Power is the constraint
A data centre is only as useful as the electricity it can get. Grid connections, power agreements and new generation decide which sites get built and when. This is the energy side of AI, and the one most people skip.
Everyone argues about which AI app wins. The bigger money is being made in what every app runs on: the chips, the data centres, the power contracts and the data. Future Wealth spends three days in Miami on that layer, and on how investors can position for it.
Buy ticketsSee the AI sessions
Future Wealth is built around one idea from its founder, Armando Pantoja: the next economy runs on three inputs. Every AI product depends on all three, and each is scarce in a different way. When one runs short, the value tends to collect there.
That is why so much of the AI story for an investor is really a story about power plants, transmission lines, cooling, land and the companies that own the scarce piece.
Two stages. Three days. One room.
Hyatt Regency Miami · December 4-6, 2026
Every session on this page is read live from the Future Wealth agenda.
Software and AI take the headlines. The physical layer underneath — land, housing, energy, storage, logistics — quietly reprices on the back of the same demand. Robert Croak makes the case for real assets in an AI decade: what actually gets bid when compute and energy demand compound, how to size those positions against a liquid book, and where the return comes from — yield, appreciation, or the scarcity of the asset itself. Built for people who deploy capital rather than watch it.
Jake Claver's framework, built on one observation: the first move in any chain is the one everybody sees, and it is almost never the one that pays. What pays is the move it forces next. He walks it through in public — how he picks the first domino, what it forces, and how far down the chain he will position before the evidence runs out. Energy, compute and data sit underneath most of the chains worth running right now. You should leave able to run one yourself on whatever headline lands in January.
A mainstage fireside with Jannick Malling, co-founder and co-CEO of Public.com. Moderated by Trinity Chavez, NYSE. An agent is software that works while you don't — and investing is moving from apps you open to agents that act for you. Jannick's case: this is the early innings of the next platform shift, and the rails being built right now will decide how the next decade of money gets managed. What agentic investing actually is, what it changes for anyone running their own capital, where it breaks, and what Public.com is seeing from the front of it. The future of money management, argued by someone building it — straight into the afternoon break.
A powerful close to day one, bringing the day’s biggest ideas into focus through a message of possibility and a live sand art performance. Today, you understood the shift. Tomorrow, you begin building your place in it.
Armando opens the final day with the three calls he got wrong this year, and why. Not the wins, the misses: what he weighted, what he underweighted, and how the framework changed because of it. Then where the model says the money goes next: the layer every technology runs on, compute, data and energy, and why capital accrues to the scarce layer rather than the popular one. Three moves to close: pick your layer, size it honestly, give it time.
Everyone can name the trend. Far fewer can name the instrument. ETFs and ETPs, structured products, private vehicles and direct positions — and why the wrapper often decides the return as much as the asset does. Fees, liquidity, tracking, tax and counterparty risk, argued by people who build and issue these products for a living rather than people who comment on them.
The Intelligence Economy is creating entirely new markets, business models, and investment opportunities at extraordinary speed. This session explores where the next trillion dollars of value could be created across AI, compute, data, energy, robotics, infrastructure, and the companies enabling this transformation—and how investors can identify the opportunities positioned to capture the greatest share of this new wealth.
Everyone talks about compute demand. Far fewer people can tell you why a site takes four years, which of those years is the interconnect queue, and who gets paid at each stage. The practical version — siting, power agreements, permitting, and where the returns actually sit in the stack. This breakout is a placeholder — title, speaker and time are still being confirmed and are subject to change.
Times are Eastern. The agenda is a working schedule, so titles, times and speakers can still change. See the full agenda
More speakers are still being announced. See every speaker.
Author of the Power Triad thesis: compute, data and energy as the assets the next economy runs on. Opens and closes the weekend and gives the Sunday keynote on positioning for the next cycle.
Sat, Dec 5 · 9:00am · Main Stage
Co-founder and co-CEO of Public.com. Main-stage fireside on agentic investing: software agents that act for you, and the rails being built for them.
Sat, Dec 5 · 1:50pm · Main Stage
Finance PhD and founder of The Black Business School. Leads the session on where the next trillion dollars of value gets made across AI, compute, data, energy and robotics.
Sun, Dec 6 · 1:00pm · Main Stage
AI strategist with fifteen years building technology businesses, starting in Silicon Valley. On the agenda for the data centre breakout on power, land and permits.
Sat, Dec 5 · 12:30pm · Main Stage
Serial entrepreneur and real estate investor. Makes the case for the physical layer under AI: land, energy, storage and logistics.
Sat, Dec 5 · 9:25am · Main Stage
Global ETF Strategist at Direxion, formerly at the NYSE and BlackRock. On the panel about how institutions actually buy a theme like AI.
Sun, Dec 6 · 11:00am · Main Stage
Capital-markets executive with more than $2 billion in transactions, and an early investor in OpenAI and Anthropic.
Sun, Dec 6 · 11:00am · Main Stage
CTO of Dexlock, leading large-scale AI implementations, and the builder of the Extraction Engine for ZoomInfo.
Sun, Dec 6 · 3:10pm · The Lab
Future Wealth covers emerging technology through the investing lens rather than as a technology fair. Each subject is covered for the question an investor asks: who gets paid, how, and how you take a position.
If a technology is not listed here, it is not on the 2026 programme yet. The agenda is updated as sessions are confirmed.
Speaker announcements, new sessions and schedule changes by email, the AI and infrastructure sessions included. December 4-6 in Miami.
Event updates from Future Wealth only. No spam.
We'll email you as sessions and speakers are confirmed. If you already know you're coming, the passes are one click away.
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The Future Wealth Conference is produced by The CNC Group. Nothing at the event or on this site is investment, financial, legal or tax advice; speakers' views are their own. © 2026 The CNC Group.
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