| Master the next evolution of digital wealth Early bird rates expire October 31 | | REGISTER NOW |
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Introducing the
2020 speaker lineup
| The industry’s top minds — from the largest firms to wealthtech startups — will come together to shape the future. |
| | VIEW THE SPEAKER LINEUP |
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| INVEST 2020 is your destination to explore the industry's digital-first transformation and create your growth plan with technologists and strategists leading the way through this pivotal moment.
Get an inside look at the speakers, sessions and special guests that will convene at this year's world-class digital event on November 17-19, and make your plans to join us today. Learn more →
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| | Jeanne Andreana | Head of Digital Strategy & Platforms
UBS Wealth Management |
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FEATURED IN | | How to Integrate the Digital Advisor and Client Experience Wednesday, November 18 | 11:05 AM - 11:45 AM EST |
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| | Dipti Kachru | Managing Director, CMO
JPMorganChase |
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FEATURED IN | Prospecting in a Pandemic: Is This a Marketing Moment? | Wednesday, November 18 | 12:00 PM - 12:45 PM EST |
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| | Kabir Sethi | Managing Director, Head of Digital Wealth Management
Merrill Lynch Wealth Management |
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FEATURED IN | A Behind-the-Scenes Look at Merrill Lynch’s Latest Rollout | Wednesday, November 18 | 1:45 PM - 2:15 PM EST |
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| | Gary Carrai | | Head of Advisor Technology LPL Financial |
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FEATURED IN | Mini Case Studies: A Nightmare on Wealthtech Street | Wednesday, November 18 | 4:15 PM - 5:00 PM EST |
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| | Lule Demmissie | President
Ally Invest |
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FEATURED IN | How Good is the Wealthtech Industry Doing at Reaching New Communities? | Thursday, November 19 | 1:15 PM - 2:00 PM EST |
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| | Ilan Davidovici | Principal, Client Experience
Edward Jones |
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FEATURED IN | The New Competitiveness: The Necessary Transformation That All Big Brands Need to Explore | Thursday, November 19 | 3:45 PM - 4:15 PM EST |
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