Conference Invest 2017 | Source Media | 11 July 2017 | New York, NY, United States, 1535 Broadway New York, NY 10036

Wealth management is increasingly technology driven—with new user interfaces, account aggregation, artificial intelligence and regulatory changes driving progress for those at the leading edge.

In|Vest brings together technology and strategy executives from across the entire wealth management community to explore the digitalization of the wealth management market.

BILL CRAGER
President
Envestnet, Inc.

ILAN DAVIDOVICI
Global Head of Wealth Management
Salesforce

JOE DURAN
CEO
United Capital

MARK GOINES
Vice Chairman, Digital Wealth Management
Personal Capital

NAUREEN HASSAN
Chief Digital Officer
Morgan Stanley Wealth Management

TIMOTHY HEIER
Executive Vice President and
Chief Technology Officer, Charles Schwab

CHERYL NASH
President, Investment Services
Fiserv

GLENN BOLSTAD
General Manager, North America, Appway

MATT BROWN
CEO, CAIS

ARI BROJDE
Co-Founder and CEO, Onist

YVETTE BUTLER
President, Capital One Investing

LAWRENCE CALCANO
CEO, iCapital Network

MICHELLE CHENG
Director, Adoption & Growth, FolioDynamix

LEE CONRAD
Editor in Chief, Bank Investment Consultant

JON COOPER
CEO, Life.io

ADAM DELL
Founder and CEO, Clarity Money

SULEMAN DIN
Managing Editor, Financial Planning

AMRUTA DONGRE
Senior Engagement Lead, Appway

SEBASTIAN DOVEY
Managing Partner and Co-founder, Scorpio Partnership

PAUL DUVAL
President, Genesis Wealth Advisors, LLC

CHELSEA EMERY
Editor-in-Chief, Financial Planning

SARAH STANLEY FALLAW, PH.D.
President, DataPoints

DAVE FANGER
Founder and CEO, Swell

MATT FARAONE
Managing Principal, Capco

MATT FELLOWES
Founder and CEO, United Income

RANDY FERNANDO
Founder & CEO, Vault

PETER FISHMAN
Director of Digital Investing, Citizens Bank

ROB FOREGGER
Co-Founder, NextCapital

LORI HARDWICK
Financial Services Industry Advocate

MARGARET HARTIGAN
Founder and CEO, Marstone

NAUREEN HASSAN
Chief Digital Officer, Morgan Stanley Wealth Management

TOBY HENRY
Managing Principal, Capco

ANTON HONIKMAN
CEO, MyVest

BEN JONES
Managing Director - Intermediary Distribution, BMO Global Asset Management

ELIZABETH KELLY
Chief of Staff, United Income

KELLI KEOUGH
Global Head of Digital Wealth Management, JPMorgan Chase

AARON KLEIN
CEO, Riskalyze

JOSEPH KOCHANSKY
Managing Director, Head of the Aladdin Product Group at BlackRock, BlackRock

BRAD KOTANSKY
Co-Founder and CEO, Onist

VENU KRISHNAMURTHY
Head of Citigold, Citi Priority, Citi Personal Wealth Management

SANG LEE
CEO & Co-Founder, DarcMatter

JOSHUA LEVIN
CSO, OpenInvest

ARON LEVINE
Head of Consumer Banking and Merrill Edge, Bank of America

JASON MARS
CEO, Clinc Inc.

IAN MCKENNA
Director, Finance & Technology Research Centre

JOSEPH MRAK
Chairman & CEO, FolioDynamix

PARESH MUTHA
Head of Digital Product Development and Customer Experience, Wells Fargo

RYAN PARKER
Chief Executive Officer, Edelman Financial Services

ALOIS PIRKER
Research Director, Wealth Management, Aite Group

MARY ELLEN POWER
VP, Marketing, eSignLive by VASCO

BARNABY RIEDEL, PH.D.
Co-Founder and Chief Research Strategist, Riedel

APRIL RUDIN
Founder and President, The Rudin Group

AARON SCHUMM
CEO, Vestwell

MIKE SHA
CEO, SigFig

SIDDHARTH SHARMA
CTO & Head of AI Lab, Hedgeable, Inc.

ROBERT STANICH
Global Wealth Management Offering Manager, IBM

JON STEIN
CEO and Founder, Betterment

RICHARD STEINMEIER
Head of Emerging Affluent and the Wealth Advice Center, UBS Wealth Management

WHITNEY STEWART
SVP, Product Management, Fiserv ePayments

BARNABAS SZILAGYI
Director, Capco

MARC TEREN
Founder and CEO, Divy

KENDRA THOMPSON
Managing Director and Global Head of Wealth Management, Accenture

ANNE TING
President & COO, Wishlife

KAPIN VORA
Partner, North American Wealth Management, Capco

MICHAEL WURSTHORN
Reporter, The Wall Street Journal

VICKI ZHOU
Co-founder, WiseBanyan

Demo Presenters:
Advicent
Advizr
Agreement Express
Circle Black
ComArch
Data Robot
eMoney
Folio Dynamix
IBM
InvestCloud
MX
Nexj Systems
Onist
Oranj
Riskalyze
Salesforce
Uniken
United Income
Xignite