Sessions

Global Markets Outlook

Investment Strategy

Agentic AI in Wealth Management

Generative and "agentic" AI promise to transform how advisors work and how clients experience wealth management - but most firms are still figuring out what to build, how to govern it, and where the real ROI will come from. This panel will share live use cases, lessons from early deployments, and practical guidance on data, risk, and change management so leaders can move from experimentation to durable advantage.

The Fed, the Debt and the Political Effect

With government debt at historically elevated levels, the Federal Reserve operates in an increasingly complex environment - balancing inflation, growth, and financial stability while remaining formally independent from political influence. This panel will examine how rising debt levels intersect with monetary policy decisions, whether fiscal conditions constrain the Fed's actions, and how the new Head of the Fed might navigate political dynamics and market expectations. Panelists will discuss the implications for interest rates, inflation and asset allocation in the years ahead.

The Rise of the Wrapper: Alts for All

Alternative investments - once largely limited to institutions and ultra-high net worth investors - are increasingly being packaged into more accessible structures for a broader, more retail audience. From interval funds and tender offer funds to semi-liquid private market vehicles, these "wrappers" promise diversification, income and access to private markets. At the same time, they introduce new considerations around liquidity, valuation, fees and investor understanding. This panel will explore how these structures work, where they add value, and where risk may be underappreciated as alternatives move into mainstream portfolios.

Keeping the Wealth: Why so many Families Lose It.

Significant attention has been paid to the coming wave of wealth transfer. Far less is said about what happens after the transfer occurs. Despite sophisticated planning, many families struggle to preserve wealth across generations. The challenges are rarely just investment related - they stem from governance, communication, misaligned incentives and the differing priorities of wealth creators and their heirs. This panel will explore where generational plans break down in practice, how successful families structure decision making and what it takes to sustain wealth and cohesion over time, when trusts create more problems than they solve and other issues that collectively serve to diminish family wealth over time.

Breaking In: Building a Career in Investment Management in the Age of AI

As artificial intelligence reshapes the investment industry - from research and portfolio construction to operations and client engagement - the definition of "entry-level talent" is rapidly changing. This panel will explore how firms are rethinking hiring, which skills and roles are becoming more valuable, and where new career opportunities are emerging. Industry leaders will discuss how students and young professionals can position themselves for success in an increasingly AI-driven investment landscape.

Tax Aware Investing: New Tools For Better Returns

In an environment defined by elevated asset valuations, persistent fiscal deficits, and evolving tax policy, after-tax outcomes have become an increasingly important driver of long-term returns. From direct indexing and tax loss harvesting to exchange funds, charitable strategies and more complex structures, investors have more tools than ever to manage tax exposure. At the same time, these approaches introduce trade-offs around liquidity, complexity and risk. This panel will explore how advisors and investors are implementing tax-aware strategies in practice, where they add the most value, and how to balance tax efficiency with overall portfolio objectives.

Blurring the Lines: Are Real Estate and Infrastructure Becoming One Asset Class?

For decades, investors have treated real estate and infrastructure as distinct asset classes - one driven by property values, the other by long-term contracted cash flows. That distinction is increasingly under pressure. Assets such as data centers, logistics networks, cell towers and energy infrastructure combine elements of both, challenging traditional allocation frameworks and valuation methods. This panel will examine whether the lines between real estate and infrastructure are truly blurring, how investors are underwriting these hybrid assets, and whether the labels themselves still matter for portfolio construction and risk management.

The Great Reveal – Best Practices for Engaging, Evaluating and Educating the Next Generation of Inheritors

As wealth transfers across generations, the central challenge is no longer just preservation - it is preparation. Panelists will discuss best practices in evaluating, engaging, and educating heirs of various ages as families prepare for revealing the size and plan for their estate. Many families invest heavily in tax planning and trust structures yet fall short in equipping the next generation to make thoughtful, disciplined decisions. Financial literacy alone is not enough - effective engagement requires governance, experience, and a gradual transition of responsibility, values, and knowledge. This panel will explore how leading families and advisors are preparing their heirs to take on real roles, how decision making and authority is transferred over time, and what structures foster long-term stewardship and growth rather than short-term consumption.

Is the $1-2B RIA an Endangered Species?

The RIA landscape is evolving rapidly. At one end, large aggregators and national platforms are scaling through acquisitions and centralized infrastructure. At the other, smaller boutiques differentiate through specialization and personal relationships. Caught in the middle are the $1- 2B RIA firms large enough to face rising operational complexity yet often without the scale advantages of larger platforms. This panel will explore how these mid-sized firm can remain competitive and independent, how succession and capital needs are shaping outcomes, and what the next decade may hold for this segment of the industry.