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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Augustine SC Hong
CEO and Co-Managing Partner, Alexandria Capital

Augustine SC Hong is the CEO and Co-Managing Partner of Alexandria Capital and as such, spearheads and oversees major organizational and strategic initiatives for the firm. Mr. Hong has spent most of his 25 plus years in the financial services industry, working with both institutional and HNW clients providing investment management and wealth advisory services.

Mr. Hong’s previous endeavors include being the founder and president of Princeton Advisory Group, a multi-billion dollar fixed-income manager; founder and managing principal of Botree Capital Partners, a consultant to startups and investors in early-stage companies; chairman and president of ImaginAsian Entertainment, the first Asian American mainstream cable network in the US.

Mr. Hong enjoys building, sharing, and learning, particularly as they relate to optimizing creativity and collaboration in the workplace. He is a critical advocate for fiduciary changes in the retail financial services industry, and a great fan and student of how technology and M&A activities are changing the landscape.

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