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.

Upcoming Events

Oct 10

AI in Wealth Management - Are We There Yet?

Nov 1

Mastering the Journey: Insights from Current Wealth Management Students

Dec 7

The Intersection Between the CFP® and Columbia’s Master’s in Wealth Management Program

Speaker Series Recordings

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

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 Chief Investment Officer, Kactus Capital Management Michael Montgomery Advisor; CEO and Chief Investment Officer at Marshall Street Capital Bill Woodson Lecturer; 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; CEO of Bento Engine Samantha Russell Chief Evangelist at FMG Suite and Twenty Over Ten Adrianna Stasiuk 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