December 5-6, 2019 | San Francisco
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THE 2019 AGENDA
RELEASED TODAY!
In|Vest West will bring wealth management’s next wave of digital transformation to the stage.
Join us to learn and meet the industry innovators, emerging fintechs, wealth management institutions and technology giants that are leading the way.
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Some of the Inspiring Leaders
You'll Hear From Include:
Andy Rachleff
Co-founder and CEO
Wealthfront
Tricia Haskins
VP of Digital Strategy & Platform Consulting
Fidelity Institutional
Ilan Davidovici
Client Experience Leader
Edward Jones
Koley Corte
SVP and Global Head of Business Transformation
Alliance Bernstein
Manning Field
COO
Acorns
Jon Stevenson
Head of Wealth Management and Banking
MoneyLion
Joshua Levin
Co-Founder and
Chief Strategy Officer
OpenInvest
Megan Carpenter
CEO and Co-Founder
FiComm Partners
Jeff Schnitz
Head of Product &
Client Experience
SVB Private Bank
Jamie McLaughlin
Co-founder
The UHNW Institute
Rick D'Amico
Managing Partner
Merchant Credit Partners
Simon Roy
President and CEO
Jemstep
Stay tuned! There are more speakers, topics and networking opportunities coming to the 2019 agenda.
Register before Friday, Oct. 25
with promo code AGENDA15 to save 15% to attend.
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CONTACT US
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Customer Service: (212) 803-6075.
