The 2026 Private Wealth Infrastructure Summit

Framing the infrastructure challenge as private markets enter retirement and wealth channels at scale - how to we we 100x the value of transactions over private wealth infrastructure? 

• Andrew Tarver, President, PMA Network, InvestCloud and Founding Partner, Motive Partners

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Evergreen funds at scale need new infrastructure. A transfer agent model built for institutional pace is struggling to process wealth channel volume: 8% NIGO rates, bilateral order processing, manual reconciliation at scale. This presentation will explore how an evergreen omnibus model could consolidate orders, net flows, and turn evergreen distribution into something that actually works.

• Ben Haber, Co-Founder & CEO, Monark Markets‍

The industry is in a live product design phase. Interval funds, CLOs, managed accounts, registered products: each carries a different processing burden, cost structure, and data requirement. But the teams choosing wrappers and the teams building infrastructure to process them are rarely in the same room.

• Jake Walker, Partner and Chief Operating Officer, Client and Product Solutions, Apollo 
• Dexter McCauley, Chief of Staff, Morningstar ‍
• Michael Lane, Executive Vice President and Head of Asset Management, SEI

• ‍Courtney Scharff, Executive Director, Head of Private Capital Indexes & Taxonomies, MSCI with

• Marc Andrew, Founder, The Private Markets Forum

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Private markets are flowing into managed accounts. But translating a model portfolio that includes alternatives into executed trades - across accounts, asset types, and liquidity profiles - requires infrastructure most platforms weren’t built for. This panel compares what works, what breaks, and what it actually costs.

• Cheryl Nash, President, APL, InvestCloud
• Chris Scott-Hansen, Managing Director, Head of Investment Advisory Solutions, Morgan Stanley Wealth Management‍
• Jen Wing, CIO and Head of Investment Solutions, GeoWealth
  
  
  • Panel Chair: Cheri Belski, Executive Vice President and Head of Investment Management Solution, LPL Financial

Private credit entered the wealth channel fast. The vehicles are live, the capital is flowing, and the infrastructure underneath is being tested for the first time. What's missing: real-time pricing and loan-level liquidity. This fireside chat explores what has to be built for private credit to work at retail scale.

• Prath Reddy, President, Percent‍
• Seth Lowry, Deputy CIO, GOFOX

Custodians, transfer agents, and fund administrators were built for institutional pace. Wealth distribution is bringing a different kind of volume: more transactions, more wrappers, more intermediaries, and a cost structure that hasn't been stress-tested. This panel explores what post-trade infrastructure needs to look like when the wealth channel reaches scale.

• Talia Klein, Managing Director and Head of Wealth & Investment Solutions, DTCC
• Joan Kehoe, Chief Executive Officer, Alchelyst
• Ian Rubenstein, Managing Director, EY
• Bekka Marrs, Chief Product Officer, iCapital‍
  
  
  • Panel Chair: Chris Ford, CEO and Managing Partner, Electric Mind

12:25 PM

Interval funds have become the default vehicle for wealth distribution. The operational demands are real: daily NAV for illiquid assets, quarterly repurchase cycles, liquidity management across market conditions. This panel explores what it takes to run them at scale.

• ‍Yann Magnan,  CEO, 73 Strings

The regulatory path is opening. But target date funds, CITs, and managed accounts each carry different fiduciary obligations, valuation requirements, and cost structures. The infrastructure needed to service retirement plan participants doesn't exist yet. This panel explores what has to be built.

• Rachel Puleo, Chief Product Officer, Broadridge Asset Management Solutions
• Mathew Dellorso, Managing Director, SEI Access

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GPs are originating for the wealth channel at scale. But the data, reporting, and onboarding infrastructure most funds run on was built for dozens of institutional LPs, not thousands of advisory accounts. Standardized data, predictable formats, and operational consistency aren't optional anymore. This panel brings together the firms sitting between GPs and the wealth channel to explain what has to change upstream.

• Ryan Eisenman, Co-Founder & CEO, Arch
• Logan Henderson, CEO & Co Founder, Gridline 

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Alternatives distribution has always been a relationship-based business. But at the wealth channel scale, relationships can't run on memory and spreadsheets. This conversation explores rebuilding the GP-advisor relationship for volume, the data that drives it, the tools that manage it, and whether technology can ever replicate what the best wholesalers do instinctively.   

• Liz Gaffney, Managing Director and Global Head of Business Development,  InvestorFlow

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Evergreen funds have solved the product problem. The largest managers are originating for the wealth channel at scale. But the infrastructure to distribute them doesn't exist yet: subscription processing, omnibus accounts, transfer agent connectivity, and native integration into brokerage platforms. This panel brings together the firms building each layer of the stack.

• Paul Walker, Industry Partner, Motive Partners
• Michael Diamond, Head of Alternative Investments, Fidelity Institutional
• Mike Miller, Principle PM, Altruist ‍
  
  • Panel Chair: Ben Haber, Co-Founder and CEO, Monark Markets

The next 24 months will determine which platforms scale and which get consolidated. Two of the industry’s most active builders will offer a frank assessment of what gets built, what gets bought, and what still needs to be figured out.

• Bill Crager, Founding Partner, iAltA

Private markets are developing a secondary market across three fronts at once: fund interests, pre-IPO shares, and private credit loans. Each has different data requirements, pricing challenges, and infrastructure gaps. But the underlying question is the same: can buyers actually see what they own, where they sit in the waterfall, and whether the entry price makes sense? This panel examines what a private market secondaries will  look like at maturity.

• Shriram Bhashyam, COO, Sydecar‍
  
  • Panel Chair: Amar Mantle, CEO & Founder, Mantle

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Public markets run on infrastructure built over decades: standardized identifiers, central clearing, T+1 settlement, continuous pricing. Private markets have none of it. As private assets flow into the same portfolios, platforms, and retirement accounts as public securities, the two infrastructure stacks are being forced together. This session explores what convergence actually requires, and what private markets infrastructure will look like when their build-out is complete. 

• Tim Andrews, Founder & CEO, Sonata One‍
  
  • Panel Chair: Barnaby Nelson, CEO, and Founder, The ValueExchange