INVEST West 2020 - Hero Image 2
December 1-2 | San Francisco

INVEST West: More Innovations in Investing, Saving & Advice

The digital transformation of the wealth management industry is happening quickly. The industry’s largest players are swiftly adapting to meet ever-increasing customer expectations, and the rest of the field striving to keep pace. Behind the scenes, many firms are increasing technology investments and increasing headcount in an effort to drive growth.

INVEST West will explore all the dynamics at play in today’s wealth management ecosystem. From front to back office, and the technologies that are shaping the future of the firm, it will all be covered December 1-2 in San Francisco.

From Financial Planning
The funds helped the firms offset diminished revenue and preserve jobs, executives say.
Jane Gladstone, new president of Promontory Interfinancial Network, says the recession will accelerate the shakeout among the nonbank disruptors and that small banks have an opportunity to forge new bonds with the survivors.
Instead of a sale, Orion’s private equity backers are reinvesting to help grow the company’s presence in the TAMP marketplace.
2019 Speakers
Co-founder and CEO, Wealthfront
Vice President of Digital Strategy & Platform Consulting, Fidelity Institutional
Client Experience Leader, Edward Jones
Senior Vice President and Global Head of Business Transformation, Alliance Bernstein
COO, Acorns
Head of Wealth Management and Banking, MoneyLion
Co-Founder and Chief Strategy Officer, OpenInvest
CEO and Co-Founder, FiComm Partners, LLC
Head of Product & Client Experience, SVB Private Bank
CEO, J. H. McLaughlin & Co.
Managing Partner, Merchant Credit Partners
President and CEO, Jemstep
Agenda at a Glance
Tuesday, December 1
8:30 a.m.
Opening Remarks
8:40 a.m.
CEO Spots
10:10 a.m.
Networking Break
10:30 a.m.
General Sessions
11:15 a.m.
WealthTech Demos
12:00 p.m.
Panel Discussion
12:45 p.m.
Lunch
2:15 p.m.
Track Sessions
3:40 p.m.
Networking Break
4:00 p.m.
Track Sessions
5:25 p.m.
Cocktail Reception
Wednesday, December 2
8:30 a.m.
Track Sessions
10:00 a.m.
Networking Break
10:30 a.m.
General Sessions
11:15 a.m.
Demos
12:00 p.m.
Lunch
1:00 p.m.
General Sessions
2:35 p.m.
CEO Spot
3:00 p.m.
Closing Happy Hour