Status: UNREGISTERED | In|Vest West Conference
Where wealthtech startups meet industry leaders |
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Understanding What Ultra
High-Net-Worth Investors Really Want | NEW KEYNOTE ANNOUNCEMENT |
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Markus Lammer | |
COO, UHNW, Investment Banking and Capital Markets
Credit Suisse
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In|Vest West is thrilled to welcome Markus Lammer from Credit Suisse to the keynote line-up.
Join Markus for a deep-dive into the characteristics of U/HNW investors and discover ways that wealthtech and digital transformation can help retain and engage these lucrative clients.
| Read Full Bio → |
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 | FEATURED IN | Understanding What U/HNW Investors Really Want | |
Friday, December 6, 2019
11:15 a.m. – 12:00 p.m.
Learn More →
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 | Claim your seat among leaders | | JOIN US
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 | Andy Rachleff | Co-founder and CEO, Wealthfront |
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 | Tricia Haskins | Vice President of Digital Strategy & Platform
Consulting,
Fidelity Institutional |
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 | Ilan Davidovici | Client Experience Leader, Edward Jones |
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 | Koley Corte | Senior Vice President and Global Head of Business Transformation,
Alliance Bernstein |
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 | Jon Stevenson | Head of Wealth Management and Banking,
MoneyLion |
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 | Joshua Levin | Co-Founder and Chief
Strategy Officer,
OpenInvest |
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 | Megan Carpenter | CEO and Co-Founder,
FiComm Partners, LLC |
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 | Jeff Schnitz | Head of Product & Client Experience,
SVB Private Bank |
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 | Jamie McLaughlin | Co-founder, The UHNW Institute |
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Save $400 | with promo code BLACKFRIDAY | |
In|Vest West kicks off in 10 days.
Don’t miss out!
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