Expanding distribution of alternative investments to a wider range of wealth managers and their clients is capturing attention and strategic plans in 2025. Success depends on a number of factors but getting the infrastructure right is critical. By leveraging technological innovation, particularly tokenization, these products can be structured, issued, and distributed in ways that enhance efficiency, reduce costs and introduce greater liquidity to previously illiquid products.

This session will bring together leading practitioners to discuss how this shift is unfolding. Panelists will explore the regulatory considerations, operational frameworks, and practical strategies for incorporating these newly accessible alternative offerings into mainstream portfolios.

Join us for this insightful discussion on the next stage of the wealth management evolution—where digital integration opens doors to new products, improves distribution channels, and ultimately helps investors access a more inclusive and dynamic product set.

Panelists:

• Aaron Kaplan, CO-CEO and Founder, Prometheum Inc.
• Dennis Cristallo, Head of Wealth Management, Kinexys by J.P. Morgan
• Michelle Noyes, Head of Americas, AIMA
• Mark Garabedian, Director, Digital Assets & Tokenization Strategy · Wellington Management

In partnership with