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 AM - 5 PM ET

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

Leaders shaping private credit's application
in capital-intense technology businesses.

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

Logan Henderson

CEO,

Gridline

Joan Kehoe

Chief Executive Officer,

Alchelyst

Ben Haber

Co-Founder & CEO,

Monark

Bill Crager

Founding Partner,

iAltA

Cheri Belski

EVP, Head of Investment Management Solutions

LPL Financial

Chris Scott-Hansen

Managing Director, Head of Investment Advisory Solutions (Consulting Group),

Morgan Stanley Wealth Management

Shriram Bhashyam

COO,

Sydecar

Chris Ford

CEO and Managing Partner,

Electric Mind

Courtney Scharff

Executive Director, Head of Private Capital Indexes & Taxonomies,

MSCI

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 27. Single-person tickets are $995 from March 28–April 28 and increase to $1,095 starting April 29.

Agenda

A curated program designed for decision-makers in private markets.

8 AM

Registration & Networking Breakfast

9 AM

Welcome by Marc Andrew, Founder, The Private Markets Forum

9:10 AM

Opening Presentation: The 100X Challenge

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?

‍

9:35 AM

Panel 1: The Operational Reality of Interval Funds at Scale

Interval funds have become the default vehicle for wealth distribution. But the operational demands are real: daily NAV for illiquid assets, quarterly repurchase cycles, liquidity management across market conditions. This panel explores how leading operators are building the infrastructure to run semi-liquid structures at volume.

10:10 AM

Presentation: The Data Foundation for Wealth Distribution Why standardization is moving from strategic priority to competitive urgency

10:30 AM

Coffee + Conversation

11 AM

Panel 2: Building a Unified Wealth Architecture

The firms winning in wealth aren't adding more wrappers. They're building one design layer that powers many delivery formats. This panel explores how model portfolios, UMA technology, and advisor-ready workflows come together into unified architecture.

‍

11:35 AM

Fireside Chat: From Subscription Docs to Shared Rails

No subscription document looks like any other. Every GP reports differently. What would it take to build infrastructure as clear as a CUSIP for private assets? This conversation explores the practical path toward common standards.

‍

12:05 PM

Panel 3: Getting Private Markets into the Advisor's Daily Workflow

Advisors want to allocate to private markets. But the tools don't make it easy. This panel looks at how leading firms are embedding alts into planning software, performance reporting, and compliance workflows. The goal is access that feels native.

‍

12:40 PM

Lunch

1:45 PM

Keynote: The Retirement Channel

Target date funds, CITs, managed accounts: what each integration pathway actually requires

2:15 PM

Panel 4: Solving Liquidity Without Band-Aids

Secondaries are emerging as real infrastructure. Semi-liquid structures are proliferating. This panel explores how firms are building new rails for liquidity: secondary platforms, recurring auctions, NAV lending, and the operational backbone required to make them work.

‍

2:50 PM

Presentation: What Allocators Want from Wealth Infrastructure

The transparency, reporting, and control requirements driving platform decisions

‍

3:10 PM

Panel 5: Who Should Own the Pipes?

Platforms are consolidating. Partnerships are multiplying. This panel explores the emerging architecture reshaping private wealth distribution, and how leading

3:45 PM

Closing Fireside: The Next 24 Months

What infrastructure decisions need to happen now

‍

4:15 PM

Agenda Close and Welcome to Afternoon Reception

4:30 PM

Afternoon Reception

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.

Sponsorship