INVEST 2021 | Investment Company Institute | 15 November 2021 | Online 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 | Mon Nov 15 EST (about 3 years ago) |
| Location | Online Event |
| Region | All |
Details
As 2020 has been a unique and challenging year, we recognize that the demand for your time and attention has increased significantly. Your feedback and thoughts are how we shape our content and experiences every day. That is why we’ve decided to reimagine INVEST as a series of timely and focused events starting in 2021. The new series format will allow you to hear from the leaders in wealth technology and engage with leading brands and the startup community. Our teams are already hard at work reformatting the agendas and look forward to sharing this exciting new series with you.
Speakers
2021 Speakers
Chady AlAhmar
Chief Executive Officer, Wealth Management, Old National Bancorp
Ed Andersen
VP, Mobile and Advanced Technology, E*TRADE
Lindsey Bell
Chief Markets & Money Strategist, Ally
Jim Brown
Founder & Managing Partner, Long Ridge Equity Partners
Sonali Chatterji
Head of Financial Services, Thoughtworks
Koley Corte
SVP, Global Head of Transformation, AllianceBernstein
Ilan Davidovici
Principal, Client Experience, Edward Jones
Mallon FitzPatrick
Managing Director, Robertson Stephens Wealth Management
Lori Hardwick
CEO, Wealth Tech, Red Rock Strategic Partners
Tricia Haskins
Head of Integration Solutions, Fidelity Investments
Kelli Keough
Head of Product, J.P. Morgan Wealth Management
Markus Lammer
Chief Operating Officer of the Ultra-High Net Worth (UHNW), Credit Suisse
Kim Mackrill
COO, Mammoth
Mark Mitchell
Head Of Product - Morgan Stanley at Work, Managing Director, Morgan Stanley
Ryan Neal
Technology Editor, Financial Planning
April Rudin
President, Rudin Group
Jessica Schnepf
Head of Product Design, M1 Finance
Chana Schoenberger
Editor-in-Chief, Financial Planning
Mike Sha
CEO & Co-Founder, SigFig
Edward Shahnasarian
Principal, Thomas H. Lee Partners
Gavin Spitzner
President, Wealth Consulting Partners, LLC
Farouk Ferchichi
Chief Data Analytics Officer, Envestnet | Yodlee
William Trout
Director of Wealth Management, Javelin Strategy & Research
Lynnley Browning
Reporter, Financial Planning
Sonya Lutter
Director, Institutional Research and Education Senior Consultant, Herbers & Company
Rob Ziliak
Chief Experience Officer, Buckingham Wealth Partners
Dan Ciavarella
Head of Wealth Sales, Americas, Refinitiv, an LSEG business
Bill Wagner
Solution Consultant, Digital Wealth, Refinitiv, an LSEG business
Neal Keene
Field Chief Technology Officer, Smart Communications
Ed Robinson
Co-Founder & President, Stash
Mike Orr
VP and GM, Seismic LiveSocial
Ben Timmins
Senior Social Media Manager, Natixis Investment Managers
Allie Manning
Senior Social and Digital Marketing Manager, BNY Mellon Wealth Management
Ashley Bierwolf
Senior Product Manager, Clear Capital
Kenon Chen
Executive Vice President, Corporate Strategy, Clear Capital
Sponsors & Partners
2021 Sponsors
GOLD:
• Envestnet Yodlee
• Thoughtworks
SILVER:
• Raymond James RCS Division
• RiskAlyze
DEMO SPONSORS:
• Refinitiv
• Smart Communications