Hear from the best minds in wealth management ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ 

To view this email as a webpage click here.

INVEST Logo

INVEST

June 16-17, 2022
Hilton Midtown, New York, NY

NEW SPEAKERS JOIN THE LINEUP

Hilton Midtown | New York, NY
June 16-17, 2022

Join the biggest thinkers in wealthtech

and globally renowned leaders in wealth management for their insights into the industry's most pressing issues

REGISTER NOW

Highly informative and engaging for wealthtech practitioners and professionals supporting the industry."

- 2021 INVEST Attendee

Speakers
Don Calcagni

Don Calcagni

Chief Investment Officer

Mercer Advisors

Chip Castille

Chip Castille
CEO and Founder
GoalBased Investors

Koley Corte

Koley Corte
Senior Vice President and Global Head of Business Transformation
AllianceBernstein

Shruti Joshi

Shruti Joshi

COO

Facet Wealth

Iraklis Kourtidis

Iraklis Kourtidis
CEO
Rowboat Advisors

Henry Lao

Henry Lao
Vice President, Investments
Mercer Advisors

Sonya Lutter

Sonya Lutter, Ph.D., CFP

Director, Institutional Research and Education Senior Consultant

Herbers & Company

Sloane Ortel

Sloane Ortel
Founder
Invest Vegan

Todd Rovak

Todd Rovak
CEO
Carefull

Tuppence Russo

Tuppance Russo
Head of Private Wealth Infrastructure
AllianceBernstein

Rod Sayegh

Rod Sayegh
Managing Director, Head of Digital Strategy
Fiduciary Trust International

Reggie Tucker

Reggie Tucker
Managing Director
Manhattan West

View the agenda →

Attendee Badge Icon
Innovate for a client-centric future

Network with hundreds of senior wealth management leaders

REGISTER NOW