Retail & E-commerce

The Exchange

Exchange is a financial services conference designed for financial advisors and industry professionals. It offers educational sessions, networking opportunities, and continuing education credits focused on practice management, portfolio strategies, and market outlooks. The event includes speakers, exhibitors, and media participation.

The essentials

Event details

Dates
August 2026
Organiser
Exchange
Tickets
USD 299 to 4499
Expected attendance
1,439
Industry
Retail & E-commerce

Public discussion

What people are saying

Agenda themes

Topics covered

  • Marketing

On stage

Speakers

  • Bob PisaniAuthor, former CNBC Senior Markets Correspondent, formerly at CNBC
  • Hester PeirceCommissioner, SEC
  • Kara Swisher
  • Jan van EckCEO, VanEck Funds

On the floor

Sponsors and partners

  • CF Benchmarks
  • Clear Street
  • Capital Group
  • New York Stock Exchange
  • S&P Dow Jones Indices
  • State Street Investment Management
  • Genter Capital
  • Dimensional Fund Advisors
  • Columbia Threadneedle Investments
  • Exchange Traded Concepts
  • Davis ETFs
  • Cohen & Steers
  • MSCI Inc
  • Goldman Sachs Asset Management
  • T. Rowe Price
  • Morningstar Indexes
  • Nomura Asset Management
  • Franklin Templeton
  • Northern Trust Asset Management

Logistics

Where to stay

Places to stay near the venue.

  • Comfort Suites

    1.7 km from the venue

    555 Old Bridge Turnpike, East Brunswick

Plan this event

Work out who to meet here

Luminik sources the attendee picture for an event like The Exchange, enriches it against your ICP, and sequences it ahead of the date. Capture at the event writes to Salesforce or HubSpot the same day, and attribution ties the pipeline back to the spend.

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