INVEST 2023 | Financial Planning | 12 June 2023 | New York Hilton Midtown, 1335 6th Ave, New York, NY 10019, USA

This event you’ll learn how to navigate the new wealth management landscape and position your firm and its products at the forefront of the industry. This is where the full spectrum of stakeholders in the digital wealth community connect and collaborate to address the latest innovation.

2023 Speakers

KEYNOTE SPEAKERS:

Jason Wenk
CEO, Altruist

Daniel Crosby
Chief Behavioral Officer, Orion

SPEAKERS:

Roger Aliaga-Diaz
Chief Economist, Americas & Global Head of Portfolio Construction, Vanguard

John Almeida
Global Head of Wealth and Asset Management, ServiceNow

Cody Barbo
CEO, Trust & Will

John Carr
Attorney at Law, CARR BUTTERFIELD, LLP

Gary Carrai
Executive Vice President, Strategy Business Lines, LPL Financial

John Cataldo
President - Advisory Services and Chief Legal Officer, Integrated Wealth Concepts

Marguerita Cheng
Chief Executive Officer, Blue Ocean Global Wealth

David Chubak
Principal, Head of U.S. Business Unit, Edward Jones

Vikram Chugh
Chief Operating Officer, Principal, Robertson Stephens

Ryan Clare
Head of Corporate Change Management and Digital Transformation Lead, Jefferies

Mollie Colavita
Head of Practice Management, J.P. Morgan Wealth Management

Joy Crenshaw
Senior Managing Director, Nuveen

Daniel Crosby
Chief Behavioral Officer, Orion

Samuel Deane
President and CEO, Deane Wealth Management

Scott Gill
Founder, Senior Compliance Consultant, Synergy RIA Compliance Solutions

Sindhu Joseph
CEO, CogniCor

Claudia Kane
CFP, CIMA, CPWA, CDFA, ADPA, Financial Planning Association, Raymond James

Daniel Kolber
CEO and General Counsel of Intellivest Securities, Inc. and also Of Counsel to Warren Law Group, NYC, Intellivest Securities, Inc. Member FINRA, SIPC and also Warren Law Group

Anne Lester
Savings Guru, Media Commentator and Author

Joshua Levin
Co-Founder & Chief Strategy Officer, OpenInvest, a J.P. Morgan company

Ashley Longabaugh
Wealth Management Research Principal, Celent

Karl Malchow
Business Development Director, Apex

Stephanie Mead
Vice President, Regional Director of Americas Wealth Solutions, FactSet

Michael Moeser
Senior Industry Analyst, American Banker

Penny Phillips
Co-Founder & President, Journey Strategic Wealth

Matt Reiner
Managing Partner & Senior Investment Advisor, Capital Investment Advisors

Ron Rice
Vice President of Marketing, The Pacific Financial Group

James Rockwood
Founder & CEO, CapIntel

David Rosen
Managing Director, Morgan Stanley

Katie Brunette
Sr. Director, Global Events, Seismic

Anand Sekhar
VP, Practice Management & Consulting, Fidelity Investments

Jeffrey Spencer
Executive Director - Head of Digital Advisor Marketing, UBS

Kiran Somashekara
Partner, Reed Smith LLP

Jason Wenk
CEO, Altruist

Kerry Ryan
Director, Financial Services Industry Product Marketing, Seismic

Tobias Salinger
Chief Correspondent, Arizent

Justin Mack
Wealthtech Reporter, Arizent

Nathan Place
Retirement reporter, Arizent

Brian Wallheimer
Editor-in-Chief, Arizent

Danny Hamer
Head of Product, SYSTM Wealth Solutions

Taylor Lundberg
Head of Enterprise Sales, SYSTM Wealth Solutions

Jennifer Milton
Customer Success Director, Seismic

Phil Senseny
Director of Product Solutions, Front Office, SEI

Elizabeth Carlson
Product Solutions Manager, Investment Management, SEI

Ritik Malhotra
Co-Founder & CEO, Savvy Wealth

Mark Evans
President & CEO, Conquest Planning

Scott Lamont
Director, Strategic Advisory Team, F2 Strategy

Andres Mazabel
Head of Advisor Solutions, Trust & Will

Tiffany Magri
Regulatory Compliance Advisor, Smarsh

Wilbur Swan
CEO, Catchlight / Fidelity Labs

Gary Zimmerman
Chief Executive Officer, Maxmyinterest.com

Mary Ellen Egan
Senior Editor, Women's Programs, American Banker

2023 Sponsors

PLATINUM SPONSOR:
• Nuveen

GOLD SPONSORS:
• CapIntel
• Seismic Software
• S&P Global Market Intelligence

SILVER SPONSORS:
• Apex Group Ltd.
• FactSet
• UST

BRONZE SPONSORS:
• Altruist
• BILL
• BlackCloak
• Highspot
• M-Files
• SEI Investments Co
• ServiceNow
• SoftPak Financial Systems
• SYSTM Wealth Solutions LLC
• Trust & Will