Accelerating private market access for advisors
Meet the managers. Find the strategies. Diversify your portfolio.
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RIAs and family offices
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CIOs and heads of investment strategies/portfolio construction
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GPs and asset managers
Keynote Address: Benefits of Private Markets Portfolios for Wealth Management ROI & M&A landscape
Hear a special keynote presentation from Patrick McGowan—Managing Director, Head of Alternative Investments and Head of Manager Research at Sanctuary Wealth—about the benefits of private market portfolios for wealth management ROI & the M&A landscape.
What sets RIA Edge Private Markets apart?
RIA Edge Private Markets is the only forum designed exclusively for senior RIA investment decision-makers to engage directly with the leading players in private markets.
In one day, you’ll gain a clear view of the most relevant strategies, asset classes, and opportunities in alternatives — and the rare opportunity to explore them directly with the GPs, asset managers, and platform providers behind them. Every discussion is designed to deliver practical, product-specific insights that can be acted on immediately, ensuring your time is invested where it matters most.
Who you'll meet
RIA Edge: Private Markets brings together a curated community of 150+ senior investment leaders shaping portfolio strategy at top RIA firms nationwide. Attendees include:
- Chief investment officers
- Portfolio managers and/or investment directors
- CEOs, presidents, managing partners, founders
- Financial advisors
For advisors → Direct access to decision-makers and specialized solutions you won’t find elsewhere
For asset managers → High-value engagement with senior RIAs who are actively evaluating allocations and ready to advance conversations.
Hear from the experts
Engage and learn from a curated group of leading RIAs and independent wealth firms alongside top asset managers across private credit, debt, equity, real estate, and alternatives—each selected for their commitment to building meaningful investment partnerships.
Gain keynote insights from leaders in the private markets-wealth management landscape, followed by small-group roundtables designed to spark candid conversations, uncover investment insights, and foster direct connections between RIAs and asset managers.
One-Day of high-value connections
The program is intentionally structured to maximize your return on time:
Morning: Focused, high-level educational sessions and panels led by industry experts — giving you the context, macro view, and peer perspectives you need.
Afternoon: Curated, small-group meetings connecting RIAs and CIOs directly with select GPs, asset managers, and private market firms. These conversations are designed for depth — enabling you to explore investment theses, product structures, and implementation strategies in a confidential, targeted setting.
Gain an edge by sponsoring
Sponsor RIA Edge Private Markets and gain access to the wealth management industry’s most important decision-makers and influencers.
Tell us your goals and we'll help you achieve them. Lead discussions as an expert speaker and build a unique sponsorship package to put your company at the front of your buyers' minds. Opportunities are limited.
Editorial expertise
Explore editorial insights on WealthManagement.com, featuring the latest news, trends and expert perspectives shaping the world of alternative investments.
New York in December
During every December, New York City transforms into a winter wonderland home to festive lights, window displays and the iconic Rockefeller Center Tree. Make the most of your time at RIA Edge Private Markets by exploring a one-of-a-kind city, where nostalgia and excitement come together to create an unmatched sense of holiday spirit.
Complimentary pass
CIOs, portfolio managers, financial advisors and other investment decision makers are eligible for a complimentary pass.
Please note that consideration for the program is based off of pre-determined guidelines and complimentary passes are limited.
Apply today >>
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