December 5-6, 2019 | San Francisco, CA
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MEET OUR
FIRST SPEAKERS
David Canter
EVP, Head of the Registered Investment Advisor Segment
Fidelity Clearing & Custody Solutions
Jon Stevenson
Head of Wealth Management and Banking
MoneyLion
Simon Roy
President and CEO
Jemstep
April Rudin
Founder
and CEO
The Rudin Group
Jamie McLaughlin
Co-founder
The UHNW Institute
Manning Field
COO
Acorns
Joshua Levin
Co-Founder and
Chief Strategy Officer
OpenInvest
Craig Iskowitz
Founder and CEO
Ezra Group, LLC
Gavin Spitzner
President
Wealth Consulting Partners
Suleman Din
Technology Editor
Financial Planning
William Trout
Head of Wealth Management
Celent
Sebastian Dovey
Conference Chair
In|Vest West
We are excited to announce the first speakers who will be hitting the stage at In|Vest West.
These leading industry experts from across the digital wealth ecosystem will give you the unique opportunity to get cutting-edge insights on topics ranging from serving the Ultra High Net Worth, partnering with the latest WealthTechs, bank wealth management, and much more.
There's much more to come. Stay tuned!
Don’t miss your chance to join us in San Francisco Dec. 5-6
– book before Friday, October 4 to save $500 on your ticket.
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"In|Vest is the fastest, most convenient way to see how technology is reshaping financial services."
- 2018 In|Vest West Attendee
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CONTACT US
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