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 2016: INNOVATIONS IN INVESTING, SAVING AND ADVICE
Wealth management is changing dramatically as the industrys traditional leaders and new players bring enhanced offeringsboth front end and behind the scenes, to retail customers and advisors. These new platforms offer better user experience, more investment options, transparency and reduced fees.
In|Vest brings together technology and strategy executives from across the entire wealth management community to explore the changes in the market and offer a digital vision of the future. .
Who You'll Hear From
Money Editor, Inc. Magazine
Head of Digital Channels, AssetMark
Founder & CEO, Gold Bean
Chief Education Officer, Acorns
CEO, AlphaStreet, Inc.
Founder & CEO, Swipestox
General Manager, North America, Appway
Editor in Chief and Chief Content Officer, Worth Group
President & CEO, Radius Bank
President, Capital One Investing
EVP, Practice Management and Consulting, Fidelity Clearing & Custody Solutions
Head of Platform, United Capital
CEO, Jefferson National
Co-founder and CEO, RightCapital
Head of Sales and Business Development, FutureAdvisor
Editor in Chief, Bank Investment Consultant
Partner and CEO, Boston Research Technologies
CEO, DriveWealth, LLC
President, Envestnet, Inc.
Business Director & Data Evangelist, StockTwits
Editor-at-Large, American Banker
Managing Editor, Financial Planning
Managing Partner and Co-founder, Scorpio Partnership
CEO and Founder, Xignite Inc.
Founder & CEO, United Capital
President, EMI Strategic Marketing
Editor-in-Chief, Financial Planning
VP of Business Development, MyVest
Senior Product Manager, iRebal
Director, Product Strategy and Client Engagement for Technology Solutions, Pershing LLC, a BNY Mellon company
President, SoFi Wealth
Solutions Architect, eSignLive by VASCO
Principal, A.T. Kearney
Chief Scientist and Co-Founder, Narrative Science
Founder and CEO, Personal Capital
Partner, A.T. Kearney
Managing Principal, Capco
Senior Product Manager, Aggregation Services, Fiserv
VP of Strategy and Innovation, Smart Design
Co-Founder and General Partner, FinTech Collective
Managing Principal, Capco
Co-Founder and Master Sensei, Hedgeable
Co-founder and Chief Strategy Officer, Quovo
Special Assistant to the President for Economic Policy, White House National Economic Council
SVP, Head of Investments – Institutional Retirement and Trust, Wells Fargo & Company
President & Co-Founder, Stash
CEO, Meritam Investment Advisors
Executive Director, Morgan Stanley
Wall Street Reporter, CNBC Digital
EVP Sales & Client Experience, Doxim
Managing Director and Head of Digital, Wells Fargo Advisors
Director, Finance & Technology Research Centre
Founder / CEO / Managing Partner, FT Partners
Chief Analytics and Data Officer, Morgan Stanley
EVP and Director, Retail Digital Segment, BBVA Compass
SVP, Head of Wealth Management Digital, US Bank
Chief Information Officer, Pershing LLC, a BNY Mellon Company
President, Investment Services, Fiserv
Founder & CEO, My Money My Future
Director, Financial Services Product Marketing, Salesforce
Co-Founder, Pivot Investment Partners LLC
VP, Marketing, eSignLive by VASCO
CEO and Co-Founder, Capitali.se
Senior Account Director, EMI Strategic Marketing
Senior Consultant, Deloitte Consulting
co-CEO and President, dough Inc.
Founder and President, The Rudin Group
Partner, A.T. Kearney
Executive Director, Advisory Services, EY
Head of Workplace Strategy and Sales for North America, Morningstar
Global Director – Fintech Strategy, Autonomous Research US LP
Research Leader, Deloitte Center for Financial Services
Global Wealth Management Offering Manager, IBM
CEO and Founder, Betterment
Founder & CEO, DailyWorth|WorthFM
Head of Emerging Affluent and the Wealth Advice Center, UBS Wealth Management – Americas
SVP, Digital Channels, E*TRADE
Principal, Head, Deloitte Consulting’s Wealth Management Practice
Partner, North American Wealth Management, Capco
CEO & Founder, Motif Investing
Head of Behavioral Science, Morningstar
Group Editorial Director, Financial Planning, On Wall Street, Bank Investment Consultant and Money Management Executive
Schedule at a Glance
June 16, 2016
|9:00 a.m.||Idea Hackathon|
|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|
June 17, 2016
|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|
Find Out More
Plan Your Stay
In|Vest 2016 will take place at the Sheraton New York. Click here for booking information.
WHAT IS IN|VEST 2016 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 2016 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 2016 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.
WHEN AND WHERE?
In|Vest will be held June 16-17, 2016 at the Sheraton New York in NYC.
WHERE SHOULD I STAY?
The In|Vest team has secured a block of rooms exclusive to conference attendees at the Sheraton New York in NYC.
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 email@example.com.
WHO DO I CONTACT ABOUT SPEAKING?
Please reach out to Rebecca Sausner at (212) 803-8639 or Rebecca.firstname.lastname@example.org.