Throughout both days at Future Proof, we have a full agenda of exciting breakthru sessions and activations taking place at our booth. Here are some of the key events to look forward to.
Interval Fund Revolution: Trends Reshaping Alternative Investing
September 15 | 11:55am PT – 12:20pm PT
Together with XA Investments and Managing Director, Kevin Davis, where attendees will explore the challenges and trends reshaping the alternative investing landscape. Designed for financial advisors, this experience offers a deep dive into XA’s industry leading research to better understand the benefits, adoption rate, and use cases for these evergreen vehicles. Attendees will leave with a clearer understanding of how interval funds can help scale their practice, aid in portfolio construction and improve portfolio outcomes for clients.
Building Better Portfolios with Private Markets: Book Talk with Tony Davidow and Book Signing
September 15 | 12:50pm PT – 1:15pm PT
Tony Davidow will discuss alternative investments and share his new book Private Markets — Building Better Portfolios with Private Equity, Private Credit and Private Real Estate. This Experience is designed for advisors looking to expand their familiarity incorporating private markets into their practice. Attendees will leave with a copy of the book, signed by Tony and a fresh perspective on alternative investments.
Not Your Parents Alternatives Experience: An Enhanced Alts Operating System for RIAs and Fund Managers
September 16 | 9:35am PT – 10:00am PT
Experience the ecosystem powering alternative investments behind the scenes — before, during and after subscriptions documents are processed. SUBSCRIBE is the engine powering managers, and empowering advisors. This experience is designed for advisors who want to elevate and differentiate their practice, and for fund managers who want to expand their reach, all within the SUBSCRIBE Platform. Attendees will leave with the ability to maneuver the complexities of the alternative investment world with a newfound ease.
No Sunsets in the Land of OZ: Discussing the Now-Permanent Opportunity Zone 2.0 Program
September 16 | 1:20pm PT – 1:45pm PT
Join an educational conversation on Opportunity Zones 2.0 with GTIS, and take a closer look at the revised OZ program, now permanently integrated into the Internal Revenue Code. This Experience is designed for advisors to learn about OZ tax benefits, including a 5-year tax deferral, and eventual elimination of all capital gains associated with these real estate investments. Through an interactive discussion, attendees will leave with expanded knowledge of a tax savings program, applicable use cases for different types of clients, and communication strategies that can be effective in expanding advisor’s book of business.
In addition to these sessions, we’re excited to host Happy Hour at our booth starting at 3:30pm on both days! If you are attending, find our booth on the main boardwalk and drop by to meet the industry’s leading fund managers and advisors.