With Exchange kicking off in March of 2025, we’d like to express gratitude for the financial advisors who will be attending, the sponsors who are making the event possible, the speakers who will be sharing their expertise and time with us, and our partners for their support. VettaFi’s mission has long been to transform financial services from an industry into a community. Gratitude alone can not achieve that result, but it is a vital component.
In that spirit, here are the many folks to whom we are grateful.
The Financial Advisors Joining Us Have Our Gratitude
We are grateful to the financial advisors who have joined us in the past — and the hundreds that are registered and will be meeting us in Vegas.
A huge thanks to the city of Miami for hosting us these past few years. Getting a chance to escape the last push of winter and see colleagues in Florida’s sun has been a delight. We’re also excited for Vegas, and we know it will be a great home for us in 2025.
When making the decision to move locations, the primary driver was to lower the cost for financial advisors to attend and provide a more cohesive experience for all attendees.
“Las Vegas is the perfect city for Exchange. I can’t wait to meet more people from the financial advisor community there," said Mike Durso of ShoreHaven Wealth Partners.
Thank you for embracing the change with eagerness and excitement. Already, we are seeing a groundswell of interest and support for Exchange 2025. Our community-oriented programs, such as Meet an Advisor, have seen amazing traffic. We’re delighted that advisors have also enjoyed our holiday-themed content and hearing about our new speakers and other conference updates as they have come.
The Speakers Lending Their Time and Expertise
Speaking of speakers, Exchange has always brought together the cream of the crop. This year is no exception. Ian Bremmer and Dr. David Kelly will be making their returns. Jon Maier and Kyla Scranton will be bringing their expertise.
On the investment side, Rob Arnott, Eric Balchunas, Chad Spitler, Katharine Earhart, and Dominic Rizzo are sharing their insights. Financial advisors will also get to hear from speakers who can talk directly to the financial advisor experience and assist with professional development. Thought leaders like Rita Cheng, Jennifer Morgan, Anne Lester, Brian Portnoy, Neil Bage, Dr. Christa Kuberry, Leila Shaver, and Andrew Tudor, CFP, CAP will provide critical guidance.
We’re grateful to everyone who will be sharing their knowledge.
The Sponsors and Partners Making It All Happen
We could not make this event what it is without our sponsors. These sponsors range from index and service providers, listing exchanges such as Moringstar Indexes, FTSE Russel, Nasdaq, Citi, ClearStreet, and — of course! — VettaFi. We’re also fortunate to be sponsored by top tier asset managers who are making products that solve real problems for investors. These include FlexShares, T. Rowe Price, XTrackers by DWS, Dimensional, Federated Hermes, Franklin Templeton and Nuveen. They have our eternal gratitude.
Interested in joining the ranks? Complete this form and speak to our team about a sponsorship.
Thank You — You Have Our Gratitude
At VettaFi, we say “our client’s success is our success.” Success begets success.
To everyone who has been part of Exchange’s success in the past, we thank you. Whether you attended the event, sponsored it, spoke on a panel, or read about it weeks after, we thank you for being part of our community. Thank you for building community with us. We can’t wait to see you soon.
For more news, information, and analysis, visit VettaFi | ETFDB.
