3 New Digital Wealth Sessions + Early Rate Ends Friday (Nov. 1)

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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?

Robert Candler
Head of Digital Client Strategy
Bernstein Private Wealth Management

Doug Fritz
President
F2 Strategy

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

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

Jeff Schnitz
Head of Product & Client Experience
SVB Private Bank

Dasarte Yarnway
Founder & Financial Advisor
Berknell Financial Group

Gavin Spitzner
President
Wealth Consulting Partners

Building Tools to Better Connect Your Advisors
with Their Customers

Koley Corte
SVP and Global Head of Business Transformation
Alliance Bernstein

David Karandish
Co Founder & CEO
Capacity