This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Wealth Management EDGE
June 9 - 11, 2026
The Boca Raton ResortBoca Raton, FL
close
search
Book Now
Menu
close
search
Book
keyboard_arrow_right

Wealth Management EDGE - Day 3 - US Eastern

keyboard_arrow_leftSearch & Filter
search
Wealth Management EDGE - Day 3 - US Eastern
search
Showing 2 of 2 Streams
8:00am - 9:00am
Registration and Breakfast
7:30am - 8:30am
Women in ETFs Breakfast Panel
Showing 1 of 1 Streams
9:00am - 9:10am
Wealth Management EDGE Welcome
9:10am - 9:30am
Opening Keynote
9:30am - 10:10am
CEO Panel
10:10am - 10:40am
Pressure, Prep and Performance: Lessons from the NFL that Translate to Firm Growth
  • Shannon Rosic - Director of WealthStack Content & Solutions, Informa
Showing 1 of 1 Streams
10:40am - 11:10am
Morning Refreshment and Networking Break
Showing 3 of 3 Streams
11:10am - 11:15am
Welcome
11:15am - 11:35am
Keynote: Business Growth
  • Larry Restieri - CEO, Hightower
  • David Armstrong - Executive Director, Content and User Engagement, Wealthmanagement.com
11:35am - 12:15pm
Accelerate Growth and Attract Top Talent: Proven Strategies for RIA Leaders
  • JC Abusaid - CEO, Halbert Hargrove
12:15pm - 12:55pm
Tax efficient investing - Unwinding portfolio concentration with leveraged direct indexing
  • Rafia Hasan - Chief Investment Officer, Perigon Wealth Management
11:15am - 11:35am
Solving the Childfree Care Crisis
  • Jay Zigmont - Founder & Chief Visionary, Childfree Trust
11:35am - 12:15pm
Affiliated Advisors
12:15pm - 12:55pm
An Epic Exit
  • Stephanie Bogan - Founder, Chief Possibility Officer, Limitless Adviser Coaching
11:10am - 11:30am
Roundtable Discussions
Showing 1 of 1 Streams
12:55pm - 1:35pm
Lunch for all Participants
1:35pm - 2:00pm
Dessert in Exhibit Hall
Showing 1 of 1 Streams
2:10pm - 2:50pm
Risk management - Risk management for volatility: balancing downside protection with portfolio gains
  • Stephen Kolano - Chief Investment Officer, Integrated Partners
2:50pm - 3:30pm
Fixed Income - Landscape
  • Stephen Tuckwood, CFA® - Director of Investments, Modern Wealth Management
Showing 1 of 1 Streams
3:30pm - 3:50pm
Afternoon Networking and Refreshment Break (EDGE Pavillion closes)
Showing 1 of 1 Streams
3:50pm - 4:25pm
M&A Insights: Trends, Valuations, and the Road Ahead
4:25pm - 5:00pm
The Future of Wealth Management
Wealth Management EDGE - Day 2
Filter
Streams
Formats
Topics
Choose Day