GROWTH STRATEGIES FOR A POST-PANDEMIC WORLD
On Thursday, April 29, The Symposium presented its inaugural virtual conference, Growth Strategies for a Post-Pandemic World.
The morning sessions focused on mastering engagement of existing clients and donors, and the afternoon centered on growth of new client and donor acquisition. Each panel session was moderated, each with four to five participants with executives from across the markets of luxury, financial services, non-profit and higher education, with no competitors on the same panel.
The by-invitation audience was made up of those who held management or C-suite level positions at respected and recognized organizations that cater to or target this specific demographic.
The conference featured 30 of the most prominent leaders from across the worlds of luxury, financial services, non-profit and higher education.
“I was invited to be a member of the panel for the April UHNW Symposium Conference. I take part in many on-line conferences and webinars – it is always a pleasure to do so.
I must say that this particular Symposium was extremely well organised, highly professional and I found the other members of the panel extremely interesting & relevant. I am sure that we will be staying in touch.
I would highly recommend the UHNW Symposium to anyone interested in the UHNW market place and I will most certainly be watching the next Symposium as a guest - planned for October 7, 2021.”
Jonathan Beckett, CEO, Burgess
/ AGENDA
/ TOPICS INCLUDED
- Strategies for approaching client/donor engagement in the new world we are living in
- Proven tactics for accessing more prospects in less time
- Successful partnerships that deliver – and don’t just look good on paper!
- Learn how to harness the power of data to drive a more customized and bespoke approach to marketing strategies
- The mindset of the billionaire and how to successfully tailor your approach to build a stronger connection
/ SPEAKERS
Matteo Atti
EVP, Marketing & Innovation
VistaJet
Sarah Acer
Head of Global Philanthropy
Global Citizen
David C. Albright
Head of Client Development
Northern Trust - Global Family & Private Investment Offices
Jean-Marc Bories
Head of North America
MB&F
Pauline Brown
Former Chairman of LVMH & Author of Aesthetic Intelligence
Perry Cochell
Former Head of Philanthropy
Boy Scouts of America
Justin Coghlan
Co-Founder
Movember
Davide Cremese
Managing Director of the Americas
Molteni&C | Dada
Cedric Davy
COO
Bugatti
Lydia Fenet
Global Director of Strategic Partnerships
Christie's
Patrick Gallagher
President of Sales, Marketing & Service
NetJets
Scott Harrison
Founder & CEO
charity: water
Marc Hruschka
President & CEO
Graff USA
Aino-Leena Grapin
CEO
Winch Design
Greg Khost
Head of Private Wealth Management Sales
Neuberger Berman
Bruce Jones
Yves de Launay
VP, Private Client
Moët Hennessy USA
Rob McCallum
Co-Founder & CEO
EYOS
Josh Newton
SVP, Advancement & Alumni Engagement
Emory University
Whitney Robinson
CEO
DW NorthStar
Cynthia Roy
President & CEO
Regional Hospice
Shiv Sikand
Co-Founder & EVP
Drako Motors
Ryan Simonetti
CEO & Co-Founder
Convene
Chris Stuart
CEO & President
Berkshire Hathaway HomeServices
Paul Sullivan
Author of The Thin Green Line: The Money Secrets of the Super Wealthy & Wealth Matters Columnist, The New York Times
Andy Thomas
VP, Marketing & Communication
McLaren
Stefano de Vivo
Lindsey Williams
Assistant Vice Chancellor
UCLA Health Sciences
“The Symposium’s first conference was brilliant. It was the most informative conference I have ever participated in, both as an attendee and as panellist, & was so smoothly run. I found my co-panellists not only incredibly insightful but also just a wonderful group of humans. I have made such meaningful connections since our participation both socially and professionally & I am very excited to continue my participation!”
Justin Coghlan, Co-Founder, Movember
/ SPONSORS
We would like to thank you to our sponsors and partners for making our inaugural conference possible.
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