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INVEST 2020

INVEST 2020

November 17-19

A digital experience

Master the next evolution of digital wealth
Early bird rates expire October 31
REGISTER NOW

2020 speaker lineup

The industry’s top minds — from the largest firms to wealthtech startups — will come together to shape the future.


VIEW THE SPEAKER LINEUP

INVEST 2020 is your destination to explore the industry's digital-first transformation and create your growth plan with technologists and strategists leading the way through this pivotal moment.

Get an inside look at the speakers, sessions and special guests that will convene at this year's world-class digital event on November 17-19, and make your plans to join us today. Learn more →


Featured Speakers  

Ashish Puri, UBS Wealth Management

Ashish Puri

Head of Client Strategy, Digital & Client Platform, Wealth Management Americas Technology
UBS Wealth Management

FEATURED IN

How to Integrate the Digital Advisor and Client Experience

Wednesday, November 18 | 11:05 AM - 11:45 AM EST

April Rudin, The Rudin Group

April Rudin

Founder and President
The Rudin Group

FEATURED IN

Prospecting in a Pandemic: Is This a Marketing Moment?

Wednesday, November 18 | 12:00 PM - 12:45 PM EST

Craig Iskowitz, Ezra Group

Craig Iskowitz

Founder & CEO

Ezra Group

FEATURED IN

Mini Case Studies: A Nightmare on Wealthtech Street

Wednesday, November 18 | 4:15 PM - 5:00 PM EST

VIEW THE SPEAKER LINEUP

Early bird rates expire October 31


REGISTER NOW