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

• Analysis of H1 2026 capital flows into private markets from wealth management channels: tracking which asset classes (private equity, private credit, real estate, infrastructure) are capturing the most advisor and client interest
• Key trends within private market investing to be aware of for H2 2026

Location: Estate Ballroom - Salon I

• Deep dive with practitioners on the key mediums for accessing the private markets and their pros and cons you can decide the best approach for your firm:
• Internal managed fund-of-funds: Building proprietary evergreen structures or interval funds with curated manager selection
• Platform-mediated access: Leveraging platforms to access individual manager products
• Direct private investments: Sourcing deals directly, conducting proprietary ODD, and negotiating term
• Understanding minimum scale requirements, operational complexity, and resource commitments for each pathway

Location: Estate Ballroom - Salon I

• The hidden time burden: Why private markets aren't "Schwab click and drop"—subscription documentation, capital call management, cash reserves, ongoing monitoring, and client communication requirements.
• Reviewing some of the key operational challenges for private market investing and potential solutions:
  • Disaggregated data challenge: Managing reporting across multiple custodians, asset managers, and platforms—each with different formats, timing, and data quality
  • Scale considerations: Understanding the operational breaking points—what works at $10M in private allocations vs. $50M vs. $100M+
  • Resource allocation: Determining staffing needs for investment team, operations, compliance, and client service to support private market programs effectively

Location: Estate Ballroom - Salon I

• Reviewing current regulatory landscape and existing products, what is coming down the line?
• Operational challenges: Providing daily liquidity to participants making small contributions while investing in illiquid assets requires evergreen structures and redemption caps. Educating unsophisticated 401(k) participants about illiquidity, complex fees, and actual risk presents massive implementation hurdles.
• The democratization debate: Is adding private markets to retirement plans improving outcomes for average savers or creating a distribution channel for asset managers at the wrong time in the cycle when forward returns may be compressed?

Location: Estate Ballroom - Salon I

• A special session putting the key private market fund structures side by side to compare their pros and cons:
• Traditional draw down funds - 10-12 year lockup with capital calls over 3-5 years; highest return potential, but complete illiquidity, high minimums ($250K-$5M+), complex K-1 tax reporting, and requires sophisticated cash management.
• Evergreen Funds: Perpetual structure with periodic redemption windows (monthly/quarterly), lower minimums ($25K-$100K), simpler 1099 tax reporting, and suitable for 401(k)s. Cash drag from liquidity reserves typically reduces returns. Has the private credit squeeze exposed the liquidity issues with this structure?
• Interval Funds: Registered 1940 Act funds offering quarterly repurchases of 5-25% of shares; available to accredited investors with regulatory oversight, can be held in IRAs, lower minimums than drawdown funds. Liquidity not guaranteed when oversubscribed, fees remain high
• What is on the horizon for future structure innovation?

Location: Estate Ballroom - Salon I

• Why you can’t just rely on the due diligence platforms provide – regulatory requirements and common pitfalls
• Key focus areas for you to focus on – operational due diligence, manager alignment and incentives
• Interviewing managers – top tips from the experts
• Steps to creating your own ongoing due diligence program and process

Location: Estate Ballroom - Salon I

Location: Estate Ballroom - Salon I

Private markets allocations are growing faster than the infrastructure managing them - leaving capital calls, K-1s, and illiquid positions fragmented across spreadsheets and disconnected systems. The wealth management industry is at an inflection point, and the firms that get the data and AI foundation right will be the ones that scale. This session explores what that foundation looks like.

• Why the gap between private markets growth and operational infrastructure is widening - and what's at stake
• What modern wealth data architecture looks like, and how AI fits into it
• How getting the foundation right unlocks advisor capacity, client experience, and firm scalability