The 2026 Private Wealth Infrastructure Summit
Private markets are tackling the wealth frontier. They need infrastructure.
Private markets are tackling the wealth frontier. They need infrastructure.
As GPs and platforms enable the democratization of private markets, new systems are required to deliver access at scale.
The Private Wealth Technology Summit in New York will convene fund managers, platform builders, and wealth leaders to define the rails that connect private markets to a broader investor base - securely, efficiently, and with integrity.
Speakers will explore how firms are adapting to the wealth channel, embedding private markets in model portfolios and retirement plans, and building the vehicles, payments flows, and trust infrastructure needed for long-term success.
From new wrappers to new rails, this summit will map how private markets scale through the wealth channel with clarity, control, and lasting value.
- Major Asset and Private Markets Fund Managers – LPs, 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
Attendance is curated to ensure value. If you're building the operational infrastructure of private wealth distribution, you’ll join your peer group.
Meet & Learn From
Speakers
Andrew Tarver
President, PMA Network, InvestCloud and Founding Partner, Motive Partners
Gary Gallagher
Head of Wealth Management, Fidelity Institutional
Jake Walker
Partner and Chief Operating Officer, Client and Product Solutions, Apollo
Ryan Eisenman
Co-Founder & CEO, Arch
Alexis Augier
Co-Founder & CEO, Vega
Jacob Miller
Co-Founder, Chief Solutions Officer, Opto Investments
Mathew Dellorso
Managing Director, SEI Access
Talia Klein
Managing Director and Head of Wealth & Investment Solutions, DTCC
Agenda
subject to change
coming soon
Tailored Partnership Packages
Request a backgrounder on partnership options
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Testimonials
What leaders are saying
Truly a great event with meaningful insights to bring back and apply.
Just an incredible, first-rate conference.
This was a remarkable conference, with a remarkable group of people, that we absolutely want to be involved with going forward.
Each and every conversation this morning left me wanting to keep listening and learning more!
PMF is playing an absolutely critical role in assembling the right players driving private markets forward
Incredible energy and pitch-perfect content among an elite audience.
The level of conversation and energy was top tier
I go to a lot of conferences and this was by far the best from a thought leadership and content perspective
So well curated and exactly the right people
Truly a great event with meaningful insights to bring back and apply.
Just an incredible, first-rate conference.
This was a remarkable conference, with a remarkable group of people, that we absolutely want to be involved with going forward.
Each and every conversation this morning left me wanting to keep listening and learning more!
PMF is playing an absolutely critical role in assembling the right players driving private markets forward
Incredible energy and pitch-perfect content among an elite audience.
The level of conversation and energy was top tier
I go to a lot of conferences and this was by far the best from a thought leadership and content perspective
So well curated and exactly the right people
Summit Logistics
Is this event for me?
If you're building the operational infrastructure of private wealth distribution, you’ll join your peer group.
When does the in-person conference begin and end?
8 am to 5pm
What is included in the Pass?
Access to all content sessions, conference materials, food and beverage and networking sessions.
Where will it be?
@Ease 1345
1345 6th Ave,
New York, NY 10105
How do I get there?
It's in Manhattan. If you're coming, you'll know how.
Host
The Private Markets Forum is a company dedicated to assembling leaders in the emerging technological infrastructure of alternative assets. It was founded and is owned by Marc Andrew.
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