Save the Date | Effective Engagement of the UHNW Millennial: Thursday, October 7, 2021

The Symposium offers a unique platform for executives across the worlds of luxury, financial services, non-profit and higher education to come together to share learnings and insight on how to better access UHNW individuals.


The only gathering of its kind, our conferences bring together some of the world’s most prominent and respected executives from across luxury, financial services, non-profit and higher education to share first-hand experience and expertise with those who seek to further master engagement and growth in the ultra-high-net-worth arena. Never before has a conference brought such a diverse group of world class leaders across such a wide variety of industries together to focus specifically on equipping attendees to more effectively target this audience.

“The Symposium’s first conference, Growth Strategies for a Post-Pandemic World, was possibly the best luxury conference of the past year – great speakers, engaging content, simple setup. It beats most luxury summits I have attended, and I am eager to see what will happen next. See you there!”

Matteo Atti, Group EVP of Marketing, Vista Global

Following the success of our inaugural conference, Growth Strategies for a Post-Pandemic World, we are delighted to announce our next virtual conference, Effective Engagement of the UHNW Millennial, that will take place on Thursday, October 7, 2021.

UPCOMING: Effective Engagement of the UHNW Millennial
PAST: Growth Strategies for a Post-Pandemic World

 The conference will feature some of the most prominent leaders from across the verticals in this space, with confirmed speakers to date including:

Scott Harrison, Founder & CEO, charity: water; James Henderson, CEO, Exclusive Resorts; Farouk Nefzi, Chief Marketing Officer, Feadship; Stan Shparberg, Vice President Commercial, Airbus Corporate Jets; Marc Nicolosi, Managing Director North America, Berluti; Lindsey Burris, Managing Director, Development, MusiCares; Gail Grimmett, Chief Experience Officer, Wheels Up; Everette Taylor, Chief Marketing Officer, Artsy; Ben Steiner, CEO, Steinway & Sons; Debra Langford, Executive Director | Head of Black Wealth Initiatives, J.P. Morgan Private Bank; Rick Harig, President, KORE Venture; Mauricio Umansky, Founder & CEO, The Agency; D.J. Hanlon, Executive Vice President of Sales, Flexjet; Susan Sofronas, Managing Director, Geller Advisors; Matt Gohd, CEO, ZERO-G; Tim Irwin, General Manager, Penfolds; Greg Khost, Head of Private Wealth Management Sales, Neuberger Berman; Lauren Wilt, CEO, USA, Quintessentially and Lou Nanni, Vice President for University Relations, University of Notre Dame.

“I enjoyed speaking at and participating in The Symposium alongside colleagues and cross-sector industry leaders to discuss mission-aligned partnerships and strategies that can fuel business, client and social outcomes.

As the head of global philanthropy, private sector partnerships and innovation at Global Citizen, I found the content to be practical, actionable and relevant and enjoyed hearing from The Symposium’s diverse panelists who represent best in class brand, non-profit and institutional partners. I look forward to future collaborations with The Symposium and building on new relationships with Symposium network peers.”

Sarah Acer, Head of Global Philanthropy, Global Citizen