The Private Wealth Infrastructure Summit

Scaling the wealth channel requires new distribution & technology infrastructure

Explore how firms are building new vehicles, enabling wealth access, and modernizing the infrastructure behind private markets distribution.
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In-person event
DATE:
December 9, 2025
8AM
VENUE:
NEW YORK, NY

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about the event

Build the infrastructure to scale private markets

The Private Wealth Infra Summit will bring together GPs, platform builders, and wealth leaders to design the next layer of infrastructure connecting private markets to a broader investor base.

Speakers will explore how firms are adapting to the wealth channel, embedding private markets in model portfolios and retirement plans, and building the vehicles, workflows, and trust infrastructure needed for long-term success.

Join us to help shape how private markets scale across the wealth channel—with clarity, control, and performance.

Attendance is curated to ensure value. If you're building, distributing, or enabling private markets access for the wealth ecosystem, you'll be in the right room.

who it's for
  • Private Markets Fund Managers – GPs and distribution leads building wealth strategies, platforms, and investment vehicles
  • Wealth Platforms & Tech Founders – Enabling advisor access, onboarding, servicing, and compliance at scale
  • Institutional Wealth Leaders – RIAs, wirehouse teams, and asset managers integrating private markets into model portfolios and retirement solutions
Meet & Learn From

Speakers will include (others tba)

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