The 2026 Private Wealth Infrastructure Summit

Private markets are tackling the wealth frontier. They need infrastructure.

Event Details

Date
May 28, 2026
Time
Starting at
8:00 AM
Location
New York
Produced and hosted by
Portrait of a man with short hair wearing a dark shirt against a black background.
Marc Andrew

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.

Event Sponsors

Proudly supported by the companies driving innovation and growth.

Meet our speakers

GP and LP operation, technology and data leaders: in one room. Aligning on the technologies, systems, and operating models shaping what comes next.

Andrew Tarver

Founding Partner, Motive Ventures | President, Investcloud Private Markets Network | Founder, Daphne

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

Cheryl Nash

President, APL

InvestCloud

Rick Kushel

Managing Partner,

FINTOP

Rachel Puleo

Chief Product Officer,

Broadridge Asset Management Solutions

Barnaby Nelson

CEO & Founder,

The ValueExchange

Tim Andrews

Founder & CEO,

SonataOne

Prath Reddy

President

Percent

Who it’s for

Attendance is curated to ensure value. If you're building, scaling, or optimizing a private credit platform, you’ll be among your peers.

want to learn more about the audience?

Who’s coming

Wealth Platforms & Tech Founders

Enabling advisor access, onboarding, servicing, and compliance at scale

Major Asset and Private Markets Fund Managers

LPs, GPs and distribution leads building wealth strategies, platforms, and investment vehicles

Institutional Wealth Leaders

RIAs, wirehouse teams, and asset managers integrating private markets into model portfolios and retirement solutions

Apply to attend

Single Person Ticket

$795 USD

Extra Early Bird pricing ends March 13. Single-person tickets are $995 from March 14–April 28 and increase to $1,095 starting April 19.

Frequently Asked Questions

Logistics, participation, and access details.

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.

Interested in sponsoring?

Partner with The Private Markets Forum to engage senior decision-makers shaping private markets infrastructure.

Close

The 2026 Private Wealth Infrastructure Summit

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