Wealth Management EDGE Day 1 - US Eastern
- Evan Cooper - Real Retirement Columnist, WealthManagement.com
- Evan Cooper - Real Retirement Columnist, WealthManagement.com
- Rafia Hasan - Chief Investment Officer, Perigon Wealth Management
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
- David Bodamer - Editorial Director, WealthManagement.com
- Matthew Magill - Director, Global Wealth Solutions, Head of RIA and Bank Trust, KKR
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
AI is reshaping wealth management at an unprecedented pace, redefining how advisors serve clients, scale operations, and differentiate their businesses. In this session, we’ll explore the current state of AI adoption among financial advisors, the most prominent use cases, and the challenges that still need to be addressed. Join us for an insightful look at where Advisor AI is today—and where it’s headed next.
- Parker Ence - CEO and Co-Founder, Jump
- Marwa Zakharia - CEO, MZ Global Consulting
- Andrew Sternlight - President & CIO, LinePoint Partners & Co.
- Dr Tal Schwartz - Founder & CEO, Ai Funds
- Anna Stern - Legal Editor, Informa
The Modern Family: Navigating Complexity in UHNW Wealth PlanningAs the definition of the modern family continues to evolve, so too must the role of the advisor. In this keynote conversation, Craig Robson joins WealthManagement.com's senior reporter Alex Ortolani to discuss the unique challenges UHNW families face and how advisors must evolve their approach to meet them. Craig and Alex will explore how effectively serving today’s wealthy families requires advisors to think outside of the box and deliver highly personalized solutions.
Drawing from decades of experience serving creators of significant wealth, Craig will share how his firm has evolved its model to better support “modern families.” Citing real-life client examples – like obtaining a CDFA certification in preparation for a mediation meeting with a prospect going through a divorce or embracing technology to help clients manage large crypto positions and access illiquid private investments – Craig will offer a candid look at how advisors must stay nimble and responsive to the evolving needs of UHNW families. He’ll also explore how the RIA model is uniquely suited for this client base, allowing advisors to be more flexible, personalized and deeply embedded in their clients’ lives. Building on that adaptability, Craig will also discuss how advisors can harness AI and technology to better serve UHNW clients.Bringing his lens as a journalist who regularly reports on RIAs, Alex will outline some of his reporting on how advisors are changing their approach to serving UHNW families. Together, they’ll highlight how a proactive, team-based approach that includes attorneys, CPAs and specialized consultants is essential to avoiding the mistakes that make headlines and ensuring families stay unified across generations.
- Craig Robson, CFP®, CIMA®, CDFA - Founding Principal And Managing Director, Regent Peak Wealth Advisors
- Alex Ortolani - Sr. Reporter, WealthManagement.com
- 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
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?
- David Bodamer - Editorial Director, WealthManagement.com
- 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
Explore how AI is revolutionizing lead generation and transforming new business development for financial professionals. This session will cover AI-driven tools for identifying high-quality prospects, personalizing outreach, and automating follow-ups to streamline your client acquisition process. Attendees will learn practical strategies to integrate AI into their marketing and sales workflows, improve prospecting efficiency, and boost conversion rates. Leave with actionable insights to harness AI for scalable, targeted growth.
- Tim Welsh - President, CEO & Founder, Nexus Strategy LLC
- Derek Notman - Founder and CEO, Couplr AI
- Victoria Toli - Co-Founder, FINNY AI INC
- Oleg Tishkevich - 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
Discover how AI can streamline operations, reduce manual tasks, and boost efficiency across your advisory practice. This session will highlight practical applications of AI in automating workflows, optimizing client communications, and enhancing back-office processes. Attendees will learn how to integrate AI tools to improve productivity, reduce errors, and free up time for higher-value client engagement. Leave with actionable strategies to achieve operational excellence and scale your business.
- Anthony Stich - CMO, Moran Wealth Management
- Caitlin Douglas - Founding Partner & COO, Elevation Point
- Era Jain - Co-founder & CEO, Zeplyn
- Amar Ahluwalia - CEO & Co-Founder, OneVest
Get the latest insights on trends shaping the ultra-high-net-worth wealth management landscape. We’ll explore shifts in client expectations, portfolio strategies, and planning considerations. This session delivers practical guidance to drive value for UHNW relationships.
- Frederick P. Gabriel Jr. - Publisher/Executive Editor, Crain Currency
- 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 Allocca - Executive Editor, Daily Upside
- Dave Alison - President & Founding Partner, Prosperity Capital Advisors
- Amy DeTolla - Founder and CEO, Aureus Advantage
- Phillip Toews - CEO, Toews Corporation
(lunch will be served)
The Focused on the Future Think Tank is an exclusive gathering of forward-thinking RIA, wealth management and financial services executives dedicated to shaping the future of the industry. These leaders are committed to positioning their firms as employers of choice, delivering truly holistic offerings and services to clients, and leaving a measurable, lasting impact on the industry and the communities it serves.
Key Themes:
Building the Firm of the Future: Exploring innovative growth strategies and forward-looking operational processes to drive that growth and how this all effects a firm’s valuation.
Becoming an Employer of Choice: Cultivating cultures and firm value propositions that attract and retain top talent.
Enhancing Client Engagement: Tactics for deepening relationships with current and future clients and driving client loyalty.
Team Recruitment and Retention: Programs to recruit top-tier talent and foster professional growth.
Prioritizing Making an Impact: Leaving a legacy that uplifts the industry and its stakeholders.
- Suzanne Siracuse - CEO, Suzanne Siracuse Consulting Services, LLC
- David Armstrong - Executive Director, Content and User Engagement, Wealthmanagement.com
What does it take to lead under pressure, rise above setbacks, and cultivate an abundance mindset—even in the face of overwhelming adversity?
In this powerful session, former NFL quarterback Alex Smith joins us for an inspiring discussion on leadership, resilience, and redefining success. From navigating career-defining moments on the field to overcoming one of the most harrowing injuries in sports history, Smith’s journey is a masterclass in perseverance, mindset, and putting the team before yourself.
Join us as we explore how these lessons apply not just in football, but in wealth management, business, and life. Because whether you're leading a firm, building a team, or guiding clients through uncertainty—true leadership is about showing up, lifting others, and playing the long game.
- Alex Smith - Former NFL Player and Analyst, ESPN
- Shannon Rosic - Director of WealthStack Content & Solutions, Informa
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.
- Diana Britton - Executive Editor, WealthManagement.com
- Joseph Terranova - Senior Managing Director, Virtus Investment Partners
- David Bodamer - Editorial Director, WealthManagement.com
- Matthew Magill - Director, Global Wealth Solutions, Head of RIA and Bank Trust, KKR
- Robb Falaguerra, CFA - Managing Director, Apollo Global Management
- Chelsea Ganey - Chief Strategy Officer, Moran Wealth Management