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ETF industry veterans launch ETF-focused conference Exchange, an ETF-focused conference


A core group of six executives who collectively have spent the bulk of the past 15 years leading ETF industry innovations around education, news-gathering and distribution, and in-person as well as digital events, have joined forces to launch Exchange, an ETF-focused conference.

Organised by Tom Lydon, Dave Nadig, Matt Hougan, John Swolfs, Tom Hendrickson, and Matt Middleton, Exchange has been designed to be an entirely new experience for today’s financial adviser as well as for the institutional community that is making more use than ever of ETF offerings. The event will be held from 13-16 February 2022, at the iconic Fontainebleau Miami Beach, with over 2,000 attendees, including more than 1,000 financial advisors from across the country.

Exchange will leverage technology, unique meeting and panel formats, and facilitated peer-to-peer connections to educate and inspire investors about the fast-moving ETF ecosystem, and will feature keynote speeches from some of the leading minds in finance, media, and popular culture.

“The ETF marketplace is more robust, complex, dynamic, and exciting than at any point in its history, but we’ve all now gone more than a year without the chance to meet in person to share ideas, talk best practices, and discuss all the ways our respective businesses continue to evolve,” says Lydon, co-founder of Exchange ETF LLC and CEO of ETF Trends. “Exchange will solve that and will provide a single location for everyone investing in ETFs, building ETFs, researching ETFs, and reporting on ETFs to come together, learn, and grow. The early support of our founding partners is an example of just how critical a gathering like this will be.”

Founding partners include Aberdeen Standard Investments, American Century Investments, ARK Invest, Bitwise Asset Management, Citadel Securities, Davis ETFs, Direxion, ETF Action, Fidelity, FlexShares, Flow Traders, Foreside, Franklin Templeton, FTSE Russell, Goldman Sachs Asset Management, GTS, Invesco, Jane Street, John Hancock Investments, Kraneshares, Nationwide, Natixis Investment Managers, Nuveen, NYSE, Principal Global Investors, S&P Dow Jones Indices, SEI, State Street Global Advisors, Vanguard, and WisdomTree.

The financial media will also have a large presence at Exchange, with media partnerships already arranged with,, ETF Express,, Pensions & Investments, and ThinkAdvisor, among others. Conversations are also underway with additional significant outlets such as Barron’s, Bloomberg, CNBC, and many more, which will result in the biggest names in financial media attending and covering what will be the biggest ETF conference in the world.

“We’re taking this opportunity to redesign what a shared event experience can be from the ground up,” says Swolfs, who is leading content development for Exchange. “We’re banishing tired breakout rooms, building in more chances to interact, and leveraging technology to deliver an attendee and sponsor experience that is unmatched. This is going to be the most dynamic, informative, exciting, important, and fun event advisors attend each year, and we’re looking forward to unveiling more specifics about our various innovations, approaches, and additions to the agenda in the weeks and months to come.”

“Matt Hougan and I have been participating in, speaking at, and designing ETF conferences for more than a decade,” adds ETF Trends CIO Dave Nadig. “We have never been more excited for an event than we are for Exchange. We’re excited to convene in person and create an environment where we can all learn from innovators, industry vets, leading advisors, and each other.”

Exchange is a joint venture between ETF Flows LLC (the parent company of ETF Trends and ETF Database, a leading provider of ETF news, insights, data and analytics) and Advisor Circle Inc, a venture-backed startup founded by Middleton, Swolfs, and Hougan that is focused on the financial advisor marketplace.

Exchange has reserved the entire Fontainebleau for the duration of the event. Registration is now open:

Individuals must register for the event to reserve rooms at the hotel during the event. Attendees are encouraged to register and reserve their rooms early, as the hotel is expected to sell out.

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