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
Speaker Series Recordings
Revisit our dynamic conversations by viewing recordings of previous events below.
May 2023
An Inside Look: How Financial Advisors Can Work Best with Family Offices
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SPS Event
WhereMarch 2023
New Client Acquisition - Lessons Learned, Best Practices, and a Look Ahead
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Online Info Session
WhereJanuary 2023
The Psychology of Wealth & The Financial Planning Relationship
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SPS Event
WhereNovember 2022
Wealth Management Speaker Series: Children & Wealth - Connecting with the Rising Generation
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Public Event
WhereJune 2022
The Power of Technology in Wealth Management
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Public Event
WhereFebruary 2022
Virtual Fireside Chat with Leading Family Enterprise and Family Office Experts
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Public Event
WhereJanuary 2022
Virtual Fireside Chat with Senior Advisors: The Power of Client-Segment Focus in Wealth Management
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Public Event
WhereNovember 2021
Website Design Best Practices for Wealth Managers
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Public Event
WhereOctober 2021
Virtual Career Insights Panel: The Wealth Management Industry
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WhatSPS Event
WhereSeptember 2021
Virtual Fireside Chat: 3 CEOs, 3 Bird's-Eye Views on Wealth Management
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SPS Event
WhereFebruary 2021
Virtual Fireside Chat with Anna Zakrzewski (BCG Global Wealth Management Leader)
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SPS Event
WhereOctober 2020
Virtual Fireside Chat with Charley Ellis: The Evolution of the Wealth Management Industry and Implications for Advisors and Investors Going Forward
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SPS Event
WhereApply
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