Wealth Management EDGE Day 1 - US Eastern
The Fed hit a bump in the road with higher-than-expected inflation. With rate cuts being inevitably pushed back, what will this mean for the economy and markets? What other challenges should you expect in 2024?
- Brian Klimke - Chief Market Strategist, Cetera Financial Group
What’s the fastest path to Alpha? Advisors are focused on reducing costs while maximizing the benefits. Gains Investments are only as good as the strategies we set (or offset) to protect them. We’ll discuss how offsetting helps to mitigate losses, what options to employ and when to make the switch.
- Elaine King - Founder & CEO, Family and Money Matters Institute
- Philip Herzberg, CFP, CDFA, CTFA, AEP, MSF - Lead Financial Advisor, Team Hewins
- Len Durso, ChFC, AIF - RIA Territory Manager, Southeast, Midland Advisory
- Ryan Nauman - Market Strategist, Zephyr
A Deep Dive into How Investors Can Earn up to 10.25% Fixed Returns in a flexible, secured, and collateralized portfolio.
- Laine Schoneberger - Chief Investment Officer & Managing Partner, Yrefy
Best practices for SMA investment due diligence, provided by PSN Top Gun award winning asset managers.
- Ryan Nauman - Market Strategist, Zephyr
- Cesar Gonzales Jr. - Director, Manager Development and Client Portfolio Manager, Xponance
- Stan Sattler - Director of Investment Solutions, Belle Haven Investments
- Nick Williams - Product Manager, Zephyr
- Cory McCruden - Managing Director, Wealth and Asset Management, Ernst & Young
The definitive guide to generative AI and how wealth professionals can use LLM's to accelerate workflows and create greater client satisfaction at scale.
- Mike Conover - Founder & CEO, Brightwave
AI use cases in Wealth Management are on an upward rise as the financial services industry navigates the advisor’s role in automating planning. Retirement is the next frontier of growth in this space as Generative AI, Augmented Reality, and Machine Learning all converge to increase literacy, limit red tape, and democratize wealth for the masses.
- Eric Ludwig PhD, CFP - Director, The American College of Retirement Income
- Chet Bennets CFP, CLU, ChFC - Assistant Professor, Financial Planning and CFP®/ChFC Program Director, The American College of Financial Services
- Louis Diamond - President, Diamond Consultants
Topics to be discussed:
-Alternative Real Estate Strategies
-Equity strategies explained
-Debt strategies explained
-Differences between alternative real estate strategies and public options (i.e. public REITS)
-How can your client’s benefit?
-What are the key risks?
-How to evaluate different strategies?
-How to evaluate various fund types and managers?
-Case Studies / Investment Examples
- Brandon Nielson - Managing Partner, Co-Founder, Keystone
In the second annual CAIS Mercer Alternative Investment Survey, 260 independent financial advisors shared their views on alternative investments in today’s market environment, their current allocations to alternatives, and their plans for shifting these allocations in the next couple of years.
Join Neil Blundell, Head of Investments at CAIS, and Gregg Sommer, Partner and US Financial Intermediaries Leader at Mercer Investments, as they share key survey takeaways for advisors looking to differentiate their business with alternatives.
- David Bodamer - Editor, WealthManagement.com, Informa Connect
- Neil Blundell - Head of Investments, CAIS
- Gregg Sommer - Partner, US Financial Intermediaries Leader, Mercer Investments
- Susan Lipp - Editor-in-Chief, Trusts & Estates
A deep dive into innovative strategies employed by leading family offices to cater to the unique needs of ultra high net worth (UHNW) individuals. Hear valuable insights and practical strategies for family offices and wealth management professionals seeking to differentiate themselves in a competitive market.
- Paul Stamoulis - President, Worth Media Group
- David Savir - Co-Founder and Chief Executive Offer, Element Pointe Family Office
- Jason Hsu - Founder & CIO, Rayliant Global Advisors
- Beth Bosworth - Head of Financial Planning, Wealth Advisor, Perigon Wealth Management
- Arthur Ambarik - Chief Executive Officer, Perigon Wealth Management
In this illuminating session, you'll learn why firms led by one of the world's largest asset managers and America's most famous financial advisor were early adopters of digital assets. We will address:
- What is Bitcoin, blockchain, and why should investors care
- Where do Bitcoin and digital assets fit into client portfolios
- How do investors get exposure to digital assets
- How do spot bitcoin ETFs evolve the landscape for investor accessibility
- Talking to clients: How do advisors become more knowledgeable about digital assets
- Eric Negron - CEO, Forefront Advisor Network
- Don Friedman - President, Digital Assets Council of Financial Professionals
- Mike Reed - Senior Vice President/Head, Digital Asset Partnership Development, Franklin Templeton
- Kyle DaCruz - Director, Digital Assets Product, VanEck
Businesses of all sizes increasingly rely on big data to gain insights into their customers' behaviors and preferences. This is especially true as businesses explore new tools like artificial intelligence to leverage their data assets. This panel explores why firms need to implement cybersecurity practices now to protect their company and client data as a foundational step to data mining and AI initiatives.
Attendees will take away 3 key learning objectives:
- Discuss some big data initiatives that firms are doing today.
- Review the cybersecurity risks associated with these initiatives.
- Discuss practical steps that your firm can take today to secure their data.
- John O'Connell - CEO & Founder, The Oasis Group
- Michael Cocanower - Founder & CEO,, AdviserCyber
- Joe Walker - Chief Operations Officer, Bradley, Foster & Sargent
- Jacqueline Thacik - Vice President of Operations, Allegheny Financial Group
As the saying goes, a chain is only as strong as its weakest link and pathways to retirement income are certainly judged by their security. Concerns surrounding growing inflation and market changes are factors that require mitigation even as they defy predictability. Join our experts to learn tips from the inside track in order to reduce the impact of potential influxes in portfolio design and ongoing management.
- Caleb Silver - Editor in Chief & S.V.P. Content, Investopedia
- David Blanchett - Head of Retirement Research, PGIM DC Solutions
- Jonathan Shelon - COO, Kraneshares
- Michael Meehan - CFA®, Managing Director, Portfolio Strategist, Nuveen
AI is radically transforming the asset management and wealth industries. That coupled with the fact, that in only ten years’ time the industry’s advisors and client base will be comprised of a different demographic, means the wealth and asset management as we know it, is going to dramatically transform. This panel will dive into the Gen AI tipping point and consider the short- and long-term impacts of AI on everything from investment decisions, client expectations, cybersecurity and even career longevity.
The conversation, led by Cory McCruden and her esteemed panelists, will look at how AI will impact:
- Portfolio Construction
- Client Expectations in 2034
- Advisor Transformation
- Ethical Considerations
- Data Protection and Cybersecurity
- Cory McCruden - Managing Director, Wealth and Asset Management, Ernst & Young
- Ron Bullis - CEO, LifeWorks Advisors
- Anthony Rochte - Managing Director and Global Head of Exchange-Traded Funds, Morgan Stanley
- R. Scott Victoria - Chief Operating Officer, TradePMR
Advisors are searching for ways to increase productivity, reduce back-office tasks, and manage client-specific metrics with automated touch points and platforms that multiply their efficiency. Is the future of fintech slated to remain in use-cases for automation or are co-pilots destined for something more? Join us as we discuss AI ideation, loss mitigation, and the generative capabilities of the world’s most powerful dream machine.
- Ashley Longbaugh - Principal Analyst, Celent
- Ritik Malhotra - CEO and Co Founder, Savvy Wealth
- Gabe Rissman - Co-Founder and President, YourStake
- Alec Crawford - Founder & CEO, Artificial Intelligence Risk, Inc.
- Dennis Morton CFP, ChFC - Co-Founder and Principal, Morton Brown Family Wealth
- Brett Orvieto - Managing Director, Senior Wealth Advisor, Dakota Wealth
Leading RIAs discuss anecdotes of interesting things RIAs are doing to stay relevant and bolster their service offerings.
- Louis Diamond - President, Diamond Consultants
- Allan Boomer - Chief Executive Officer, Momentum Advisors
- Ted Motheral - Partner, Potomac Law Group, PLLC
- Tom Valverde - VP of Corporate Development, Bluespring Wealth Partners
As the sunset provision of the high estate tax exemption amount approaches, individuals and families with significant wealth must proactively plan to mitigate potential tax implications and preserve their estates. This session provides valuable insights and strategies for navigating the changing estate tax landscape
- Craig Hersch - Senior Partner, Sheppard Law Firm
- Jack Elder - Estate Attorney, CBS Brokerage
- Ali Khodadad - CFA®, CFP®, ChFC®, CLU®, RICP®, AIF®, Advanced Planning Director, Jackson
- Susan Lipp - Editor-in-Chief, Trusts & Estates
The Corporate Transparency Act (CTA) represents a significant regulatory development aimed at enhancing transparency in corporate ownership and combating illicit financial activities. This session provides essential guidance and strategies for businesses to ensure compliance with the CTA and navigate its implications effectively.
- Susan Lipp - Editor-in-Chief, Trusts & Estates
- Sandy Christopher - Partner and Regional Division Leader private client and tax team, Withers Bergman LLP
- Shannon Rosic - Director of WealthStack Content & Solutions, Informa Connect
- Mike McDaniel - Head Coach, Miami Dolphins
- Shannon Rosic - Director of WealthStack Content & Solutions, Informa Connect
Join us for an exclusive fireside chat featuring Constellation Wealth Capital's leadership as they share their unique perspective on the evolving wealth management landscape. Specializing in capital investments in industry-leading wealth management firms, CWC offers invaluable insights into growth opportunities and navigating industry complexities. Whether you're an advisor seeking expansion or an executive seeking strategic direction, gain unparalleled insights and strategies from visionary leaders in the field.
- Lisa Crafford - Managing Director, Head of Advisory, Constellation Wealth Capital
- Patrick McHugh - Managing Director, Head of Investments, Constellation Wealth Capital
Join leaders in Wealth Management as they explore emerging trends, market dynamics, and key strategies shaping the industry's future. A not to miss informative discussion where industry experts will unveil invaluable insights to help you navigate and excel in today's ever-evolving wealth management environment.
- David Armstrong - Executive Director, Content and User Engagement, Informa Connect
- Jeff Dekko - CEO, Wealth Enhancement Advisory Services
- Natalie Wolfsen - CEO, Orion