Wealth Management EDGE Day 2Tuesday, 14 May 2024 - US Eastern

This year’s breakfast event will host an enlightening panel discussion delving into the complexities of women’s career decisions and their multifaceted impacts. Our panelists will share personal stories about the pivotal choices that have propelled their careers forward and the obstacles that have been encountered along the way. Gain insights into the invaluable lessons learned from both successes and setbacks and explore strategies to make informed career decisions in an ever-evolving world.

How should we consider the short and long term impacts of inflation, growth, and valuations on our asset allocations? Is it time for macro forces to come back to the forefront, or will equity markets continue to thrive in the face of headwinds and at the expense of all other assets?

The Almanac. Less a weather report and more of an outlook for years to come, this session seeks to add a long-term research foundation to our predictive formula. Here, we will discuss challenges and benefits of recent changes in regulation and governmental policy with a focus on managing client expectations for greater reporting accuracy.

Next generation of investors will inherit and accumulate wealth at a much faster pace than their predecessors. What are the implications of this impending wealth transfer and how can advisors plan greater scale and retention strategies to meet these needs? Bridging the gap between generations is the focus of this dynamic panel.

An investment first approach to making an impact not only broadens the spectrum of impactful investment opportunities, it also unlocks more capital to address pressing global issues. Money-driven institutional allocators are inreasingly investing in "impact" themes like the energy transition, affordable housing, and inclusive innovation. In this session, we’ll learn from experts what impact themes money-driven RIA's and advisors should be paying attention to, how to access investments and incorporate them in client portfolios, and how to sort through the noise.

ETF’s have long been the go-to solution for advisors seeking a basket of investments that align with client’s goals. This thematic focus has, however, received criticism due to a risk created by lack of diversification. On this panel, we’ll lean into the old adage,“Don’t put all your eggs in one basket” by delving into deeper analysis and strategies to outperform potential with a core of broader holdings to bring balance to your portfolio.

NEW THIS YEAR!

ELEVATE your experience with 1:1 meetings scheduled through your event app.

Create a comprehensive profile within the app to showcase your skills and expertise. ELEVATE meetings will ensure you not only meet decision-makers, but forge valuable partnerships aligned with your professional objectives. Say goodbye to the hassle of coordinating schedules, taking forced meetings and navigating crowded events — ELEVATE simplifies the process of making meaningful connections.