CEO Summit 2026

CEO Summit 2026 was held at The Metropolitan Club in New York, New York.

CEOs of major wealth management firms attend CEO Summit.

The audience is CEOs from some of the country's most important wealth management firms.

It is most useful for chief executives of large wealth management firms who want candid peer conversation, since the afternoon was a closed-door session and the audience was made up of CEOs from major firms in the sector. The two guest talks, from Jeffrey Hancock of Stanford and Jack Devine of The Arkin Group, were both billed as centring on AI, so firm heads weighing AI risk and client security get the most from it. As a single day with a dinner, it is a poor fit for advisors, vendors or junior executives wanting a large networking floor or broad sessions.

Senior executives at a dinner in a private New York club typically wear business formal, meaning a dark suit and tie or an equivalent tailored outfit, since clubs of this type often expect jackets.