The next platform shift
Investing is moving from apps you open to software agents that act for you. What that changes for ordinary investors, and who is building it.
The NYSE's lead anchor on the main stage. Investopedia's editor-in-chief, a Direxion ETF strategist, Public.com's co-CEO and a 30-year options trader in the room. Three days in Miami on public markets, emerging technology and capital positioning.
Buy ticketsSee the market sessions
Nobody sells a trading system or a course from the stage. The sessions are about how markets are changing, how professionals build and protect a portfolio, and how to position your own capital.
Beginners get sessions built for them in The Lab. Experienced investors get the main-stage conversations on portfolio construction, ETFs, options and the market themes institutions are positioning for.
Where the market goes next is argued, not sold.
Public markets · Hyatt Regency Miami · December 4-6, 2026
Every session on this page is read live from the Future Wealth agenda.
Scott Clary has interviewed more successful operators than almost anyone alive — a Top 10 business podcast, over a hundred million downloads, and a newsletter reaching 321,000 people every week. Trinity Chavez sits him down for thirty minutes on the part nobody puts in the episode: the patterns that repeat across a thousand conversations, what the people who compound actually have in common, and what he is hearing right now that has not shown up in the numbers yet. A fireside, straight into lunch.
Most people are told that investing is something other people do — that it needs a background, a network, or a number you do not have. It does not, forty minutes on what ownership actually means, why it is the thing that compounds, and how to start from wherever you are standing right now.
Neil Blyther on how a portfolio is actually built once you have more than one idea in it — position sizing, correlation, and the instruments that let you hold a view without betting the whole book on it. Derivatives get talked about as leverage. Used properly they are the opposite: the cheapest way to define your downside before you need to. What they cost, what they protect, and when they are the wrong tool. A working session, not a lecture.
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.
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.
Most of the value created in the last decade was created before anything reached a public market — and the people who captured it were not analysts. They were owners. Cedric Nash built Oakland Consulting past ninety million in revenue, then compounded it across private equity, real estate and the public markets. This session is the mechanics of that: how private capital is actually accessed, what the terms really look like, and why the returns everyone quotes are not the returns most people get. Assumes you already know what a cap table is.
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.
Lead Anchor at the New York Stock Exchange. Hosts the main stage and moderates the public-market conversations, including the agentic investing fireside and the panel on investment wrappers.
Sat, Dec 5 · 10:10am · Main Stage
Editor-in-Chief and SVP of Content at Investopedia, formerly at Bloomberg and CNN. On the panel about how institutions actually buy a market theme.
Sat, Dec 5 · 11:40am · The Lab
Global ETF Strategist at Direxion, with nearly two decades across the ETF business at the NYSE, BlackRock and Harbor Capital Advisors.
Sun, Dec 6 · 11:00am · Main Stage
Co-founder and co-CEO of Public.com, the investing platform for stocks, bonds and treasuries. Main-stage fireside on agentic investing.
Sat, Dec 5 · 1:50pm · Main Stage
CNBC contributor and YieldMax strategist with 30 years in equities, indices and derivatives, starting as a floor options trader.
Session to be confirmed
Head Analyst at The CNC Group. Leads the Lab session on derivatives and modern portfolio construction: sizing, correlation and defining your downside.
Sat, Dec 5 · 12:55pm · The Lab
Finance PhD and founder of The Black Business School. Leads the session on where the next trillion dollars of value gets made, including the companies enabling AI.
Sun, Dec 6 · 1:00pm · Main Stage
Independent investor who left a 13-year corporate career to make investing accessible. Leads the Lab session for people starting from wherever they are.
Sat, Dec 5 · 11:05am · The Lab
Founder of Maconomics and a former Wall Street professional at Morgan Stanley and GCM Grosvenor, now a Telly Award winning financial educator working with Yahoo Finance.
Session to be confirmed
Built Oakland Consulting Group past $90 million in revenue and compounded it across stocks, real estate and private equity. Leads the session on private markets.
Sat, Dec 5 · 1:15pm · Main Stage
Futurist, fintech entrepreneur and bestselling author. Gives the Sunday keynote on positioning for the next economic cycle and closes with what to actually do on Monday.
Sat, Dec 5 · 9:00am · Main Stage
Public markets are one of four tracks. The same ticket covers digital assets, real estate, and the compute, data and energy layer under AI, so you can see how each one fits next to your stock portfolio.
Every pass covers all three days and both stages.
Speaker announcements, new sessions and schedule changes by email, the public-market sessions included. December 4-6 in Miami.
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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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