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
    Brochure<hr style="border:3px solid  #551a8b;width: 10%;margin-top: 20px;margin-bottom: 0;">
    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.

    Download Brochure >>
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



              
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      
     

Back To Event Home Page
Dan Vene
Co-Founder and Managing Partner, Enterprise Solutions, iCapital Network

Dan is Co-Founder and one of the Managing Partners of iCapital Network where he leads enterprise-level platform integration with banks, asset managers, wirehouses and other large-scale organizations. Prior to founding iCapital, Mr. Vene was head of private real estate capital raising at Fir Tree Partners, a $12.5 billion AUM multi-strategy investment firm. He was also formerly a partner at Eaton Partners where he was responsible for real estate and real asset fund origination, structuring, and distribution. Mr. Vene previously was Founder and CEO of Earnings.com, a leading financial database and aggregator of corporate events, which was acquired by Thomson Financial in 2001. He received a BS degree in finance and marketing from Cornell University, and is a member of PREA and NCREIF. He holds FINRA licenses Series 7 and 63 as well as an FSA license.

Featured In: