2023-09-15T00:00:00-0400

2023-09-15T00:00:00-0400

2nd Annual Private Wealth Italy Forum Milan, Italy | October 2023 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.



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 




REQUEST AGENDA

Please note only corporate email addresses will be accepted only.

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 1,500 USD 04/28/23
    Early Bird II 1,900 USD 06/09/23
    Pre-Event Registration I 2,200 USD 07/07/23
    Pre-Event Registration II 2,600 USD 08/11/23
    Event Registration 3,000 USD 09/13/23

    CONTACT

    Sponsorship Opportunities & Registration

    +1 212-804-6220

    [email protected]

    Allocator Attendance

    +1 347-778-2568

    [email protected]

    Media Partnerships

    +1 212-600-8631

    [email protected]