We’re excited to join thousands of wealth management leaders, innovators and change-makers at this year’s Future Proof Festival in Huntington Beach, CA (September 7–10).
Future Proof has quickly become one of the industry’s most anticipated gatherings. Known as the world’s largest wealth festival, it blends conference sessions, networking opportunities and cultural experiences to spark fresh ideas and collaboration. Advisors, asset managers, fintech leaders and investors from around the globe come together to explore how the industry can adapt to meet (and exceed) evolving client expectations.
At Ethic, we believe the future of wealth management is deeply connected to personalization—helping clients invest in ways that reflect who they are, what they value and their unique objectives. We’re pleased to announce that our very own Doug Scott will be taking the stage as part of this year’s agenda:
From Values to Value: Personalization Without the Politics
📅 Wednesday, September 10, 2025
🕤 9:35–10:05 am PT
📍 Ocean Stage
This panel will explore how advisors can reframe values conversations as opportunities to connect more deeply with clients. Doug will share insights on how firms can deliver personalized portfolios that build trust, keep performance at the center and ultimately support clients’ long-term goals.
We’re looking forward to engaging in conversations about the future of wealth management, connecting with peers and partners and sharing how Ethic is helping advisors bring personalization to life for their clients.
If you’re heading to Future Proof, let’s connect in Huntington Beach—@Alex Laipple, @Doug Scott, @Amlan Sengupta and @Kiley Miller will be there and can’t wait to meet you!
