Managing the Wealth of the Future: Jack Uldrich to Speak in the Bahamas

Global Futurist and Keynote Speaker Jack Uldrich

Global futurist Jack Uldrich will address a group of private wealth management investors in Nassau, Bahamas on Friday, March 10.

 With the increase in the aging population making their way toward retirement, and the young financial managers embracing the digital technology, the future of wealth management is shifting. 

One of the big questions looming on the horizon, according to global futurist Jack Uldrich is, "Will the old embrace the new?"

According to the CFA Institute, "Its future will be determined by its willingness and ability to meet the challenges or opportunities posed by today’s digital world and to reassess its approach to client relationships, beginning with a thorough understanding of what matters to private wealth clients."

Given that that statement is from 2013, it seems fair to say that things are only accelerating. Jack Uldrich says, "Things are exponentially accelerating." 

When delivering keynotes, Uldrich says his primary intention is to motivate his clients not only to embrace the idea of the imminent changes coming but to harness them with greater ease.

Uldrich, who has been speaking to a great many private wealth management firms, (four within the past two weeks) will address a group of investors in Nassau, Bahamas on Friday, March 10 and another firm in New York City on March 21.

In his presentations, Jack Uldrich will address the changes and challenges of the digital world in the next ten years. He says Blockchain, crypto-currencies, Artificial Intelligence, gaming dynamics, nanotechnology, Big Data, chatbot, peer-to-peer lending, will continue to drive seismic change and deliver paradigm-shattering transformation to nearly every facet of society, including wealth management.

He has given keynotes and strategic planning sessions for Global Atlantic, TD Banks in the US and Canada, Invesco, Banamex, University of Wisconsin Graduate School of Banking, Thrivent, Coulee Bank, Signal Hills, Stockbridge and Questar Capital, among others. His other engagements for the month include speaking to Carrier Corporation in New Orleans, and the American Brush Manufacturing Association in Orlando, Florida.

Parties seeking more information on Jack Uldrich's upcoming engagements, or availability as a speaker are encouraged to view his website.

Source: Jack Uldrich & The School of Unlearning