Announcing the CEO Spots + Main Stage Headliners

Announcing the In|Vest 2019

Main Stage Preview

The main stage at In|Vest 2019 is where you’ll hear from the leaders who are driving the industry forward through aggressive transformations, new business models, M&A and more.

These fast-paced Q&A sessions led by the industry’s most knowledgeable journalists and consultants will answer the questions you really want to know about strategy, tech stack, deals and vision for the future.

Join us this July 16-17 in NYC to meet these leaders, along with the next round of industry challengers, and hear the visions and fresh ideas that are transforming the wealth management landscape.

MEET THE HEADLINERS

Anne Ackerley
Managing Director
BlackRock

Bernie Clark
EVP & Head of
Schwab Advisor Services
Charles Schwab

Dr. Kelli Keough
Global Head of Digital Wealth Management
JPMorgan Chase

Michael Kitces
Partner and Director of Wealth Management
Pinnacle Advisory Group

Shirl Penney
President and CEO
Dynasty Financial Partners

Karl Roessner
CEO
E*TRADE
Financial Corp.

Barry Ritholtz
Co-Founder and Chief Investment Officer
Ritholtz Wealth Management LLC

Jon Stein
CEO and Founder
Betterment

P.S. – And this isn’t all. We have several more headliners to announce, so check back for more great speakers.

DEMO @ In|Vest

Got an exciting new WealthTech solution? If so, we're accepting our second round of live demo applications through Friday, February 15.
Get more details here.

Register

Ingrid Olsen
(212) 803-8456 or
Grace Leaper
(855) 829-9864

Sponsor or Demo

Stacy Gellman

(212) 803-8841

PRESENTING PARTNERS

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One State Street Plaza, 27th Floor
New York, NY 10004

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