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
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Catherine Flax
CEO, Pefin

Catherine is the CEO of Pefin and leads business and growth strategy for the organization. Before Pefin, she had a distinguished, multi-decade career on Wall Street, as the Managing Director and Head of Commodity Derivatives, Americas at BNP Paribas and as Chief Marketing Officer of J.P. Morgan.

Catherine has been a leader in the FinTech space, serving on the boards of many organizations, including the Securities Industry and Financial Markets Association (SIFMA) and Digital Asset Holdings, a market leading blockchain company. She also advised Pefin for two years in matters of Marketing, Regulation, Business Development and International Growth.

Catherine has won numerous accolades, including ‘Most Influential Woman in European Investment Banking’ in 2012 and one of the ‘100 Most Influential Women in European Financial Markets in 2010 and 2011. A long-time champion of diversity, she has served on the J.P. Morgan Investment Banking Inclusive Leadership Council, as well as on the J.P. Morgan Chase Diversity Council. Service to the community has always been a priority for Catherine. She has worked with a number of significant non-profit organizations, as a board member of Part of the Solution (POTS) in the Bronx, New York, and on the Wall Street Advisory council for the Texas A&M business school. Her contributions led her to being inducted into the Academy of Women Leaders by the YWCA.

Catherine has bachelor’s degree in Economics and Finance from Texas A&M University, and a master’s degree in Economics from Brown University.

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