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Wealth Management EDGE
June 9 - 11, 2026
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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EDGE Summits
Showing 1 of 1 Streams
10:30am - 10:40am
Welcome
10:40am - 11:00am
Opening Keynote
11:00am - 11:35am
Commodities: landscape of the US Dollar and commodity opportunities
11:35am - 12:15pm
International allocation in the current climate
  • Michael Gayed - Founder, Lead-Lag Media
  • Eric Sterner - Chief Investment Officer, Apollon Wealth
EDGE Summits
Showing 1 of 1 Streams
1:00pm - 1:40pm
Crypto: adapting products and policies for RIA client investing
  • Nate Geraci - Host of ETF Prime and Crypto Prime, President,, NovaDius Wealth Management
1:40pm - 2:20pm
Options for Tax Efficient Investing
  • Bob Hostetter - Chief Investment Officer, VestGen Wealth Partners
  • Matt Gotlin - Chief Investment Officer, Choreo Advisors
2:20pm - 3:00pm
Retirement income strategies for capturing retirement assets
3:00pm - 3:30pm
Closing Keynote
NextWealth Management EDGE - Day 2
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