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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
Designing the AI-enabled Firm of the Future
  • Adam Moseley - Director of Artificial Intelligence Consulting, Charles Schwab
11:35am - 12:15pm
The "Agentic" Shift: When AI Starts Doing the Work (Not Just Writing Emails)
EDGE Summits
Showing 1 of 1 Streams
1:00pm - 1:40pm
Engineering the AI-Driven Growth Flywheel
1:40pm - 2:20pm
AI Use Cases in Alternative Investments
2:20pm - 3:00pm
The Data you Keep is the Advantage you Build: From Recordkeeping to Moat Building
3:00pm - 3:30pm
Stop Buying tools. Start Hiring AI-Coworkers. Why More Tools Will Never Solve Your Data Problem.
  • Sam Sova - Co-Founder, CEO, Subatomic
  • Karl Simon - Co-Founder, CTO, Subatomic
NextWealth Management EDGE - Day 2
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