2022-09-15T00:00:00-0400

2022-09-15T00:00:00-0400

Private Wealth Italy Forum Milan, Italy | September 15, 2022 Request Agenda


The Italy Private Wealth 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 high net worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector from across Italy..

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.



KEYNOTE SPEAKERS

Theo Delia-Russell, Deputy Head Private Banking Division and Management Committee, Mediobanca

Theo Delia-Russell is considered one of the leading experts in private banking and asset management in Italy. Previously he worked in strategic consultancy for US multinationals, after which he led the private banking operations of a large Italian commercial bank, before joining Mediobanca. Theo Delia-Russell is now Deputy Head di Mediobanca Private Banking, where he has managed the development of the Bank’s private markets offering, making Mediobanca the clear market leader in this segment. He teaches private banking as part of the Financial Intermediaries Economics course at Milan Catholic University, having specialized in Wealth Management at the Wharton School of the University of Pennsylvania in the United States. His book "Private Markets: l'Asset Class del Futuro" was published by AIPB Editore in 2021. 


PLATINUM SPONSORS

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Key Discussion Topics

    ASSET EDUCATION:
    The event will provide updated education on asset allocation and asset protection. Learn how local and regional clients are growing their assets and protecting their wealth.

    STRUCTURING, TAX, TRUST AND ESTATE PLANNING:
    Learn about the latest regulations.

    ALTERNATIVE INVESTMENTS:
    Private equity, hedge funds, real estate, commodities and esoteric asset classes all hold appeal for wealthy families. How do we demystify allocations outside the traditional markets?

    FIXED INCOME:
    Fixed-income managers from across the Country will share actionable ideas to stay liquid, profit and protect clients' portfolios.

    ASSET ALLOCATION—FAMILY OFFICES VIEWS:
    How family offices are thinking about asset allocation and which asset classes they are using to achieve sufficient portfolio returns and asset stability.

    PRICING

    Early Bird I 1,000 05/15/22
    Early Bird II 1,300 06/12/22
    Pre-Event Registration I 1,600 07/10/22
    Pre-Event Registration II 1,900 08/14/22
    Event Registration 2,200 09/15/22

    VENUE


    Excelsior Hotel Gallia
    Piazza Duca D'Aosta 9
    Milan
    Italy 20124
    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

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