About the Event
Against the ongoing backdrop of the Covid-19 pandemic and nascent signs of a resurgent economy, the challenges of managing cash and debt, developing investment strategies, navigating taxes, planning for retirement and the future of estates are all magnified by increased risk and uncertainty. When life returns to some approximation of normal, how will we think about how much to spend and where to spend it? The Bloomberg Wealth Summit is a virtual event designed to provide private investors, family offices, and financial advisors actionable intelligence and news they can use. Through smart panels, one-on-one interviews and interactive audience Q&A with leading investors, economists, money managers, and policy professionals, we’ll unearth insights and shed light on some of the most vexing questions, and surprising opportunities, in wealth management.
Themes
Investing |
From the old-school 60-40 to SPACs to Bitcoin to real estate, the range of options available to investors is filled with both risk and opportunity. What makes the most sense for your portfolio? |
Economics |
The macro environment is as challenging in 2021 as at any point in recent memory, and the combination of volatility and low rates has left many investors scrambling to adjust. What will recovery look like over the next 12-18 months and which policy conversations be on your radar as you make financial decisions? |
Taxes |
With so many potential changes to tax codes everywhere, what strategies are right for you? |
Family Offices |
For those managing generational wealth, the current environment presents challenges but also a number of opportunities. We’ll talk to top family office managers about the strategies they’re using to keep returns up and costs low. |
Savings & Retirement |
Whether you’re years away from retiring or closer than you’d like to admit, creating a viable plan to keep you comfortable is top of mind. We’ll talk to top planning experts about what you should know as you ready your future. |
Reinvention |
With travel and entertainment high on the list of life’s most-missed luxuries during the pandemic, we can expect a huge rebound in these sectors as life returns to normal. What will be the top destinations, luxury purchases, and experiences when the world is open again? |
Our Speakers
Founding Sponsor
Presenting Sponsor
