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.
Thorsten Weinelt, Chief Investment Officer, CommerzbankThorsten 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.
Thomas Spellitz Head of Division - Chief Investment Office Bank Gutmann
Birgit Niessner Director of Economic Analysis and Research Department OeNB
Nicolas Hübner Partner MADAUS Capital Partners
Stefan Kirsch Managing Director Bergos Bank
Nicole Strebinger Managing Director & Senior Investment Advisor - Sustainable Investing LGT Bank
Dr. Marcel Morschbach Chief Executive Officer & Board Member Westend Bank
Sven E. Rischko Partner & Chief Executive Officer Kronos Advisory
Vera Economou ESG Competence Center Lead Raiffeisen Bank
Chris-Oliver Schickentanz Chief Investment Officer Capitell
J. Christian Stadermann Partner Logos Patrimon
Anja Hochberg Head Multi-Asset Solutions Zürcher Kantonalbank
Helmut Siegler Chief Executive Officer Schoellerbank
Eduard Pomeranz Chief Executive Officer Magenhouse Family Office
Angelika Delen Global Head of Impact Investing and Europe (ex UK) Strategic Research Director Mercer
Markus Hill Founder & Chief Executive Officer MH Services
Martin Friedrich Head of Economic & Market Research – Portfolio Manager Lansdowne Partners Austria
Daniel Maier Partner Smart Family Office
Birgit Fleischmann Head Private Banking Österreich Kathrein Privatbank
Christian Tury Chief Investment Officer FINAD
Patrick Lehnert Director Corecam Family Office
Ekaterina Andersen Partner Turigum Family Office
Maximilian Clary Head of Private Banking & Wealth Management Erste Bank
Dr. Manfred Kupka Managing Director BRICs Real Estate Advisors
Samo Lubej Chief Executive Officer Prosperita Family Office
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KEY DISCUSSION TOPICS
ECONOMIC, POLITICAL & GLOBAL MARKETS OUTLOOK
With inflation rates declining and indications that the Federal Reserve may be slowing or pausing its aggressive policy restraint, how will markets react and where new opportunities for investing will arise?
NOW AND THEN: IMPACT, ESG AND RESPONSIBLE INVESTING
Currently, we find ourselves in a positive domestic GDP environment, with optimistic corporate earnings growth, a strong dollar and a volatile stock market. What is to be expected in 2023 and beyond?
EQUITIES AND THEIR IMPACT ON PORTFOLIOS
Huge opportunities remain available for investors considering (I would change “considering” to “making” predictions for 2023. Aside from energy, where are the biggest opportunities? Will ESG be affected as volatility cripples some specific industries?
EMERGING AND OPPORTUNISTIC ALTERNATIVE INVESTING
Private Equity, Venture, Hedge Funds and other alternatives investments hold appeal for wealthy families. How are wealth managers viewing future allocations as valuations increase and dry powder sits on the sidelines?
FIXED INCOME INVESTMENTS
Global growth remains positive and central banks around the world continue to unwind what has been a very accommodating monetary policy. However, with volatility likely to stay high, investors must continue to do their homework.
REAL ASSET AND REAL ESTATE INVESTMENT STRATEGIES
With volatility expected to continue throughout 2023 in public markets, investors with appetite for less risk will be turning to real estate and other real assets investments. Still, finding the best opportunities will require great due diligence and patience.
THE FUTURE OF WEALTH MANAGEMENT
With competition for clients and assets on the rise, wealth managers need to ensure that their asset allocation strategies and wealth management services are looking towards a better future.
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.
|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|