What You'll Get
Advances in wealth management and discussion of the latest technology and platforms.
Get a market perspective from the CEOs that are transforming the industry.
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 drivenwith 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. .
Global Head of Wealth Management
Vice Chairman, Digital Wealth Management
Chief Digital Officer
Morgan Stanley Wealth Management
Executive Vice President and
Chief Technology Officer, Charles Schwab
President, Investment Services
Who You'll Hear From
President, Capital One Investing
CEO, iCapital Network
Editor in Chief, Bank Investment Consultant
Founder and CEO, Clarity Money
Editor-in-Chief, Financial Planning
Partner, A.T. Kearney
Founder and President, DataPoints LLC
Founder and CEO, Swell
Founder and CEO, United Income
Director of Digital Investing, Citizens Bank
Financial Services Industry Advocate
Founder and CEO, Marstone
Chief Digital Officer, Morgan Stanley Wealth Management
Chief of Staff, United Income
Global Head of Digital Wealth Management, JPMorgan Chase
Managing Director, Head of the Aladdin Product Group at BlackRock, BlackRock
Head of Citigold, Citi Priority, Citigold Personal Wealth Management
CEO & Co-Founder, DarcMatter
Head of Preferred Banking and Merrill Edge, Bank of America
Head of Digital Product Development and Customer Experience, Wells Fargo Advisors Direct and Full Service Business
Chief Executive Officer, Edelman Financial Services
Co-Founder and Chief Research Strategist, Riedel Strategy
Founder and President, The Rudin Group
CTO & Head of AI Lab, Hedgeable, Inc.
CEO and Founder, Betterment
Head of Emerging Affluent and the Wealth Advice Center, UBS Wealth Management Americas
Founder and CEO, Divy
Managing Director and Global Head of Wealth Management, Accenture
Schedule at a Glance
TUESDAY, JULY 11, 2017
|9:00 a.m.||Opening Keynote|
|12:00 p.m.||Working Lunch|
|1:30 p.m.||CEO Spots|
|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|
|1:30 p.m.||Breakout Sessions|
|3:00 p.m.||Conference Ends|
Plan Your Stay
In|Vest 2017 will take place at the New York Marriott Marquis. Click here for booking information.
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 managementtraditional 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?
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.