The InVest West 2018 will be held from December 6 - 7, 2018 at Parc 55 Hilton Hotel in the exciting city by the bay ~ San Francisco, California.
Featuring Hot New Product Demos
IN|VEST WEST 2018 is a two-day event offering specific focus on the firms that are bringing investing to the masses & those that are involved in the growing wave of consolidation. A limited number of firms will be selected to offer live demonstrations.
➞ Thursday, December 6:
→ Personal Capital: On a Roll
→ BlackRock’s Digital Wealth Strategy Deconstructed
→ The $191B Elephant in the Room
→ Custody Battle
→ Industry Innovation Lunch: Realizing the Hybrid Advice Model
➞ Friday, December 7:
→ Bank Wealth Management State of Play: Leveraging
→ Technology to Accelerate Business Strategy
→ Big Bets in Wealth
→ Banking Rebundled
→ Citizens Goes All In
→ Big Data & AI Allow for ESG Investing at Scale
↠ Driving Growth
↠ The Evolution of RIAs
↠ Innovation & Partnerships
↠ Masters of User Experience
↠ Advancing Asset Management
↠ Transformation of Asset Management
↠ The Democratization of Wealth Management
Review the AGENDA here:
IN|VEST WEST 2018 will bring together the wealth management community to talk digital disruptions in investing, saving & advice
Looking for a preview of what's to come ~ DOWNLOAD THE BROCHURE to view the speaker lineup, explore tracks & agenda topics and learn more about the networking opportunities here:
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