In|Vest 2018 Direct (Premium)

Blockchain, quantum computing, AI — what’s next in wealth? (full session)

07/11/18

Panelists: Amber Baldet, Co-founder, CEO, Clovyr; Vern Brownell, CEO, D-Wave; Salvatore Cucchiara, Head of Wealth Management Technology, Morgan Stanley; Aaron Spradlin, Co-Founder & CEO, cleverDome, Inc.

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The rise of the model marketplace (full session)

07/11/18

Panelists: Hollie Fagan, Managing Director, BlackRock; Estee Jimerson, Managing Director – Head of Asset Manager Distribution & Engagement, Envestnet; Kunal Kapoor, CFA, Chief Executive Officer, Morningstar; Natalie Wolfsen, EVP and Chief Solutions Officer, AssetMark.

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Mike Sha, Co-Founder and CEO, SigFig

07/11/18

The death of robo.

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Noah Kerner, CEO, Acorns (full session)

07/11/18

Mobile microinvesting company Acorns grows up.

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Will a hybrid make you happy? (full session)

07/11/18

Panelists: Ron Carson, Founder and CEO, Carson Group; Marthin De Beer, CEO, BrightPlan; Angela Pecoraro, CEO, Advicent; Eduardo Queen, Director of Digital Investing, Wells Fargo Advisors.

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Ilan Davidovici, Global Head of Wealth and Asset Management, Salesforce (full session)

07/11/18

From AI to ROI — Using artificial intelligence to grow client relationships

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Building a digital engagement model for HNW clients (full session)

07/11/18

Panelists: Deborah Waters, Global Head of Private Bank Operations and Technology, Citi; and Kraleigh Woodford, Managing Director Head of Digital Client Experience UBS WM USA.

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Catherine Flax, CEO, Pefin (full session)

07/11/18

AI: Adding value to the wealth management industry

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