Agenda - Wealth Management EDGE Day 1 | Wealth Management EDGE

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Registration

Advisor Premium Experience

10:30am - 12:00pm

Registration Opens

8:00am - 12:00pm

Golf Tournament sponsored by Motley Fool Asset Management * By Invite Only

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The Investing Playbook

Allocating to Alternatives

The AI Assembly

UHNW Forum

12:00pm - 12:05pm

Welcome

12:05pm - 12:30pm

Investing Playbook Keynote Address

12:30pm - 1:10pm

Retirement Income Strategies – Best Practices in 2025

Jamie Hopkins - Chief Wealth Officer, Bryn Mawr Trust
Bonnie Treichel JD - Chief Solutions Officer, Endeavor Retirement

12:00pm - 12:05pm

Welcome

12:05pm - 12:30pm

Allocating to Alternatives Keynote Address

12:30pm - 1:10pm

Alts for HNW Clients - Identifying who Fits and Education Best Practices

Becky Lightman - Investment Advisor, Lightman Capital
Chelsea Ganey - Chief Strategy Officer, Moran Wealth Management

12:00pm - 12:05pm

Welcome

12:05pm - 12:30pm

AI Assembly Keynote Address

12:30pm - 1:10pm

From Data to Alpha: AI’s Role in the Investment Process

12:00pm - 12:05pm

Welcome

12:05pm - 12:30pm

UNHW Keynote Address

12:30pm - 1:10pm

Beyond the Basics: Advanced Tax Strategies for Serving UHNW Clients

Philip Herzberg, CFP, CDFA, CTFA, AEP, MSF - Lead Financial Advisor, Team Hewins

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Networking and Refreshment Break

Focused on the Future Think Tank

1:10pm - 1:30pm

Refreshment and Networking Break

1:10pm - 1:40pm

Focused on the Future Think Tank (By Invite Only)

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The Investing Playbook

Allocating to Alternatives

The AI Assembly

UHNW Forum

Focused on the Future Think Tank

1:40pm - 2:20pm

International Investing: Tariffs and the Impacts on Emerging Market Positions

Michael Gayed - Founder, Lead-Lag Media
Stephen Kolano - Chief Investment Officer, Integrated Partners

2:20pm - 3:00pm

Sustainable Investing Landscape – Engaging Clients in the Opportunities

Jeff Gitterman - CEO & Partner, Gitterman Wealth Management / Gitterman Asset Management

3:00pm - 3:40pm

Fixed Income Landscape – are the Future of Bonds ETF Shaped?

Andrew Stewart - Partner, Chief Investment Officer, Exchange Capital Management, Inc.
Rafia Hasan - Chief Investment Officer, Perigon Wealth Management

1:40pm - 2:20pm

Operational Steps for Alts Investing – Reviewing Tech Solutions and How to Implement at Scale

Benjamin Sayer - MD, Alternative Investments Group Head, MAI Capital Management
Mohan Gurupackiam - Chief Information Officer, Steward Partners

2:20pm - 3:00pm

Due diligence on Alts opportunities

Adam Cohen - Head of Operational Due Diligence, Cerity Partners
Monish Verma - Founding Partner and CEO, Vardhan Wealth Management

3:00pm - 3:40pm

Matching the Wrapper to the Client – UMAs vs SMAs and Evergreens

1:40pm - 2:20pm

AI Lead Generation: The Future of New Business Development

2:20pm - 3:00pm

From Chaos to Clarity: How Clean Data Fuels AI Insights

3:00pm - 3:40pm

Work Smarter, Not Harder: AI’s Role in Operational Excellence

1:40pm - 2:20pm

Shifting Expectations: Adapting to the Growing Demands of UHNW Clients

Tarah Williams - President & COO, Prospera Financial Services

2:20pm - 3:00pm

The Political Transformation: Effects on Estate Planning

3:00pm - 3:40pm

Scaling Excellence: Building and Managing an RIA for UHNW Clients

Dave Alison - Founder and CEO, Alison Wealth Advisors

1:40pm - 3:10pm

Focused on the Future Think Tank (By Invite Only)

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Wealth Management EDGE

3:40pm - 4:30pm

Expo Hall Opens

4:30pm - 4:40pm

Welcome Remarks to Wealth Management EDGE

David Armstrong - Executive Director, Content and User Engagement, Wealthmanagement.com

4:40pm - 5:25pm

Opening Session

5:25pm - 5:55pm

Uncovering Insights: Modern Dynamics and Emerging Trends in Wealth Management

5:55pm - 6:25pm

Visionary Panel

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Networking and Refreshment Break

6:25pm - 7:40pm

Opening Night Lobby Party

Wealth Management EDGE Day 1Tuesday, 10 June 2025 - US Eastern

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