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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL
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Wealth Management EDGE Day 3 - US Eastern

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Wealth Management EDGE Day 3 - US Eastern
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Showing 3 of 3 Streams
8:00am - 9:00am
Registration Opens and Breakfast for all Participants
9:00am - 9:10am
Wealth Management EDGE Welcome
9:10am - 9:30am
Opening Keynote Address
9:30am - 10:10am
RIA of the Future
  • Kay Lynn Mayhue, CFP®, AEP®, RFC® - President, Merit Financial Advisors
  • Nate Lenz - CEO and Co Founder, Concurrent
10:10am - 10:40am
Fireside chat
  • David Nason - CEO, TIAA Wealth Management & Advice Solutions
  • Niladri 'Neel' Mukherjee - CIO, TIAA Wealth Management
8:00am - 9:00am
CEO Breakfast: Leading the Way-Navigating the growth of a Successful Financial Advisory Firm (By Invite Only)
7:30am - 8:35am
Women in ETFs Breakfast Panel
Showing 2 of 2 Streams
10:40am - 11:10am
Morning Networking and Refreshment Break in the Expo Hall
10:40am - 11:10am
FAB-ulous FIndings
Showing 4 of 4 Streams
11:10am - 11:15am
Welcome
11:15am - 11:35am
Keynote Address
11:35am - 12:15pm
Augmented Humanity: How AI Amplifies the Human Element of Financial Advice
  • Jason Pereira, CFP - Senior Partner and Financial Planner, Woodgate Financial
  • Brian Portnoy - Founder & CEO, Shaping Wealth
12:15pm - 12:55pm
CMO’s Secret Weapon: Leveraging AI as a Strategic Growth Partner
  • John Wernz - Entrepreneur In Residence, Great Hill Partners
  • Michelle Winkles, MBA - Partner and Chief Marketing Officer, Mission Wealth
11:10am - 11:15am
Welcome
  • David Bodamer - Editorial Director, WealthManagement.com
11:15am - 11:35am
Keynote Address
11:35am - 12:15pm
Investment Strategy Showcase

The Investment Strategy Showcase features a series of fast-paced, five-minute presentations, each delivering unique, actionable market insights to uncover new opportunities and drive results.

12:15pm - 12:55pm
Active Investments – the Best Assets and Wrappers for Active Management

  • Following the flows – what's behind the growth of active management strategies? The ROI on active ETFs vs indexes

  • Panel picks for the best asset classes for active management and why

  • Blending active and passive strategies for the optimal portfolio

  • Darren Hinshaw - Director of Research, NBC Securities
  • Jennifer Hutchins - Co-Chief Investment Officer, Avantax Wealth Management
  • John Davi - CEO & Founder, Astoria Portfolio Advisors
  • Tyler Rosenlicht - Senior Vice President, Cohen & Steers
11:10am - 11:55am
Business Growth Roundtables
  • Michelle Winkles, MBA - Partner and Chief Marketing Officer, Mission Wealth
11:55am - 12:55pm
War Games
Showing 1 of 1 Streams
12:55pm - 1:35pm
Lunch for all participants
1:35pm - 2:05pm
Dessert in Expo Hall
Showing 5 of 5 Streams
2:05pm - 2:45pm
Products for Protection – Comparing the Pros and Cons of Buffered ETFs, Covered Calls and Structured Notes

  • Reviewing the growth of buffered ETF products and their best usage

  • Covered calls and structured notes as risk management alternatives – comparing and contrasting the pros and cons

  • Can you get the upside while protecting the downside?

  • How to educate and discuss risk management products with clients

  • Tips for matching protective products to client risk tolerances

  • David Bodamer - Editorial Director, WealthManagement.com
  • Brent Coggins - Chief Investment Officer, Triad Wealth Partners
2:45pm - 3:30pm
Achieving Scalability with Personalization in the Portfolio

  • M&A landscape for RIA and what it means for integrating new acquisition portfolios into your own models

  • Approaching personalization in a disciplined manner – how to help a client approach, express and optimize and an opportunity

  • Unwinding concentrated positions into a diversified portfolio

  • Balancing personalization with scalability for all clients – optimal wrappers and products to achieve this, UMAs vs SMAs

  • Matt Harris - Head of Wealth Management Consulting, North America, Alpha FMC
  • Gary Quinzel - Vice President, Portfolio Consulting, Wealth Enhancement Advisory Services
  • Rafia Hasan - Chief Investment Officer, Perigon Wealth Management
2:05pm - 2:45pm
Unlocking the Next Gen Talent Pipeline: Finding, Growing, and Keeping Your Dream Team
  • JC Abusaid - CEO and President, Halbert Hargrove
2:45pm - 3:30pm
What's the Next Move? After the Deal is Sealed...
  • Jim Dickson - Founding Partner and CEO, Elevation Point
  • Amy DeTolla - Founder and CEO, Aureus Advantage
2:05pm - 2:45pm
Tech for Growth Start Up Demos
2:45pm - 3:30pm
Tech for Growth Roundtables
2:05pm - 3:20pm
CMO Think Tank (By Invite Only)
Showing 2 of 2 Streams
3:30pm - 4:10pm
Networking and Refreshment Break in the Expo Hall
3:30pm - 4:10pm
CMO Think Tank (By Invite Only)
Showing 2 of 2 Streams
4:10pm - 4:45pm
Convergence of Wealth & Retirement at Work
  • Fred Barstein - Founder & CEO, TRAU, TPSU, & 401kTV
4:45pm - 5:25pm
Mastering Succession Planning: Crafting a Legacy that Lasts
  • Bill Schultheis - Director, Financial Planning, Edelman Financial Engines
  • Derrick Kinney - Founder, Success For Advisors
4:10pm - 4:45pm
Beyond the Plan: Elevating Advisor Impact with Targeted Technology
  • Christian Haigh - CEO and Co-founder, Compound Planning
  • David Ortiz - Founder & CEO, Advisor AI Partners
  • Morgan Bell - Managing Director, Advisory, Constellation Wealth Capital, LLC
4:45pm - 5:25pm
She-Suite Wisdom: Mastering Post-Merger Integration
  • Shannon Rosic - Director of WealthStack Content & Solutions, Informa Connect
  • Verity Larsen - Founder & CEO, Versoft Consulting
  • Stacy Orff - Vice President, Platform Marketing, Mercer Advisors
Showing 1 of 1 Streams
8:05pm - 10:05pm
Closing Party
Wealth Management EDGE Day 2
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