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 2016: INNOVATIONS IN INVESTING, SAVING AND ADVICE

Wealth management is changing dramatically as the industry’s traditional leaders and new players bring enhanced offerings—both 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. .


 

Event Overview

Tracks

 



Expand your network by connecting with your peers


Keynote Speakers

 

Neesha Hathi

EVP, Investor Services Platforms,
Strategy and Client Experience, Charles Schwab

Nathan Stevenson

Founder and CEO, Forwardlane Inc.

Who You'll Hear From

 

Featured Speakers

 

 

Blaine Aikin

Blaine Aikin

CEO, fi360

Maria Aspan

Maria Aspan

Money Editor, Inc. Magazine

Roger Alt

Roger Alt

Head of Digital Channels, AssetMark

Jane Barratt

Jane Barratt

Founder & CEO, Gold Bean

Jennifer Barrett

Jennifer Barrett

Chief Education Officer, Acorns

 

Vishnu Beri

Vishnu Beri

CEO, AlphaStreet, Inc.

Benjamin Bilski

Benjamin Bilski

Founder & CEO, Swipestox

Glenn Bolstad

Glenn Bolstad

General Manager, North America, Appway

Richard Bradley

Richard Bradley

Editor in Chief and Chief Content Officer, Worth Group

Mike Butler

Mike Butler

President & CEO, Radius Bank

 

Yvette Butler

Yvette Butler

President, Capital One Investing

David Canter

David Canter

EVP, Practice Management and Consulting, Fidelity Clearing & Custody Solutions

Mike Capelle

Mike Capelle

Head of Platform, United Capital

Mitchell Caplan

Mitchell Caplan

CEO, Jefferson National

Shuang Chen

Shuang Chen

Co-founder and CEO, RightCapital

 

Andrei Cherny

Andrei Cherny

CEO, Aspiration

Joe Cianciolo

Joe Cianciolo

Head of Sales and Business Development, FutureAdvisor

Lee Conrad

Lee Conrad

Editor in Chief, Bank Investment Consultant

Warren Cormier

Warren Cormier

Partner and CEO, Boston Research Technologies

Robert Cortright

Robert Cortright

CEO, DriveWealth, LLC

 

Bill Crager

Bill Crager

President, Envestnet, Inc.

Pierce Crosby

Pierce Crosby

Business Director & Data Evangelist, StockTwits

Penny Crosman

Penny Crosman

Editor-at-Large, American Banker

Suleman Din

Suleman Din

Managing Editor, Financial Planning

Sebastian Dovey

Sebastian Dovey

Managing Partner and Co-founder, Scorpio Partnership

 

Stephane Dubois

Stephane Dubois

CEO and Founder, Xignite Inc.

Joe Duran

Joe Duran

Founder & CEO, United Capital

Campbell Edlund

Campbell Edlund

President, EMI Strategic Marketing

Chelsea Emery

Chelsea Emery

Editor-in-Chief, Financial Planning

Mike Everett

Mike Everett

VP of Business Development, MyVest

 

Danielle Fava

Danielle Fava

Senior Product Manager, iRebal

Michelle Feinstein

Michelle Feinstein

Director, Product Strategy and Client Engagement for Technology Solutions, Pershing LLC, a BNY Mellon company

John Foley

John Foley

President, SoFi Wealth

Rob Foregger

Rob Foregger

Co-Founder, NextCapital

Mauro Franco

Mauro Franco

Solutions Architect, eSignLive by VASCO

 

Monica Gabel

Monica Gabel

Principal, A.T. Kearney

Wayne Gomes

Wayne Gomes

Co-founder, Grapevine6

Kristian Hammond

Kristian Hammond

Chief Scientist and Co-Founder, Narrative Science

Bill Harris

Bill Harris

Founder and CEO, Personal Capital

Bob Hedges

Bob Hedges

Partner, A.T. Kearney

 

Toby Henry

Toby Henry

Managing Principal, Capco

Wladimir Huber

Wladimir Huber

Co-Founder, Swipestox

Kevin Hughes

Kevin Hughes

Senior Product Manager, Aggregation Services, Fiserv

Gordon Hui

Gordon Hui

VP of Strategy and Innovation, Smart Design

Gareth Jones

Gareth Jones

Co-Founder and General Partner, FinTech Collective

 

Nitesh Kadakia

Nitesh Kadakia

Managing Principal, Capco

Mike Kane

Mike Kane

Co-Founder and Master Sensei, Hedgeable

Niko Karvounis

Niko Karvounis

Co-founder and Chief Strategy Officer, Quovo

Elizabeth Kelly

Elizabeth Kelly

Special Assistant to the President for Economic Policy, White House National Economic Council

Jeff Kletti

Jeff Kletti

SVP, Head of Investments – Institutional Retirement and Trust, Wells Fargo & Company

 

Brandon Krieg

Brandon Krieg

President & Co-Founder, Stash

Sharon Liebowitz

Sharon Liebowitz

CEO, Meritam Investment Advisors

Dan Lingeza

Dan Lingeza

Executive Director, Morgan Stanley

Bo Lu

Bo Lu

CEO, FutureAdvisor

Jon Marino

Jon Marino

Wall Street Reporter, CNBC Digital

 

Patrick Masset

Patrick Masset

EVP Sales & Client Experience, Doxim

Devon McConnell

Devon McConnell

Managing Director and Head of Digital, Wells Fargo Advisors

Ian McKenna

Ian McKenna

Director, Finance & Technology Research Centre

Steve McLaughlin

Steve McLaughlin

Founder / CEO / Managing Partner, FT Partners

Jeff McMillan

Jeff McMillan

Chief Analytics and Data Officer, Morgan Stanley

 

John Michel

John Michel

CEO, CircleBlack

Jorge Moller

Jorge Moller

EVP and Director, Retail Digital Segment, BBVA Compass

Diana Moy

Diana Moy

SVP, Head of Wealth Management Digital, US Bank

Ram Nagappan

Ram Nagappan

Chief Information Officer, Pershing LLC, a BNY Mellon Company

Cheryl Nash

Cheryl Nash

President, Investment Services, Fiserv

 

Mike Orr

Mike Orr

Founder, Grapevine6

Ramona Ortega

Ramona Ortega

Founder & CEO, My Money My Future

Jeff Otto

Jeff Otto

Director, Financial Services Product Marketing, Salesforce

Akbar Poonawala

Akbar Poonawala

Co-Founder, Pivot Investment Partners LLC

Mary Ellen Power

Mary Ellen Power

VP, Marketing, eSignLive by VASCO

 

Shahar Rabin

Shahar Rabin

CEO and Co-Founder, Capitali.se

Brett Rees

Brett Rees

Senior Account Director, EMI Strategic Marketing

Max Roosevelt

Max Roosevelt

Senior Consultant, Deloitte Consulting

Kristi Ross

Kristi Ross

co-CEO and President, dough Inc.

April Rudin

April Rudin

Founder and President, The Rudin Group

 

Mike Sha

Mike Sha

CEO, SigFig

Uday Singh

Uday Singh

Partner, A.T. Kearney

Charles Smith

Charles Smith

Executive Director, Advisory Services, EY

Greg Smith

Greg Smith

President, blooom

Jim Smith

Jim Smith

Head of Workplace Strategy and Sales for North America, Morningstar

 

Alexey (Lex) Sokolin

Alexey (Lex) Sokolin

Partner & COO, Vanare

Val Srinivas

Val Srinivas

Research Leader, Deloitte Center for Financial Services

Robert Stanich

Robert Stanich

Global Wealth Management Offering Manager, IBM

Jon Stein

Jon Stein

CEO and Founder, Betterment

Amanda Steinberg

Amanda Steinberg

Founder & CEO, DailyWorth|WorthFM

 

Richard Steinmeier

Richard Steinmeier

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

Kunal Vaed

Kunal Vaed

SVP, Digital Channels, E*TRADE

Carmina Venditti

Carmina Venditti

Partner, Capco

Mike Vien

Mike Vien

CEO, Vetr.com

 

Gauthier Vincent

Gauthier Vincent

Principal, Head, Deloitte Consulting’s Wealth Management Practice

Kapin Vora

Kapin Vora

Partner, North American Wealth Management, Capco

Hardeep Walia

Hardeep Walia

CEO & Founder, Motif Investing

Stephen Wendel

Stephen Wendel

Head of Behavioral Science, Morningstar

Scott Wenger

Scott Wenger

Group Editorial Director, Financial Planning, On Wall Street, Bank Investment Consultant and Money Management Executive

 

Rachel Witkowski

Rachel Witkowski

Reporter, The Wall Street Journal

Michael Wursthorn

Michael Wursthorn

Reporter, The Wall Street Journal

Jasen Yang

Jasen Yang

Founder & CEO, Polly Portfolio

Hussain Zaidi

Hussain Zaidi

Co-founder & CEO, Advizr



Schedule at a Glance

 

 

June 16, 2016

9:00 a.m. Idea Hackathon
10:30 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


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
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 2016 will take place at the Sheraton New York. Click here for booking information.


FAQs

 

 

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 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.

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?

Want to talk to a real person? Call Maria DeMartino at (212) 803-8775. 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.

June 16-17, 2016, New York City

 

Follow Us InVest_2016