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!
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Disclosures:
Ethic Inc. is a Registered Investment Adviser located in New York, NY. Registration of an investment adviser does not imply any level of skill or training. Information pertaining to Ethic Inc’s registration or to obtain a copy of Ethic Inc.’s current written disclosure statement discussing Ethic Inc.’s business operations, services and fees is available on the SEC’s Investment Adviser Public Information website – www.adviserinfo.sec.gov or from Ethic Inc. upon written request at support@ethicinvesting.com. Information provided herein is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Any subsequent, direct communication by Ethic Inc. with a prospective client shall be conducted by a representative of Ethic Inc. that is either registered or qualifies for an exemption or exclusion from registration in the state where a prospective client resides. Information contained herein may be carefully compiled from third-party sources that Ethic Inc. believes to be reliable, but Ethic Inc. cannot guarantee the accuracy of any third-party information.
Ethic Inc. does not render any legal, accounting, or tax advice. Ethic Inc. recommends all investors seek the services of competent professionals in any of the aforementioned areas. Ethic Inc. cannot provide any assurances that any investment strategies, simulations, etc. will perform as described in our materials. ALL INVESTMENTS INVOLVE RISK, ARE NOT GUARANTEED, AND MAY LOSE VALUE. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY.