Key Takeaways
- • BNY Pershing's INSITE conference (June 1-4, 2026, Aurora, Colorado) expects approximately 2,100 attendees and will address wealth market growth, capital markets transformation, private assets, digitization, and AI applications in wealth management.
- • Schwab IMPACT and BNY Pershing INSITE are identified as the two leading custodian conferences for RIAs in 2026, serving as primary industry forums for understanding structural shifts and practical adaptation strategies in wealth management.
- • Private infrastructure has grown into an asset class exceeding $1 trillion, with Stonepeak's Tom Danielson addressing this expansion; Carlyle Group CEO Harvey Schwartz will discuss increasing access to alternatives while maintaining investor protections.
- • High-profile speakers at INSITE include Condoleezza Rice (former Secretary of State) on geopolitical risk and trade impacts; WisdomTree's Christopher Gannatti on artificial intelligence; and Nomura Asset Management's Whitney Sweeney on municipal bond positioning.
- • The conference agenda reflects custodian focus on emerging wealth management priorities: AI integration, private asset accessibility, infrastructure investing, geopolitical risk assessment, and municipal bond strategy for advisors and institutions.
Summary
Wealth Solutions Report's 2026 guide to custodian conferences identifies BNY Pershing INSITE and Schwab IMPACT as the two leading industry events for registered investment advisors. These conferences function as windows into both macro forces reshaping wealth management and the tactical strategies firms are deploying to navigate structural change.
BNY Pershing's INSITE conference will take place June 1-4, 2026, at the Gaylord Rockies Resort & Convention Center in Aurora, Colorado, with approximately 2,100 expected attendees. The conference will focus on five primary theme areas: wealth market growth, capital markets transformation, private assets, digitization, and artificial intelligence. This agenda reflects the custodian industry's assessment of critical issues affecting RIA platforms and institutional wealth management operations.
The speaker roster signals the substantive nature of programming. Harvey Schwartz, CEO of Carlyle Group, will address how the alternatives industry can expand access to sophisticated investments while sustaining investor protection standards—a central tension for wealth managers as allocations to private equity, private credit, and alternatives expand. Condoleezza Rice, former Secretary of State, will deliver a geopolitical risk analysis examining how trade dynamics and global instability affect market performance and portfolio positioning. Christopher Gannatti, Global Head of Research at WisdomTree, will present on AI applications; Tom Danielson, Managing Director at Stonepeak, will discuss private infrastructure as an established asset class now exceeding $1 trillion in size; and Whitney Sweeney, Senior Client Portfolio Manager at Nomura Asset Management, will examine municipal bond strategy and appropriate investor positioning.
The inclusion of former NFL quarterback Eli Manning alongside substantive industry figures and policy experts suggests programming designed to engage advisors across both technical and broader economic literacy dimensions. The conference structure positions custodians as conveners addressing both the immediate operational priorities facing RIA platforms and the longer-term market evolution—particularly the democratization of private assets, geopolitical volatility, technological disruption, and alternative asset class maturation—that will shape wealth management strategy through 2026 and beyond.
BNY Pershing's INSITE conference will take place June 1-4, 2026, at the Gaylord Rockies Resort & Convention Center in Aurora, Colorado, with approximately 2,100 expected attendees. The conference will focus on five primary theme areas: wealth market growth, capital markets transformation, private assets, digitization, and artificial intelligence. This agenda reflects the custodian industry's assessment of critical issues affecting RIA platforms and institutional wealth management operations.
The speaker roster signals the substantive nature of programming. Harvey Schwartz, CEO of Carlyle Group, will address how the alternatives industry can expand access to sophisticated investments while sustaining investor protection standards—a central tension for wealth managers as allocations to private equity, private credit, and alternatives expand. Condoleezza Rice, former Secretary of State, will deliver a geopolitical risk analysis examining how trade dynamics and global instability affect market performance and portfolio positioning. Christopher Gannatti, Global Head of Research at WisdomTree, will present on AI applications; Tom Danielson, Managing Director at Stonepeak, will discuss private infrastructure as an established asset class now exceeding $1 trillion in size; and Whitney Sweeney, Senior Client Portfolio Manager at Nomura Asset Management, will examine municipal bond strategy and appropriate investor positioning.
The inclusion of former NFL quarterback Eli Manning alongside substantive industry figures and policy experts suggests programming designed to engage advisors across both technical and broader economic literacy dimensions. The conference structure positions custodians as conveners addressing both the immediate operational priorities facing RIA platforms and the longer-term market evolution—particularly the democratization of private assets, geopolitical volatility, technological disruption, and alternative asset class maturation—that will shape wealth management strategy through 2026 and beyond.
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