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.
April 2025
March 2025
Allyship in Wealth Management: What is Working Now
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October 2024
Wealth Management Speaker Series: The Power of the Niche
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April 2024
March 2024
The Applied Psychology of Money: Wellbeing, Culture, and Adaptation in a Changing Industry
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October 2023
AI in Wealth Management - Are We There Yet?
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May 2023
An Inside Look: How Financial Advisors Can Work Best with Family Offices
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March 2023
New Client Acquisition - Lessons Learned, Best Practices, and a Look Ahead
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January 2023
The Psychology of Wealth & The Financial Planning Relationship
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November 2022
Wealth Management Speaker Series: Children & Wealth - Connecting with the Rising Generation
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June 2022
The Power of Technology in Wealth Management
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February 2022
Virtual Fireside Chat with Leading Family Enterprise and Family Office Experts
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