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 2026

February 2026

October 2025

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 2025

March 2025

October 2024

Wealth Management Speaker Series: The Power of the Niche

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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 2024

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

March 2024

October 2023

May 2023

An Inside Look: How Financial Advisors Can Work Best with Family Offices

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What
SPS Event
Where
Online
Who
  • Stephen G. Bodurtha Lecturer, Executive and Innovator in Investments, Markets and Wealth Management
  • Sid Malhotra Speaker; Chief Investment Officer, Kactus Capital Management
  • Michael Montgomery Advisor, Wealth Management; CEO and Chief Investment Officer at Marshall Street Capital
  • Bill Woodson Lecturer, Managing Director, Co-Head, Cynosure Wealth Advisors

March 2023

New Client Acquisition - Lessons Learned, Best Practices, and a Look Ahead

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What
Online Info Session
Where
Online
Who
  • Bill Cates Bestselling Author and Client Acquisition Coach
  • Randy Dippell Advisor at Milestone Money
  • Philipp Hecker Member of the Advisory Council, Wealth Management; CEO of Bento Engine
  • Samantha Russell Speaker; Chief Evangelist at FMG Suite and Twenty Over Ten
  • Adrianna Stasiuk Speaker; Advisor at Aaron Wealth Advisors

January 2023