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

You are invited to participate in a virtual fireside chat with Charley Ellis, renowned industry observer, best-selling author and founder of Greenwich Associates, an investment consultancy to institutional investors, government organizations and wealthy families. Join Ellis and moderator Philipp Hecker as they discuss the evolution of the capital markets and its implications for wealth managers and investors. 

Following the conversation, the event will be opened for a question and answer period, where attendees can ask questions directly.

Wealth Management Speaker Series is brought to you by Columbia’s Wealth Management master’s program. Uniquely designed to educate working professionals, this new 16-month, part-time online program prepares experienced and aspiring wealth management professionals to meet the disruptive challenges of today’s industry. The innovative and rigorous curriculum connects advanced theory with practical applications through problem-based learning while providing students with the educational requirements for the CFP® certification.


Charley Ellis started a successful international strategy consulting firm nearly 50 years ago and has remained an industry leader ever since. He has taught at Harvard Business School and Yale School of Management and served as the chair of the Board of Directors at the Whitehead Institute for Biomedical Research at Massachusetts Institute of Technology for more than 15 years. His best-selling book, "Winning the Loser’s Game: Timeless Strategies for Successful Investing," is currently in its seventh edition. He was the successor trustee of Yale University, where he chaired the university's investment committee with David Swensen. He received his undergraduate degree from Yale College, his Master of Business Administration from Harvard Business School, and his doctorate in financial economics at New York University.

Philipp Hecker is a member of the Advisory Council for Columbia University's Wealth Management master's program. For the past 20 years, he has focused on defining and implementing growth strategies in the wealth and asset management industries at J.P. Morgan, Deutsche Bank and the Boston Consulting Group in New York. He holds a Master of Business Administration from Harvard Business School and a Diploma from the University of Passau, Germany.

For questions, please contact sps-wealthmanagement [[at]] columbia [[dot]] edu.

For additional information about program offerings at Columbia University’s School of Professional Studies, please contact an Admissions Counselor at 212-854-9666 or inquire [[at]] sps [[dot]] columbia [[dot]] edu.