March 16-18, 2026
The InterContinental Hotel, Miamikeyboard_arrow_right
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Summit Day
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Summit Day
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Private Wealth Summit
9:55am - 10:00am
Chair’s welcome address
10:00am - 10:35am
The retail revolution: transforming private wealth
10:35am - 10:55am
Keynote address
10:55am - 11:30am
What a retail investor wants: insights into motivation and behavior
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Private Wealth Summit
12:00pm - 12:35pm
Product innovation in private wealth: meeting investor needs
12:35pm - 1:10pm
Unlocking new capital: the new role of private markets in 401(k) plans
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Private Wealth Summit
2:10pm - 2:45pm
The great wealth transfer
2:45pm - 3:20pm
Tax changes and regulation: protecting the retail investor
3:20pm - 3:50pm
Afternoon coffee & networking break
3:50pm - 4:25pm
Building lasting portfolios: strategies for retail investors staying the course in private markets
4:25pm - 5:05pm
Hosted champagne roundtables
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