December 5-6, 2019 | San Francisco

Join Us for More Innovations in Investing, Saving and Advice

Book your stay at the Parc 55 Hotel before November 6 to save.

In|Vest 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.

In|Vest 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 5-6 in San Francisco.

Featured 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
Co-founder, The UHNW Institute
Managing Partner, Merchant Credit Partners
President and CEO, Jemstep
Be part of an influential network of hundreds of professionals representing the digital wealth ecosystem.
Are you a leader in digital wealth? If so, or you have an exciting story to tell, submit a speaking proposal today!
If you’re looking to create long-term strategic partnerships and gain awareness, In|Vest West is where you need to be.
Agenda at a Glance
Thursday, December 5
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
Friday, December 6
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
Presented by: