Private Wealth Management

13:30–15:15

Global Private Wealth Management

Philip Marcovici
Principal
Offices of Philip Marcovici

Topical Track: Private Wealth Management
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15:45–16:30

Stand Up and Be Counted: Wealth Management’s Necessary Responses to Technology Disruption and Changing Client Preferences

Sebastian Dovey
Entrepreneur, Investor, and Exited Co-Founder of Scorpio Partnership (An AON Group company)

Bob Dannhauser, CFA, Moderator
Head, Private Wealth Management
CFA Institute

Topical Track: Private Wealth Management
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