Private Markets Investing Summit
Tuesday, June 9
Discover how RIA firms have implemented new operating models, tech and fund structures to enable private market investing for their clients.
Not just the same old asset class updates, this Summit is education focused - specifically designed for all CIOs, wealth management executives and advisors looking for actionable best practices on private market investing.
What to expect
The key topics
Learn how to get private market investment off the ground in practice:
- Operational best practices
- Pros and cons of the key fund structures
- Due diligence beyond the basics
- Private investments in 401ks/DC plans
Leading firms
Insights from firms at the forefront of the democratisation of private markets investing:
Sanctuary Wealth, Cerity Partners, Arch, Zenith Wealth Partners, BFG Wealth Partners, InvestCloud, Blackstone, MAI Capital, InvestCloud, Summit Wealth Group, TritonPoint Wealth and more
Who you'll meet
The Private Markets Investing Summit is built for RIAs ready to move beyond experimentation and into implementation.
Connect with CIOs, investment committee members, alternative investment heads, COOs, operations leads and more.
Summit speakers include:
Go further with your networking
The EDGE Pavilion
Get an early look at the EDGE Pavilion (Expo Hall) on Tuesday, June 9, from 3:30–4:15 pm, home to 125+ market-leading wealthtech providers, investment managers and more.
Opening night reception
Cap off the summit day by attending the Opening Night Reception—your chance to connect with fellow attendees and compare key takeaways over refreshments.
It's not just the Private Markets Investing Summit taking place that day!
Switch between all 5 summits on Tuesday June 9 at your leisure.
AI Assembly Summit | Private Markets Investing Summit | Strategic Investing Summit | Tech for Growth Summit | UHNW Summit
Cherry pick the content and speakers you want to see to make every moment count.
Sponsor the summit
Raise your profile. Make and reinforce relationships. Increase brand awareness.
Sponsoring the summit day gives you unparalleled access to senior-level advisors with a special interest in AI.
Contact our team at sponsoredge@informa.com.
