Agenda Preview - Check It Out!

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5 years ago

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Get a preview of the year’s most anticipated wealth-tech event, In|Vest 2019, coming to NYC this July 16-17.

In|Vest covers the digital transformation of wealth management by inviting leaders from across the entire industry to share their ground-breaking ideas that are bringing innovations to investing, saving and advice.

In 2019, you’ll see an expanded program that tackles 10 track themes mixed with CEO perspectives, new product demos and an innovation hall that will host the wealth-tech marketplace.

PREVIEW THE AGENDA

MEET YOUR HOST

We welcome back Sebastian Dovey as the In|Vest 2019 chair.

Dovey is a successful entrepreneur, thought leader, angel and board advisor in the fields of global wealth management, consumer insight, scale-up companies and business management.

This year, Dovey will serve as your host at In|Vest, bringing a fun, interactive style to both the presenters and audience this year. You won't want to miss it!

SESSION PREVIEW

We're excited for these discussions, just a few of the
40+ sessions taking place at In|Vest 2019.

The Robots Will Win. Discuss.

Barry Ritholtz
Co-Founder and Chief Investment Officer
Ritholtz Wealth Management

Jon Stein
CEO and Founder
Betterment

Suleman Din
Technology Editor
Financial Planning
(Session Host)

Schwab on Offense

Bernie Clark
EVP & Head of
Schwab Advisor Services
Charles Schwab

Chelsea Emery
Editor-in-Chief of
Financial Planning
SourceMedia
(Session Host)

E*Trade's New Game

Karl Roessner
CEO
E*TRADE Financial Corporation

Penny Crosman
Editor at Large
American Banker
(Session Host)