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

A scene setting look at the demographic shift taking place in the United States and why it may likely be impacting the economic data. Key issues to understand include:

1. The low birthrate since the 1980s is reducing the “new supply” of labor that is likely impacting the job openings data.
2. The need for efficiency should cause/continue a shift in job type away from low/unskilled- low value added to highly skilled/educated – high value added.
3. The shift in labor may likely exacerbate the “K-shaped” economy.
4. While technology should help with efficiencies, shortages will likely occur meaning the transition could likely create economic volatility.

Location: Estate Ballroom - Salon II

• 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.

Location: Estate Ballroom - Salon II

• 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.

Location: Estate Ballroom - Salon II

The panel could focus on how RIAs are practically approaching digital assets today including where client demand is coming from, how firms are evaluating different implementation options, and what operational, portfolio construction, tax, and fiduciary considerations are emerging as adoption grows across the wealth channel.

• Adoption trends across the wealth channel
  • The differing views of wealth firms
  • Client profiles of where demand is coming from
• The options for advisors to access and implement digital assets for clients
  • Direct ownership vs ETFs and how firms are thinking about
• How advisors are constructing a portfolio that includes digital assets
  • How to size a digital asset allocation
  • What sleeve of the portfolio does digital assets sit?
• Where advisors are adding value in digital assets
  • In-kind transfers, tax management, estate planning considerations, improved security
• Advisor education, client communication, and fiduciary considerations
  • Including the standard of care for an asset advisors may not personally believe in
• Operational, reporting, and implementation challenges as firms scale adoption

Location: Estate Ballroom - Salon II

• 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.

Location: Estate Ballroom - Salon II

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

Location: Estate Ballroom - Salon II

The most overlooked strategy in the RIA channel looks a lot like what you're already using—but with risk management opportunities. By drawing parallels to fixed income and alternatives, this session challenges RIAs to take another look at an asset class that has fundamentally transformed: fee-based annuities. Now rebuilt for the advisory channel, come see how these strategies integrate into modern holistic plans and create a repeatable engine for organic revenue growth. No commissions, no conflicts—and no compromise to your fiduciary standard.

Location: Estate Ballroom - Salon II