The wealth channel has arrived. Its infrastructure hasn't.
U.S. evergreen funds now hold more than $440 billion. Demand held through a year of redemption queues and a path into 401(k) plans is opening. Private company shares are reaching everyday investors through new vehicles.
The access problem has received the attention and is ameliorating.. but owning the asset is still too hard: Tax, reporting, valuation and liquidity were built for family offices and institutions, not millions of advisor-led accounts.
The 2027 Private Wealth Infrastructure Summit will bring together the GPs building wealth products, the platforms and advisors distributing them, and the infrastructure firms connecting the two, to build what it takes to serve private markets at mainstream scale.
Speakers will follow the investment from product design through distribution, servicing and exit, including the market structure for private company shares.
Join us to build the infrastructure of private wealth.
