Future Proof

Just Added: 32 More Speakers. 108 Total. Future Proof Citywide is bringing together the industry’s most influential leaders and rising stars shaping what’s next. Hear real insights from Mellody Hobson, Harvey Schwartz, Robyn Grew, Joshua Brown, Michael Saylor, Barry Ritholtz, Michael Kitces, Thomas (Tom) Lee, Ted Seides, and more. Plus, your favorite podcasts live on stage: 🎙️ Masters in Business 🎙️ The Compound and Friends 🎙️ Animal Spirits 🎙️ Capital Allocators 🎙️ Alt Goes Mainstream The future of finance meets here. 2,500+ leaders. 25,000+ curated meetings. Four stages. Six content hubs. A beachfront experience unlike anything else in the industry. And yes, The All-American Rejects & The Fray, live. Prices increase Friday. Register now and save: https://lnkd.in/gcyuTv5F March 16-19 | Miami Beach

The wait is almost over. Future Proof Citywide is just 5 days away. Here’s what’s in store: - Immersive brand activations you won’t find anywhere else. - Walk-and-talk networking along South Beach. - 25,000+ Breakthru Meetings connecting decision-makers. - Live music, art, and energy that set this event apart. If you’re already signed up, get ready for something different. If you haven’t, time is running out. Register now: https://hubs.li/Q03bnpyl0

Kathy Wunderli is rethinking estate planning for the modern wealth era. As Head of Private Wealth at Wealth.com, Kathy is leading the charge to make estate planning more accessible, efficient, and impactful for advisors and their clients. A seasoned tax and estate planning attorney with over two decades of experience, Kathy has advised high-net-worth families, business owners, and nonprofits on complex planning strategies. Before Wealth.com, she was a partner at Willkie Farr & Gallagher and Venable, earning recognition from Variety, The Hollywood Reporter, and Los Angeles Business Journal. Get ready for Miami. Secure your place at Future Proof Citywide before March 16. https://lnkd.in/gcyuTv5F

What happens when you stop leading with numbers and start leading with people? Daniel Crosby, Ph.D. and Breanna Rae Blaney unpack how a human-first approach is reshaping advice, client relationships, and what it means to do this work well. Watch the conversation: https://lnkd.in/eU--y-DA Get your ticket to Future Proof Citywide before March 16: https://lnkd.in/gcyuTv5F

Mark Gatto has been building and scaling CION Investment Group since 1999, leading where alternatives and credit meet. As Co-Founder, Co-CEO, and Co-President of CION, Mark oversees a platform that includes CION Investment Corporation (CIC) and CION Ares Diversified Credit Fund (CADC), where he serves on both investment committees. Over the last two decades, he’s helped shape one of the industry’s leading alternative investment firms—focused on delivering innovative credit and infrastructure solutions. He’s joining 100+ top industry leaders at Future Proof Citywide. Don’t miss it. Register now to join us in Miami! https://hubs.li/Q03bhcQW0

Charles Paikert has spent 15+ years covering the stories that shape wealth management. As U.S. correspondent for Family Wealth Report, he reports on M&A, corporate strategy, RIAs, and family offices. His work has been featured in Barron’s Advisor, Financial Planning, InvestmentNews, RIABiz, and CityWire RIA. A longtime journalist, he’s also written for The New York Times, Washington Post, and Sports Illustrated and co-authored a book on college basketball. Future Proof Citywide is where industry leaders connect. Secure your spot now before prices go up tomorrow! https://hubs.li/Q03bh9Y50

Amy DeTolla has helped wealth firms grow, scale, and transform. Again and again. As Founder of Aureus Advantage, she’s teaching firms how to thrive through M&A, integration, and platform transformation. Over her career, Amy has built multi-billion-dollar firms, led 50+ M&A deals at Focus Financial Partners, and helped launch Connectus Wealth Advisers, growing it to $13 billion AUM in under three years. She’s also held senior roles at BlackRock and Barclays, bringing deep expertise in wealth, tech, and leadership. Hear from Amy at Future Proof Citywide. Register before March 16th! https://hubs.li/Q03bgYWS0

“Future Proof Citywide. It's going to be the highlight of my spring and summer.” That’s what Thomas (Tom) Lee, Co-Founder and Head of Research at Fundstrat, told The Compound and Friends when asked what he's most looking forward to. He’ll be live on stage Monday. March 16-19 | Miami Beach See you on the beach? https://lnkd.in/gcyuTv5F Watch the full episode here: https://lnkd.in/eAeXdUa9

Property power in action. Jill Schlesinger, Business Analyst at CBS News, teams up with bill mcbride, Writer/Analyst at Calculated Risk, to break down smart strategies for building wealth through real estate. Watch now: https://lnkd.in/eSnxchYS Get your ticket to Future Proof Citywide, March 16-19 in South Beach, Miami: https://lnkd.in/gcyuTv5F

Andy Watts, CFP® has spent 20 years driving growth at Avantax. Now, as President, he’s leading financial professionals with smarter solutions and strategies to help them stay ahead. His expertise in strategy, innovation, and business development has made a lasting impact on the industry. Andy is joining 100+ top industry leaders speaking at Future Proof Citywide in Miami, March 16-19. Register today! https://hubs.li/Q03b7qzL0