Speakers

Program Director

Boundaries Edge

Ex Oficio, GF Data

Chief Product Officer, ACG

Partner

Lineage Capital

Associate Director, Client Services

Gryphon Strategies

Executive Director - Asset Allocation, Chief Investment Office (CIO)

UBS Wealth Management

Regional Managing Director, Business Development

SRS Acquiom

Managing Director

Wells Fargo Advisors

Vice President

Gemini Investors

Managing Partner

SagePath Capital

Partner

Holland & Knight LLP

Head of Fund & Sponsor Banking

Grasshopper Bank

Partner, CGO + Director of Private Equity and Transaction Services

KLR

Event Details

September 22 - 23, 2026

Newport Harbor Island Resort

1 Goat Island Road
Newport, RI 02840
United States