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


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


View Full Conference Agenda


  • 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


Matteo Atti

EVP, Marketing & Innovation 

Sarah Acer

Head of Global Philanthropy
Global Citizen

David C. Albright

Head of Client Development
Northern Trust - Global Family & Private Investment Offices

Jonathan Beckett



Jean-Marc Bories

Head of North America

Pauline Brown

Former Chairman of LVMH & Author of Aesthetic Intelligence

Perry Cochell

Former Head of Philanthropy 
Boy Scouts of America

Justin Coghlan


Davide Cremese

Managing Director of the Americas
Molteni&C | Dada

Cedric Davy


Lydia Fenet

Global Director of Strategic Partnerships

Patrick Gallagher

President of Sales, Marketing & Service

Scott Harrison

Founder & CEO
charity: water

Marc Hruschka

President & CEO
Graff USA

Aino-Leena Grapin

Winch Design

Greg Khost

Head of Private Wealth Management Sales
Neuberger Berman

Bruce Jones

Triton Submarines

Yves de Launay

VP, Private Client
Moët Hennessy USA

Edward Marshall

Global Head of Family Office & High Net Worth


Rob McCallum

Co-Founder & CEO

Josh Newton

SVP, Advancement & Alumni Engagement
Emory University

Whitney Robinson

DW NorthStar

Cynthia Roy

President & CEO
Regional Hospice

Shiv Sikand

Co-Founder & EVP
Drako Motors

Ryan Simonetti

CEO & Co-Founder

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

Stefano de Vivo

Ferretti Group

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


We would like to thank you to our sponsors and partners for making our inaugural conference possible.