In|Vest 2020 | Source Media | 17 November 2020 | Virtual Event
Venue
What is Qwoted?
Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
| Event Date | Tue Nov 17 EST - Thu Nov 19 EST (about 4 years ago) |
| Location | Virtual Event |
| Region | Americas |
Details
In a year of unprecedented developments, change has been the only constant. Transformation is a prevailing theme in 2020, so we’re evolving in two critical ways that reflect the industry — going digital and merging communities. Financial Planning’s INVEST and INVEST West are combining to bring the entire wealth management industry together for one world-class digital event. This is your destination to explore the digital-first transformation and create your growth plan with technologists and strategists leading the way through wealth management’s pivotal moments. The best minds in wealth tech will be shaping the future — together.
Speakers
2020 Speakers
Jeanne Andreana
Head of Digital Strategy & Platforms, UBS Wealth Management
Dana Anspach
Founder & CEO, Sensible Money
Toussaint Bailey
CEO & Principal, Enso Wealth
Greg Beltzer
Head of Technology, RBC Wealth Management
Gary Carrai
Head of Advisor Technology, LPL Financial
Leda Csanka
Principle Consultant, Strategic Tech Consulting
Ilan Davidovici
Principal, Client Experience, Edward Jones
Lule Demmissie
President, Ally Invest
Sebastian Dovey
Chairman of the Board, F2 Strategy
Doug Fritz
Founder & CEO, F2 Strategy
Steve Gresham
Managing Principal, The Gresham Company
Craig Iskowitz
Founder & CEO, Ezra Group
Dipti Kachru
Managing Director, CMO, JPMorganChase
Cynthia Loh
Vice President, Digital Advice, Charles Schwab
Kirti Naik
Head of Wealth Management Marketing, BNY Mellon
Ryan W. Neal
Technology Editor, Financial Planning
Ashish Puri
Head of Client Strategy, Digital & Client Platform, Wealth Management Americas Technology, UBS Wealth Management
April J. Rudin
Founder and President, The Rudin Group
Abby Salameh
Chief Marketing Officer, HighTower
Matthew Schlueter
President, Products and Platforms, Advisor Group
Kabir Sethi
Managing Director, Head of Digital Wealth Management, Merrill Lynch Wealth Management
Gavin Spitzner
President, Wealth Consulting Partners
Jonathan Stein
CEO & Founder, Betterment
Jon Stevenson
Head of Wealth Management, MoneyLion
Natalie Sunderland
CMO, Addepar
Gauthier P. Vincent
Principal, Deloitte Consulting LLP
Ankur Vyas
Head of Wealth Omni Channel, Truist
Brooke Worden
President, The Rudin Group
Sponsors & Partners
2020 Sponsors
GOLD:
• Abaka
SILVER:
• Capco
BRONZE:
• Factset