Under the slogan “Forging the New Frontier of Investing,” more than 2,500 industry professionals from 13 countries flooded Miami Beach last week and experienced Future Proof Citywide, a four-day event that explored new investment paradigms in a dynamic and collaborative environment, aimed at the investment community across both public and private markets.
Financial advisors, RIAs, Family Offices, institutional investors, ultra-high-net-worth (UHNW) investors, wealth management and private equity executives, among other industry members, attended top-tier talks and held both one-on-one and group meetings—plus the added bonus of 24-hour networking opportunities.
Directly in front of the beach, next to Lummus Park, between 6th and 10th Streets, industry professionals took over more than 25 hotels and a significant portion of the city’s iconic South Beach, in the largest event for the wealth and investment management industry.
“We reinvented the concept of wealth management conferences when we launched the Future Proof Festival in Huntington Beach in 2022,” explained Matt Middleton, founder and CEO of Future Proof. With the new edition in Miami, the company expanded the concept into the investment management space and incorporated private markets.
“Conferences usually focus exclusively on specific investor audiences, asset classes, or investment vehicles, which leads to fragmentation. With Future Proof Citywide, we broke down barriers to bring together the entire investment management ecosystem: allocators, wealth managers, fund managers, fintechs, financial service providers, and more,” added.
The thematic agenda included talks — featuring C-level speakers — on the growing integration of public and private markets, emerging market trends and their implications for portfolio construction, the mindset of the modern investor, talent and leadership, and tech-driven transformation, among other topics.
As part of the experiences, Future Proof Citywide offered, for example, the opportunity to join Robert Frank, CNBC Wealth editor, and the Inside Wealth team for an exclusive cocktail at the iconic Villa Casa Casuarina, the former Versace Mansion. Attendees could also enjoy live rock concerts, participate in a Wealthtech executive breakfast, and attend welcome receptions in the evenings or on the beach, among many other options.
$9.6 trillion in assets under management (AUM) were represented at Citywide, according to information shared by the organizing company.