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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Tony Petrilli
CEO, ViewTrade Holding & Orbis Systems

Tony’s 35-year career in financial services includes executive leadership and founding roles in the U.S. and London, leading teams operating in the U.S, Europe and Asia. Prior to joining ViewTrade as CEO in 2009, Tony held senior roles at State Street Bank and Trust, Credit Suisse/Donaldson Lufkin & Jenrette in both their Pershing Division and at DLJ International London, and at Morgan Stanley Inc. in New York and London.

At State Street, Tony founded and led the Hedge Fund Services Initiative that has become Global Enhanced Custody Solutions. At Credit Suisse/Donaldson Lufkin Jenrette Pershing Division, Tony was Chief Financial Officer, Executive Committee member, and leader of Pershing Advisor Solutions, Pershing Prime Brokerage Services, and Pershing's Securities Financing, Securities Lending, and Cash Management Services. At DLJ International, Tony was Managing Director, and the first Chief Administration Officer/Senior Executive Officer and Co-Chairman of the Board of DLJ International, a founding member of the team leading DLJ's expansion into Europe. At Morgan Stanley, Tony served as Executive Director/Principal in both the U.S. and London, holding positions as the first Chief Financial Officer of the Global Equity business, founder of the Global Equity Financing Desk, and founding member of the Equity Division's international expansion, new product development, and risk management committees.

From Tony’s extensive experience providing evolving financial services to investment advisors, institutions, and broker-dealer clients in the U.S and abroad, to his expertise as a registered investment advisor himself, Tony knows firsthand that investment professionals need a partner providing brokerage, technology, and investment management solutions responsive to—and focused on—the advisor, and the evolving expectations of the advisor's current and new generations of clients. Tony founded ViewTrade Institutional to meet that exact need—with technology designed for and by advisors.

Tony is a graduate of Penn State University with a B.S. in Accounting and attended Brooklyn Law School. Tony is the CEO of ViewTrade Holding and CEO of Orbis Systems Inc.

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