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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

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.

Source: organiser materials

Organiser-published speakers

Featured speakers

Source: organiser public event page Retrieved:

NameSeniorityFirm / organisation
Karim AhamedPartnerCerity Partners LLC
Andrew BeerCo-Founder / Managing MemberDBi
Stephen BiggsManaging Director, Head of Alternative InvestmentsThe Mather Group
Jack BloomFinancial PlannerProtected Investors of America
Michael BoenschDirector of ReserachFLP Atrato Consulting
Don CasturoChief Investment Officer, Founding PartnerQuantix Commodities
Kyle ConnorDirector, Private Markets, 1031 Exchange ProgramInvesco
Jonathan DaneFounder & CIODefiant Capital Group
Ben EmonsManaging DirectorHighline Wealth Partners
Rory EwingPortfolio ManagerNeuberger
Mallon FitzPatrickHead of Wealth PlanningRobertson Stephens
Eric FlynnChief Wealth OfficerAprio Wealth Management, LLC
Jonathan FosterPresident & CEOAngeles Wealth Management
Joyce FranklinSenior Wealth AdvisorMission Wealth
Nicholas GarciaPrincipal Wealth AdvisorCompound Planning
Mark GattoCEOCION Investments
Ann GookinManaging Director, Head of InvestmentsFreestone Capital Management
Brett GraffyManaging Director, Investment StrategistChurchill Asset Management
Trish HalperCo-Chief Investment OfficerCERCANO MANAGEMENT LLC
Kirsten HalpinDirector of Investments, PartnerAlaska Wealth Advisors
Clark KendallPresidentKendall Capital Management
Erik LehrChief Investment OfficerEmpirical Wealth Management
Trevor LowmanPortfolio AnalystAlbourne
David LynchManaging DirectorAres Management

Event location

Preparation Templates.

Information source: Event facts and organiser-published details are based on public information last checked on . Dates, venue, availability and programmes can change; confirm them with the organiser before making plans.

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