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Wealth Management EDGE
June 10 - 12, 2025
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 2 of 2 Streams
10:30am - 12:00pm
Registration Opens
8:00am - 12:00pm
Golf Tournament sponsored by Motley Fool Asset Management * By Invite Only
Showing 4 of 4 Streams
12:00pm - 12:05pm
Welcome
  • David Bodamer - Executive Director, WealthManagement.com
12:05pm - 12:30pm
Investing Playbook Keynote Address
12:30pm - 1:10pm
Retirement Income Strategies – Best Practices in 2025
  • Jamie Hopkins - CEO, Bryn Mawr Trust
  • Bonnie Treichel JD - Chief Solutions Officer, Endeavor Retirement
  • Jeffrey Clark - Advanced Planning Director, Jackson
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
  • Sam Huszczo, CFP®, CFA® - Founder/Investment Advisor, SGH Wealth Management
12:00pm - 12:05pm
Welcome
  • Anna Stern - Associate Staff Writer, Informa
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
  • Orian Williams, JD,LL.M, CFP® - Managing Director, RIA Channel, Pacific Life
  • Drew Superstein - Partner, Superstein PA, Certified Public Accountants
Showing 2 of 2 Streams
1:10pm - 1:30pm
Refreshment and Networking Break
1:10pm - 1:30pm
Focused on the Future Think Tank (By Invite Only)
  • Suzanne Siracuse - CEO, Suzanne Siracuse Consulting Services, LLC
Showing 5 of 5 Streams
1:30pm - 2:10pm
International Investing: Tariffs and the Impacts on Emerging Market Positions
  • Michael Gayed - Founder, Lead-Lag Media
  • Stephen Kolano - Chief Investment Officer, Integrated Partners
2:10pm - 2:50pm
Sustainable Investing Landscape – Engaging Clients in the Opportunities
  • Jeff Gitterman - CEO & Partner, Gitterman Wealth Management / Gitterman Asset Management
2:50pm - 3:30pm
Fixed Income Landscape – are the Future of Bonds ETF Shaped?
  • 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
1:30pm - 2:10pm
Operational Steps for Alts Investing – Reviewing Tech Solutions and How to Implement at Scale
  • 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
2:10pm - 2:50pm
Due diligence on Alts opportunities
  • Adam Cohen - Head of Operational Due Diligence, Cerity Partners
2:50pm - 3:30pm
Bringing it all Together - Matching the Client, Alt Strategy and Wrapper
  • Eric Sterner - Chief Investment Officer, Apollon Wealth
1:30pm - 2:10pm
AI Lead Generation: The Future of New Business Development
  • Tim Welsh - President, CEO & Founder, Nexus Strategy LLC
  • Derek Notman - Founder and CEO, Couplr AI
2:10pm - 2:50pm
From Chaos to Clarity: How Clean Data Fuels AI Insights
  • John O'Connell - Founder & CEO, The Oasis Group
  • Channing Olson - Managing Director, Head of Advisory Technology and Integration, Wealthspire
2:50pm - 3:30pm
Work Smarter, Not Harder: AI’s Role in Operational Excellence
  • Ben Olsen - CEO & Founder, Beemo Automation
1:30pm - 2:10pm
Shifting Expectations: Adapting to the Growing Demands of UHNW Clients
  • Tarah Williams - President & COO, Prospera Financial Services
2:10pm - 2:50pm
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2:50pm - 3:30pm
Scaling Excellence: Building and Managing an RIA for UHNW Clients
  • Dave Alison - Founder and CEO, Alison Wealth Advisors
1:30pm - 3:00pm
Focused on the Future Think Tank (By Invite Only)
Showing 1 of 1 Streams
3:30pm - 4:20pm
Expo Hall Opens
4:20pm - 4:30pm
Welcome Remarks to Wealth Management EDGE
  • David Armstrong - Executive Director, Content and User Engagement, Wealthmanagement.com
4:30pm - 5:15pm
From the Gridiron to Greatness: How Alex Smith Turned Setbacks into Comebacks
  • Alex Smith - Former NFL Player and Analyst, ESPN
  • Shannon Rosic - Director of WealthStack Content & Solutions, Informa Connect
5:15pm - 5:45pm
Uncovering Insights: Modern Dynamics and Emerging Trends in Wealth Management
5:45pm - 6:15pm
Visionary Panel
Showing 1 of 1 Streams
6:15pm - 7:30pm
Opening Night Waterside Reception
NextWealth Management EDGE Day 2
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