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
Brochure
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    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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Featured Speakers
Featured Speakers
Schedule at a Glance
Schedule at a Glance
Interested in Being a Sponsor or Showcasing Your Product?
Interested in Being a Sponsor or Showcasing Your Product?

    PLAN YOUR STAY AT IN|VEST 2018:

    NEW YORK MARRIOTT MARQUIS



              
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      
     

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Andrew Brzezinski
Vice President, Fidelity Institutional

Andrew Brzezinski is vice president of Fidelity Institutional, which offers clearing, custody and investment management products to help financial professionals, institutions and other intermediaries service their clients and grow their businesses. Fidelity Institutional is a division of Fidelity Investments, a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 26 million individuals, institutions and financial intermediaries.

In his current role, Mr. Brzezinski is responsible for driving the exploration and adoption of artificial intelligence.

From 2013 to 2017, Andrew served as vice president of Fidelity Trading Ventures, where he was responsible for strategy, quantitative analytics, and product development for numerous initiatives across the enterprise related to trading, analytics, and emerging technology. Notable accomplishments include the creation of the Luminex Trading & Analytics buy-side consortium, Fidelity’s Real Time Analytics offering via the Active Trader Pro platform for Retail traders, and a core securities lending platform for driving incremental returns to mutual fund shareholders.

From 2010 to 2013, Andrew was vice president, Financial Engineering, for Fidelity Capital Markets (FCM), Fidelity’s institutional trading arm, and was responsible for the research and design of trading algorithms and analytics supporting FCM’s electronic trading product suite. Prior to heading Financial Engineering, he was a member of the team from 2007 to 2010.

Andrew has extensive proficiency in quantitative analysis, data science, optimization, electronic trading, equity market structure, trading algorithm design, financial modeling, and market forecasting.

Andrew earned his bachelor of science degree from the University of Toronto, Canada, in 2000, his master of science degree from Stanford University in 2002, and a PhD from MIT in 2007, all in electrical engineering. He holds his FINRA Series 99 registration.

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