Strategy Forum 2025

Nov. 17 - 18 | NYC


Conference programming and additional details coming soon!


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300+

Advanced investment and wealth managers in attendance

$364M

Average assets under management of attendees

20+

Wealth and investment education sessions

30+

Industry-leading speakers

Agenda Overview

Our programming is selected and reviewed by your peers. We’re working closely with our planning committee to finalize the lineup, and details will be available soon! Below is a high-level overview of the event schedule:

Sunday, November 16, 2025

2:00 pm - 3:40 pm: Pre-Conference Workshop included with registration

4:00 pm - 6:00 pm: Women in Wealth Session & Reception

Monday, November 17, 2025

7:00 am - 8:00 am: Breakfast

8:00 am - 12:10 pm: Programming

12:10 pm - 1:30 pm: Lunch

1:40 pm - 3:40 pm: Programming

3:40 pm - 5:30 pm: Workshops

5:30 pm - 6:45 pm: Reception

Tuesday, November 18, 2025

7:00 am - 8:00 am: Breakfast

8:00 am - 11:45 am: Programming

"So incredibly relevant and useful and keeps us 'current' on evolution in this constantly deepening field of expertise."

Elite Member