In|Vest West

December 5-6, 2019 | San Francisco  

Greetings - 

 

Are you planning to join the digital wealth community at In|Vest West?

Get your ticket before this Friday, November 1 to catch the final early rate ($300 savings). Our advisory board has been hard at work to bring you the best In|Vest you’ve seen yet and produce sessions that matter to you and your organizations.

GET YOUR EARLY RATE TICKET

There are 3 tracks and 30+ sessions to choose from led by wealth management professionals that are bringing the next generation of digital transformation to their organization.

 

Below are a few new sessions that may interest you. Check out the full schedule here.

What Can Be Done To Preserve Innovation In
Wealth Tech If We Are Heading Into A Recession?

 
Meet Robert Candler

Robert Candler
Head of Digital Client Strategy
Bernstein Private Wealth Management

 
Meet Doug Fritz

Doug Fritz
President
F2 Strategy

Wealth Management Innovation & The Five New Rules
of Client Segmentation & Engagement

 
Meet Cynthia Loh, CFA

Cynthia Loh, CFA
VP, Digital Advice and Innovation
Charles Schwab

 
Meet Jeff Schnitz

Jeff Schnitz
Head of Product & Client Experience
SVB Private Bank

 
Meet Dasarte Yarnway

Dasarte Yarnway
Founder & Financial Advisor
Berknell Financial Group

 
Meet Gavin Spitzner

Gavin Spitzner
President
Wealth Consulting Partners

Building Tools to Better Connect Your Advisors
with Their Customers

 
Meet Koley Corte

Koley Corte
SVP and Global Head of Business Transformation
Alliance Bernstein

 
Meet David Karandish

David Karandish
Co Founder & CEO
Capacity

GET YOUR EARLY RATE TICKET

CONTACT US

To Get Your Ticket

 

Ingrid Olsen

(212) 803-8456

To Sponsor or Demo

 

Stacy Gellman

(212) 803-8841

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Customer Service: (212) 803-6075.

 
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