June 9 - 11, 2026
The Boca Raton ResortBoca Raton, FLkeyboard_arrow_right
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Wealth Management EDGE - Day 2 (June 10) - US Eastern
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Wealth Management EDGE - Day 2 (June 10) - US Eastern
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Main Stage
11:25am - 11:30am
Welcome
Location: Royal Palm Ballroom
- David Armstrong - Executive Director, Content and User Engagement, Wealth Management
11:30am - 12:00pm
The Future of Robotics and the Connected Investment Opportunities with KOID
- Morgan Stanley projects the global humanoid robotics total addressable market could reach $5 trillion by 2050. The convergence of advanced AI (large language models), machine learning, improved sensors, and breakthrough materials is enabling human-like interactions and problem-solving capabilities previously impossible.
- Join us for an indepth discussion on the current robotics landscape between Brendan Ahern (CIO, Kraneshares) and Teddy Haggerty (CEO of Robostore ) to understand current market trends, adoption, and the future of robotics.
- Understand the investment options within robotics
- See a live demonstration of KOID to see the future of robotics in person!
Location: Royal Palm Ballroom
- Brendan Ahern - Chief Investment Officer, KraneShares
- KOID Humanoid Robot - Humanoid Robotics & AI, KraneShares
- Teddy Haggerty - Founder and CEO, Robostore
12:00pm - 12:35pm
ETFs - Meet 2026’s new innovations in ETFs
- Looking at some of the newest developments in the ETF landscape and their application to client portfolios
- Mutual fund share class conversions
- Section 351 tax-free conversions
- Private market ETFs
- Infrastructural changes that may change the landscape in 2026/2027
Location: Royal Palm Ballroom
- Sam Huszczo - Founder and Chief Investment Officer, SGH Wealth Management
- Rick Genoni - Global Head of Product Development and Innovation, Allspring Global Investments
- Robert Eckrote - Head of Product Specialists, SEI
- Peter Hill - Managing Director, Head RIA Channel, State Street Investment Management
12:35pm - 1:10pm
View from the Top: How Industry Leading CMOs are Driving Growth
This panel discussion brings together marketing leaders from some of the largest, most successful RIAs to share what they have learned in helping shape sustainable growth at all levels of the firm. Building a brand, incorporating the latest marketing tech tools and equipping advisors with strategies for sustainable growth are all topics this group will discuss
Location: Royal Palm Ballroom
- 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
Main Stage
4:15pm - 4:35pm
Visionary Leadership: A Fireside Chat with Edelman Financial Engines CEO
Location: Royal Palm Ballroom
- Diana Britton - Executive Editor, Wealth Management Group
- Ralph Haberli - Chief Executive Officer & President, Edelman Financial Engines
4:35pm - 4:55pm
Investment Demos
Experience the latest in investment products live! Witness the power of innovation as participants demo their products and services in front of a live audience. This session aims to give the audience a quick fire view of some new innovative investment products to consider for their client's portfolios.
Location: Royal Palm Ballroom
- Darren Hinshaw - Director of Research, NBC Securities
- Jon Mendelsohn - CEO, Ashar Group
- Clay Coleman - Vice President, Marketing, Passco Capital
- Samuel Dinamarca - Investment Strategist, Dimensional Fund Advisors
4:55pm - 5:30pm
Economic Outlook – 96 or 99? Debate on the 2026 economic cycle, market concentration, and the implications for portfolios
- Bringing together leaders in economic analysis and frequent media commentators, this session will look at the US economy at the midway point of 2026 and our expectations for H2.
- The concentration of AI in US portfolios and what this means for investing – are we 1996 (soft landing + extended expansion) or 1999 (bubble peak and imminent correction), or somewhere else entirely?
- Key tips for portfolio positioning in H2 2026
Location: Royal Palm Ballroom
- Eric Caisse - Partner and Chief Investment Officer, Csenge Advisory Group
- Cameron Dawson - Chief Investment Officer, NewEdge Wealth
- Don Calgani - Chief Investment Officer, Mercer Advisors
- Alex Morris - Co-Founder and Chief Executive Officer, F/m Investments
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