RIA Edge Private Markets Day 3Wednesday, 11 November 2026 - US Central Time

Access to private markets is only the beginning. Delivering real value requires firms to improve how opportunities are sourced, evaluated, allocated, monitored and communicated across the full investment lifecycle. This panel will explore how technology is helping RIAs strengthen due diligence, portfolio construction, reporting and client engagement while building a more connected private markets experience.

As private markets become a larger part of client portfolios, outdated processes and disconnected systems are creating significant operational strain. This session will examine the infrastructure RIAs need to manage subscriptions, capital calls, documents, data, valuations and reporting at scale. Panelists will discuss where operational complexity is building, what can be automated and how firms can create a more efficient and resilient private markets back office.

Private markets generate large volumes of complex, fragmented and often unstructured information. AI is beginning to change how firms interpret that data, conduct due diligence, compare opportunities and explain investments to clients. This panel will explore how AI can help advisors and investment teams move from information overload to clearer insights, faster decisions and greater confidence throughout the private markets experience.