The 4th Annual Private Wealth Germany Forum is the region'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 program's speaker faculty is primarily comprised of leaders in the sector from across Germany.
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.
Dr. Bernd Meyer Chief Strategist – Wealth & Asset Management Joh. Berenberg, Gossler & Co. KG
Reinhard Pfingsten Chief Investment Officer Bethmann Bank AG
Daniel Kerbach Chief Investment Officer Merck Finck Privatbankiers AG
Ingo Nix Managing Partner M & M Family Office (Germany)
Kai Franke Chief Investment Officer and Managing Director ODDO BHF Trust GmbH
Dr. Christian Wiehenkamp Chief Investment Officer Perpetual Investors GmbH
Thomas Borghardt Member of the Board Marcard, Stein & Co
Wolfgang Krappe Chief Executive Officer Capitell Vermögens-Management AG
Ralf Mielke Head Sustainable Investments Bank Julius Bär Deutschland AG
Carsten Mumm Chief Economist and Head of Capital Markets Analysis Donner & Reuschel AG
Dr. Marcel Morschbach Member of the Executive Board net-m Privatbank 1891 AG
J. Christian Stadermann Partner Logos Patrimon
Antje Biber President of the Board & Head of SDG FERI (Schweiz) AG
Franz Angermann Managing Partner WTS Group AG
Marcel Müller Executive Partner, Head of Portfolio Management HQ Trust GmbH
Markus Müller Managing Director - Global Head of Chief Investment Office Deutsche Bank Wealth Management
Amanda Stitt Investment Director, Head of Global Fixed Income Product Specialist Legg Mason Global Asset Management
Marie-Sophie Pastant Head of ETF & Index Portfolio Management BNP Paribas Asset Management
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OPENING BELL: FINANCIAL AND MACRO-ECONOMIC OUTLOOK FOR THE NEXT 12 MONTHS
The panelists will look at the overall picture and provide context for the rest of the sessions during the event.
HOW TO BEST TAKE ADVANTAGE OF OPPORTUNISTIC ALTERNATIVE INVESTMENTS
Environmental, Social and Governmental discussions continue to evolve rapidly, the panel explores how investors are assessing ESG's longer-term strategies within their portfolios.
GLOBAL AND LOCAL EQUITIES ON THEIR IMPACT ON PORTFOLIOS
As other asset classes provide lower returns, but less volatile conditions, the greatest challenge is to find the best strategies to identify underlying conditions.
EVALUATING REAL ASSETS AND REAL ESTATE INVESTMENT STRATEGIES
Investor's challenges lay in the sheer breadth of investment opportunities now available, as well as the inherent complexities surrounding asset allocation, market timing, and risk management.
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 sessions addresses the best ways to access these markets.
THE FUTURE OF ASSET ALLOCATION AND FAMILY GOVERNANCE
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.
ALLOCATORS: Complimentary Registration for all qualified allocators. Email IR@marketsgroup.org for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.