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

You are invited to participate in a virtual Fireside Chat with Anna Zakrzewski, Managing Director and Partner at BCG, who leads the firm’s wealth management segment globally. Join Anna and moderator Philipp Hecker as they discuss the drivers of global wealth, the impact of COVID-19 on clients, and the key areas where advisors will need to differentiate themselves in the future.

Topics of Discussion Include:

• The Global Wealth Landscape: Growth and Fundamental Drivers
• Regional Insights: Key Trends and Dynamics
• COVID-19: A Wake-Up Call for Wealth Managers
• Women in Wealth: A Missed Opportunity
• Sustainability in Wealth Management: Generating Value for Clients and Banks
• The Future of Wealth: How to Win the New Decade

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

The Wealth Management Speaker Series is brought to you by Columbia’s Wealth Management master’s program. Uniquely designed to educate working professionals, this 16-month, parttime 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.

Additional Resources from BCG

• Global Wealth 2020 - The Future of Wealth Management - A CEO Agenda
• Managing the Next Decade of Women’s Wealth
• Making ESG Your DNA - How Wealth Managers Can Grow Through Sustainability
• At the Crossroads: Wealth Management in North America

Speakers

Anna Zakrzewski is a Managing Director and Partner at BCG. She is a core member of the Financial Institutions and Strategy practices. Her focus is primarily on financial services, with a concentration on wealth management and global private banking. Anna leads wealth management globally, and is a topic expert in global wealth management. Anna is one of the coauthors of BCG’s flagship report on global wealth, and has driven its content development for many years. She focuses on areas such as strategy, transformation, sales and front-office effectiveness, client service models and segmentation, mergers and acquisitions, private banking operating models, advisory cost efficiency, competitive benchmarking, and organization within the private banking and wealth management space worldwide. She graduated from Bond 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 client-centric 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.

Questions

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

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