2019-10-16T00:00:00-0400

2019-10-16T00:00:00-0400

3rd Annual Private Wealth Germany Forum Munich | 16 October 2019 Request Agenda


The 3rd Annual 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. 

REGISTRATION

ALLOCATORS: Complimentary Registration for all qualified allocators

MANAGERS & SERVICE PROVIDERS: This event event is closed to all managers and service providers unless a sponsorship is purchased. Please contact sales@marketsgroup.org for additional information.

PRICING

Allocator – Complimentary $0 10/16/19

VENUE


Hotel Vier Jahreszeiten Kempinski Munich
Maximilianstraße 17,
München
Germany 80539
CLICK TO VISIT VENUE WEBSITE

CONTACT

Sponsorship Opportunities & Registration

+1 212-804-6220

Sales@marketsgroup.org

Allocator Attendance

+1 347-778-2568

IR@marketsgroup.org

Media Partnerships

+1 212-600-8631

Marketing@marketsgroup.org