Wealth Management EDGE Day 1 - US Eastern
- David Bodamer - Editorial Director, WealthManagement.com
How RIAs are interacting with retirement planning in 2025 – what has changed with client needs?
Asset Location and Distributions – IRA, 401k, Taxable, Tax Free – what is your ordering?
Deriving consistent income in retirement – products and investment strategies you use?
New innovative solutions for retirement income planning - what new software or tools are you using?
How has your messaging and communication with retirement income planning changed with clients?
- Jamie Hopkins - CEO, Bryn Mawr Trust
- Bonnie Treichel JD - Chief Solutions Officer, Endeavor Retirement
- Jeffrey Clark - Advanced Planning Director, Jackson
Reviewing the Trump administration tariff landscape in June 2025
Implications of tariffs on inflation and emerging/international portfolios so far
Currency hedging considerations and approaches in the current market
Conclusion – what is in your emerging / international model portfolio allocation?
- Michael Gayed - Founder, Lead-Lag Media
- Stephen Kolano - Chief Investment Officer, Integrated Partners
The sustainable investing landscape in 2025 – politics vs resilient sustainable investment themes generating returns in 2025 – infrastructure, energy, water etc
Beyond 2° - assessing physical and climate risks to your portfolio + insurance needs
Understanding and aligning client values with your portfolio and its role in engaging the next generation
UMAs and their role in sustainable investing
- Jeff Gitterman - CEO & Partner, Gitterman Wealth Management / Gitterman Asset Management
Changing fixed income landscape – 2025 interest rates, volatility, and impacts on the portfolio
Monitoring treasuries vs corporation allocation and the case for active management
The growth of ETFs and new innovative products changing he fixed income landscape – defined maturity bonds, target duration ETFs etc
Summary - top tips for building a bond portfolio your clients understand
- Kristin Myers - Senior Vice President of Content and Editor in Chief, etf.com
- Andrew Stewart - Partner, Chief Investment Officer, Exchange Capital Management, Inc.
- Rafia Hasan - Chief Investment Officer, Perigon Wealth Management
- Briton Ryan - MD | Head of Exchange Traded Funds, Nuveen