The Alternatives in Wealth Management Forum brings together RIAs, family offices, broker-dealers, private banks, and trust companies to explore the evolving landscape of alternative investments. As market volatility increases and traditional returns face headwinds, this two-day event addresses the growing demand for private credit, private equity, real estate, and emerging alternative vehicles accessible to retail and high-net-worth investors. Developed with insights from leading CIOs and investment heads across North America, the Forum delivers actionable strategies on new opportunities, innovative structures, operational excellence, and regulatory compliance.
Jennifer Ingrao
David Grana
Karim Ahamed, Partner, Cerity Partners
Angela Raiztin, MBA, CFP, CEPA, RRPC, Managing Director, Cresset Partners
Jonathan Dane, CFA, CFP, Managing Partner & Chief Investment Officer, Defiant Capital Group
Collin Geninatti, CFA, Director, Alternative Investment Strategy, Edward Jones
Sylvia Kwan, PhD, CFA, CAIA, Chief Investment Officer, Ellevest
Erik Lehr, CFA, CAIA, Chief Investment Officer, Empirical Wealth Management
Brian Pollak, Partner, Portfolio Manager, Evercore
Michael McClain, CFA, Alternative Investment Strategist, LPL Financial
Stephen Biggs, CFA, CAIA, CFP, Managing Director, Head of Alternative Investments, The Mather Group
Scott Yi, CFA, Head of Alternative Investments, Perigon Wealth Management
Matt Poland, Director of Alternatives, Raymond James
Jack R. Mahoney, CFP, Principal, Simon Quick Advisors
Brian Heider, CFA, CAIA, Deputy Chief Investment Officer, Partner, True North Advisors
Christian Gannon, CAIA, CDDA, Director of Investments, Twickenham Advisors
Doug Huber, Deputy Chief Investment Officer, Wealth Enhancement Group
Chris Maxey, CAIA, Managing Director, Chief Market Strategist, Wealthspire
Ken Shoji, Chief Investment Officer, View Capital Advisors
