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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Estee Jimerson
Managing Director – Head of Asset Manager Distribution & Engagement, Envestnet

Estee Jimerson has over 20 years of industry experience working for both manufacturers and distributors of investment products. At Envestnet, Estee is responsible for defining and optimizing both the economic model and engagement between Envestnet and the asset managers on its platform. She also heads up the team responsible for deepening relationships with asset managers across the Envestnet suite of services, and ensuring that these managers have the tools, training and knowledge they need to be successful distributors throughout the Envestnet ecosystem. Her duties include chairing Envestnet’s managed product acceptance committee, facilitating Envestnet’s strategic engagement with asset managers and advocating industry best practices. Prior to joining Envestnet, Estee spent eight years at Morningstar Investment Services, where she led the National Accounts team charged with expanding the adoption of Morningstar’s TAMP and managed account solutions across broker-dealers, custodians and platform providers. She has also held relationship management positions with ABN-AMRO and New England Financial. Estee is on the board of Envestnet Institute on Campus’s Women in Wealth Management, on the mentorship committee of Women in ETFs and is passionate about the advancement of women in financial services. Estee attended Kean University and spent six years in the United States Naval Reserve.

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