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RIAs and family offices
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advisors shaping investment strategies
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GPs and asset managers
Why attend RIA Edge Private Markets?
Private-market investing is becoming more accessible—and more complicated. Wealth firms must evaluate a growing range of fund structures, asset classes, fees, liquidity terms, platforms, and providers before deciding what belongs in client portfolios.
RIA Edge Private Markets brings together the investment leaders, advisors, asset managers, and platforms shaping private-market strategy across the Wealth Channel.
Compare approaches, strengthen your due diligence, and determine where private-market investments fit within client portfolios. Explore the private-market landscape and determine where the opportunities fit for your firm and its clients. Register here.
For wealth management professionals: Compare funds, structures, and implementation approaches while learning from peers facing similar decisions.
For asset managers and private-market firms: Meet the Wealth Channel leaders responsible for product approval, portfolio construction, and advisor adoption.
For platforms and technology providers: Connect with firms working to simplify private-market access, due diligence, reporting, and portfolio management.
Who you'll meet
RIA Edge Private Markets brings together 150+ investment leaders and advisors from across the Wealth Channel, including RIAs, independent broker-dealers, private banks, family offices, and other wealth management firms. Attendees include:
- Chief investment officers and strategists
- Heads of alternatives and private markets
- Portfolio managers and/or investment directors
- CEOs, presidents, managing partners, founders
- Financial advisors implementing private-market allocations
- Asset managers and private-market investment firms
- Alternative investment platforms and technology providers
Learn from the firms shaping private-market investing
Hear directly from wealth firms making allocation and product-approval decisions, as well as the asset managers, investment firms, and platforms expanding access to private markets.
Sessions will examine how firms are evaluating funds, comparing structures, managing liquidity, assessing fees, and integrating private-market investments into client portfolios. You’ll also learn how advisors are being prepared to explain these investments and set appropriate client expectations.
The agenda covers private credit, private equity, real estate, infrastructure, and other alternative investment strategies relevant to the Wealth Channel.
Practical program for private-market decision-making
The program focuses on the questions wealth firms face as private-market options expand.
Educational sessions: Examine market developments, portfolio construction, liquidity, fees, risk, and the role of private markets in client portfolios.
Peer discussions: Hear how CIOs, heads of alternatives, investment committees, and advisors are approaching fund selection, due diligence, and client adoption.
Roundtables: Join focused conversations led by wealth management and private-market leaders. Choose from more than 10 topics based on your firm’s priorities.
Platforms and operations: Explore the technology supporting fund access, subscriptions, reporting, compliance, and the integration of alternative investments into broader portfolio-management systems.
Reach Wealth Channel decision-makers
RIA Edge Private Markets connects asset managers, private-market investment firms, platforms, and technology providers with the people responsible for approving and implementing private-market investments.
Sponsorship opportunities can help your firm:
- Build relationships with CIOs, heads of alternatives, investment committee members, and advisors
- Explain how your strategies or solutions address current allocation and implementation challenges
- Contribute expertise through relevant educational discussions
- Support ongoing conversations with wealth firms evaluating private-market partners
Book your stay at the event venue and nearby hotels
Take advantage of our specially negotiated rates at the event venue or enjoy a comfortable and convenient stay near the event venue - and at the best prices.
Visit the hotel booking page to explore available options.
Boost your visibility
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. Reach out now!
Contact us by emailing sponsoredge@informa.com.
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