Wealth Management Speaker Series

The Columbia University Wealth Management Speaker Series features timely and dynamic conversations with some of the most accomplished and leading thinkers in the field of wealth management. These intimate and thought-provoking discussions explore changing industry dynamics and provide insights into the innovative strategies and skills necessary for wealth management professionals to succeed in today's environment. All conversations will be held virtually and will feature questions and answers with the guest speaker. RSVPs are required.

Speaker Series Recordings

Revisit our dynamic conversations by viewing recordings of previous events below.

Future-Proof: Em(bracing) the Generational Wave April 17

Future-Proof: Em(bracing) the Generational Wave

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Who Beth Fisher-Yoshida, Ph.D. Program Director, M.S. in Negotiation and Conflict Resolution; Professor of Practice Matthias Paul Kuhlmey Lecturer, Wealth Management; Chief Development Officer, Hightower Advisors Steve Safier Program Director and Lecturer, Human Capital Management Philipp Hecker Advisor, Wealth Management; CEO of Bento Engine

The Applied Psychology of Money: Wellbeing, Culture, and Adaptation in a Changing Industry March 5

The Applied Psychology of Money: Wellbeing, Culture, and Adaptation in a Changing Industry

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AI in Wealth Management - Are We There Yet? October 10

AI in Wealth Management - Are We There Yet?

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An Inside Look: How Financial Advisors Can Work Best with Family Offices May 18

An Inside Look: How Financial Advisors Can Work Best with Family Offices

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Who Stephen G. Bodurtha Lecturer; Executive and Innovator in Investments, Markets and Wealth Management Sid Malhotra Speaker; Chief Investment Officer, Kactus Capital Management Michael Montgomery Advisor, Wealth Management; CEO and Chief Investment Officer at Marshall Street Capital Bill Woodson Lecturer, Wealth Management; Managing Director, Co-Head, Cynosure Wealth Advisors

New Client Acquisition - Lessons Learned, Best Practices, and a Look Ahead March 23

New Client Acquisition - Lessons Learned, Best Practices, and a Look Ahead

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Who Bill Cates Bestselling Author and Client Acquisition Coach Randy Dippell Advisor at Milestone Money Philipp Hecker Advisor, Wealth Management; CEO of Bento Engine Samantha Russell Speaker; Chief Evangelist at FMG Suite and Twenty Over Ten Adrianna Stasiuk Speaker; Advisor at Aaron Wealth Advisors

The Psychology of Wealth & The Financial Planning Relationship January 26

The Psychology of Wealth & The Financial Planning Relationship

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Wealth Management Speaker Series: Children & Wealth - Connecting with the Rising Generation November 17