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Wisdom & Wine Dinner: Wealth Management, NYC
July 12 - Bobo NYC

Our exclusive wine tasting dinners in New York City and London are the highlight of our Wisdom & Wine series. Join us as we mix business with pleasure: the serious business of fine wine tasting together with the pleasure of connecting with your peer group of wealth management leaders who share an interest in the innovations that are shaping the future of the industry.

Our Sommelier

German-born but London-based, Anne Krebiehl MW is a freelance wine writer and lecturer. She is a contributing editor for US Wine Enthusiast Magazine and also writes for The World of Fine Wine, Harpers Wine & Spirit, The Drinks Business, Imbibe and Falstaff. Anne also judges at international wine competitions and is a panel chair at the IWC. Her interests are German, Austrian, Italian and New Zealand wines, with a particular focus on Pinot Noir, Riesling and traditional method sparkling wines.


Our New York event takes place in the charming surroundings of Bobo, a fine French restaurant set in a one hundred year-old townhouse in the heart of the West Village. Our sommelier for the evening, Anne Krebiehl, has collaborated with Bobo’s kitchen to create sensational pairings of delectable food and wines, with each plate and glass inspired by nature and family.

…and conversation

Every dinner guest will arrive curious to discuss the analytics technology that is set to disrupt wealth management and redefine the competitive landscape. Talks will be kept to a minimum, but we’ll sow some seeds of conversation by sharing insights into the interests of your peers, gained through our original research and interactive content.

You’ll discover how wealth management businesses are harnessing a new breed of software that thinks like humans, analysing conversations at high speeds and volume. We’ll explore how AI-enabled communications analytics are turning interactions with and about customers into insights that give an early warning about dissatisfaction, enrich CRM systems, and track performance trends.


This exclusive event has a limited capacity. If you are interested in attending, please advise Liz Long, who will ensure you are promptly confirmed. There is no cost to attend as our motivation is to connect with leaders in wealth management.

Date: July 12, 2018
Venue: Bobo, Garden Room
Arrival: 18:00
Menu: French Cuisine (please advise any dietary requirements or allergies)