here: http://ec.europa.eu/justice/data-protection/bodies/authorities/index_en.htm
California Privacy rights
If you are a resident of California you may have a right pursuant to Section 1798.83 of the California Civil Code to obtain certain information about the types of personal data (if any) that we have shared with third parties for direct marketing purposes during the preceding calendar year, including the names and addresses of those third parties, and examples of the types of services or products marketed by those third parties.
Advisor Circle Inc. does not share data with third parties for direct marketing purposes, however please contact us using the details below if you would like to exercise any of your rights explained above in relation to your personal data.
Data from minors
We do not knowingly solicit data from or market to children under 18 years of age. By using the website, app or any other Advisor Circle Inc. assets, you represent that you are at least 18 or that you are the parent or guardian of such a minor and consent to such minor’s provision of data. If we learn that personal information from users less than 18 years of age has been collected, we will deactivate the account and take reasonable measures to promptly delete such data from our records. If you become aware of any data we may have collected from children under age 18, please contact us using the details below.
Emailing us at: [email protected]
Writing us at: Advisor Circle Inc.,11 Apex Drive, Ste 300A, Marlborough, MA 01752
This policy was last updated on 01/10/2023. Any changes we may make to this policy in the future will be posted on this page. Please check back frequently to see any updates or changes to this policy. Archived copies can be obtained by contacting us at the address above.
Advisor Circle Inc., (“we”, “us” or “our”), owns and operates this website (our “Site”). References to Advisor Circle’s Website should also be read to include subdomains of the Advisor Circle’s website, including Future Proof Festival website.
We offer our Site, including all information, products and services available from our Site, to you the user, conditioned upon your acceptance of all the terms, conditions, policies and notices stated here. Your continued use of our Site constitutes your agreement to all such terms, conditions, policies and notices.
The content, organization, graphics, design, compilation, digital conversion and other matters related to our Site are protected under applicable copyrights, trademarks and other proprietary (including but not limited to intellectual property) rights. The copying, redistribution, use or publication by you of any such matters or any part of our Site, except as allowed by Section 4, is strictly prohibited. You do not acquire ownership rights to any content, document or other materials viewed through our Site. The posting of information or materials on our Site does not constitute a waiver of any right in such information and materials.
Products and names mentioned on our Site may be trademarks of their respective owners.
The accessing, viewing, browsing, printing, or downloading of any content, graphic, form or document from our Site grants you only a limited, nonexclusive license for use solely by you for your own personal use and not for republication, distribution, assignment, sublicense, sale, preparation of derivative works or other use. Any other use is prohibited without our prior, express permission. No part of any content, form or document may be reproduced in any form or incorporated into any information retrieval system, electronic or mechanical, other than for your personal use except with our prior, express permission. You agree that all of your use of our Site will comply with applicable laws.
We reserve the right in our sole discretion to edit or delete any documents, information or other content appearing on our Site.
Your right to use our Site is not transferable. Any password or right given to you to obtain information or documents is not transferable.
We will not be required to treat any remarks, suggestions, ideas, graphics, material or other information communicated by you to us through our Site (collectively, the “Submission”) as confidential, and we will not be liable for any ideas (including without limitation, product, service or advertising ideas), and we will not incur any liability as a result of any similarities that may appear in our future products, services or operations. Without limitation, you hereby grant us with a perpetual, exclusive, unrestricted, non-revocable, royalty-free license to use, print, publish, sell, copy, distribute, make derivative works of, and license others to use each Submission in any form or medium, now or hereafter existing, or in any language during the full term of the copyright therein and throughout the world. We will be entitled to use the Submission for any commercial or other purpose whatsoever, without compensation to you or any other person sending the Submission. You acknowledge that you are responsible for whatever Submission you submit, and you, not us, have full responsibility for the message, including its legality, reliability, appropriateness, and originality.
We may allow access to or advertise third-party product or service providers (“Merchants”) from which you may purchase certain goods or services. You understand that we do not operate or control the products or services offered by Merchants. Merchants are responsible for all aspects of order processing, fulfillment, billing and customer service. We are not a party to the transactions entered into between you and Merchants. You agree that use of such Merchants is AT YOUR SOLE RISK AND IS WITHOUT WARRANTIES OF ANY KIND BY US, EXPRESSED, IMPLIED OR OTHERWISE INCLUDING WARRANTIES OF TITLE, FITNESS FOR PURPOSE, MERCHANTABILITY OR NON-INFRINGEMENT. UNDER NO CIRCUMSTANCES ARE WE LIABLE FOR ANY DAMAGES ARISING FROM THE TRANSACTIONS BETWEEN YOU AND MERCHANTS OR FOR ANY INFORMATION, SERVICE OR PRODUCT APPEARING ON MERCHANT SITES OR ANY OTHER SITE LINKED TO OUR SITE.
All rules, policies (including privacy policies) and operating procedures of Merchants will apply to you while on such sites. We are not responsible for information provided by you to Merchants. We and the Merchants are independent contractors and neither party has authority to make any representations or commitments on behalf of the other.
You represent and warrant that if you are purchasing something from us or from Merchants on third-party sites that (i) any credit information you supply is true and complete, (ii) charges incurred by you will be honored by your credit card company, and (iii) you will pay the charges incurred by you at the posted prices, including any applicable taxes.
Our Site may contain links to other websites. WE ARE NOT RESPONSIBLE FOR THE CONTENT, ACCURACY OR OPINIONS EXPRESSED IN OR THE PRODUCTS OR SERVICE PROVIDED ON SUCH WEBSITES, AND SUCH WEBSITES ARE NOT INVESTIGATED, MONITORED OR CHECKED FOR ACCURACY OR COMPLETENESS BY US. Inclusion of any linked website on our Site does not imply approval or endorsement of the linked website by us. If you decide to leave our Site and access these third-party sites, you do so at your own risk.
OUR SITE CONTAINS INFORMATION AND PRESS RELEASES ABOUT US. WHILE THIS INFORMATION WAS BELIEVED TO BE ACCURATE AS OF THE DATE PREPARED, WE DISCLAIM ANY DUTY OR OBLIGATION TO UPDATE THIS INFORMATION OR ANY PRESS RELEASES. Information about companies other than ours contained in the press release or otherwise, should not be relied upon as being provided or endorsed by us.
Last revised: Jan 10, 2023
These terms and conditions (“Terms & Conditions”) apply to those individuals (“Hosted Meetings Participant”, “you” or “your”) participating in Hosted Meetings (“Hosted Meetings”) on behalf of sponsors as part of Advisor Circle’s (“we”, “us” or “our”) Breakthru Meetings (“Meetings Program”) scheduled to be held during Future Proof on September 10-13, 2023 in Huntington Beach, CA (the “Event”).
These Terms & Conditions may be modified occasionally, so check back often. So that you are aware changes have been made, we will adjust the “Last revised” date at the beginning of this document. Continued participation in the Event by you will constitute your acceptance of any changes or revisions to these Terms & Conditions.
Advisor Circle will notify Hosted Meetings Participants of the specific times of their meetings within Meeting Times prior to the start of the Event. A failure on the part of Hosted Meetings Participants to be available for all Meeting Times may limit the ability of Advisor Circle to arrange Hosted Meetings for those Hosted Meetings Participants.
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.