Innovations in Investing,Saving & Advice
NYC | June 18-19, 2015
About In|Vest 2015 Conference
In|Vest 2015: Innovations in Investing, Saving and Advice The landscape of the wealth management industry is shifting rapidly beneath the feet of the industry’s traditional players: They are facing more stringent regulations, demand for greater technology investments, declining profitability and a new class of competitors. And these new competitors are bringing greater transparency, reduced friction and reduced fees to the market— and meeting with great enthusiasm from investors. In|Vest brings together the entire community to both highlight the changes underway and offer thought leadership and a digital vision of the future.
In|Vest 2015 is a new two-day conference that will bring together the entire wealth management community: ▶
Traditional wealth management firms: Wirehouses, regional advisers, broker-dealers, asset management firms
▶
Private banks and retail bank wealth management executives
▶
Wealth management enterprise technology and service providers
▶
New online advisory, investing and PFM platform executives
▶
Venture capital investors and private equity investors
What You’ll Get FOR TWO DAYS IN JUNE
the wealth management community will gather to discuss how technology is changing and transforming how millennials, GenX and Boomers invest, save and receive financial advice.
DISRUPT|DEMOS
Rapid fire presentations of the newest investing, saving and advice platforms, apps and tools.
CEO SPOTS
Get a market perspective from the CEOs that are transforming the industry.
BREAK OUT SESSIONS
Dig deep into five topics focused on: Investing, Saving, Advice, Research and Analytics.
EMERGING DISRUPTORS
and the established market will join with technology vendors and venture investors to explore and debate the future of the industry— where it’s at.
Event Overview | TOPICS
INVESTING
Lower friction, lower fees. These sessions will focus on tools that make investing cheaper or easier.
invest.events.com
SAVING
Getting Millennials on track. These sessions will focus on tools that track spending and savings and lead future investors down the path to greater financial security.
ADVICE
High tech, high touch. This group of sessions will focus both on tools that provide information about investments or strategies, or pair the human touch with technology tools.
RESEARCH
Inside the industry. Hear from the top consultants and researchers about what consumers want, how the industry is responding.
ANALYTICS
Big data, big money. Hear how analytics are being applied to the front and back office of digital investment management.
212.803.8388