Panel: How private wealth is changing the rules for GP access

February 23, 2026
Salon 7 Ballroom
  • Why private wealth platforms, family offices, and RIAs are becoming key allocators and how that’s changing the GP playbook
  • How are GPs adapting fund structures, co-investments, and communication to meet the needs of private wealth?
  • Relationship over track record – what truly resonates with private wealth investors when selecting GPs
Moderator
Jeffrey Locke
Jeffrey Locke, Head of Private Equity and Real Estate - Citi Wealth
Speakers
Joe Boushelle
Joe Boushelle, Senior Managing Director, Head of Private Markets - Clearstead
Paul Jodice
Paul Jodice, Managing Director/ Head of Alternative Investment Research - Morgan Stanley Wealth Management
Ava Mallin
Ava Mallin, Managing Director, Private Wealth - Ardian
Irina Zilbergleyt
Irina Zilbergleyt, Managing Director, OpenInfra, Global Head of Distribution & Product Strategy - I Squared Capital