Kristen Oliveri wrote this on the new Crain Forex – {a magazine} overlaying household workplaces and wealth administration – yesterday afternoon:

Enter Future Proof: a wealth administration competition that’s determined to shake issues up. Founders Josh Brown and Matt Middleton of Ritholtz Wealth Administration knew the trade was due for some change, in order that they boldly determined to paved the way.

Your complete occasion was exterior on the seashore. Levels have been erected, meals vans have been displayed, huddle tables and excessive prime tables have been scattered all through the competition website to make sure that spontaneous networking might occur at any time, wherever.

It was by far essentially the most various group of individuals I’ve ever seen gathered to debate the way forward for wealth—to not point out the staggering variety of ladies in attendance.

The content material was extraordinarily various as properly. Whereas there have been the normal main-stage panels, in addition they did reside periods of podcast episodes, fireplace chats, private development workshops in addition to wellness and meals and beverage networking actions. You may get up and do yoga on the seashore and catch a fast salsa lesson mid-afternoon.

We’ve had different write-ups with a equally stunned tone. It’s nonetheless a bit surprising that we might pull one thing like this off, on the scale we did it. Nobody else has ever tried it, which is why individuals are nonetheless incredulous. “They really did it. All of the stuff they promised would occur has occurred!” 

Yup.

And we’ll do it once more subsequent 12 months, even larger. As a result of my folks at Ritholtz Wealth Administration and the Advisor Circle individuals are a part of the identical tribe. The “Simply you wait and see” membership. The over-deliver membership. Worst factor you are able to do is inform folks like us that we are able to’t do one thing. You don’t need to try this.

Because of all the good reporters who made it out to Future Proof this week to doc the occasion. Because of all the oldsters who got here as friends however wrote about their experiences for LinkedIn, Instagram, Fb, Twitter or their very own blogs. We see you and we recognize the eagerness with which you’ve instructed the story of your personal journey out west.

We’re coming again in 2024. See you there.