Announcing the In|Vest 2019
Main Stage Preview
The main stage at In|Vest 2019 is where you’ll hear from the leaders who are driving the industry forward through aggressive transformations, new business models, M&A and more.
These fast-paced Q&A sessions led by the industry’s most knowledgeable journalists and consultants will answer the questions you really want to know about strategy, tech stack, deals and vision for the future.
Join us this July 16-17 in NYC to meet these leaders, along with the next round of industry challengers, and hear the visions and fresh ideas that are transforming the wealth management landscape.
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MEET THE HEADLINERS
Anne Ackerley
Managing Director
BlackRock
Bernie Clark
EVP & Head of
Schwab Advisor Services
Charles Schwab
Dr. Kelli Keough
Global Head of Digital Wealth Management
JPMorgan Chase
Michael Kitces
Partner and Director of Wealth Management
Pinnacle Advisory Group
Shirl Penney
President and CEO
Dynasty Financial Partners
Karl Roessner
CEO
E*TRADE
Financial Corp.
Barry Ritholtz
Co-Founder and Chief Investment Officer
Ritholtz Wealth Management LLC
Jon Stein
CEO and Founder
Betterment
P.S. – And this isn’t all. We have several more headliners to announce, so check back for more great speakers.
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DEMO @ In|Vest
Got an exciting new WealthTech solution? If so, we're accepting our second round of live demo applications through Friday, February 15.
Get more details here.
PRESENTING PARTNERS
