2026 Alternatives in Wealth Management - West
The Langham Huntington
ABOUT
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.
2026 ADVISORY BOARD
Christopher Schelling, Director of Private Investments, Caprock
Karim Ahamed, Partner, Cerity Partners
Hristo Stefanov, Director of Research, Cetera Investment Management LLC
Ramesh Poola, Chief Investment Officer, Creative Planning
Angela Raitzin, Managing Director, Cresset Capital
Jonathan Dane, Chief Investment Officer, Managing Partner, Defiant Capital Group
Sylvia Kwan, Chief Investment Officer, Ellevest
Brian Pollak, Partner, Portfolio Manager , Evercore
Philip Chao, Managing Member, Chief Investment Officer, Experiential Wealth
Karen Bean Giamundo, Vice President, Wealth Management, Kestra Financial
Jason Hoody, Head of Investment Manager Analysis, LPL Financial
Scott Yi, Head of Alternative Investments, Perigon Partners
Patrick McGowan, Managing Director, Head of Manager Research and Alternatives Investments, Sanctuary Wealth
Jack R. Mahoney, Principal, Simon Quick Advisors
Stephen Biggs, Managing Director, Head of Alternative Investments, The Mather Group
Eric Bennett, Chief Investment Officer, Tolleson Wealth Management
Brian Heider, Senior Director of Investments, Partner, True North Advisors
Christian Gannon, Director of Investments, Twickenham Advisors
Rocio Ortega, Partner, WE Family Offices
Doug Huber, Deputy Chief Investment Officer, Wealth Enhancement Group
Chris Maxey, Managing Director and Chief Market Strategist, Wealthspire Advisors
VENUE
The Langham
The Langham Huntington, Pasadena has been welcoming visitors to southern California in a tradition of style and luxury for over 100 years. Experience refined rooms and stylish suites featuring unique offerings for an unforgettable stay.
The Langham Huntington
IN COLLABORATION WITH:
CONTACT US
For more information, please contact:
Cynthia Huynh
Bob Edmunds
Executive Director Head of IR, Wealth
212-224-3688
cynthia.huynh@institutionalinvestor.com
Sr Executive Director, Sales
212-224-3649
robert.edmunds@institutionalinvestor.com