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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Interested in Being a Sponsor or Showcasing Your Product?

    PLAN YOUR STAY AT IN|VEST 2018:

    NEW YORK MARRIOTT MARQUIS



              
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      
     

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Jeff Repasky, CRPC®
Investment Consultant Group Advisor, SunTrust Investment Services, Inc.

Jeff Repasky is a Investment Consulting Group Advisor, part of the Investment Consulting Group within SunTrust Private Wealth Management. Jeff began his career with SunTrust in June 2015 . Prior to joining SunTrust, he was a Financial Advisor with Merrill Lynch/Bank of America. Jeff’s past experience includes being a Financial Analyst and Options Market Making, on the American Stock Exchange. He has more than 15 years of investment experience.

In his current role, he works with SunTrust Advisors in two basic categories: 1) providing hands-on support of the investment advisory business and 2) developing client presentations and proposals. He works closely with the SunTrust Investment Advisory Group’s External Sales Consultants and communicates the analysis and evaluation of current and prospective components for the firm’s managed portfolios. Mr. Repasky graduated from Emory University’s Goizueta Business School with a Master of Business Administration in Finance. Prior to that, he studied Economics at DePauw University, where he obtained a Bachelor of Arts degree. Jeff is also a Chartered Retirement Planning Counselor (CRPC ®) and currently maintains Series 7, 9, 10, 63 and 66 securities registrations. He has Life, Health and Annuity insurance license, as well.

Jeff has coached and played Baseball for many years. He is the past President of the WSA at The Walker School. Jeff is the father of Justin and Lauren, a recent graduate of Georgia Tech.

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