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Wealth Management EDGE
June 9 - 11, 2026
The Boca Raton ResortBoca Raton, FL
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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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Showing 1 of 1 Streams
11:25am - 11:30am
Welcome
11:30am - 12:00pm
The Future of Robotics and the Connected Investment Opportunities with KOID
  • Brendan Ahern - Chief Investment Officer, KraneShares
  • KOID Humanoid Robot - Humanoid Robotics & AI, KraneShares
12:00pm - 12:35pm
ETFs - Meet 2026’s new innovations in ETFs
  • Sam Huszczo - Founder and Chief Investment Officer, SGH Wealth Management
  • Rick Geroni - Global Head of Product Development and Innovation, Allspring Global
12:35pm - 1:10pm
View from the Top: How Industry Leading CMOs are Driving Growth
  • Joe Anthony - President, Gregory
  • Tara Ryan - Chief Marketing Officer, Cerity Partners
  • Angela Giombetti - Chief Marketing Officer, Wealthspire Advisors
  • Kate Ardini - Chief Marketing Officer, Mariner
Showing 1 of 1 Streams
4:15pm - 4:50pm
Investment Demos
4:50pm - 5:30pm
Economic Outlook – 96 or 99? Debate on the 2026 economic cycle, market concentration, and the implications for portfolios
  • Cameron Dawson - Chief Investment Officer, NewEdge Wealth
  • Don Calgani - Chief Investment Officer, Mercer Advisors
Wealth Management EDGE - Day 1
NextWealth Management EDGE - Day 3
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