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3rd New Jersey Investment Management Intersect Conference

A stylized graphic of the New Jersey state outline filled with stars and stripes, representing the American flag.

July 16, 2026 | Nassau Inn, Princeton, NJ

Join Us!

Get ready for New Jersey’s premier gathering of investment professionals — the 2026 Intersect Conference will bring together wealth managers, family offices, institutional investors, advisors, and fund managers for a powerful, regional forum designed to spark ideas, build relationships, and drive innovation.

A speaker presents to an audience during the 2026 Intersect Conference at Nassau Inn, Princeton, NJ, with a visual display on AI ecosystem strategies.

This is your opportunity to:

  • Connect with peers from New Jersey, New York, Philadelphia, and beyond — all in one location.
  • Gain insight into emerging trends, macroeconomic shifts, and investment strategies shaping the year ahead.
  • Discover new ideas in alternatives, equities, fixed income, fintech, ESG / thematic investing, and more.
  • Build partnerships – this is a place for networking, conversations, and collaboration.

“The diversity of perspectives and approaches among the panelists made for engaging conversations,
and the networking opportunities throughout the day were invaluable.”
—Chief Investment Officer, $250M RIA (NJ), re: the 2025 New Jersey Intersect Management Conference

What to Expect

We’re hard at work finalizing the speaker line-up, panels, workshops, and agenda items. Here’s what we’re planning:

A networking event scene featuring professionals engaged in conversations in an elegant conference room with large windows and decorative accents.
  • Wide-ranging coverage of market drivers: macro, interest rates, geopolitics, international investing
  • Deep dives into thematic opportunities: AI / technological innovation, real assets, demographic shifts
  • Spotlight on alternatives: private markets, real estate, alternative credit
  • Sessions exploring the intersection of investment and technology — fintech, data tools, portfolio risk systems
  • Networking breaks, receptions, and informal settings so you can connect meaningfully
  • Panel discussions, case studies, and opportunities for Q&A

“The event brought together institutional investors and a dynamic mix of professionals from the high-net-worth
wealth management community, creating a rich environment for learning and networking.”
—Team Chief Investment Officer, $122B Family Office (PA), re: the 2025 New Jersey Intersect Management Conference

A professional conference scene featuring a panel discussion with a moderator and panelists in front of an audience seated at round tables in an elegant conference room.

Who Will Be There

You’ll find a diverse mix of:

  • Asset Allocators: institutions, endowments, foundations, pensions
  • Wealth Managers & Family Offices seeking new strategies and ideas
  • Advisors & Private Banks working with high-net-worth clients
  • Fund Managers & Service Providers looking to forge partnerships and share innovations

“Attending the 2nd Annual New Jersey Investment Management Intersect Conference was an excellent
use of my time. There were numerous, dynamic speakers covering a series of relevant topics.”
— Partner & COO, $600M RIA (PA), re: the 2025 New Jersey Intersect Management Conference

Why Attend

  • Expand your network with influential professionals across the tri-state region.
  • Stay ahead of the curve — gain access to insights before they become mainstream.
  • Be inspired by speakers pushing the envelope.
  • Bring back ideas and strategies your firm can implement immediately.
  • Enjoy an immersive full-day event in the beautiful setting of Princeton.
A networking event featuring professionals engaged in conversations in an elegant conference room with large windows and decorative accents.