Entrepreneur, Investor, and Exited Co-Founder of Scorpio Partnership (An AON Group company)
Bob Dannhauser, CFA, Moderator
Head, Private Wealth Management
- Why does it matter to have a positive response in challenging markets?
- How are emerging technologies disrupting the business of private wealth management?
- How is value being recalibrated, and what do current trends tell us about evolving client expectations?
- As advice is increasingly automated, how must the role of investment professionals evolve to maintain relevance?
Topical Track: Private Wealth Management