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 Pisani, Author, former CNBC Senior Markets Correspondent, formerly at CNBC
  • Hester Peirce, Commissioner, SEC
  • Kara Swisher
  • Jan van Eck, CEO, 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.

  • Motel 6

    motel · 1.6 km from the venue

  • Comfort Suites

    1.7 km from the venue

    555 Old Bridge Turnpike, East Brunswick, 08816

  • Studio 6 East Brunswick ★★

    motel · 1.7 km from the venue

Keep planning

Related events

Spot something wrong on this page? Report a correction and we will fix it.