- Welcome & event overview
- World Wealth Report 2020 KEY TAKEAWAYS #1
Elias Ghanem, Global Head, Capgemini Financial Services Market Intelligence Group
Moderator Yuri Bender, Editor-in-Chief, Professional Wealth Management Group, Financial Times - Master Class: SUSTAINABILITY & PHILANTHROPY New Urgency for Green Strategies
Bill Street, Group Chief Investment Officer, Quintet Private Bank
Parag Khanna, Founder and Managing Partner, FutureMap
Erika Karp, Founder and Chief Executive Officer, Cornerstone Capital
Moderator Paul Sullivan, Wealth Matters Columnist, The New York Times - Capgemini and Wealth Management Ecosystem Discussion – Asia
Samuel Levy-Basse, Head, Capgemini Invent Hong Kong
Alexis Calla, Global Head, Investment Advisory & Strategy, Group Wealth Management, Standard Chartered Bank
Ned Phillips, Founder and CEO, Bambu - World Wealth Report KEY TAKEAWAYS #2
- Point of View: SEEING WHAT LEADERS SEE How Entrepreneurs Create Success
Tucker York, Global Head of Wealth Management, Goldman Sachs
Maria Elena (Mel) Lagomasino, CEO and Managing Partner, WE Family Offices
Markus Lammer, Chief Operating Officer, Ultrahigh Net Worth/U.S., Credit Suisse Moderator Moderator Lauren Young, Wealth Editor, Thomson Reuters - Master Class: REDEFINING WOMEN AND WEALTH Delivering Excellence with a Customized Approach
Adrienne Penta, Executive Director, Brown Brothers Harriman Center for Women and Wealth
Tash Elwyn, President and CEO, Raymond James & Associates
Moderator Veronica Dagher, Senior Wealth Management Reporter, The Wall Street Journal - Capgemini and Wealth Management Ecosystem Discussion – Europe
Tej Vakta, Global Asset & Wealth Management Domain Leader, Capgemini
Pierre Dulon, CEO, Azqore
Yann Charraire, Managing Director, OneWealthPlace - Point of View: FINDING FOCUS IN A CRISIS, Redefining Boundaries to Thrive
Fred Mouawad, Founder, Synergia One - World Wealth Report KEY TAKEAWAYS #3
- Master Class: MASTERING MULTIGENERATIONAL MONEY, Serving the Preferences of Boomers + Gens X, Y and Z
Jeremy Balkin, Head of Innovation, HSBC
Kabir Sethi, Managing Director and Head of Digital Wealth Management, Bank of America Merrill Lynch
Money K., Global Head of Next Generation, Citi Private Bank
Moderator April Rudin, Founder and CEO, The Rudin Group - Point of View: NEW LENS ON CLIENT EXPERIENCE, Traditional Wealth vs. New Wealth
Anna Brugnoli, Co-Head of Wealth Planning, UBS
Lisa Shalett, Chief Investment Officer, Morgan Stanley
Moderator Yuri Bender, Editor-in-Chief, Professional Wealth Management Group, Financial Times - Capgemini and Wealth Management Ecosystem Discussion – North America
Matt Reger, Vice President, Capgemini Invent
Amma Boateng, Head of Strategy and Development, Financial Advisor Services, Vanguard
Matt Singleton, Director, US Enterprise Solutions, Flybits - Point of View: WEALTH PSYCHOLOGY, Uncovering How Clients’ Relationships with Money Impacts Their Wealth
James Grubman, Founder, Family Wealth Consulting
Joel Treisman, Founder and President, From Wealth to Wisdom