Summary

Join Gregg Sommer, Lisa Kots, and Jay Love to explore the key themes shaping the wealth management landscape. As markets face higher funding costs, structural shifts, and rapid innovation, the role of wealth managers and advisors is more complex than ever. In this session we will draw on our latest research and perspectives to explore how to navigate today’s complex market environment as we head into 2026.

Topics include:

• Key considerations for managing operational risks and due diligence processes.
• Evolving investment strategies to adapt to changing market conditions.
• Practical approaches to risk management and portfolio diversification.
• Insights into alternative investment opportunities and their potential benefits.
• Strategies to maintain a client-centric focus while navigating complex markets.