GConferenceGridThe Conference Catalogue · Vol. 2026Folio № E715C9
Of the Field

Wealth Management EDGE 2026

W

ealth Management EDGE is the premier event for financial advisors, offering an unparalleled opportunity to dive into the latest investment strategies, technology innovations, and growth tactics. Attendees enjoy insightful sessions from leaders like Michael Kitces and Eric Balchunas, curated 1-2-1 meetings, networking events, and targeted content on investme…

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62Voices
54Underwriters
0Exhibitors
33On the bill · sessions
113Companies · in total
§I

The Voices

Programmed at Wealth, in alphabetical order.
Abhijit Bhatia
Chief Operating Officer · Rakuten Medical
Abraham Kwon
Partner · Lowenstein Sandler
Adam Cohen
Senior Principal · Cerity Partners
Adam Moseley
Director of Artificial Intelligence Consulting · Charles Schwab
Alexandra Wilson-Elizondo
Partner, Global Co-head and Co-chief Investment Officer, Multi Asset Solutions · Goldman Sachs Asset Management
Alex Farman-Farmaian
Chief Executive Officer · Compound Planning
Alex Hargrove
CEO · NetLaw
Alexis Miller
Director of Investment Research & Alternative Investments · OnePoint BFG Wealth Partners
Alex Morris
Co-Founder and Chief Executive Officer · F/m Investments
Alex Ortolani
Sr. Reporter · Wealth Management Group
Alice Gilman
COO · R3 Biotechnologies
Ali Riazi
CEO · TheraVac Biologics
Amar Ahluwalia
CEO · OneVest
Amy DeTolla
Founder and CEO · Aureus Advantage
Anastasia Budinskaya
Investor · NFX
Andreas Goutopoulos
CEO & Co-Founder · Actithera
Andres Garcia-Amaya
CEO & Founder · Zoe Financial
Andrew Dahl
Founder · BioMEMS Diagnostics
Andrew Lam
Managing Director, Head, Biotech Private Equity · Ally Bridge Group
Andrew Rosen
Executive Chairman · Diversified, LLC
Andy Lee
Co-Founder & CBO · Vincere Biosciences
Angela Giombetti
Chief Marketing Officer · Wealthspire Advisors

— and 40 more, by name unsung —

§II

Underwritten By

The houses behind the program. Tiers as disclosed.
Canadian Wood CouncilPlatinum
ICBAPlatinum
Astley GilbertGold
AutodeskGold
BCIT - School of Construction & The EnvironmentGold
VRCAGold
YardiGold
ZEICGold
AeroSeal Canada Inc.Graphite
Airfoam Industries Ltd.Graphite
Archipelago Consulting Ltd.
Architectural Institute of British Columbia
Architecture Foundation of British Columbia (AFBC)
BarrierTek
BC Construction Association
BOMA Canada
Building Officials Association of BC
Building Transformations
Canadian Precast/Prestressed Concrete Institute (CPCI)
Career Education Society of BCCommunity Partner
Coast Capital SavingsGraphite
Crescent Custom YachtsGraphite
Engineers and Geoscientists BC
Fast+Epp
Goldluck Electronic Ltd.Graphite
Green BadgerGraphite
Greenfoot Energy SolutionsGraphite
GreenstoneGraphite
HAVAN
Interior Designers Institute of British Columbia
International Facilities Management Association – BC Chapter
Italian Chamber of Commerce in Canada WestGraphite
Kalesnikoff Mass Timber
KeyTrakGraphite
LabTest Certification IncGraphite
National Floor Covering Association
NBS Powered by HubexoGraphite
PowerStrata Systems Inc.Graphite
Prairies Proptech AssociationGraphite
Professional Association of Managing Agents (PAMA)Graphite
§III

The Programme

Selected from 33 sessions on the bill.
  • 10:30am - 10:45am

    AutoMedicus Showcase

    Medtech & Digital Health Stage
  • 10:30am - 10:45am

    Immunis Showcase

    Biotech Growth Stage (Post-Series A)
  • 10:30am - 11:00am

    Words to the Wise - Raising Seed and Series A from Biotech Investors

    - Understanding what biotech investors prioritize when evaluating Seed and Series A funding opportunities - Effectively communicate your vision and scientific potential to attract …

    Biotech Startup Stage (Pre-Series A)
  • 10:30am - 11:15am

    South Florida - The Rising Life Science Hub

    South Florida is solidifying its position as a national healthcare and life sciences hub. With its strategic location, growing infrastructure, and influx of investment, the city is…

    Headliner Stage
  • 10:45am - 11:00am

    Phio Pharmaceuticals

    Biotech Growth Stage (Post-Series A)
  • 10:45am - 11:00am

    VentriPace Medical Showcase

    Medtech & Digital Health Stage
  • 11:00am - 11:15am

    Galibra Neuroscience Showcase

    Biotech Startup Stage (Pre-Series A)
  • 11:00am - 11:15am

    ThermaSolutions Showcase

    Medtech & Digital Health Stage
  • 11:15am - 11:30am

    AllerGene AI Therapeutics Showcase

    Biotech Startup Stage (Pre-Series A)
Intermission
Part the Second · For the Buyer

An audience of 113 companies, parsed from the program.

113 companies in attendance.

The numbers below are derived from the speakers, sponsors, and exhibitors on this page — cross-referenced into one ledger. They are the only thing here that 10times.com cannot tell you.

01Fig. 01 — Composition of the House
0All threespeak · spons · exh
54Sponsoringsponsor only
0Exhibitingexhibitor only
59Speakingspeaker only
02Fig. 02 — The Voices, by Seniority

79% of the speakers carry senior titles — C-suite, Founder, VP, or Director-level.

  • C-suite3252%
  • Founder / Owner1118%
  • Director / Head of610%
  • Manager / Lead35%
  • Advisor / Investor23%
  • Other roles813%

Of 62 on the bill · classified by free-text title

03Fig. 03 — The Heaviest in the Room
  1. 01AeroSeal Canada Inc.Sp·G
  2. 02Airfoam Industries Ltd.Sp·G
  3. 03Archipelago Consulting Ltd.Sp
  4. 04Architectural Institute of British ColumbiaSp
  5. 05Architecture Foundation of British Columbia (AFBC)Sp
  6. 06Astley GilbertSp·G
  7. 07AutodeskSp·G
  8. 08BarrierTekSp
  9. 09BC Construction AssociationSp
  10. 10BCIT - School of Construction & The EnvironmentSp·G
  11. 11BOMA CanadaSp
  12. 12Building Officials Association of BCSp
  13. 13Building TransformationsSp
  14. 14Canadian Precast/Prestressed Concrete Institute (CPCI)Sp
04Fig. 04 — By Tier
platinum2
4% of 54
gold6
11% of 54
community partner2
4% of 54
graphite21
39% of 54
unspecified23
43% of 54
05Fig. 05 — The Missing · who's at peer events but not here

These companies sponsored two or more peer events recently, but aren't on this program. For an organizer, that's a list of warm prospects.

06Fig. 06 — Adjacent Convocations · by shared underwriters