April 7, 2022 | New York, NY

Bloomberg Wealth Summit

As the world enters year three of the ongoing global pandemic, wealth managers seem to be finally getting their legs under them after the lost year of 2020 and the nascent recovery of 2021. Rising inflation fears, market volatility, and low yields from conventional sources continue to bedevil investors but there are signs of growth and with that growth, opportunity. Alternative investments including private equity, credit markets, real estate, and especially cryptocurrencies offer huge upside for savvy investors but getting into these vehicles is often not easy.
At this year’s edition of Bloomberg Wealth, we’ll examine how the ongoing global economic situation is forcing investors and wealth managers to continue to search for yields outside of the traditional equity/income/cash categories. And how that search is fueling a new generation of financial technology that’s putting more and more retail investors into higher-yielding, and riskier, investments that have heretofore been primarily the domain of accredited investors.

Drawing on the deep expertise of the world’s largest newsroom, and its dedicated global wealth reporting team, the Bloomberg Wealth Summit provides 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.

New York & Virtual

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April 7 - Thursday

8:00 am

Registration and Networking Breakfast

9:00 am

Bloomberg Wealth Open

9:00 AM EDT – Welcome Remarks

Sonali Basak, Financial Correspondent, Bloomberg Television

9:05 AM EDT – Global Trends in Wealth Management

Meena Lakdawala-Flynn, Co-Head of Global Private Wealth Management, Goldman Sachs
Moderator: Sonali Basak, Financial Correspondent, Bloomberg Television

9:25 AM EDT – The Expanding Alternatives Space

From private credit to sports teams, investors are widening their aperture as never before, finding outsized returns in unlikely places. Jason Kelly sits down with Michael Arougheti to get the latest.

Michael Arougheti, CEO, President & Co-Founder, Ares Management Corporation
Moderator: Jason Kelly, Chief Correspondent, Bloomberg Quicktake

9:45 AM EDT – The New Reality for Tech Innovation

It’s been an interesting year for tech stocks. China’s tech crackdown, Russia’s invasion of Ukraine and inflation has deflated the tech bubble. But the rate of innovation won’t let up. We sit down with Kai-Fu Lee to gain his unique insight into the future of finance and technology.

Kai-Fu Lee, Chairman & CEO, Sinovation Ventures
Moderator: Caroline Hyde, Anchor, Bloomberg Television

10:05 AM EDT – The Crypto Regulatory Landscape

Individual investors have been piling into digital assets in a big way- from cryptocurrencies, to NFTs and everything in between. Banks and mainstream asset managers are moving with them. With US President Joe Biden issuing a long-awaited executive order on crypto in March, we identify the opportunities in the new regulatory landscape.

Timothy Massad, Former Chairman, Commodity Futures Trading Commission & Former Assistant Secretary of the Treasury
Craig Salm, Chief Legal Officer, Grayscale
Tiffany J. Smith, Partner, WilmerHale
Moderator: Allyson Versprille, Crypto Regulation Reporter, Bloomberg

10:35 AM EDT – Morning Networking Break

11:00 AM EDT – Managing Through Market Chaos

Uncertainty is the name of the game. We find out how to get a handle on the future path of interest rates, the economy, and markets.

Catherine Keating, CEO of Investor Solutions & Wealth Management Divisions, BNY Mellon
Lynn Martin, President, NYSE Group; Chair, ICE Fixed Income & Data Services
Moderator: Carol Massar, Anchor, Bloomberg Television & Radio

11:30 AM EDT – What Lies Beyond Buyouts

Stephanie Drescher, Partner & Chief Client & Product Development Officer, Apollo

11:50 AM EDT – LinkedIn Sales Solutions Sponsor Spotlight: Relationships First, Portfolios Second

Cully Eisenbeis, Team Leader, Edward Jones
Moderator: Matt Repking, Major Accounts Leader, LinkedIn Sales Solutions

11:55 PM EDT – Risks You Can’t Afford to Ignore

2022 has seen a dramatic shift in the geopolitical balance of power. Richard Falkenrath shares his views on recent events and how they have forever changed the global risk landscape.

Richard Falkenrath, Chief Administrative Officer, Bridgewater
Moderator: Erik Schatzker, Editor-at-Large, Bloomberg Businessweek

12:20 PM EDT – Networking Lunch

Click here for real–time transcription of this session. Please excuse any typos. The final transcription will be available in this page after the event concludes.

12:20 pm

Networking Lunch

1:30 pm

Bloomberg Wealth Afternoon Programming

1:30 PM EDT – Welcome Remarks

Erik Schatzker, Editor-at-Large, Bloomberg Businessweek

1:35 PM EDT – Bloomberg Wealth: Avenue Capital Group’s Marc Lasry

David Rubenstein uncovers key investment strategies and tactics from Marc Lasry.

Marc Lasry, Chairman, CEO & Co-Founder, Avenue Capital Group
Moderator: David Rubenstein, Co-Founder & Co-Chairman, Carlyle Group

2:10 PM EDT – The Retail Revolution Comes to Alternatives

Joan Solotar opens up on how Blackstone is building a home for retail investors and alternatives.

Joan Solotar, Global Head of Private Wealth Solutions, Blackstone
Moderator: Erik Schatzker, Editor-at-Large, Bloomberg Businessweek

2:30 PM EDT – Bloomberg New Voices Initiative Update

Laura Zelenko, Senior Executive Editor, Bloomberg

2:35 PM EDT – The Future of Real Estate

Emily Vande Krol, Principal of CIM & President of CCO Capital
Michael Levy, CEO, Crow Holdings
Ryan Williams, Founder & CEO, Cadre
Moderator: Natalie Wong, Commercial Real Estate Reporter, Bloomberg

3:05 PM EDT – Building Wealth Through Art

Global art auctions surged 60% to $17.1 billion dollars in 2021, driven in part by live online sales, which have increased more than eightfold during the pandemic. Allan Schwartzman tells us how the market has transformed.

Allan Schwartzman, Art Advisor, Schwartzman& Art Advisory
Moderator: Mark Miller, Global Editor, Bloomberg Live

3:25 PM EDT – Investing in Sports

Gerry Cardinale, Founder, Managing Partner & Chief Investment Officer, RedBird Capital Partners
Jason Kelly, Chief Correspondent, Bloomberg Quicktake

3:50 PM EDT – Closing Remarks

Jason Kelly, Chief Correspondent, Bloomberg Quicktake

4:00 PM EDT – Close of Bloomberg Wealth