The Agenda is Live - Preview Today

December 5-6, 2019 | San Francisco

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.

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.

CONTACT US

To Get Your Ticket

Ingrid Olsen

(212) 803-8456

To Sponsor or Demo

Stacy Gellman

(212) 803-8841

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