2021-03-24T00:00:00-0400

2021-03-24T00:00:00-0400

3rd Annual Private Wealth Europe Forum Paris | March 24, 2021 Request Agenda


The 3rd Annual Private Wealth Europe Forum is Europe's leading conference for family offices, high net worth wealth managers and private banks from throughout the region and one of the flagship meetings of our global private wealth series.

The forum’s content was developed through hundreds of one on one meetings with the HNW family wealth management community and the programs speaker faculty is primarily comprised of leaders in the sector from across Europe.

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; it has been designed to enable genuine peer-to-peer learning and networking for the regional family office and high net worth wealth management community.

KEYNOTE SPEAKER

Jamie D. McCourt, U.S. Ambassador to the French Republic and Principality of Monaco

Ambassador McCourt is a former Owner, President, and CEO of the Los Angeles Dodgers, where under her leadership from 2004 to 2012, the Dodgers set club attendance records, won back-to-back division titles for the first time in 30 years, and returned to profitability. She is the founder and CEO of Jamie Enterprises, an entrepreneur, angel investor, real estate developer, educator, art collector, food and wine connoisseur and philanthropist, whose business and legal background, boundless energy and proficiency in identifying talent and opportunity has been the foundation for an accomplished career journey. As an avid supporter of the L.A. art community, Ambassador McCourt served for years on the Board of Trustees and the Finance Committee of the Los Angeles County Museum of Art, and the Board and Executive Committee of theCentre Pompidou Foundation.



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REQUEST AGENDA

Please note only corporate email addresses will be accepted only.

Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.

Key Discussion Topics

Opening Bell - Asset Allocation and Macro-Economic Outlook for the Next 12 Months 
How can private clients and wealthy families navigate the markets post-Covid-19? 

Fixed Income Realistic Expectations and Ways to Enhance Returns 
Bond yields and spreads near historic low levels are currently fueled further by the outbreak of COVID-19. This coupled with a slow-but-positive growth in Europe in comparison to other regions where risk is more prominent. 

Global and Local Equities and Their Impact on Portfolios 
The stock market has fallen significantly and continues fluctuation due to the outbreak of COVID-19. However, unlike the housing crisis of 2008, central banks are firm in their stimulus efforts. 

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.

Practical Steps Towards ESG, SRI, and Impact Investing Integration 
The ESG discussion has evolved rapidly, as are techniques for incorporating ESG analytics and factors into the portfolio construction process. 

Asset Allocation: Family Offices Views 
With competition for clients and assets constantly increasing, wealth management practices need to ensure that their organizational structures, service models, strategies, products, and pricing are positioned to achieve growth, revenue and relationship objectives. 

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REGISTRATION

ALLOCATORS: Complimentary Registration for all qualified allocators. 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 800 11/20/20
Level 1 1,100 12/31/20
Level 2 1,400 01/22/21
Level 3 1,700 02/26/21
Level 4 2,000 03/24/21

VENUE


Four Seasons Hotel George V
31 Avenue George V
Paris
France 75008
CLICK TO VISIT VENUE WEBSITE

CONTACT

Sponsorship Opportunities & Registration

+1 212-804-6220

[email protected]

Allocator Attendance

+1 347-778-2568

[email protected]

Media Partnerships

+1 212-600-8631

[email protected]