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.
February 2022
Virtual Fireside Chat with Leading Family Enterprise and Family Office Experts
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Play
January 2022
Virtual Fireside Chat with Senior Advisors: The Power of Client-Segment Focus in Wealth Management
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Play
November 2021
Website Design Best Practices for Wealth Managers
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Play
October 2021
September 2021
Virtual Fireside Chat: 3 CEOs, 3 Bird's-Eye Views on Wealth Management
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February 2021
Virtual Fireside Chat with Anna Zakrzewski (BCG Global Wealth Management Leader)
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October 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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