What You'll Get

 

 

DISRUPT|DEMOS

DISRUPT | DEMOS

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

CEO SPOTS

CEO SPOTS

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

BREAK OUT SESSIONS

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

 



2017 Demo Presenters

 

 




Expand your network by connecting with your peers


Keynote Speakers

 

Bill Crager

President
Envestnet, Inc.

Ilan Davidovici

Global Head of Wealth Management
Salesforce

Joe Duran, CEO, United Capital

Joe Duran

CEO
United Capital

Mark Goines | Vice Chairman, Digital Wealth Management | Personal Capital

Mark Goines

Vice Chairman, Digital Wealth Management
Personal Capital

Naureen Hassan, Chief Digital Officer, Morgan Stanley Wealth Management

Naureen Hassan

Chief Digital Officer
Morgan Stanley Wealth Management

Timothy Heier, Executive Vice President and Chief Technology Officer, Charles Schwab

Timothy Heier

Executive Vice President and
Chief Technology Officer, Charles Schwab

Cheryl Nash

President, Investment Services
Fiserv

Who You'll Hear From

 

Featured Speakers

 

 

Glenn Bolstad

Glenn Bolstad

General Manager, North America, Appway

Keith Bossey

Keith Bossey

SVP Financial Services, GFK

Matt Brown

Matt Brown

CEO, CAIS

Ari Brojde

Ari Brojde

Co-Founder and CEO, Onist

Yvette Butler

Yvette Butler

President, Capital One Investing

 

Lawrence Calcano

Lawrence Calcano

CEO, iCapital Network

Michelle Cheng

Michelle Cheng

Director, Adoption & Growth, FolioDynamix

Lee Conrad

Lee Conrad

Editor in Chief, Bank Investment Consultant

Jon Cooper

Jon Cooper

CEO, Life.io

Adam Dell

Adam Dell

Founder and CEO, Clarity Money

 

Suleman Din

Suleman Din

Managing Editor, Financial Planning

Amruta Dongre

Amruta Dongre

Senior Engagement Lead, Appway

Sebastian Dovey

Sebastian Dovey

Managing Partner and Co-founder, Scorpio Partnership

Paul Duval

Paul Duval

President, Genesis Wealth Advisors, LLC

Chelsea Emery

Chelsea Emery

Editor-in-Chief, Financial Planning

 

Gordon Smith

Gordon Smith

Senior Manager, Deloitte Digital

Sarah Stanley Fallaw, Ph.D.

Sarah Stanley Fallaw, Ph.D.

President, DataPoints

Dave Fanger

Dave Fanger

Founder and CEO, Swell

Matt Faraone

Matt Faraone

Managing Principal, Capco

Matt Fellowes

Matt Fellowes

Founder and CEO, United Income

 

Randy Fernando

Randy Fernando

Founder & CEO, Vault

Peter Fishman

Peter Fishman

Director of Digital Investing, Citizens Bank

Rob Foregger

Rob Foregger

Co-Founder, NextCapital

Lori Hardwick

Lori Hardwick

Financial Services Industry Advocate

Margaret Hartigan

Margaret Hartigan

Founder and CEO, Marstone

 

Naureen Hassan

Naureen Hassan

Chief Digital Officer, Morgan Stanley Wealth Management

Toby Henry

Toby Henry

Managing Principal, Capco

Anton Honikman

Anton Honikman

CEO, MyVest

Ben Jones

Ben Jones

Managing Director - Intermediary Distribution, BMO Global Asset Management

Gareth Jones

Gareth Jones

Managingl Partner, FinTech Collective

 

Elizabeth Kelly

Elizabeth Kelly

Chief of Staff, United Income

Kelli Keough

Kelli Keough

Global Head of Digital Wealth Management, JPMorgan Chase

Peter Keuls

Peter Keuls

Partner, Aon Consulting

Aaron Klein

Aaron Klein

CEO, Riskalyze

Joseph Kochansky

Joseph Kochansky

Managing Director, Head of the Aladdin Product Group, BlackRock

 

Brad Kotansky

Brad Kotansky

Co-Founder and CEO, Onist

Venu Krishnamurthy

Venu Krishnamurthy

Head of Citigold, Citi Priority, Citi Personal Wealth Management

Sang Lee

Sang Lee

CEO & Co-Founder, DarcMatter

Joshua Levin

Joshua Levin

CSO, OpenInvest

Aron Levine

Aron Levine

Head of Consumer Banking and Merrill Edge, Bank of America

 

Jason Mars

Jason Mars

CEO, Clinc Inc.

Bonnie McGeer

Bonnie McGeer

Executive Editor, American Banker

Ian McKenna

Ian McKenna

Director, Finance & Technology Research Centre

Jeff McMillan

Jeff McMillan

Chief Analytics and Data Officer, Morgan Stanley

Joseph Mrak

Joseph Mrak

Chairman & CEO, FolioDynamix

 

Mike Murphy

Mike Murphy

Senior Design Director, User Experience, GFK

Paresh Mutha

Paresh Mutha

Head of Digital Product Development and Customer Experience, Wells Fargo Advisors Direct and Full Service Business

Ryan Parker

Ryan Parker

Chief Executive Officer, Edelman Financial Services

Alois Pirker

Alois Pirker

Research Director, Wealth Management, Aite Group

 

Barnaby Riedel, Ph.D.

Barnaby Riedel, Ph.D.

Co-Founder and Chief Research Strategist, Riedel Strategy

April Rudin

April Rudin

Founder and President, The Rudin Group

Brian Sasaki

Brian Sasaki

Regional Account Executive, Advicent

Aaron Schumm

Aaron Schumm

CEO, Vestwell

Mike Sha

Mike Sha

CEO, SigFig

 

Siddharth Sharma

Siddharth Sharma

CTO & Head of AI Lab, Hedgeable, Inc.

Drew Sievers

Drew Sievers

CEO, Trizic

Robert Stanich

Robert Stanich

Global Wealth Management Offering Manager, IBM

Jon Stein

Jon Stein

CEO and Founder, Betterment

Richard Steinmeier

Richard Steinmeier

Head of Emerging Affluent and the Wealth Advice Center, UBS Wealth Management Americas

 

Whitney Stewart

Whitney Stewart

SVP, Product Management, Fiserv ePayments

Barnabas Szilagyi

Barnabas Szilagyi

Director, Capco

Marc Teren

Marc Teren

Founder and CEO, Divy

Kendra Thompson

Kendra Thompson

Managing Director and Global Head of Wealth Management, Accenture

Anne Ting

Anne Ting

President & COO, Wishlife

 

Gauthier Vincent

Gauthier Vincent

Principal and Wealth Management Leader, Deloitte Consulting LLP

Kapin Vora

Kapin Vora

Partner, North American Wealth Management, Capco

Michael Wursthorn

Michael Wursthorn

Reporter, The Wall Street Journal

Vicki Zhou

Vicki Zhou

Co-founder, WiseBanyan

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 20 Disrupt|Demo presentations of 8 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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