Investment growth: smarter strategies, stronger portfolios
The investment landscape is evolving—are your clients keeping up? Investment Growth sessions throughout the EDGE conference dive into new changing asset classes, alternative investments, and portfolio construction trends shaping the future of wealth management.
Join one of the country's largest gatherings of CIOs to compare notes on approaches to key 2026 topics including; future of dividend strategies, leveraged direct indexing, are we in a 96' or 99' economic cycle, ETF innovation, international investing, accessing the AI IPO landscape, and much more.
Cutting-edge investment strategies within ETFs and beyond
Join an expert community
Alongside our industry leading panel of CIOs, connect with ETF issuers, ETF strategists, asset managers and technology providers to learn more about various investment options and solutions for more personalized portfolios for your clients.
70% of asset owners who attend have more than $500M managed assets and 50% of advisors are C-suite.
Dissect the most debated developments
Interact with expert speakers as they debate the hot button issues and examine mega-trends in 2026:
- Unwinding concentrated portfolios
- Where are we in the economic cycle?
- Private Markets investing
- Investing in AI
Connect with CIOs
Learn from and build connections with CIOs and investment leaders from firms including:
Mercer Advisors, NewEdge, Perigon Wealth Management, Modern Wealth Management, Integrated Partners, Composition Wealth, Summit Wealth Group, Choreo Advisors, VestGen Wealth Partners and many more.
Investment strategy experts speaking at EDGE include:
Investment Summits
Expand your learning opportunities with two deep dive pre-conference Summits:
Learn more about the Private Markets Investing Summit
Learn more about the Strategic Investing Summit
Wealth Management Invest Podcast with David Bodamer
Check out our Wealth Management Invest podcast to shed light on the ever-evolving landscape of private investment offerings. Host David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in trading ETFs and SMAs.