INVEST 2020 Agenda Preview | | | With top executives from across the digital wealth management landscape, and an exciting range of topics covering the latest trends transforming the industry, we’ve never been so excited to share a preview of the INVEST 2020 agenda.
Explore the agenda themes and new speakers, then secure your seat to the industry's largest and most anticipated digital wealth management event of the year. |
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| | INVEST 2020 Highlights | FEAUTRED SPEAKERS |
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 | Ilan Davidovici | |
Client Experience Leader
Edward Jones
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 | Ric Edelman | |
Founder and Chairman of Financial Education and Client Experience
Edelman Financial Engines
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 | Markus Lammer | |
COO, UHNW, Investment Banking
and Capital Markets
Credit Suisse
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 | Cynthia Loh, CFA | |
VP, Digital Advice and Innovation
Charles Schwab
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 | 8:10 am – 8:40 am |
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 | 9:25 am – 10:00 am |
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| 1:15 pm – 1:45 pm |
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| 1:45 pm – 2:30 pm |
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| 2:30 pm – 3:00 pm |
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| INVEST 2020
| | The digital future of wealth management is here.
| Super Saver Tickets ($500 off) Expire Soon! |
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 | | INVEST 2020
| | The digital future of wealth management is here.
| | REGISTER NOW | | Super Saver Tickets ($500 off) Expire Soon!
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| | Contact us | REGISTRATION & GROUP RATES |
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SPONSORSHIP & DEMO OPPORTUNITIES |
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