Key facts
- Adam Katz of Corient discussed founder strategy and wealth management trends.
- The discussion took place at Bloomberg Tech 2026 in San Francisco.
- Mark Miller of Bloomberg conducted the interview.
Adam Katz, who leads the Entrepreneurs & Founders division at Corient, participated in a discussion at Bloomberg Tech 2026. The event was held in San Francisco. Katz spoke with Mark Miller from Bloomberg about key trends relevant to founders, specifically focusing on founder strategy and wealth management. The conversation aimed to provide insights into the current landscape for entrepreneurs and their financial planning.