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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Vern Brownell
CEO, D-Wave

Vern Brownell joined D-Wave as CEO in 2009, leading the company through its transition from research into the leader in the development and delivery of quantum computing systems and software. During his tenure D-Wave secured its first customers including Lockheed Martin, Google and NASA, and Los Alamos National Laboratory, and raised over $170 million in venture funding. Mr. Brownell joined D-Wave from Egenera, a pioneer of infrastructure virtualization, a company he founded and at which he held executive roles including CEO. Prior to Egenera, Mr. Brownell served as the Chief Technology Officer at Goldman Sachs where he and his staff of 1,300 were responsible for worldwide technology infrastructure. He holds an MBA degree from Anna Maria College and a BEng. degree in Electrical Engineering from Stevens Institute of Technology.

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