We had a blast in Miami, but next year we're embracing the bright billboards of sunny Las Vegas! That's right! #ExchangeETF 2025 is coming to Vegas March 23–26, 2025 🎲 We'll save you a spot. General registration opens soon. #FinancialAdvisors #FinancialAdvising
About us
Exchange: The conference for financial advisors. #ExchangeETF 🔜 March 23 – 26, 2025📍@Virgin Hotels, Las Vegas Register now: https://www.exchangeetf.com/registration/
- Website
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https://exchangeetf.com/
External link for Exchange
- Industry
- Investment Management
- Company size
- 2-10 employees
- Headquarters
- Las Vegas
- Type
- Self-Owned
Locations
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Primary
Las Vegas, US
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1330 Avenue of the Americas
12C
New York, NY 10019, US
Updates
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AGF Investments stands out as a powerhouse in the investment landscape, delivering innovative solutions for a diverse, global clientele. Their disciplined strategy and focus on risk management have positioned them as a leading diversified asset manager. Among their offerings is BTAL, which provides consistent negative beta exposure to the U.S. equity market, helping investors navigate volatility with confidence. Join us in welcoming the AGF Investments team as official partners of Exchange 2025! Explore our partners and discover partnership opportunities at https://lnkd.in/gY2FW37a today! #ExchangeETF #BTAL #FinancialServices #FinTech #Sponsorship
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Exchange reposted this
October is breast cancer awareness month, the perfect time to announce Exchange's continued support for the Susan G. Komen Foundation. 🎗 Each year, as we emphasize the importance of 'community' in the financial services industry, we champion causes that affect us all, like clean oceans (The Surfrider Foundation), youth financial literacy (Junior Achievement of Greater Miami) and breast cancer awareness/funding for a cure. With Exchange's move to new turf in Las Vegas in March, we will continue to partner with Komen Foundation, and aim to exceed the $30k in donations raised during this year's Pink Run/Walk. 💡 The activity will be different and the wheels are turning...so many options to engage our wonderful attendees and do some good... Advisors, have you registered yet? Click Exchange #VettaFi #TMX #RIA #Advisor #ETF #finance #exchangeetf #wealth
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Exchange reposted this
At the Exchange conference and with the Financial Advisor community we are making a real difference. Thus far, Exchange and it's attendees have achieved: 🔥 250+ hours volunteered 😍 🔥 $85,000 contributed to nonprofits like Susan G. Komen 😍 ...and we are just getting started. #giveback #impact #walkthewalk Join us at Exchange 2025, Las Vegas. TMX Group VettaFi
October is breast cancer awareness month, the perfect time to announce Exchange's continued support for the Susan G. Komen Foundation. 🎗 Each year, as we emphasize the importance of 'community' in the financial services industry, we champion causes that affect us all, like clean oceans (The Surfrider Foundation), youth financial literacy (Junior Achievement of Greater Miami) and breast cancer awareness/funding for a cure. With Exchange's move to new turf in Las Vegas in March, we will continue to partner with Komen Foundation, and aim to exceed the $30k in donations raised during this year's Pink Run/Walk. 💡 The activity will be different and the wheels are turning...so many options to engage our wonderful attendees and do some good... Advisors, have you registered yet? Click Exchange #VettaFi #TMX #RIA #Advisor #ETF #finance #exchangeetf #wealth
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Exchange reposted this
As Christopher R. Byrne knows, just listening to someone can open up a connection and improve client relationships. #FinancialAdvisors, join us at Exchange to make connections of your own, share best practices, and learn new strategies. Byrne Financial Freedom, LLC #ExchangeETF #FinancialAdvisor #FinancialAdvising #FinancialServices
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Busy schedule? Lots of work? 👆 Tempting reasons to skip live events, but trust us—joining your colleagues at Exchange is an opportunity too valuable to miss. 𝗛𝗲𝗿𝗲 𝗮𝗿𝗲 𝟲 𝗽𝗼𝘄𝗲𝗿𝗳𝘂𝗹 𝘁𝗶𝗽𝘀 𝗳𝗼𝗿 𝗰𝗼𝗻𝗳𝗲𝗿𝗲𝗻𝗰𝗲 𝘀𝘂𝗰𝗰𝗲𝘀𝘀: 𝟭. Handle details early: Routine has an almost inescapable gravity. Once you make the decision to attend an event, push through and book your hotel and flight. 𝟮. Set goals: Make a concrete plan. Is there a particular speaker you want to see? Are you looking to make new professional connections? Setting a goal can set you up for success once you are on the ground. 𝟯. Leave work behind: Get the most out of conference by leaving the rest of your work at the door. Close the loop and finish your tasks so you can enjoy the event without distractions. 𝟰. Challenge yourself: Use the conference as an opportunity to push yourself and grow. Shy in a crowd? Give yourself permission to engage in happy hours or coffee meetups like an extrovert. 𝟱. Update your socials: You are about to meet a host of new people. Make sure your social media accounts like LinkedIn are up to date and accurately reflect who you are and what you do. 𝟲. Have fun! Give yourself permission to enjoy your trip and come back with new ideas and plenty of energy. ⚡ What are your go-to tips for a great conference experience? Share in the comments!
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Exchange reposted this
I am getting even more excited about Exchange ‘25 taking place in Las Vegas in March. Why? * The roster of #advisors is growing with a strong mix of RIAs, IBDs and wirehouse advisors. We have alumni coming back but new West Coast folks taking advantage of the new location. * The initial agenda is live. https://lnkd.in/ej8DaG5s I’m excited to be on stage with fellow VettaFi Voices, #advisor speakers, and #ETF industry experts. We will be filling this in further in the coming weeks. *The collection of partners supporting us seems to be growing weekly. BondBloxx BNY Mellon EdgarAgents (EA) PIMCO WisdomTree Asset Management are a few that recently caught my eye. https://lnkd.in/equvxcHS If you have questions, let me or my TMX Group colleagues know. Orla O'Dwyer Jon Fee Tom Hendrickson Sarah Alexander Valerie Caro Cinthia Murphy Kirsten Chang Roxanna Islam, CFA, CAIA Zeno Mercer Stacey Morris, CFA Diane Rogala Billy Ferrarie Richard Lovejoy
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Exchange reposted this
"There's a little bit of everything - portfolio construction, practice management, macro outlooks... There's something for everyone." Christine Kalivas, CFP®, CDFA® this AM as we were walking through the Exchange agenda Hearing that instilled some pride in me. We really strive to make Exchange a holistic conference, where advisors can strengthen their skills and learn across core dimensions of their professional portfolio. Where they can gain value from a well-rounded agenda. Our 2025 event is coming together, join us!
We heard you loud and clear. The Exchange 2025 preliminary agenda is now live, and it’s shaping up to be our best year yet—just ask our Exchange Advisor Council! Here's a sneak peek at what’s coming to Las Vegas next March. 👇 And this is just the start! With keynotes, cutting-edge panels, and hands-on sessions designed for financial advisors, it's no surprise tickets are selling fast. Here's what else you can expect: https://lnkd.in/gkprF2bT Jonathan Wright, MBA / Christine Kalivas, CFP®, CDFA® / William Roach / Ethan Powell CFA CPA / Marguerita (Rita) Cheng, CFP® / Jason Ray / Diana Kahn, CFP® / Jessica Saunders, CFP®, CDFA® #FinancialServices #FinancialAdvising #FinancialAdvisors #ExchangeETF
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We heard you loud and clear. The Exchange 2025 preliminary agenda is now live, and it’s shaping up to be our best year yet—just ask our Exchange Advisor Council! Here's a sneak peek at what’s coming to Las Vegas next March. 👇 And this is just the start! With keynotes, cutting-edge panels, and hands-on sessions designed for financial advisors, it's no surprise tickets are selling fast. Here's what else you can expect: https://lnkd.in/gkprF2bT Jonathan Wright, MBA / Christine Kalivas, CFP®, CDFA® / William Roach / Ethan Powell CFA CPA / Marguerita (Rita) Cheng, CFP® / Jason Ray / Diana Kahn, CFP® / Jessica Saunders, CFP®, CDFA® #FinancialServices #FinancialAdvising #FinancialAdvisors #ExchangeETF
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We're proud to announce that Jessica Saunders, CFP®, CDFA®, of Prosperitas Financial has been nominated for 'Best Wealth Management' in the 2024 Best of Las Vegas Awards! 🎉 Jessica's passion and reputation for wealth planning, combined with her ability to empower her clients to be financially successful, makes her an invaluable member of the Exchange Advisor Council. Jessica, the Exchange community is rooting for you! 🏆 Las Vegas Review-Journal #BOLV #FinancialAdvisor #CFP #WealthManagement #ExchangeETF