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.

Featured Speakers
Featured Speakers
2018 Demo Presenters
2018 Demo Presenters
Schedule at a Glance
Schedule at a Glance
Interested in Being a Speaker, Sponsor or Showcasing Your Product?
Interested in Being a Speaker, Sponsor or Showcasing Your Product?

    PLAN YOUR STAY AT IN|VEST 2018:

    NEW YORK MARRIOTT MARQUIS



              
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      
     

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Hollie Fagan
Managing Director, BlackRock

Hollie Fagan, Managing Director, is head of BlackRock’s dedicated Registered Investment Advisor Channel and Retail Investor Platforms. Her team is responsible for delivering BlackRock’s full capabilities to RIAs including distribution, marketing, and investment support for mutual funds, separately managed accounts, alternatives and iShares ETFs as well as portfolio construction consulting and risk analytics. Additionally, the team supports BlackRock's business with the direct to retail consumer platforms delivered through Schwab, TD Ameritade, E*trade, etc.

Ms. Fagan joined BlackRock 7 years ago to lead our iShares National Accounts team responsible for coverage of our home office relationships at the national wires, regional and independent broker dealers, private banks and custodial firms. Additionally, Hollie lead the iShares internal sales desk based in Jersey City as well as the iShares Research and Due Diligence Team.

Prior to joining BlackRock, Ms. Fagan was a Managing Director with Alliance Bernstein in their Global Business Development Group. She also served as Head of the Financial Institutions Channel with management responsibility for their largest commercial bank relationships and the FIC sales team. Additionally, Ms. Fagan spent 16 years at Merrill Lynch in various retail and institutional roles within the Asset Management (MLIM), Insurance and Managed Solutions business. In her last position, Ms. Fagan was the National Sales Manager for Merrill Lynch's Managed Solutions Group.

Ms. Fagan received a BS magna cum laude from the College of New Jersey and an MBA cum laude from Rutgers University. She holds her series 7, 66, 24, Life & Health Insurance Licenses.

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