What You'll Get

 

 

DISRUPT | DEMOS

Advances in wealth management and discussion of the latest technology and platforms.

CEO SPOTS

Get a market perspective from the CEOs that are transforming the industry.

BREAK OUT SESSIONS

Dig deep into topics focused on: Investing, Saving, Advice, Research and Analytics.

IN|VEST 2017: INNOVATIONS IN INVESTING, SAVING AND ADVICE

Wealth management is increasingly technology driven—with new user interfaces, account aggregation, artificial intelligence and regulatory changes driving progress for those at the leading edge.

In|Vest brings together technology and strategy executives from across the entire wealth management community to explore the digitalization of the wealth management market. .


 

Event Overview

Tracks

 



Expand your network by connecting with your peers


Keynote Speakers

 

Bill Crager

President
Envestnet, Inc.

Joe Duran

CEO
United Capital

Mark Goines

Vice Chairman, Digital Wealth Management
Personal Capital

Timothy Heier

Executive Vice President and
Chief Technology Officer, Charles Schwab

Sanjiv Mirchandani

President, Fidelity Clearing and Custody Solutions

Who You'll Hear From

 

Featured Speaker

 

 

Peter Fishman

Peter Fishman

Director of Digital Investing, Citizens Bank

Joseph Kochansky

Joseph Kochansky

Managing Director, Head, BlackRock

Mike Sha

Mike Sha

CEO, SigFig

Siddharth Sharma

Siddharth Sharma

CTO & Head of AI Lab, Hedgeable, Inc.

Schedule at a Glance

 

 

TUESDAY, JULY 11, 2017

9:00 a.m. Opening Keynote
9:30 a.m. Disrupt|Demos
12:00 p.m. Working Lunch
1:30 p.m. CEO Spots
3:30 p.m. Break
4:00 p.m. Breakout Sessions
5:30 p.m. Reception in Expo Hall


Wednesday, July 12, 2017

8:00 a.m. Exhibit Hall Opens
8:30 a.m. Keynote Address
9:00 a.m. Breakfast in the Exhibit Hall
10:00 a.m. Keynote Addresses
12:00 p.m. Lunch
1:30 p.m. Breakout Sessions
3:00 p.m. Conference Ends


Find Out More

 

 

Plan Your Stay

 

 

In|Vest 2017 will take place at the New York Marriott Marquis. Click here for booking information.


FAQs

 

 

WHAT IS IN|VEST 2017 ANYWAY?

In|Vest is the premier industry conference showcasing the companies, people and technologies that are creating the digital future of wealth management. In|Vest 2017 will bring together the entire community dedicated to helping individuals and families with investing, saving and financial advice.

WHO ARE THE CREATORS OF THE EVENT?

In|Vest 2017 is brought to you by SourceMedia, publishers of American Banker, Bank Investment Consultant, Financial Planning, On Wall Street and a number of other financial services industry publications.

WHO WILL ATTEND?

Senior executives from all facets of wealth management—traditional banks, broker dealers, private banks, regionals and independents, online investment platforms, technology and service providers. Rounding out this group will be venture capital and private equity investors looking to get in and out of the space.

HOW CAN I APPLY FOR ONE OF THE DISRUPT|DEMO SPEAKING OPPORTUNITIES?

The event will feature 18 Disrupt|Demo presentations of 7 minutes each. The companies included in the lineup will be selected by the In|Vest team. You can apply to demo here.

WHEN AND WHERE?

In|Vest will be held July 11-12 at the Marriott Marquis in NYC.

WHERE SHOULD I STAY?

The In|Vest team has secured a block of rooms exclusive to conference attendees at the Marriott Marquis.

HOW CAN I REGISTER TO ATTEND?

Want to talk to a real person? Call Vernesa Merdanovic at (212) 803-8393 OR Ingrid Olsen at (212) 803-8456. Want to do it online? Click Here.

WHO DO I CONTACT ABOUT SPONSORSHIP?

For information about sponsoring or exhibiting at In|Vest 2016 please contact Stacy Gellman at (212) 803-8841 or Stacy.Gellman@sourcemedia.com.

WHO DO I CONTACT ABOUT SPEAKING?

Please reach out to Rebecca Sausner at (212) 803-8639 or Rebecca.Sausner@sourcemedia.com.

July 11-12, 2017, New York City

 

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