Alternatives in Wealth Management — West 2026
Alternatives in Wealth Management — West 2026 is an organiser-published meeting designed around the research, governance and portfolio decisions made by institutional asset owners and other professional allocators.
About this event
The Premier Forum for Alternatives-Driven Wealth Strategy Sep 29 th - Sep 30 th 2026 Alternatives are reshaping wealth management. Join senior leaders from RIAs, family offices, broker-dealers, private banks, and trust companies at Institutional Investor's Alternatives in Wealth Management Forum – West to explore what's next in alternative investing. Institutional Investor is delighted to convene some of the most brilliant minds in the world of independent Registered Investment Advisors (RIAs), multi-family offices, single-family offices, broker-dealers, private banks, and trust companies. Our aim is to foster discussions, debates, and evaluations of the realm of alternative investments. The content and subjects for this event are meticulously curated by an advisory board comprising seasoned experts from various facets of the wealth management industry. This ensures that the agenda is driven by peers, offering engaging, forward-looking, and informative insights. Whether your interests lie in private equity, private credit, real estate, venture capital, natural resources, commodities, and beyond, the expert presentations, panel discussions, and workshops will cater to every executive in attendance. Karim Ahamed, Partner, Cerity Partners
Source: organiser materialsOrganiser-published details
Source: organiser public event page Retrieved:
Featured speakers
Audience
RIAs, Family offices, Private banks and trust companies.
Why it may matter to an LP
The allocator value lies in comparing portfolio practice with peers, testing investment assumptions and identifying questions that merit deeper work after the event, rather than treating attendance as a substitute for diligence.
Use the programme to sharpen a market view
This kind of event is most useful when it helps an investor separate a broad market narrative from the factors that actually affect underwriting: entry price, financing conditions, exit routes and manager behaviour.
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Set the portfolio question or allocation decision you want the event to inform.
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Prioritise allocator peer sessions and meetings that match your mandate.
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Confirm the current programme, eligibility and registration terms with the organiser.