2023-05-09T00:00:00-0400

2023-05-09T00:00:00-0400

Private Wealth DACH Forum Vienna | May, 9, 2023 Request Agenda


The Private Wealth DACH Forum is the leading conference for family offices, high net worth wealth managers, and private banks from throughout the region. The forum’s content was developed through hundreds of one-on-one meetings with the high net worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector from across the region.

Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed-door and invitation-only, and it has been designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.



KEYNOTE SPEAKERS

Thorsten Weinelt, Chief Investment Officer, Commerzbank

Thorsten Weinelt joined Commerzbank AG as Chief Investment Officer in May 2022. Prior to joining, he had several senior management roles with his 25 years tenure at UniCredit Group, among which he was Global Head of Research & Chief Strategist within the Corporate & Investment Bank, CIO of the UniCredit Bank AG Pension Fund and Head of Wealth Management and Member of the UniCredit Group WM EXCO responsible for the asset management of private clients, sales as well as products units in Germany. He started his career at HypoVereinsbank as an Economist and Fixed Income & FX strategist before taking over the responsibility for building a complete new credit research team from scratch. Thorsten holds an MBA from the University of Chicago Booth School of Business and Master Degrees in Economics and Applied Economics from the University of Kiel as well as Paris -Dauphine. He is a CFA and CEFA/DVFA charter holder.

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Key Discussion Topics

Opening Bell: Asset Allocation and Macroeconomic Outlook

Despite the deep impact of COVID-19 on the economy overall, investments and the financial markets have continued to outperform expectations. There were substantial changes in the movement of goods, services and people around the world, but the intrinsic characteristics of global markets have allowed economies to endure. The emerging disconnect between the real U.S. economic order and the financial markets as well as inflation risk, ESG trends and asset allocation strategies will be discussed in this session. 


How to Best Take Advantage of Opportunistic Alternative Investments 

The market foresees an abundance of family offices, post-crisis regulation, technological developments, and macroeconomic shifts in demographics and economic policy. In the wake of COVID-19, market volatility is at an all-time high globally.


From Golden Age to ‘Return-Free Risk’

The golden age of fixed income is over. COVID-19 fueled bond divestment into a liquidity crunch, not to mention price dislocation---even for the U.S. Treasury market. The iShares Core U.S. Aggregate Bond ETF returned negative 2 percent, while the U.S. Federal Reserve Board is expected to lift the short-term interest rate. Our fixed income panel will examine where to find return in the midstream energy and telecommunication sector, as well as convertible issuance and junk debt.


Did COVID-19 Help or Hurt Active Management? 

The decade of 2009 through 2019 coincided with the longest Bull Market in America: the Dow Jones Industrial Average reached 28,000, Netflix returned 4,000 percent and indexing outperformed active management. But the March 2020 stock market crash and COVID-19 global economic recession led to a substantial—though uneven—rebound. Our global equity panel will discuss the S&P 500 finishing at 18 percent and join the industry debate between passive investing versus active management, as well as sector fund selection and rotation.


Real Estate and Real Asset is Re-adapting to COVID-19

Is less office space—plus increased working from home—disrupting investment in the fourth major asset class, real estate? The aggregate value of private real estate (and private real estate debt) dropped to half in 2020, but as healthcare and retail continue to struggle in 2021, residential has become the leading sector with $17 billion in deal-flow. Our private real estate session will discuss how the industry can thrive despite the economic and social pressure.   


Opportunities in the Current Alternative Bucket 

As allocations from investors continue to rise into alternative investments, such as private debt, infrastructure and real estate, the session addresses the best ways to access these markets.

 

High-Net-Worth Administration and Preservation

The high-net-worth (HNW) clientele have made environmental, social and governance (ESG) part of private wealth.  But how has ESG worked out in long-term estate and trust planning?  Our HNW roundtable will discuss the role of ESG as well as client demand and service.    

REGISTRATION

INVESTORS: Complimentary Registration for all qualified investors. Email [email protected] for more information on obtaining a complimentary ticket.

MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.

PRICING

Early Bird I 1,500 USD 01/06/23
Early Bird II 1,900 USD 02/17/23
Pre-Event Registration I 2,200 USD 03/17/23
Pre-Event Registration II 2,600 USD 04/24/23
Event Registration 3,000 USD 05/09/23

VENUE


Palais Hansen Kempinski Wien
Schottenring 24
Wien
Austria 1010
CLICK TO VISIT VENUE WEBSITE

CONTACT

Sponsorship Opportunities & Registration

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Allocator Attendance

+1 347-778-2568

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+1 212-600-8631

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