Join us April 14-15, 2026 in Dallas for the Alternatives in Wealth Management Forum, presented by Institutional Investor in collaboration with the Chartered Alternative Investment Analyst Association (CAIA). This premier event convenes RIAs, multi-family and single-family offices, broker-dealers, private banks, and trust companies at the forefront of portfolio construction.
As alternative investing continues to move into the mainstream, the Forum will examine expanding access points, innovative structures, and emerging vehicles designed for retail and high-net-worth investors. With public market valuations at historic highs, allocators are seeking differentiated sources of return, income, and diversification. The agenda spans a wide range of asset classes and strategies — including alternative lending, private equity, real estate, AI-driven opportunities, digital assets, and more — delivering actionable insights for today's wealth management leaders.