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Wealth Management EDGE
June 10 - 12, 2025
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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Showing 1 of 1 Streams
12:00pm - 12:05pm
Welcome
12:05pm - 12:30pm
Investing Playbook Keynote Address
12:30pm - 1:10pm
Retirement Income Strategies – Best Practices in 2025
  • Jamie Hopkins - Chief Wealth Officer, Bryn Mawr Trust
  • Bonnie Treichel JD - Chief Solutions Officer, Endeavor Retirement
Showing 1 of 1 Streams
1:40pm - 2:20pm
International Investing: Tariffs and the Impacts on Emerging Market Positions
  • Michael Gayed - Founder, Lead-Lag Media
  • Stephen Kolano - Chief Investment Officer, Integrated Partners
2:20pm - 3:00pm
Sustainable Investing Landscape – Engaging Clients in the Opportunities
  • Jeff Gitterman - CEO & Partner, Gitterman Wealth Management / Gitterman Asset Management
3:00pm - 3:40pm
Fixed Income Landscape – are the Future of Bonds ETF Shaped?
  • Andrew Stewart - Partner, Chief Investment Officer, Exchange Capital Management, Inc.
  • Rafia Hasan - Chief Investment Officer, Perigon Wealth Management
NextWealth Management EDGE Day 2
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