We are thrilled to announce the preliminary Exchange agenda is now live! As financial advisors, issuers, and financial services professionals prepare for the March 23-26 conference, the agenda will illuminate the panels, speakers, and events that serve as the centerpiece for Exchange. Accordingly, it will be a useful tool for attendees.
Broadly speaking, the agenda will break down like this:
Here are some early highlights.
The Keynotes
Exchange’s keynotes have always been can’t-miss, and 2025 is no exception. The always-brilliant Rob Arnott will be discussing value investing, and Ian Bremmer will bring his unparalleled geopolitical expertise to the conference.
A Client Focus
Financial advisors have a daunting, high stakes job. There’s a reason practice management is the biggest piece of the agenda pie. Helping clients is front and center, and Exchange has events that specifically address this need. Financial advisor Rita Cheng’s session, “CFP Ethics Education” will provide advisors core training on the CFP’s Code and Standards, including key practice standards and reporting requirements, and conflict of interest management. Meanwhile, Neil Bage, and Shaping Wealth’s Brian Portnoy always deliver stellar content that helps advisors connect with their clients on a more profound level.
A Thematic Agenda
The themes shaping the economy today are particularly hot-button. The AI revolution has transformed financial services, and VettaFi’s Zeno Mercer moderates a can’t-miss panel on robotics and AI. Meanwhile, top digital asset experts will unpack the crypto ecosystem, and VettaFi’s Roxanna Islam will explore under-the-radar thematic trends.
Making the Market Make Sense
There is no doubt 2024 has been a wild year. Accordingly, Exchange has plenty of panels that can help advisors unpack what matters in the markets in 2025. The Macro Institute will be leading a discussion on interest rate policy, VettaFi’s Kirsten Chang will moderate a panel on active equity strategies, and VettaFi’s Stacey Morris will explore tax-efficient strategies.
Peruse the Agenda
Exchange’s agenda can be perused here. More announcements are in the works, so check early and often to stay up to date.
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