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Wealth Management EDGE
June 9 - 11, 2026
The Boca Raton ResortBoca Raton, FL
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Wealth Management EDGE - Day 1 - US Eastern

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Wealth Management EDGE - Day 1 - US Eastern
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Showing 1 of 1 Streams
9:00am - 10:30am
Registration for EDGE Summits
EDGE Summits
Showing 5 of 5 Streams
10:30am - 10:40am
Welcome
10:40am - 11:00am
Opening Keynote
11:00am - 11:35am
Commodities: landscape of the US Dollar and commodity opportunities
11:35am - 12:15pm
International allocation in the current climate
10:30am - 10:40am
Welcome
10:40am - 11:00am
Opening Keynote - Private Investing Landscape: Reviewing the flows into private asset from the wealth channel in H1 2026
  • Patrick McGowan - Managing Director, Head of Manager Research and Alternative Investments, Sanctuary Wealth
11:00am - 11:35am
Accessing the Private Markets: Reviewing Options for Access
  • Jason Ray - President & Chief Investment Officer, Zenith Wealth Partners
  • Alexis Miller - Director of Investment Research, OnePoint BFG Wealth Partners
11:35am - 12:15pm
Optimizing Private Markets Processes – Key Needs for Implementation
  • Benjamin Sayer, CFA - MD, Alternative Investments Group Head, MAI Capital Management
10:30am - 10:40am
Welcome
10:40am - 11:00am
Opening Keynote
11:00am - 11:35am
Designing the AI-enabled Firm of the Future
11:35am - 12:15pm
The "Agentic" Shift: When AI Starts Doing the Work (Not Just Writing Emails)
10:30am - 10:40am
Welcome
10:40am - 11:00am
Opening Keynote
11:00am - 11:35am
Turning Data into Growth Decisions
11:35am - 12:15pm
Scaling Humanity. Befi Tech to Better Connect with Clients
10:30am - 10:40am
Welcome
10:40am - 11:00am
Opening Keynote
11:00am - 11:35am
Engaging the Rising Gen: Practical Strategies for Empowering Future Family Leaders
11:35am - 12:15pm
Competitive Advantages For Family Offices In Direct Acquisitions Of Private Companies: An alternative to investing in private equity
Showing 2 of 2 Streams
12:15pm - 1:00pm
Lunch for all Summit Participants
12:15pm - 1:00pm
CIO Community Lunch (invite only)
EDGE Summits
Showing 5 of 5 Streams
1:00pm - 1:40pm
Crypto: adapting products and policies for RIA client investing
1:40pm - 2:20pm
Options for Tax Efficient Investing
2:20pm - 3:00pm
Retirement income strategies for capturing retirement assets
3:00pm - 3:30pm
Closing Keynote
1:00pm - 1:40pm
Private Investments in 401ks / DC Plans
  • Fred Barstein - Founder & CEO, TRAU, TPSU, & 401kTV
1:40pm - 2:20pm
Fund structures: the pros and cons of the key private market vehicles
  • Chelsea Ganey - Chief Investment Officer, Summit Wealth Group
  • Will Sterling - Partner, Chief Investment Officer, TritonPoint Wealth
2:20pm - 3:00pm
Due diligence beyond the basics - best practices for fulfilling your obligation and beyond
  • Monish Verma - Founding Partner, CEO, Vardhan Wealth Management
  • Adam Cohen - Head of Operational Due Diligence, Cerity Partners
3:00pm - 3:30pm
Closing Keynote
1:00pm - 1:40pm
Engineering the AI-Driven Growth Flywheel
1:40pm - 2:20pm
AI Use Cases in Alternative Investments
2:20pm - 3:00pm
The Data you Keep is the Advantage you Build: From Recordkeeping to Moat Building
3:00pm - 3:30pm
Closing Keynote
1:00pm - 1:40pm
Cybersecurity as a Growth Lever: Winning the Trust of the UHNW
1:40pm - 2:20pm
The "Tax Alpha" Tech Stack
2:20pm - 3:00pm
Building for the Next $5B
3:00pm - 3:30pm
Closing Keynote
1:00pm - 1:40pm
Family Office Services: Expanding Opportunities While Maintaining Excellence
1:40pm - 2:20pm
Strategic Estate & Wealth Transfer Planning in the Era of the One Big Beautiful Bill: Maximizing Permanent $15M Exemptions and Advanced Legacy Solutions
2:20pm - 3:00pm
Leveraging Tech in Estate Planning
3:00pm - 3:30pm
Closing Keynote
Showing 2 of 2 Streams
3:30pm - 4:15pm
EDGE Pavilion Opens
3:30pm - 4:15pm
FAB Sparkling Reception (By Invitation Only)
Showing 1 of 1 Streams
4:15pm - 4:25pm
Opening Remarks
4:25pm - 4:55pm
Keynote Address: Economic Outlook
4:55pm - 5:40pm
Fireside Chat
5:40pm - 6:10pm
Keynote Address - Investing with Athletes
Showing 1 of 1 Streams
6:10pm - 7:25pm
Opening Night Reception
NextWealth Management EDGE - Day 2
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