In|Vest West 2018 | Source Media | 6 December 2018 | Parc 55, 55 Cyril Magnin St, San Francisco, CA 94102, USA

The digital transformation of the wealth management industry is happening quickly. The industry’s largest players are swiftly adapting to meet ever-increasing customer expectations, and the rest of the field striving to keep pace. Behind the scenes, many firms are increasing technology investments and increasing headcount in an effort to drive growth, but margins remain under pressure. In|Vest West will explore all the dynamics at play—from front to back office—and the technologies that are shaping the future of the firm.

In|Vest West 2018 will offer specific focus on the firms that are bringing investing to the masses and those that are involved in the growing wave of consolidation. Track topics will include: The Democratization of Wealth Management; The Evolution of RIAs; Transformation of Asset Management; Driving Growth; Innovation & Partnerships. As always, a limited number of firms will be selected to offer live demos.

2018 Speakers

John Bunch
COO, Financial Engines

Yvette Butler
Head of Private Bank & Wealth Advisory, Silicon Valley Bank

Mimi Chan
Founder and CEO, Littlefund

Dee Choubey
Founder and CEO, MoneyLion

Suleman Din
Technology Editor, Financial Planning

Sebastian Dovey
Conference Chair

Tony D’Amico
CEO and Founder, Fidato Wealth LLC

Ric Edelman
Executive Chairman, Edelman Financial Services, LLC

Chris Fesler
Chief Technology Officer, Apex Clearing

Susan B. Forman
SVP, Institutional Services Marketing, Charles Schwab

Lisa Frazier
Head of the Innovation Group, Wells Fargo & Company

George Friedman
CEO, Qapital

Clayton Gardner
Co-Founder and Co-CEO, Titan

Craig Iskowitz
CEO and Founder , Ezra Group

Anders Jones
Co-founder & CEO, Facet Wealth

Phillip Klein
Digital Wealth Consulting Leader, Capco

Brandon Krieg
CEO and Co-Founder, STASH

Mary-Catherine Lader
Chief Operating Officer of Digital Wealth, BlackRock

David McDonough
Founder/CEO, CommonStock

Hilary Packer
Senior Vice President , E*TRADE

Rob Palumbo
Head, Customer Acquisition and Growth Practice, ParameterInsights

Pierre Ramadier
Sr. EVP, Head of Wealth Management Group, Bank of the West

Steve Reder
COO, Lenox Wealth Management

Mary Ryan
Senior Equity Options Strategist , E*TRADE

Andrew Salesky
Senior Vice President, Head of Advisor Technology Solutions, Charles Schwab & Co., Inc.

Ann Senne
Head, Advice & Solutions, RBC Wealth Management U.S.

Kabir Sethi
Managing Director, Head of Digital Wealth Management, Bank of America Merrill Lynch

Jay Shah
CEO, Personal Capital

Brad Shepard
Head of Advisor Innovation, WisdomTree Asset Management, Inc.

Gavin Spitzner
President, Wealth Consulting Partners

Kendra Thompson
Managing Director, NA Head of Wealth Management, Accenture

Christina Townsend
Director, Pershing Advisor Solutions, BNY Mellon

2018 Sponsors and partners

GOLD SPONSOR:
• Accenture

SILVER SPONSOR:
• Capco

EXHIBITORS:
• Advicent

MEDIA PARTNERS:
• Chaineum
• Finance & Technology Research Centre Ltd
• Finyear
• IHS Markit Digital