2023-05-10T00:00:00-0400

2023-05-10T00:00:00-0400

6th Annual Private Wealth Nordics Forum Stockholm | May 10, 2023 Request Agenda


The 6th Annual Private Wealth Switzerland Nordics 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 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 the Nordics region.

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. 



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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

Opening Bell - Asset Allocation and Macro-Economic Outlook for the Next 12 Months 
How can private clients and wealthy families navigate the markets post-Covid-19? 

Fixed Income Realistic Expectations and Ways to Enhance Returns 
Bond yields and spreads near historic low levels are currently fueled further by the outbreak of COVID-19. This coupled with a slow-but-positive growth in Europe in comparison to other regions where risk is more prominent. 

Global and Local Equities and Their Impact on Portfolios 
The stock market has fallen significantly and continues fluctuation due to the outbreak of COVID-19. However, unlike the housing crisis of 2008, central banks are firm in their stimulus efforts. 

How to Best Take Advantage of Opportunistic Alternative Investments 
The market foresees an abundance of family offices, post-crisis regulation, technological developments, and macroeconomic shifts in demographics and economic policy.

Practical Steps Towards ESG, SRI, and Impact Investing Integration 
The ESG discussion has evolved rapidly, as are techniques for incorporating ESG analytics and factors into the portfolio construction process. 

Asset Allocation: Family Offices Views 
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. 

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REGISTRATION

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.

PRICING

Early Bird I 1,500 USD 01/06/23
Early Bird II 1,900 USD 02/17/23
Pre-Event Registration I 2,200 USD 03/17/23
Pre-Event Registration II 2,600 USD 04/21/23
Event Registration 3,000 USD 05/10/23

VENUE


Grand Hôtel
Södra Blasieholmshamnen 8
Stockholm
Sweden 103 27
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

[email protected]