In|Vest 2017 | Source Media | 11 July 2017 | New York Marriott Marquis , New York Marriott Marquis 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

YVETTE BUTLER
President, Capital One Investing

LAWRENCE CALCANO
CEO, iCapital Network

LEE CONRAD
Editor in Chief, Bank Investment Consultant

JON COOPER
CEO, Life.io

ADAM DELL
Founder and CEO, Clarity Money

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.
Founder and President, DataPoints LLC

DAVE FANGER, CFA, FSA, MAAA
Founder and CEO, Swell

MATT FELLOWES
Founder and CEO, United Income

PETER FISHMAN
Director of Digital Investing, Citizens Bank

SEBASTIAN DOVEY
Managing Partner and Co-founder, Scorpio Partnership

LORI HARDWICK
Financial Services Industry Advocate

MARGARET HARTIGAN
Founder and CEO, Marstone

NAUREEN HASSAN
Chief Digital Officer, Morgan Stanley Wealth Management

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

VENU KRISHNAMURTHY
Head of Citigold, Citi Priority, Citigold 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

PARESH MUTHA
Head of Digital Product Development and Customer Experience, Wells Fargo Advisors Direct and Full Service Business

RYAN PARKER
Chief Executive Officer, Edelman Financial Services

MARY ELLEN POWER
VP, Marketing, eSignLive by VASCO

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

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.

JON STEIN
CEO and Founder, Betterment

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

MARC TEREN
Founder and CEO, Divy

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

ANNE TING
President & COO, Wishlife

MICHAEL WURSTHORN
Reporter, The Wall Street Journal

Salesforce
Capco
Fiserv
Accenture
Appway Inc.
eSignLive™ by VASCO®
A.T. Kearney
EY
Gfk
MyVest
Riedel Strategy
Apex Clearing
Advisor Software, Inc.
Chetu, Inc.
DataRobot
Discovery Data
Envestnet, Inc.
Fidelity
FIS
IHS Markit
Quovo
Salemove
Tradeweb Markets LLC
Trutelic
United Capital
Value Line Institutional Services
Vestwell
Cognizant
Advicent
Advizr
Agreement Express
CircleBlack
Comarch Financial Services
Comarch Financial Services
eMoney Advisor, LLC
FolioDynamix
IBM
InvestCloud
Jemstep
MX
NexJ Systems
Onist
Oranj
Riskalyze
Salesforce
Uniken
United Income
Xignite