Future Proof gathering in California surf town is trying to reinvent the investment conference

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It's a vast social gathering designed to give younger RIAs and other investment professionals access to what they want.

HUNTINGTON BEACH, Calif. — This idyllic beach town about an hour south of Los Angeles is what everyone from Iowa thinks California looks like: crashing waves, endless miles of white sand beaches, stunning vistas, and plenty of tan and healthy-looking people. Huntington Beach in particular likes to think of itself as the beach volleyball capital of the world. For the next four days, it will also be host to one of the largest financial conferences in the world.

"We're hear to get something we can't get on a Zoom call--real one-on-one interaction with other people in our business." Delon Mansour, an RIA from San Diego, said it's about having a message for his clients. "I want my clients to see that I am staying active and learning new strategies for their portfolios," he told me. Mansour also reflected another motivation for coming: He said he was on a hunt for more products he can use to better manage his business.

 

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