InVest 2018
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  • In|Vest 2018: Innovations & Digital Transformations in Wealth

    In|Vest 2018: Innovations & Digital Transformations in Wealth Boomers are the new Millennials. 401ks are hot. All the major market leaders are looking for the perfect robo + advisor strategy. No one’s actually executed it.. AI is more than a buzzword, but not yet worthy of the hype. Customer acquisition and engagement are on everyone’s mind. Competing technology models are forcing firms to choose a path—soup-to-nuts solution, or a la carte ordering? Partnerships. Blockchain. Chatbots. Beyond TDFs. Innovation, innovation, innovation.

    The wealth management industry is at a crossroads, as industry leaders embrace digital transformation. But embracing and rolling out across customer segments are proving to be two very different challenges.

    Now in its fourth year, In|Vest 2018 will bring together the entire wealth management industry – those that serve retail customers, HNW, UHNW, digital advisors, insurance, asset managers, investors, all manners of solution providers, and consultants to debate and uncover the solutions that are working today, and on the horizon.

    BROCHURE
    Download the Brochure!
    The In|Vest 2018 program is designed to keep you ahead of an ever-changing industry and position you for success during the digital transformation of wealth management. Year after year, the event is an unqualified success, attracting nearly 1,000 executives from the U.S. and abroad. Download the brochure today to learn more.

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    C-Spots
    CEO, Pefin
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    Executive Vice President and Chief Digital Officer, Charles Schwab
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    Global Head of Digital Wealth Management, JPMorgan Chase
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    Featured Speakers
    Editor in Chief, Yahoo Finance
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    Investment Consultant Group Advisor, SunTrust Investment Services, Inc.
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    Co-Founder, Betterment
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    EVP Head of Innovation, InvestCloud
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    Head of Retail Sales, RetireUp
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    Co-Founder and CEO, SigFig
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    Managing Director, Head of Digital Client Experience, UBS WM USA
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    Partner, Capco
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    Head of Registered Investment Advisor Group, OppenheimerFunds
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    Co-founder and CEO, Quovo
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    Head of Wealth Management Technology, Morgan Stanley
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    Business Development Executive, Sales Wealth, Americas, Doxim
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    Schedule at a Glance
    JULY 10, 2018
    8:30 a.m.
    Opening Keynote + General Sessions
    10:15 a.m.
    Networking Break
    10:30 a.m.
    General Sessions
    12:30 p.m.
    Lunch
    2:00 p.m.
    CEO|Spots
    3:30 p.m.
    Networking Break
    3:50 p.m.
    Concurrent Sessions
    5:30 p.m.
    Reception
    JULY 11, 2018
    8:30 a.m.
    Keynote + General Sessions
    10:00 a.m.
    Networking Break
    10:30 a.m.
    General Sessions
    12:00 p.m.
    Lunch
    1:30 p.m.
    Concurrent Sessions
    3:30 p.m.
    Conference Ends
    INTERESTED IN BEING A SPEAKER, SPONSOR OR SHOWCASING YOUR PRODUCT?
    INTERESTED IN SPONSORING?
    If you are looking to create long-term strategic partnerships, you can't afford not to be part of this event. Our team will help you customize your sponsorship package based on your needs, allowing you to convey your unique message to this highly targeted audience and identify and forge strategic partnerships mutually beneficial for long-term business goals.

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    WANT TO SHOWCASE YOUR PRODUCT?
    Ready to showcase your solution to the entire audience in a rapid-pace live demo? We’re looking for exciting and proven technology companies with innovative or comprehensive solutions executives at banks and credit unions, to give fast-paced demos to attendees.

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    PLAN YOUR STAY AT IN|VEST 2018:
    NEW YORK MARRIOTT MARQUIS