INVEST 2022 | Investment Company Institute | 16 June 2022 | New York Hilton Midtown, 1335 6th Ave, New York, NY 10019, USA

Featuring engaging demos, interactive panels and insightful keynotes, INVEST is thoughtfully curated for powerful networking and meaningful discussions. This is where the wealthtech community connects and collaborates to address the latest tech and the industry’s most pressing issues with a level of interactivity you can’t find elsewhere.

Inspiration, Interactivity, Insights

Featuring engaging demos, interactive panels and insightful keynotes, INVEST is thoughtfully curated for powerful networking and meaningful discussions. This is where the wealthtech community connects and collaborates to address the latest tech and the industry’s most pressing issues with a level of interactivity you can’t find elsewhere.

Conference insights:

Trending now
Three letters that could have a huge impact on advisors: E-S-G. Explore the why, how and ROI.

Crypto craze
How is increased interest in cryptocurrencies like Bitcoin changing the wealthtech landscape?

Transformative tech
From robo-advisors to data mining, how is tech transforming the advisor-client dynamic?

2022 Speakers

Edward Allen
Managing Director | Head of ESG & Climate Client Coverage - Americas, MSCI

John Almeida
Global Head of Wealth and Asset Management, Servicenow

Andrew Altfest
President, Altfest Personal Wealth Management

Harris Baltch
Head of M&A and Capital Strategies, Dynasty Financial Partners

Marius Bogoevici
Chief Solutions Architect, Red Hat

Josh Book
CEO, Parameter Insights

Lynnley Browning
Wealth Editor for Financial Planning, Arizent

Don Calcagni
Chief Investment Officer, Mercer Advisors

Julia Carreon
Managing Director, Citibank

Nicole Casperson
Founder, WTFintech?

Chip Castille
CEO and Founder, GoalBased Investors

Melinda Caughill
Co-Founder, i65, LLC

Peter Chagalis
Director of Wealth Workflow, Refinitiv

Sarah Chubak
Sales, InvestCloud

Aubre Clemens
Global Head of Sustainable Research, JP Morgan

Nicole Cope
Head of Advisors, Ally Wealth

Koley Corte
Senior Vice President and Global Head of Business Transformation, AllianceBernstein

Daniel Crosby
Chief Behavioral Officer, Orion Advisor Solutions

Ben Cruikshank
Head of Flourish, Flourish

Phil Darling
Head of Research, ParameterInsights

Ilan Davidovici
Principle, Client Experiences, Edward Jones

Michael Diamond
Product Area Leader, Core Investments, Fidelity

Ric Edelman
Founder, Digital Assets Council of Financial Professionals

Fred Egler
Product Manager, Hubly

Sharon French
President, Asset Management, TIFIN

Mayank Goradia
VP, Head of Investment Product and Portfolio Analytics, Fidelity Investments

Kerry Gross
Director of Research Intelligence, Arizent

Lori Hardwick
Board Director, Genstar Capital, Cetera, Orion & Vestwell

Margaret Hartigan
CEO, Marstone

Noelle Hozumi
Sales, InvestCloud

Oliva Jack
Research Director, Corporate Insight

David Jegen
Managing Partner, F-Prime Capital’s Tech Fund

Shruti Joshi
COO, Facet Wealth

Kelli Keough
Head of Product, J.P. Morgan Wealth Management

Janet King
VP Research, Arizent

Aaron Klein
Co-Founder & CEO, Riskalyze

Iraklis Kourtidis
CEO, Rowboat Advisors

Harsh Kumar
Head of Citi Alliance, Citi Global Wealth

Maxwell Lane
Head of Product, Flourish

Henry Lao
Vice President, Investments, Mercer Advisors

Andrew Smith Lewis
Special Advisor, CAIS

Cynthia Loh
Head of PFMG Product, Goldman Sachs

Sonya Lutter, Ph.D., CFP
Director, Institutional Research and Education Senior Consultant, Herbers & Company

Justin L. Mack
Wealthtech Reporter for Financial Planning, Arizent

Manish Malhotra
Founder & CEO, Income Discovery

Natalie Miller
CFA, Director, Investment Strategy, Parametric

Diane Omdahl
Co-Founder, i65 Medicare Optimization software

Sloane Ortel
Founder, Invest Vegan

Samuel Palmer
Head of Strategy, Digital Wealth Planning & Advice, J.P. Morgan Wealth Management

Mitali Prasad
CFA, Portfolio Manager & Research Analyst, Trillium Asset Management

Patrick Reed
CEO, Yourstake

Louis Retief
Co-founder & CEO, Hubly

Gabe Rissman
President, YourStake

Aric Rosenbaum
Chief Technologist, Global FSI, Red Hat

Tricia Rothschild
Board Member, Financial Fitness Group

Todd Rovak
Founder, Carefull

Samantha Russell
FMG

Tuppence Russo
Head of Private Wealth Infrastructure, AllianceBernstein

Laura Ryan
Director of Wealth, Americas, ServiceNow

Joe Saari
Founder & Chairman, Financial Fitness Group

Tobias Salinger
Chief Correspondent, Financial Planning

Anthony Santillo
VP, Planning Experience & Partnerships, Northwestern Mutual

Shraddha Sawardekar
Sales Strategy and Execution Director, Refinitiv

Rod Sayegh
Managing Director, Head of Digital Strategy & Programs, Fiduciary Trust Company International

Chana Schoenberger
Editor-in-Chief, American Banker

Doug Scott
Co-Founder and CEO, Ethic

Tom Scott
Senior Director, Financial Services Strategy & Transactions, EY-Parthenon

Jeff Shafer
CEO and CO-Founder, CommonGood Capital

Al Sears
Vice President, Dimensional Fund Advisors

Suzanne Siracuse
CEO, Suzanne Siracuse Consulting Services LLC

Gavin Spitzner
President, Wealth Consulting Partners, LLC

Barbara Stutz
Sales, InvestCloud

Jack Swift
President & CRO, TIFIN

Mark Tibergien
EY Advisor in Residence, EY

Oleg Tishkevich
CEO, Invent.us

Lily Trager
Managing Director and Head of Investing with Impact, Morgan Stanley Wealth Management

Michelle Tran
SVP, Head of Enterprise Sales, Vestwell

Nicholas Trepp
Principal, Wealth Partners Capital Group

Reggie Tucker
Managing Director, Manhattan West

Lara Urfer
Senior Product Manager, Income Discovery

Laura Varas
CEO and Founder, Hearts & Wallets

Brian Wallheimer
Managing Editor, Arizent

Andrew Way
Senior Director of Research, Corporate Insight

Molly Weiss
Head of Product, Envestnet, Inc.

Jennifer Wing
SVP, Head of Asset Management, GeoWealth

Jay Jiyuan Wu
Founder & Director, Novus Power

Henry Yoshida
CEO and Co-founder, Rocket Dollar

Gary Zimmerman
CEO, MaxMyInterest

2022 Sponsors

PLATINUM SPONSOR:
• Servicenow

GOLD SPONSORS:
• EY-Parthenon
• Income Discovery
• InvestCloud
• Tifin Grow
• Clout
• Capco

SILVER SPONSORS:
• FactSet
• Fidelity
• Hubly
• Red Hat
• Riskalyze
• YourStake
• i65 Medicare Software
• SigFig
• Refinitiv

BRONZE SPONSORS:
• Orion Advisor Solutions
• Unitifi
• S&P Global Market Intelligence

EXHIBITORS:
• PaperClip
• Louise by TIFIN
• Smart Communications
• Amigobulls Inc.
• RightSize Solutions