Wealth Management EDGE - Day 1Tuesday, 9 June 2026 - US Eastern

• The current geo-political and inflation landscape and its impact on commodities in 2026
• Implementation challenges and vehicles: Direct futures require active management and contango/backwardation understanding; commodity ETFs suffer from roll costs and tracking error; natural resource equities provide easier access but introduce equity beta and manager risk. Broad indices vs. targeted exposure (energy, agriculture, precious metals) requires conviction on macro outlook.
• Tactical vs. strategic allocation debate: Is this a permanent portfolio sleeve for diversification and tail risk protection, or a tactical overlay deployed only during specific macro conditions (rising inflation expectations, supply shocks, dollar weakness)? How to communicate highly volatile returns and potential long periods of underperformance to clients.

• The case for international investing in 2026 – comparing returns vs US equities
• Reviewing structural headwinds and risks: Slower GDP growth in Europe/Japan, China's economic challenges and geopolitical tensions, uncertainty from US geo-political strategy
• Implementation and sizing decisions: Currency hedged vs. unhedged exposure, developed vs. emerging market splits, active vs. passive given higher dispersion internationally, and whether current 5-15% typical allocations should increase given valuations or decrease given structural concerns.

How can independent RIAs and their advisors stay competitive during an era of expanding AI capabilities? Andres Garcia-Amaya, CFA, founder and CEO of Zoe Financial, discusses how AI has the potential to supercharge operational efficiency, empower advisor decision-making, and personalize the client experience for growing RIAs.

AI is quickly becoming a core layer of the modern wealth management business, shaping how firms operate, serve clients and grow. This session explores the strategic, operational and governance decisions required to build an AI-enabled firm that goes beyond experimentation. Attendees will gain a clearer understanding of how to align data, workflows and business priorities to create long-term advantage.

The next wave of AI is moving beyond assistance and into action. This session explores how agentic AI is beginning to handle tasks, orchestrate workflows and extend firm capacity in more autonomous ways. Attendees will gain perspective on the opportunities, implications and oversight considerations that come with this shift in how work gets done.

Growth at scale requires more than strong demand. It depends on the right operational, compliance and technology foundation. This session examines the infrastructure decisions that help firms expand with greater efficiency, consistency and control. Attendees will come away with a better understanding of what it takes to build for growth without adding unnecessary complexity.

As firms grow, sustaining meaningful client relationships becomes more challenging and more important. This session explores how technology can support more personalized, responsive and engaging client experiences without sacrificing scale. Attendees will learn how firms are using digital tools to strengthen trust, deepen connection and make growth feel more human.

A focused session for RIAs on how to connect with next-generation clients, build financial confidence, and prepare future family decision-makers through practical, real-world approaches that strengthen relationships and drive long-term retention.

Designed for RIAs, this session explores how family offices leverage flexibility, long-term capital, and aligned incentives to compete effectively in direct deals, offering a differentiated path to value creation beyond traditional private equity structures.

• Fiduciary framework and suitability: Establishing clear policies on crypto allocation limits, client suitability criteria beyond accreditation, risk disclosure documentation, and investment committee approval processes.
• Reviewing implementation solutions and custody solutions
• Portfolio construction and client communication
• Educating advisors and clients on crypto investing

• Reviewing the key vehicles for tax efficient investing in 2026:
  • Direct indexing
  • 351 exchange
  • Tax loss harvesting options
• Tips for proactive tax management throughout the year: Systematic tax-loss harvesting beyond year-end, gain/loss pairing strategies, managing wash sale rules across household accounts, tracking cost basis methods (specific ID vs. FIFO), and coordinating with CPAs on estimated tax payments.

• Dynamic withdrawal strategies beyond the 4% rule
• Longevity and sequence-of-returns risk management
• Tax-efficient distribution sequencing
• Capturing and retaining rollover assets

AI can do more than improve efficiency. It can create momentum across marketing, client engagement, service and retention. This session examines how firms are connecting intelligence, automation and data to build more effective and repeatable growth engines. Attendees will leave with a stronger view of how AI can support compounding business impact over time.

As alternative investments become a more important part of the advisory landscape, firms are looking for better ways to manage complexity and unlock insight. This session explores where AI can support research, due diligence, portfolio construction and advisor decision-making in the alternatives space. Attendees will gain a better understanding of how AI may improve both investment workflows and client communication.

Data is no longer just a back-office concern. It is becoming a strategic asset that can strengthen firm value, power innovation and create lasting differentiation. This session examines how firms can build stronger data foundations that support better decisions, more scalable operations and greater competitive advantage. Attendees will leave with a sharper understanding of how data stewardship can become a true growth lever.

After building Focus Financial into one of wealth management's most influential platforms, Rudy Adolf is back with a new venture and a fresh perspective on where the industry goes from here. In this candid fireside chat, he'll discuss what he's seeing post-Focus, why he launched E3Tech in partnership with Andreessen Horowitz, and how AI is set to rapidly reshape wealth management and beyond. Will AI eclipse consolidation as the industry's defining force — and empower smaller advisory firms to compete with the largest players?

Many firms are data rich but insight poor. This session explores how wealth firms can turn data into more informed decisions around client segmentation, advisor productivity, revenue opportunities and business strategy. Attendees will gain a clearer view of how to move from reporting and dashboards to action-oriented intelligence that supports growth.

Reaching the next stage of scale requires a different level of strategic clarity, operational maturity and platform readiness. This session explores the decisions firms must make as they prepare for greater complexity, stronger enterprise value and sustained expansion. Attendees will gain insight into how leading firms are building for the next chapter of growth without losing focus or agility.

A concise look for RIAs at how to thoughtfully broaden family office offerings while preserving the high-touch service, discipline, and trust that define the model.

A practical session for RIAs on navigating evolving policy and implementing thoughtful strategies to optimize legacy outcomes and multigenerational wealth transfer.