| Only 2 weeks left to join 150+ leaders in wealthtech
On May 12-13, INVEST will gather senior wealth management executives to provide key insights on how innovative firms are using new strategies and technologies to better serve their clients. This is your destination to weigh in on the key issues surrounding digitization, including shifting customer behavior, KPIs of success and improving client experiences.
Hear from industry experts representing: The Rudin Group, Beacon Pointe, BNY Mellon Wealth Management, Mercer Advisors, Ezra Group, Bona Fide Wealth, Blue Ocean Global Wealth, Finch, M1 Finance, FIN, Lightyear Capital, Centana Growth Partners, Information Venture Partners, F-Prime and many more!
View the full agenda →
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| | April Rudin | Founder and President The Rudin Group |
| | Allison Warner | Chief Marketing Officer
Beacon Pointe |
| | Kirti Naik | Head of Marketing & Communications BNY Mellon Wealth Management |
| | Karen Lee | Chief Marketing & Strategy Officer Mercer Advisors |
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| Wed. May 12, 2021 | | 4:15 pm – 5:00 pm |
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| | Moderator Craig Iskowitz | Founder & CEO Ezra Group |
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| | Douglas Boneparth | Financial Advisor & President Bone Fide Wealth, LLC |
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| | Marguerita Cheng | Chief Executive Officer Blue Ocean Global Wealth |
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| | Neel Ganu | Co-Founder Finch |
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| | Ryan Spradlin | VP, Engineering M1 Finance |
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| Thu. May 13, 2021 | | 11:45 am – 12:30 pm |
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| | Moderator James Ledbetter | Editor & Publisher FIN |
| | Max Rakhlin | Managing Director Lightyear Capital |
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| | Benjamin Cukier | Partner Centana Growth Partners |
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| | Robert Antoniades | General Partner & Co-Founder Information Venture Partners |
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| | David Jegen | Managing Partner, Tech Fund F-Prime |
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| Thu. May 13, 2021 | | 12:45 pm – 1:30 pm |
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