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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL
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Wealth Management EDGE Day 2 - US Eastern

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Wealth Management EDGE Day 2 - US Eastern
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Showing 2 of 2 Streams
8:00am - 9:00am
Registration Opens and Breakfast for all Participants in the Expo Hall
9:00am - 9:10am
Wealth Management EDGE Welcome
9:10am - 9:30am
Opening Keynote Address
9:30am - 10:10am
Financial Feud featuring Michael Kitces
  • Michael Kitces - Chief Financial Planning Nerd, Kitces.com
10:10am - 10:35am
Breaking the RIA Custody Mold to Connect Today's Advisors with Tomorrow's Investors
  • Robb Baldwin - President & CEO, TradePMR
  • Steve Quirk - Chief Brokerage Officer, Robinhood
10:35am - 10:55am
Journey: 5-hour ENERGY® to Family Office and Hedge Fund
  • Manoj Bhargava - Founder and Chief Executive Officer, Innovation Ventures, LLC
8:00am - 10:00am
Female Advisor Breakfast (FAB) for Women in Wealth Management (By Invite Only)
Showing 3 of 3 Streams
10:55am - 11:25am
Networking and Refreshment Break in the Expo Hall
10:55am - 11:25am
Ask Me Anything - NextGen Edition
10:55am - 11:25am
EDGE Allocate Meetings
Showing 4 of 4 Streams
11:25am - 11:35am
Welcome Remarks
11:35am - 11:50am
Keynote Address
11:50am - 12:20pm
Focused on the Future: Being an Employer of Choice
12:20pm - 1:00pm
Driving Organic Growth: Key Approaches for Business Expansion
11:25am - 11:35am
Welcome Remarks
11:35am - 11:50am
Keynote Address - The Future of ETF Model Portfolio Construction and Asset Allocation
11:50am - 12:20pm
Thematic Investment Picks for Trump 2.0
  • Sam Huszczo, CFP®, CFA® - Chartered Financial Analyst, SGH Wealth Management
  • Luke Lloyd - Senior Wealth Advisor & Investment Strategist, Strategic Wealth Partners
12:20pm - 1:00pm
The ETF Flows of 2025 - Hot takes on New Products with Eric Balchunas and Leading CIOs
  • Eric Balchunas - Senior ETF Analyst & Funds Product Specialist, Bloomberg Intelligence
  • Cameron Dawson - Chief Investment Officer, NewEdge Wealth
  • Peter Lazaroff - Chief Investment Officer, Plancorp
11:25am - 12:25pm
WealthStack Tech Tours
  • Jason Pereira, CFP - Senior Partner and Financial Planner, Woodgate Financial
  • Davis Janowski - Reporter, WealthManagement.com
  • Tim Welsh - President, CEO & Founder, Nexus Strategy LLC
11:25am - 11:55am
EDGE Allocate Meetings
Showing 2 of 2 Streams
1:00pm - 1:45pm
Luncheon for all Participants

1:45pm - 2:15pm
Dessert in Expo Hall
1:00pm - 2:15pm
CTO Think Tank (By Invitation Only)
Showing 4 of 4 Streams
2:15pm - 2:25pm
Welcome Remarks
2:25pm - 3:05pm
Can Alternatives be Liquid? Do They Need to Be? The Key Features of Successful Alternative Investments in RIA Portfolios
  • Zach Ivey - Chief Investment Officer, Savant Wealth
  • Farhad Karim - Global Chief Operating Officer, Private Wealth Solutions, Blackstone
  • Kate Boucher - MD, US Head of Wealth Management Alternatives, Goldman Sachs Asset Management
3:05pm - 3:45pm
Ready, Set, Crypto! Getting Off Zero Responsibly in the New Crypto Landscape
  • Crypto as an emerging asset class (State of the State, Who's already in and how far?)
  • Bitcoin ETF (largest ETF launch in the history of the product)
  • Exposure to Alts: Do fundamentals matter? Is there diversification in crypto?
  • Crypto Allocation as part of an RIA's portfolio
  • Adam Mastrelli - Founder, 57 Maiden
2:15pm - 2:25pm
Welcome Remarks
2:25pm - 2:45pm
Keynote Address
2:45pm - 3:45pm
WealthStack Demos
  • Tim Welsh - President, CEO & Founder, Nexus Strategy LLC
  • Jason Pereira, CFP - Senior Partner and Financial Planner, Woodgate Financial
  • Amy DeTolla - Founder and CEO, Aureus Advantage
2:15pm - 3:00pm
CTO Think Tank continues (By Invitation Only)
2:45pm - 3:45pm
NextGen Mentor Mentee Speed Dating
Showing 3 of 3 Streams
3:45pm - 4:15pm
Afternoon Networking and Refreshment Break in the Expo Hall
3:45pm - 4:15pm
The Great Wealth Transfer
3:45pm - 4:15pm
NextGen Meet Up
Showing 4 of 4 Streams
4:15pm - 4:55pm
Smart Tools, Secure Futures: The Tech Revolution in Retirement Planning
4:55pm - 5:30pm
NextGen Connections: Communicating and Engaging the Next Generation of Investors
4:15pm - 4:55pm
Navigating Mergers in RIAs: Key Strategies for Partnering and Driving Growth Through Strategic Alliances
  • Brett Orvieto - Managing Partner, Dakota Wealth Management, LLC
  • Henry Hagenbuch - Senior Managing Director, Mergers and Acquisitions, Lido Advisors
4:55pm - 5:30pm
Hunting for Hidden Gems: How to Find and Acquire RIA Firms with Specialized Expertise
  • Jim Gold - Chief Executive Officer, Steward Partners
  • Mike LaMena - Chief Executive Officer, Wealthspire
4:15pm - 5:00pm
ETFs+ Investment Growth Roundtables
  1. ETF Innovation Means Greater Need for Education
    Nate Geraci, ETF Institute
  2. Adapting your practice to private/alternative investments – Operational and human capital needs
    Deshawn Peterson, PPB Advisors
  • Nate Geraci - President, The ETF Store, Inc.
  • Deshawn Perterson, CFP, AIF - Vice President, Advisor Relations, PPB Capital Partners
4:15pm - 4:55pm
NextGen Meet Up
Showing 1 of 1 Streams
5:30pm - 6:30pm
The Happiest of Hours - Happy Hour in the Expo Hall
Wealth Management EDGE Day 1
NextWealth Management EDGE Day 3
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