FAQs

Questions & Answers
1.
What is In|Vest West Anyway?
In|Vest West 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.
2.
Who are the organizers?
In|Vest West is brought to you by SourceMedia, publishers of American Banker, Bank Investment Consultant, Financial Planning, On Wall Street and a number of other financial services industry publications
3.
Who will attend?
More than 500 senior executives from all facets of wealth management—traditional banks, broker dealers, private banks, regionals and independents, online investment platforms, technology and service providers. Rounding out this group will be venture capital and private equity investors looking to get in and out of the space.
4.
Where and When?
In|Vest West will be held December 5-6, 2019 at the Parc55 Hotel in San Francisco, CA.
5.
How can I register to attend?
Want to talk to a real person? Call Ingrid.Olsen@sourcemedia.com at (212) 803-8456. Want to do it online? Click Here.
6.
Who do I contact for Speaking Opportunities?
Please reach out to Ian McRae | (212) 803-8342
Ian.McRae@sourcemedia.com.
7.
Who do I contact for Demo Sessions?
Please reach out to Stacy Gellman | (212) 803-8841
Stacy.Gellman@sourcemedia.com.
8.
Who do I contact for Sponsorships?
Please reach out to Stacy Gellman | (212) 803-8841
Stacy.Gellman@sourcemedia.com.
9.
For Marketing, Media Partnership or Press inquiries
Please reach out to Brent Hendrix | (212) 803-8369
Brent.Hendrix@sourcemedia.com.