2018-10-17T00:00:00-0400

2018-10-17T00:00:00-0400

Private Wealth Germany Forum Munich, Germany | October 17, 2018 Request Agenda


The Private Wealth Germany Forum is designed to bring together capital allocators and wealth managers from Germany and beyond for a day of networking and knowledge share. Our agenda will cover asset allocation, alternative investing, growing and passing on personal wealth as well as regulatory compliance and the current state of the financial marketplace and global economy.

As this event is completely closed door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the local UHNW and HNW community.


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Key Discussion Topics

ECONOMIC, POLITICAL & GLOBAL MARKETS OUTLOOK 
How can private clients and wealthy families navigate increasingly complex political, tax and interconnected global markets?

ALTERNATIVE INVESTMENTS
Private Equity, Venture, Hedge Funds and Real Assets all hold appeal for wealthy families – how are wealth managers viewing future allocations as valuations increase and dry powder sits on the sidelines?

EQUITY MARKET TRENDS
With a European bull market in its ninth year, private client investors are asking how long it will keep going up. With the current high prices, how can they improve their return on investment ratio? Are we heading for our third major correction in less than two decades?

ASSET ALLOCATION
Diversifying, growing returns, and understanding risk tolerance among private client investors.

FIXED INCOME
We have entered a new age of fixed income characterized by low inventory, new regulations and rising rates. How global markets respond to this new paradigm is a challenging question with implications to private client portfolios.

WEALTH PLANNING 
Managing assets for tax and risk efficiency. Higher tax levels, advancements in structures, insurance products, investment strategies and technology are being utilized by sophisticated advisors throughout the state. 

PRICING

Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.

VENUE


Hotel Bayerischer Hof
Promenadeplatz 2-6
München
Germany 80333
CLICK TO VISIT VENUE WEBSITE

CONTACT

INVESTOR RELATIONS

Peter Kempf

Program Manager / Investor Relations

+1 212-706-9634

Peter.Kempf@marketsgroup.org

MARKETING

Karishna Perez

Program Manager / Investor Relations

+1 646-216-8581

Karishna.Perez@marketsgroup.org

SPONSORSHIP

Max Tattersall

Relationship Manager

+44 20 8068 2659

Max.Tattersall@marketsgroup.org

SPONSORSHIP

Brett Friedberg

Head of Sales

+1 212-804-6220

Brett.Friedberg@marketsgroup.org