The 5th Annual Private Wealth Germany Munich 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.
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.
Markus Müller Chief Investment Officer ESG & Global Head of Chief Investment Office Deutsche Bank - Private Bank Deutsche Bank
Philip Gisdakis Chief Investment Officer Hypovereinsbank
Antje Biber Head of SDG Office FERI AG
Claudia Rankers Chief Executive Officer Rankers Family Office
Chris-Oliver Schickentanz Chief Investment Officer Capitell
Manuela Traenkel Head Asset Management Mandura AG
J. Christian Stadermann Partner Logos Patrimon
Soenke Niefuend Executive Director Merck Finck a Quintet Privatbank
Heidi Abraham Managing Director Reimann Investors Vermögensbetreuung
Dominique Metzele Director, Alternative Investments Donner & Reuschel
Kevin Schaefers Head of HVB Sustainable Investment Office HypoVereinsbank / Unicredit Bank AG
Marcel Renné Chairman of the Board FERI
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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 [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 II||1,300||04/29/21|
|Early Bird I||1,000||02/11/22|
|Pre-Event Registration I||1,600||07/08/22|
|Pre-Event Registration II||1,900||08/27/22|