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
Speakers
Joe Boushelle
Joe Boushelle, Senior Managing Director, Head of Private Markets - Clearstead
Sinead Colton Grant
Sinead Colton Grant, Chief Investment Officer - BNY Wealth
Paul Jodice
Paul Jodice, Managing Director/ Co-Head of Global Investment Manager Analysis (GIMA) Team - Morgan Stanley Wealth Management
Ava Mallin
Ava Mallin, Managing Director, Private Wealth - Ardian