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 13

Wealth Management Speaker Series: What Advisors and Clients are Actually Talking About

Play

What: Public Event
Where: Online

Who

Philipp Hecker Member of the Advisory Council, Wealth Management; CEO of Bento Engine
Liam Hanlon Head of Insights, Jump

February 12

Wealth Management Speaker Series: The Evolution of Wealth Management / Ask Me Anything

Play

What: Public Event
Where: Online

Who

Philipp Hecker Member of the Advisory Council, Wealth Management; CEO of Bento Engine
Mark Tibergien Advisor in Residence for Ernst & Young’s Wealth & Asset Management Group

October 21

Wealth Management Speaker Series: M&A in Wealth Management

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What: Public Event
Where: Online

Who

Philipp Hecker Member of the Advisory Council, Wealth Management; CEO of Bento Engine
Mike LaMena Chief Executive Officer, Wealthspire Advisors
Jessica Polito Principal, Turkey Hill Management, LLC

April 8

Virtual Fireside Chat with Dr. Mark Bell: Art as an Asset Class

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What: Public Event
Where: Online

Who

Philipp Hecker Member of the Advisory Council, Wealth Management; CEO of Bento Engine

March 6

Allyship in Wealth Management: What is Working Now

Play

What: Public Event
Where: Online

October 22

Wealth Management Speaker Series: The Power of the Niche

Play

What: Public Event
Where: Online

Who

Ann Garcia Financial Advisor at Independent Progressive Advisors
Mary McDirmid Chief Operating Officer and Special Needs Financial Planner at All Needs Planning
Kate Redden Regional Director and Partner at Merit Financial Advisors
Adam Cox Chief Wealth Management Officer at The First National Bank in Sioux Falls
Philipp Hecker Member of the Advisory Council, Wealth Management; CEO of Bento Engine

April 17

Future-Proof: Em(bracing) the Generational Wave

What: SPS Event
Where: Online

Who

Beth Fisher-Yoshida, Ph.D. Professor of Practice, M.S. in Negotiation and Conflict Resolution
Matthias Paul Kuhlmey Lecturer, Chief Development Officer, Hightower Advisors
Steve Safier Program Director and Lecturer, Human Capital Management
Philipp Hecker Member of the Advisory Council, Wealth Management; CEO of Bento Engine