For a third consecutive year, Financial-Academy.eu and Derivatives.gr present the 3rd Wealth Management Forum that will bring together top minds and professionals within the wealth management and private banking sector from Europe and USA to help wealthy investors to make the most of their wealth management decisions.

The forum will provide a comprehensive networking platform for businessmen, wealthy investors, professional investors & advisors and meanwhile it will deliver knowledge updates from leading industry professionals locally and abroad.

Some of the questions that participants will have the opportunity to answer and interact with the speakers of the panels are the following:

  • To be a CIO for a family office is a very demanding role which has many more demands than the CIO role of a purely money management firm. What are these demands?
  • What is the knowledge and experience a family office CIO should have to invest across many asset classes and over many different investment periods? What kind of asset classes should include in his/her portfolio (Bonds, Equities, Public Real Estate, Commodities, Hedge Funds, Private Equity, Private Debt, Private Real Estate, Timber, Direct investments).
  • What is the secret to select the "best" fund manager?
  • What type of portfolio manager is best suited for a family office?
  • Do high net worth individuals get the right investment plan and advice?
  • How does the Aviation Fund Industry work? What is an Aviation fund and what kind of investment programs manages including the acquisition of mature large transport commercial aircraft; their disassembly; and, the liquidation of these aircraft by selling the parts.
  • Today, the art industry is estimated to be worth an impressive $50bn. More and more Family Offices and private individuals with considerable family wealth are signing up to art investment products like privately managed art accounts. Is this investment for your portfolio?
  • Created in 2000, the Mei Moses All Art Index tracks the prices on all art objects that are repeatedly on sale. With such formalized systems in place to highlight the potential financial gains of dealing in art, it is no wonder that family office managers are turning to this passion asset to generate income.
  • Wine is usually used to celebrate good results rather than create them. Which investment in wine may be considered low risk and why, for the past few hundreds of years, wine prices have risen over time. Is this investment for your portfolio?
  • Which wines change in price during the course of their lives, and how can an investor utilize transparent pricing data to buy the right stock at the right time to maximize investment returns?
  • What are the myths and legends of quantitative investing? Is quant dead? Why should an investor consider using it in his/her portfolio? These questions will be answered on the current state of the quantitative landscape. Some of the myths, and some of legends that surround this style of investing will be explored, with some surprising conclusions reached.
  • What are the Global Geopolitical Risks that investors should be aware of?
  • What are the current business opportunities in Greece for wealthy investors?
  • Global Market Outlook. Sentiment surveys and high-frequency economic indicators over the last few months indicate that the global economic recovery is gathering pace. But risks linger in the face of high unemployment rates, elevated commodity & energy prices, the persisting euro area sovereign debt crisis.
  • Can European Union overcome its own political deficiencies and ultimately its fiscal turmoil?

Diffusion and exchange of knowledge among high calibrate speakers will give you an insight about the current situation and the road ahead.