Wealth Management EDGE Day 1 - US Eastern
- David Bodamer - Editorial Director, WealthManagement.com
How RIAs are interacting with retirement planning in 2025 – what has changed with client needs?
Asset Location and Distributions – IRA, 401k, Taxable, Tax Free – what is your ordering?
Deriving consistent income in retirement – products and investment strategies you use?
New innovative solutions for retirement income planning - what new software or tools are you using?
How has your messaging and communication with retirement income planning changed with clients?
- Jacqueline Reeves - Director of Retirement Plan Services, Bryn Mawr Trust
- Bonnie Treichel JD - Chief Solutions Officer, Endeavor Retirement
- Jeffrey Clark - Advanced Planning Director, Jackson
- Patrick McGowan - MD, Head of Manager Research and Head of Alternative Investments, Sanctuary Wealth
The growing alternative and private investment options for RIAs and their clients
Who of your clients is a fit for alternative investments? And who is definitely not?
Weighting alternative investments in portfolios
Best steps and tips for educating internal advisors and clients on alternative investments – what you need to mention
- Becky Lightman - Founder, Lightman Capital
- Chelsea Ganey - Chief Strategy Officer, Moran Wealth Management
- Luke Melms - Managing Director, Firm Foundation Family Wealth
- John Connell - Co-Founder & CEO, Focal
- Parker Ence - CEO and Co-Founder, Jump
- Marwa Zakharia - CEO, MZ Global Consulting
- Andrew Sternlight - President & CIO, LinePoint Partners & Co.
- Sam Huszczo, CFP®, CFA® - Founder/Investment Advisor, SGH Wealth Management
- Dr Tal Schwartz - Founder & CEO, Ai Funds
- Anna Stern - Associate Staff Writer, Informa
- Philip Herzberg, CFP, CDFA, CTFA, AEP, MSF - Lead Financial Advisor, Team Hewins
- Orian Williams, JD,LL.M, CFP® - Managing Director, RIA Channel, Pacific Life
- Drew Superstein - Partner, Superstein PA, Certified Public Accountants
Reviewing the Trump administration tariff landscape in June 2025
Implications of tariffs on inflation and emerging/international portfolios so far
Currency hedging considerations and approaches in the current market
Conclusion – what is in your emerging / international model portfolio allocation?
- Michael Gayed - Founder, Lead-Lag Media
- Stephen Kolano - Chief Investment Officer, Integrated Partners
- Assessing physical and climate risks to your portfolio and insurance needs
- Politics vs. investment themes generating returns: infrastructure, energy, water, etc.
- Compliance Carbon Pricing: accelerating climate adaptation
- Implementation through ETFs and other vehicles
- Unified Managed Accounts (UMAs) and their role in adaptation and resilience investing
- Luke Oliver - Head of Climate Investments and Strategy, KraneShares
- Jeff Gitterman - CEO, Gitterman Asset Management
Changing fixed income landscape – 2025 interest rates, volatility, and impacts on the portfolio
Monitoring treasuries vs corporation allocation and the case for active management
The growth of ETFs and new innovative products changing he fixed income landscape – defined maturity bonds, target duration ETFs etc
Summary - top tips for building a bond portfolio your clients understand
- Kristin Myers - Senior Vice President of Content and Editor in Chief, etf.com
- Andrew Stewart - Partner, Chief Investment Officer, Exchange Capital Management, Inc.
- Rafia Hasan - Chief Investment Officer, Perigon Wealth Management
- Briton Ryan - MD | Head of Exchange Traded Funds, Nuveen
The tech and operational checklist for offering alternative products
- Reviewing the tech providers simplifying alternative investing – pros and cons of platforms vs building internally
Human capital needs – do you need new hires for alternative investing?
- Patrick McGowan - MD, Head of Manager Research and Head of Alternative Investments, Sanctuary Wealth
- Benjamin Sayer, CFA - MD, Alternative Investments Group Head, MAI Capital Management
- Mohan Gurupackiam - Chief Information Officer, Steward Partners
Key questions when engaging with investment managers – what to prioritize in a due diligence meeting
How should due diligence differ for the big names vs the smaller managers
Key considerations for different asset classes – private equity vs private credit vs venture etc
Tips for efficient due diligence processes – travel, systems, questionnaires
- George Padula - Chief Investment Officer, Modera Wealth Management
- Adam Cohen - Head of Operational Due Diligence, Cerity Partners
Best vehicles for getting clients into Alts - private funds, interval funds, and daily 40 Act funds etc
Reviewing different wrappers for alternative products – what works best for clients, scalability and efficiency
UMAs vs SMAs vs Evergreens - the benefits for model portfolios and custom solutions
- Eric Sterner - Chief Investment Officer, Apollon Wealth
- Paul Keeton - Managing Director of Investments & Advisory Solutions, Prospera Financial Services
- Tim Welsh - President, CEO & Founder, Nexus Strategy LLC
- Derek Notman - Founder and CEO, Couplr AI
- Victoria Toli - Co-Founder, FINNY AI INC
- Oleg Tishkevish - CEO, Invent
- John O'Connell - Founder & CEO, The Oasis Group
- Channing Olson - Managing Director, Head of Advisory Technology and Integration, Wealthspire
- Purva Sule - Digital platforms executive, ex-Northern Trust, ex-BMO, Independent advisor, Wealth Management startups
- Gabe Rissman - President, YourStake
- Anthony Stich - CMO, Moran Wealth Management
- Ben Olsen - CEO & Founder, Beemo Automation
- Caitlin Douglas - Founding Partner & COO, Elevation Point
- Era Jain - Co-founder & CEO, Zeplyn
- Amar Ahluwalia - CEO & Co-Founder, OneVest
- Frederick P. Gabriel Jr. - Publisher/Executive Editor, Crain’s New York Business
- Tarah Williams - President & COO, Prospera Financial Services
- Kevin Moran - President & Chief Operating Officer, AlTi / Tiedemann Global
- Tom Metzger - Senior Vice President | Head of Wealth Managers, Citizens Private Wealth
- Paul Stamoulis - President of Worth Media Group, Managing Partner and co-founder of Clarim Holding
- Charles Scarallo, CFP®, CPA - Managing Director | Private Wealth Advisor, Wealthspire Advisors
- Sean Alloca - Editor in Chief, Daily Upside
- Dave Alison - President & Founding Partner, Prosperity Capital Advisors
- Suzanne Siracuse - CEO, Suzanne Siracuse Consulting Services, LLC
- David Armstrong - Executive Director, Content and User Engagement, Wealthmanagement.com
- Alex Smith - Former NFL Player and Analyst, ESPN
- Shannon Rosic - Director of WealthStack Content & Solutions, Informa
- Matthew Magill - Director, Global Wealth Solutions, Head of RIA and Bank Trust, KKR
Stay ahead of the curve with the latest insights into the evolving wealth management landscape and broader economic trends. A comprehensive overview of market movements, economic indicators, and trends shaping client portfolios. Gain actionable takeaways to better advise clients and adapt to the changing financial environment.
- Joseph Terranova - Senior Managing Director, Virtus Investment Partners