Strategic Investing Summit
Tuesday, June 9
The Strategic Investing Summit brings together CIOs and wealth‑management leaders to dissect the key forces reshaping modern portfolios in 2026 — from commodity cycles and international allocation shifts, to the rise of digital assets and tax efficient investments.
What to expect
The hottest topics
Dive deep into the trends, challenges and opportunities in:
- Commodities
- International allocation
- Cyrpto
- Tax efficient investing
- Retirement income
Who you'll hear from
Our summit speakers bring their expertise, specialized knowledge and experience to the room for a focused learning experience like no other.
Confirmed speakers from firms including: Apollon Wealth, Integrated Partners, NovaDius Wealth, VestGen, Choreo Advisors, Dimensional Fund Advisors, CBIZ, Nationwide, Modera and more...
Who you'll meet
The Strategic Investing Summit is built for RIAs ready to move beyond experimentation and into implementation.
Connect with CIOs, investment committee members and advisors looking to ensure clients portfolios are not missing any strategic investment areas that are often under-utilized.
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 Strategic 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.
