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Dr. Claus  te Wildt

Dr. Claus te Wildt

Experienced Capital Market Strategist - Investment Strategy Thought Leader - Engaging Public Speaker - Narrative Creator - Executive Coach

In-Person Fee Range:
$10,001 - $15,000
Virtual Fee Range:
$3,001 - $5,000
Traveling from:
Massachusetts
Economic And Investment Update

Dr. Claus te Wildt

Experienced Capital Market Strategist - Investment Strategy Thought Leader - Engaging Public Speaker - Narrative Creator - Executive Coach

In-Person Fee Range:
$10,001 - $15,000
Fee Details
Virtual Fee Range:
$3,001 - $5,000
Fee Details
Traveling from:
Massachusetts

Why Book

  • Dr. Claus te Wildt is a highly sought presenter and public speaker at national financial services, investment industry conferences and general trade associations covering the global economic/political landscape and its investment implications.
  • Skilled in synthesizing complex information to both subject matter experts and non-technical audiences.
  • Author of Fidelity’s “Investment Themes” capital market presentation series and co-host of “Thinking Outside the Portfolio” podcast.

Biography

Dr. Claus te Wildt is a distinguished and experienced financial services executive and a highly respected thought leader in the asset management industry. He has earned a reputation of being able to break down the complex and sometimes confusing global investment landscape for advisors and their clients. As a noted speaker at major industry events, Dr. te Wildt ensures that financial advisors benefit from actionable portfolio implementation ideas and greater confidence in articulating those ideas and strategies to their clients.

Previously, Dr. te Wildt headed the Capital Markets Strategy Group of Fidelity Investments for 18 years. In that role, he formulated and communicated Fidelity’s capital market view to Fidelity Institutional clients in the intermediary channel. Dr. te Wildt was also a regular speaker at the national and regional conferences of most major broker-dealer firms, including events organized by Merrill Lynch, UBS, and Wells Fargo. His commentary was published on Fidelity.com, he created Fidelity’s Investment Themes market outlook series
and co-hosted its “Thinking Outside the Portfolio” podcast.

Prior to joining Fidelity, Dr. te Wildt co-founded teMac Investments, an advisor firm that operated similar to a hedge fund. He also held a variety of senior and executive positions at GT Global and Dresdner RCM and worked as a consultant at Bain & Company. Dr. te Wildt earned a Master of Business Administration (MBA) degree in finance from the University of Colorado and a Doctor of Political Science (PhD) in finance from the University of Kiel in
Germany.

In addition to speaking engagements, Dr. te Wildt is now working as a consultant where he advises clients on portfolio construction, client communication, crisis management, support of client acquisition and retention, and executive coaching. Dr. te Wildt lives with his wife outside of Boston where they raised two children. In his spare time, he golfs, cheers for his hometown club Borussia Dortmund, and supports various Cancer Foundations.

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Programs

State and outlook of the Domestic and Global Economy
General Investment Outlook
Portfolio Construction
Investing
Personal Finance Recommendations
Impact of politics, elections, and global events on the economy
Industry specific economic outlook

Dr. Claus te Wildt Review

“I love having Claus in front of our Advisors and their clients. He really excels in breaking down complex economic and geopolitical problems into brief understandable summaries. Everyone walks away with a much greater understanding of the challenges and opportunities we are facing.”

— Managing Principal, Wealth Management & Chief Investment Officer

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NEED MORE IDEAS?

We are here to help.
Speak with our experienced Program Consultants.

Call us or Live Chat Below

NEED MORE IDEAS?

We are here to help.
Speak with our experienced Program Consultants.

Call us or Live Chat Below

NEED MORE IDEAS?

We are here to help.
Speak with our experienced Program Consultants.

Call us or Live Chat Below

NEED MORE IDEAS?

We are here to help.
Speak with our experienced Program Consultants.

Call us or Live Chat Below

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