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Wealth Management EDGE Day 2 - US Eastern
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Wealth Management EDGE Day 2 - US Eastern
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ETFs+ Investment Growth
11:25am - 11:35am
Welcome Remarks
11:35am - 11:50am
Keynote Address - The Future of ETF Model Portfolio Construction and Asset Allocation
11:50am - 12:20pm
Thematic Investment Picks for Trump 2.0
- Sam Huszczo, CFP®, CFA® - Chartered Financial Analyst, SGH Wealth Management
- Luke Lloyd - Senior Wealth Advisor & Investment Strategist, Strategic Wealth Partners
12:20pm - 1:00pm
The ETF Flows of 2025 - Hot takes on New Products with Eric Balchunas and Leading CIOs
- Eric Balchunas - Senior ETF Analyst & Funds Product Specialist, Bloomberg Intelligence
- Cameron Dawson - Chief Investment Officer, NewEdge Wealth
- Peter Lazaroff - Chief Investment Officer, Plancorp
Showing 1 of 1 Streams
ETFs+ Investment Growth
2:15pm - 2:25pm
Welcome Remarks
2:25pm - 3:05pm
Can Alternatives be Liquid? Do They Need to Be? The Key Features of Successful Alternative Investments in RIA Portfolios
- Zach Ivey - Chief Investment Officer, Savant Wealth
- Farhad Karim - Global Chief Operating Officer, Private Wealth Solutions, Blackstone
- Kate Boucher - MD, US Head of Wealth Management Alternatives, Goldman Sachs Asset Management
3:05pm - 3:45pm
Ready, Set, Crypto! Getting Off Zero Responsibly in the New Crypto Landscape
- 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
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