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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 - Private Investing Landscape: Reviewing the flows into private asset from the wealth channel in H1 2026
  • Patrick McGowan - Managing Director, Head of Manager Research and Alternative Investments, Sanctuary Wealth
11:00am - 11:35am
Accessing the Private Markets: Reviewing Options for Access
  • Jason Ray - President & Chief Investment Officer, Zenith Wealth Partners
  • Alexis Miller - Director of Investment Research, OnePoint BFG Wealth Partners
11:35am - 12:15pm
Optimizing Private Markets Processes – Key Needs for Implementation
  • Benjamin Sayer, CFA - MD, Alternative Investments Group Head, MAI Capital Management
EDGE Summits
Showing 1 of 1 Streams
1:00pm - 1:40pm
Private Investments in 401ks / DC Plans
  • Fred Barstein - Founder & CEO, TRAU, TPSU, & 401kTV
1:40pm - 2:20pm
Fund structures: the pros and cons of the key private market vehicles
  • Chelsea Ganey - Chief Investment Officer, Summit Wealth Group
  • Will Sterling - Partner, Chief Investment Officer, TritonPoint Wealth
2:20pm - 3:00pm
Due diligence beyond the basics - best practices for fulfilling your obligation and beyond
  • Monish Verma - Founding Partner, CEO, Vardhan Wealth Management
  • Adam Cohen - Head of Operational Due Diligence, Cerity Partners
3:00pm - 3:30pm
Closing Keynote
NextWealth Management EDGE - Day 2
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