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

Crypto is no longer a fringe conversation in wealth management. The real question today is how RIAs are capturing held-away assets to grow billable AUM, adding value for clients by implementing tax-loss harvesting and estate planning, and positioning their firms to meet the evolving expectations of the next generation of wealth.

Join James McConaghy, Managing Director, Head of Distribution at Eaglebrook Advisors, and Michael Kosoff, Senior Research Analyst at Mariner, for a practical discussion on what advisors are seeing across the RIA channel today.

Topics include:

• Why the conversation has shifted from “should clients own crypto?” to “how should firms handle it?”
• Direct ownership vs ETF implementation
• Held-away crypto assets and the opportunity to deepen client relationships and grow billable AUM
• Tax-loss harvesting, estate planning, and in-kind transfers
• How younger advisors and clients are changing expectations
• What sophisticated RIAs are doing differently
• Why digital asset infrastructure may become a standard part of the modern advisory tech stack

Less theory, more real-world advisor conversations, trends, and practical insights from firms already navigating this shift.

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