Meet Our First Speakers

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Saver Rate ($500 off) Ends Friday, Oct. 4

December 5-6, 2019 | San Francisco, CA

MEET OUR
FIRST SPEAKERS

David Canter
EVP, Head of the Registered Investment Advisor Segment
Fidelity Clearing & Custody Solutions

Jon Stevenson
Head of Wealth Management and Banking
MoneyLion

Simon Roy
President and CEO
Jemstep

April Rudin
Founder
and CEO
The Rudin Group

Jamie McLaughlin
Co-founder
The UHNW Institute

Manning Field
COO
Acorns

Joshua Levin
Co-Founder and
Chief Strategy Officer
OpenInvest

Craig Iskowitz
Founder and CEO
Ezra Group, LLC

Gavin Spitzner
President
Wealth Consulting Partners

Suleman Din
Technology Editor
Financial Planning

William Trout
Head of Wealth Management
Celent

Sebastian Dovey
Conference Chair
In|Vest West

We are excited to announce the first speakers who will be hitting the stage at In|Vest West.

These leading industry experts from across the digital wealth ecosystem will give you the unique opportunity to get cutting-edge insights on topics ranging from serving the Ultra High Net Worth, partnering with the latest WealthTechs, bank wealth management, and much more.

There's much more to come. Stay tuned!

Don’t miss your chance to join us in San Francisco Dec. 5-6
– book before Friday, October 4 to save $500 on your ticket.

GET YOUR TICKET

"In|Vest is the fastest, most convenient way to see how technology is reshaping financial services."
- 2018 In|Vest West Attendee

CONTACT US

To Get Your Ticket

Ingrid Olsen

(212) 803-8456

To Sponsor or Demo

Stacy Gellman

(212) 803-8841

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