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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.

June 2022

The Power of Technology in Wealth Management June 8

The Power of Technology in Wealth Management

Play

January 2022

Virtual Fireside Chat with Senior Advisors: The Power of Client-Segment Focus in Wealth Management January 26

Virtual Fireside Chat with Senior Advisors: The Power of Client-Segment Focus in Wealth Management

Play

September 2021

Virtual Fireside Chat: 3 CEOs, 3 Bird's-Eye Views on Wealth Management September 21

Virtual Fireside Chat: 3 CEOs, 3 Bird's-Eye Views on Wealth Management

Virtual Fireside Chat: 3 CEOs, 3 Bird's-Eye Views on Wealth Management
Play

February 2021

Virtual Fireside Chat with Anna Zakrzewski (BCG Global Wealth Management Leader) February 17

Virtual Fireside Chat with Anna Zakrzewski (BCG Global Wealth Management Leader)

Fireside Chat
Play

October 2020

Virtual Fireside Chat with Charley Ellis: The Evolution of the Wealth Management Industry and Implications for Advisors and Investors Going Forward October 22

Virtual Fireside Chat with Charley Ellis: The Evolution of the Wealth Management Industry and Implications for Advisors and Investors Going Forward

WMGT Video
Play