Post by DASH

This week we held our inaugural Private Wealth Exchange, joined by Private Wealth Network, Spatium Capital, IIF, and Brookfield. A big thank you to everyone who joined us! Bringing together advisers, family offices, and investment specialists, the session explored how private wealth is evolving in response to a more complex and dynamic market environment, and what that means for portfolio construction, access, and advice delivery. Across the discussions, a few themes stood out: - Private wealth investors are reassessing how they allocate capital, with growing interest in alternatives and private markets - Market volatility and tighter conditions are creating new opportunities, particularly in dislocated and special situations strategies - The role of technology continues to expand - enabling more efficient, scalable, and client-centric advice delivery A huge thank you to our speakers (Richard Milroy, Tim Archibald, Nicholas Quinn, and Jarrad Solomons) and attendees for contributing to a thoughtful and highly valuable conversation. And also Mark Papendieck for his MC skills!