Summit Day
How are generational wealth transfers reshaping client expectations? What role does technology play in delivering personalised, values-driven advice? How can firms balance transparency and trust in a rapidly evolving market?
- Michael Calkin - Co-founder & Managing Director, Alvarez & Marsal Private Wealth Partners
- Alicia Levine - Chief Investment Officer, BNY Wealth
- Trish Halper - Co-Chief Investment Officer, Cercano Management
- Alex Petrone - Managing Director, Growth Officer, Rockefeller Global Family Office
How are private markets reshaping investment strategies for UHNW clients? What opportunities exist in private equity, private credit, and alternative investments? How can firms balance liquidity needs with long-term private market exposure?
- Tom Cohn - Partner and Chief Solutions Officer, Cerity Partners
- Mike Lucarelli - Partner, Wealth Management, Adams Street Partners
- Margaux Buridant - Head of Capital Formation North America & Global Co-Head of Tikehau Capital Private Wealth Solutions, Tikehau Capital
How is AI transforming client engagement and portfolio management? What are the ethical and security considerations of AI in wealth advisory? How can firms integrate AI without losing the human touch?
How are LPs tailoring private market strategies to meet the unique needs of private wealth clients? What are the key challenges LPs face in balancing liquidity, risk, and long-term returns for high-net-worth portfolios? How can LPs collaborate with GPs to create bespoke opportunities in private equity, credit, and real assets for private wealth investors?
- Javier Martin - Head of Alternative Investments, Bulltick
- Carolina Assis - Head of Illiquid Funds, Turim MFO
- Todd Cassler - Chief Revenue Officer, Wilshire
How is private credit evolving as interest rates rise? What opportunities exist for wealth managers in direct lending and private credit? How can firms balance risk and reward in this dynamic sector?
How are GP-led transactions evolving in the secondaries market? What does price discovery in secondaries reveal about asset quality? How can wealth managers leverage secondaries for liquidity and diversification?
What are the latest strategies for enhancing after-tax outcomes? How can tax-aware solutions differentiate wealth managers in a competitive market? What role does long-term wealth transfer play in tax planning?
- Jonathan Fitzgerald - Co-Founder and Managing Director, Alvarez & Marsal Private Wealth Partners
How can wealth managers identify opportunities in venture capital and growth equity? What role does technology play in driving innovation in private markets? How can firms support clients in navigating the risks of early-stage investments?
What trends are shaping private real estate investments in 2027? How can wealth managers identify opportunities in commercial, residential, and niche real estate sectors? What role does real estate play in diversifying private market portfolios?
- Kristin Dacey - CIO – Real Estate, Private Markets, Bulltick
Table 1: Navigating Private Markets in a volatile economy
Table 2: Tokenisation – Unlocking liquidity in Private Markets
Table 3: Evergreen Funds: Balancing liquidity and longevity in Private Markets