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?
- Jamie Hopkins - CEO, Bryn Mawr Trust
- Bonnie Treichel JD - Chief Solutions Officer, Endeavor Retirement
- Jeffrey Clark - Advanced Planning Director, Jackson
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
- Dr. Naomi Win - Behavioral Finance Analyst, Orion
- Sam Huszczo, CFP®, CFA® - Founder/Investment Advisor, SGH Wealth Management
- Marwa Zakarhia - CEO, MZ Global Consulting
- Andrew Stewart - Partner, Chief Investment Officer, Exchange Capital Management, Inc.
- 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
- Suzanne Siracuse - CEO, Suzanne Siracuse Consulting Services, LLC
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
The sustainable investing landscape in 2025 – politics vs resilient sustainable investment themes generating returns in 2025 – infrastructure, energy, water etc
Beyond 2° - assessing physical and climate risks to your portfolio + insurance needs
Understanding and aligning client values with your portfolio and its role in engaging the next generation
UMAs and their role in sustainable investing
- Jeff Gitterman - CEO & Partner, Gitterman Wealth Management / 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
The tech and operational checklist for offering alternative products
Reviewing the tech providers simplifying alternative investing – pros and cons
Human capital needs – do you need new hires for alternative investing?
- Patrick McGowan - Managing Director, serving as the Head of Manager Research and Head of Alternative Investments, Sanctuary Wealth
- Benjamin Sayer - 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
- Adam Cohen - Head of Operational Due Diligence, Cerity Partners
- George Padula - CIO, Modera Wealth Management
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
- Tim Welsh - President, CEO & Founder, Nexus Strategy LLC
- Derek Notman - Founder and CEO, Couplr AI
- 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
- Ben Olsen - CEO & Founder, Beemo Automation
- Caitlin Douglas - Founding Partner & COO, Elevation Point
- Tarah Williams - President & COO, Prospera Financial Services
- Dave Alison - President & Founding Partner, Prosperity Capital Advisors
- 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 Connect