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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Samir Shah
Global Head of CIB Digital Solutions, J.P. Morgan

Samir Shah, Managing Director, is the Global Head of Digital Solutions for JP Morgan’s Corporate & Investment Bank (CIB). He is a member of CIB’s senior leadership team on all FinTech and Innovation related activities. In his current role, Samir is responsible for delivering the firm’s emerging technology ideas and insights to clients, while also seeking new and innovative product development opportunities with clients and FinTech firms.

Prior to this appointment, Samir served as the Head of Business Transformation for the Investor Services business, and the Head of Strategy for CIB in the Americas. Samir joined JP Morgan in 2010 and has played a variety of Product Management and Sales Leadership roles across the bank. Samir received his MBA from the University of Chicago, and spent several years with McKinsey & Company in their Financial Services practice. Prior to business school, he started his career at Goldman Sachs where he helped launch an Institutional Services Business for Asset Managers, Asset Owners and Hedge Funds.

In his personal time, Samir is an aspiring mixologist and a dedicated sports enthusiast. Samir currently resides in New Jersey with his wife and their two children.

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