Wealth Management EDGE - Day 1Tuesday, 9 June 2026 - US Eastern

• Analysis of H1 2026 capital flows into private markets from wealth management channels: tracking which asset classes (private equity, private credit, real estate, infrastructure) are capturing the most advisor and client interest
• Key trends within private market investing to be aware of for H2 2026

• Deep dive with practitioners on the key mediums for accessing the private markets and their pros and cons you can decide the best approach for your firm:
• Internal managed fund-of-funds: Building proprietary evergreen structures or interval funds with curated manager selection
• Platform-mediated access: Leveraging platforms to access individual manager products
• Direct private investments: Sourcing deals directly, conducting proprietary ODD, and negotiating term
• Understanding minimum scale requirements, operational complexity, and resource commitments for each pathway

• The hidden time burden: Why private markets aren't "Schwab click and drop"—subscription documentation, capital call management, cash reserves, ongoing monitoring, and client communication requirements.
• Reviewing some of the key operational challenges for private market investing and potential solutions:
  • Disaggregated data challenge: Managing reporting across multiple custodians, asset managers, and platforms—each with different formats, timing, and data quality
  • Scale considerations: Understanding the operational breaking points—what works at $10M in private allocations vs. $50M vs. $100M+
  • Resource allocation: Determining staffing needs for investment team, operations, compliance, and client service to support private market programs effectively

• Reviewing current regulatory landscape and existing products, what is coming down the line?
• Operational challenges: Providing daily liquidity to participants making small contributions while investing in illiquid assets requires evergreen structures and redemption caps. Educating unsophisticated 401(k) participants about illiquidity, complex fees, and actual risk presents massive implementation hurdles.
• The democratization debate: Is adding private markets to retirement plans improving outcomes for average savers or creating a distribution channel for asset managers at the wrong time in the cycle when forward returns may be compressed?

• A special session putting the key private market fund structures side by side to compare their pros and cons:
• Traditional draw down funds - 10-12 year lockup with capital calls over 3-5 years; highest return potential, but complete illiquidity, high minimums ($250K-$5M+), complex K-1 tax reporting, and requires sophisticated cash management.
• Evergreen Funds: Perpetual structure with periodic redemption windows (monthly/quarterly), lower minimums ($25K-$100K), simpler 1099 tax reporting, and suitable for 401(k)s. Cash drag from liquidity reserves typically reduces returns. Has the private credit squeeze exposed the liquidity issues with this structure?
• Interval Funds: Registered 1940 Act funds offering quarterly repurchases of 5-25% of shares; available to accredited investors with regulatory oversight, can be held in IRAs, lower minimums than drawdown funds. Liquidity not guaranteed when oversubscribed, fees remain high
• What is on the horizon for future structure innovation?

• Why you can’t just rely on the due diligence platforms provide – regulatory requirements and common pitfalls
• Key focus areas for you to focus on – operational due diligence, manager alignment and incentives
• Interviewing managers – top tips from the experts
• Steps to creating your own ongoing due diligence program and process

Hear a very special keynote address from Robert D Kaplan, the bestselling author of twenty-three books on foreign affairs, Atlantic reporter, and Senior Fellow of the Foreign Policy Research Institute. Foreign Policy magazine twice named him one of the world’s “Top 100 Global Thinkers.”

Drawing on current events, Kaplan will give the audience at EDGE 2026 new insights to help understand the forces driving modern geo-politics, and their implications for international relations and markets moving forward

Michael will share his remarkably inspiring story of overcoming extreme adversity to achieve incredible outcomes in both his personal and professional life. Global audience numbers now exceed 900,000 people. Despite spending nearly 1/4 of his life in hospital, Michael’s ability to help shift your mindset, instill perspective and have you determined to become the best version of yourself, will amaze and inspire. Representing Australia in his chosen sport, holding an executive position with one of the largest companies in the world at the age of 23, and then throwing it all away to find his true passion and purpose, will leave you in awe. He has shared the stage with the likes of Sir Richard Branson and the Dalai Lama & his online videos have been viewed by more than 150 million people.

Michael’s story will undoubtedly bring a tear to your eye and a smile to your heart, but above all will teach you the power of perspective, keys to happiness, the importance of embracing change, and the mindset needed to achieve your dreams.

A presentation not to be missed.