Wealth Management EDGE Day 2 - US Eastern
- David Armstrong - Executive Director, Content and User Engagement, Wealthmanagement.com
- Michael Nathanson - Chair and Chief Executive Officer, Focus Financial
- Michael Kitces - Chief Financial Planning Nerd, Kitces.com
- Joe Duran - Executive Managing Partner, Rise Growth Partners
- Robb Baldwin - President & CEO, TradePMR
- Steve Quirk - Chief Brokerage Officer, Robinhood
- Manoj Bhargava - Founder, 5-hour ENERGY & TPlus3 Fund
- Michael Kitces - Chief Financial Planning Nerd, Kitces.com
- Shannon Spotswood - President, RFG Advisory
- David Bodamer - Editorial Director, WealthManagement.com
- Jonathan Shelon - COO, KraneShares
- Jeff Saef - MD, BlackRock
- Crypto as an emerging asset class (State of the State, Who's already in and how far?)
- Bitcoin ETF (largest ETF launch in the history of the product)
- Exposure to Alts: Do fundamentals matter? Is there diversification in crypto?
- Crypto Allocation as part of an RIA's portfolio
- Adam Mastrelli - Founder, 57 Maiden
- Kyle DaCruz - Director, Digital Assets Product, VanEck
A review of ETF Flows with Bloomberg – what's been hot in H1 2025?
Top picks from investment leaders – what do you like right now and why?
What trends are worthy of including in model portfolios?
Diversification hot picks to differentiate your portfolio
- Andre Yapp - ayapp4@bloomberg.net, Bloomberg
- Cameron Dawson - Chief Investment Officer, NewEdge Wealth
- David Abner - Head of Global ETFs and Funds, Northern Trust Asset Management
- Molly Landes - Head of ETF Capital Markets, Allspring Global Investments
- Jason Pereira, CFP - Senior Partner and Financial Planner, Woodgate Financial
- Davis Janowski - Reporter, WealthManagement.com
- Tim Welsh - President, CEO & Founder, Nexus Strategy LLC
- Shannon Rosic - Director of WealthStack Content & Solutions, Informa Connect
- David Bodamer - Editorial Director, WealthManagement.com
Reviewing the ‘mass’ adoption of alternative investments by RIAs
The best asset types for HNW/UHNW clients
Can and should alternative investments have an ETF wrapper/daily liquidity?
Top tips on offering alternative products for clients
- Zach Ivey - Chief Investment Officer, Savant Wealth
- Fran Golden - Managing Director, Private Wealth Solutions, Head of the Product Specialist Group, Blackstone
- Kate Boucher - MD, US Head of Wealth Management Alternatives, Goldman Sachs Asset Management
What makes Trump’s 2nd term different from his 1st term and why this time around requires a new playbook
Behind the headlines – what do early policies and Executive Actions tell us about Trump’s priorities for his second administration
What sectors / asset classes are likely to benefit/suffer and smart investment plays to capture this
Seeing through the fog - How to take advantage of short term opportunities that tariff/trade negotiations might create
- Sam Huszczo, CFP®, CFA® - Founder/Investment Advisor, SGH Wealth Management
- Luke Lloyd - Senior Wealth Advisor & Investment Strategist, Strategic Wealth Partners
- Shannon Rosic - Director of WealthStack Content & Solutions, Informa Connect
- Oleg Tishkevish - CEO, Invent
- Tim Welsh - President, CEO & Founder, Nexus Strategy LLC
- Jason Pereira, CFP - Senior Partner and Financial Planner, Woodgate Financial
- Amy DeTolla - Founder and CEO, Aureus Advantage
- Jamie Hopkins - CEO, Bryn Mawr Trust
- Jooliana Krummel - Director of Strategic Partnerships, Merit Financial Advisors
- Kate Healey - CEO and Co Founder, AdvoKate IQ, LLC
- Nate Geraci - President, The ETF Store, Inc.
- Brett Orvieto - Managing Partner, Dakota Wealth Management, LLC
- Henry Hagenbuch - Senior Managing Director, Mergers and Acquisitions, Lido Advisors
- Scott Leak, CFP®, CEPA® - Director of Business Development & Senior Consultant, FP Transitions
- Jim Gold - Chief Executive Officer, Steward Partners
- Mike LaMena - Chief Executive Officer, Wealthspire
- ETF Innovation Means Greater Need for Education - Nate Geraci, ETF Institute
- Working with entrepreneurs - Bob DePasquale
Join a group of 10-15 fellow attendees and take a curated tour of exhibiting firms with the latest investment strategies and products leading the market. Think of it as speed-dating for investment ideas!
On June 11 from 5-5.45pm prior to Happy Hour, led by one of our expert industry guides, you'll visit various Issuers, asset managers and investment experts to gain insights into cutting-edge products that can enhance your clients’ portfolios. Let us take the stress of navigating the exhibit hall off of you, so that you can experience EDGE to the fullest – cocktail in hand!
Explore how cutting-edge technology is reshaping retirement planning, offering smarter tools to keep clients on track through both accumulation and decumulation phases. This session will cover innovations in financial planning software, AI-driven forecasting, and personalized solutions that enhance strategy, manage risk, and optimize withdrawals. Attendees will learn how to leverage these technologies to ensure steady growth, efficient income distribution, and long-term retirement security. Walk away with actionable insights to future-proof your retirement planning approach in the digital age.
- Lauren Clough - Co-Founder & CEO, bQuest
- Davis Janowski - Reporter, WealthManagement.com
- Brodrick Lothringer - Founder & CEO, PodPony
- Joshua Wilson - PhD, CMT ®, Advisor
- Adam Dell - Founder & CEO, Domain Money