Foundations Successfully Advised in The Investment 2018 | WM Group | 20 September 2018 | Patrick Hellmann Schlosshotel, Brahmsstraße 10, 14193 Berlin, Germany

There is widespread uncertainty about which financial products and strategies are permitted for foundations. Also, the special investment profile of foundations and the industry-typical wording are often unclear to the consultant. Against this backdrop, new business is often difficult.
In contrast to existing qualification measures, this event is much more practice-oriented and is offered as a compact introductory event. Foundations are currently regarded as a particularly fast-growing market segment. At the same time, foundations often feel overwhelmed with a wide variety of offers. It is therefore important to distinguish oneself with foundation expertise in the competition. The fact that foundations have a very special investor profile, which differs from any other (semi) institutional investor, is (still) unclear to many providers.
The seminar series is consistently geared to the day-to-day work of the provider. It distinguishes itself by target group sharpness, proximity to Praix and abandonment of theoretical ballast. In the speech of publications, it is essential that one has internalized their language and thinking.

2018 Speakers

Dr. Uwe Dyk
Managing Director, Karl Schlecht Foundation

Jörg Seifart
Managing Partner