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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Chris Randazzo
Chief Information Officer of Wealth Management & Investment Management, Morgan Stanley

Chris Randazzo holds dual leadership roles as Chief Information Officer of Wealth Management & Investment Management and as the Head of Institutional Wealth Solutions.

As CIO of Wealth Management and Investment Management, he drives the strategic direction for technology platforms across the Wealth and Investment Management business lines, and is responsible for all aspects of design, development, delivery and support.

Mr. Randazzo also serves as Head of Institutional Wealth Solutions, comprised of Corporate Equity Solutions, Corporate Retirement, Graystone Consulting, Government Entities, Corporate Cash, and Workplace Wealth businesses.

Mr. Randazzo is a member of the Wealth Management Operating Committee and the Securities Operating Committee. He is a Board Member of the Wall Street Technology Association and serves as Chair of the Morgan Stanley Technology Global Philanthropy Committee. He is also a Trustee of the Morgan Stanley Foundation.