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.
Advisory Board
Felice Angelo
Panigoni, Head of Asset Management, Banca
Aletti
Paolo Guida, Head of Research for Private Investors, Intesa SanPaolo Private Banking
Lorenzo Crispoltoni, Senior Portfolio Manager Equities & Alternative Investments, Fideuram
PLATINUM SPONSORS
GOLD SPONSORS
SPONSORS
REQUEST AGENDA
Please note only corporate email addresses will be accepted.
Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.
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
CONTACT
Copyright © 2024 Markets Group | Terms & Conditions | Privacy Policy
