Advisor Circle & Ritholtz Wealth Unveil Future Proof Retreat: A Modern Wealth Management Retreat Building a New Era of Networking

The unique three-day event, taking place March 24-27, will welcome 500+ wealth management executives and will feature Breakthru, Future Proof’s tech-enabled event networking program

Advisor Circle and Ritholtz Wealth Management are once again shaking things up in the wealth management events space. The co-creators of the industry-leading Future Proof event franchise today announced their plans to expand the brand with the launch of the Future Proof Retreat, a unique three-day event that takes networking and business growth to the next level. The event will take place at The Broadmoor Hotel in Colorado Springs, CO, from March 24-27, 2024.

Similar to its counterpart, the Future Proof Festival, which revolutionized the landscape of large-scale wealth management conferences, the Future Proof Retreat aims to redefine the retreat-style event model for financial advisory firms and the industry companies that support them.

The Future Proof Retreat will bring together over 500 CEOs, CIOs, CTOs, COOs, and CMOs of wealth management firms, along with fast-growing financial advisors, investment managers, wealthtech companies, and other financial services providers. It will be the largest annual wealth management retreat in the industry and one of the largest financial advisor events in the first half of 2024.

“If you're a senior advisor or wealth management executive, the Future Proof Retreat is your go-to Q1 event for learning, networking, and growing your business,” said Matt Middleton, CEO of Advisor Circle. “It's fun, interactive, and captures the future-oriented vibe of the Future Proof brand.”

The Future Proof Retreat will feature an enhanced version of Future Proof’s tech-enabled networking program, Breakthru. Breakthru was initially introduced at the 2023 Future Proof Festival and rapidly became the largest meetings program in wealth management. It facilitated over 16,500 one-to-one meetings at the event, achieving an impressive 98% meeting participant satisfaction rate.

The Future Proof Retreat will build on this success by introducing three complimentary Breakthru programs:

• Breakthru Hosted Meetings Program: This groundbreaking meetings program facilitates over 2,000 pre-scheduled 15-minute introductory meetings connecting qualified financial advisors and wealth management professionals with investment managers, wealthtech companies, and other financial services providers.

• Breakthru Hosted Talks Program: These interactive roundtables bring together 5-8 individuals from peer groups to share insights, address issues, and generate actionable takeaways on key industry topics. The program includes over 100 pre-scheduled Breakthru Talk sessions, covering 12 critical industry topics.

• Breakthru Experiences Program: The Experiences program allows companies to host networking events, activities, and content alongside the main event, enabling attendees to develop and strengthen their most important business relationships. The program facilitates 35+ pre-scheduled experiences, including evening networking dinners, indoor and outdoor group activities, and specialized content.

“Breakthru is more than just a networking tool; it's a game-changer for the wealth management industry. We barely scratched the surface of what it can do at the Future Proof Festival earlier this year,” said Josh Brown, CEO of Ritholtz Wealth Management. “At the Future Proof Retreat, you're not just collecting business cards—you’ll be building meaningful relationships that will define the next stage of growth for your firm.”

The support from industry leaders and emerging innovators highlights the industry's excitement for the innovative and value-driven experiences that Future Proof represents. The official Launch Partners of the Future Proof Retreat include:

• Abbey Capital
• abrdn
• Advisor Growth Strategies
• Altruist
• Apex Advisor Solutions
• Artisan Partners
• Bitwise Asset Management
• CapIntel
• Dynasty Financial Partners
• Flourish
• FP Alpha
• Franklin Templeton and their AdvisorEngine and Canvas Custom Indexing platforms
• Grayscale Investments
• Innovator ETFs
• intelliflo
• Invesco QQQ
• Kaiju ETFs
• Knightrader Capital
• LifeX
• Live Oak Bank
• Morningstar
• Motley Fool Asset Management
• Nomura Private Capital
• Nuveen
• OneAdvisory
• Orion Advisor Solutions
• PPC Loan
• Proteus Capital
• Rayliant Global Advisors
• Seeds Investor
• Smartleaf Asset Management
• Spirits Capital
• State Street Global Advisors
• Texas Capital Bank
• Touchstone Investments
• USCF Investments
• Wasatch Global Investors
• Wealth.com
• WisdomTree

Registration and sponsorship for the Future Proof Retreat are now open. The organizers encourage executive-level wealth management professionals to visit the website and apply to be part of this groundbreaking event.

About Future Proof

Future Proof is the world's largest event brand dedicated to building the modern wealth management industry. The brand was developed by Advisor Circle and Ritholtz Wealth Management in 2021. Future Proof operates two major events: the Future Proof Festival, the world's largest wealth festival, and the Future Proof Retreat, the world's largest wealth retreat. These events attract thousands of attendees each year, including fast-growing financial advisors, wealth management decision makers, investment managers, wealthtech executives, and other financial services providers.

Follow Future Proof on X, Instagram, and LinkedIn.

About Advisor Circle

Advisor Circle is a specialist media and events company that leverages technology to serve the modern wealth management and wealthtech industries. Its objective is to connect financial advisors, investors, fund managers, and wealthtech companies, equipping them with actionable insights, data, and connection points to efficiently raise and allocate assets and make informed buying decisions. This is achieved through a combination of in-person and digital events, facilitated one-to-one meetings and networking programs, providing first-party data insights and analysis, as well as producing research and thought leadership.

For more information, visit advisorcircle.com.

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