Roboadvisors are gathering in New York City.
Today and tomorrow more than 750 executives are gathering in midtown Manhattan for the second annual
In|Vest conference on the changing wealth management industry. In|Vest 2016, "Innovations in Investing, Saving and Advice", kicks off this afternoon at the Sheraton New York Times Square Hotel, though pre-conference sessions began this morning. The conference ends tomorrow afternoon.
| Jennifer Barrett Acorns Chief Education Officer & Grow Editor-in-Chief | |
Robo executives who are scheduled to speak include:
Jennifer Barrett, chief education officer at PayPal-backed
Acorns;
Mike Kane, co-founder of
Hedgeable;
Bo Lu, CEO of BlackRock subsidiary
FutureAdvisor;
Mike Sha, CEO of Eaton Vance-backed
SigFig;
Greg Smith, president of retirement-focused robo
blooom;
Lex Sokolin, partner and chief operating officer of white label robo
Vanare;
Jon Stein, CEO and founder of robo giant
Betterment;
Hardeep Walia, CEO and founder of
Motif Investing; and others.
Other speakers on the agenda include:
Blaine Aikin, executive chairman of
fi360;
Roger Alt, head of digital channels at
AssetMark;
Yvette Butler, president of
Capital One Investing;
David Canter executive vice president, practice management and consulting for
Fidelity Clearing & Custody Solutions;
Mitchell Caplan, CEO of
Jefferson National;
Warren Cormier, partner and CEO of
Boston Research Technologies;
Bill Crager, president of
Envestnet;
Joe Duran, CEO of
United Capital;
Rob Foregger, co-founder of
NextCapital;
Bill Harris, founder and CEO of
Personal Capital;
Neesha Hathi, executive vice president, investor services platforms, strategy and client experience at
Charles Schwab;
Elizabeth Kelly, Special Assistant to the President for Economic Policy, White House National Economic Council;
Jeff Kletti, senior vice president and head of investments for
Wells Fargo Institutional Retirement and Trust;
Eric Lordi, managing director at
Morgan Stanley;
Jeff McMillan, chief analytics and data officer at Morgan Stanley;
Diana Moy, senior vice president and head of wealth management digital at
US Bank;
Ram Nagappan, chief information officer for BNY Mellon's
Pershing;
Charles Smith, executive director of advisory services at
EY;
Jim Smith, head of workplace strategy and sales for North America at
Morningstar;
Robert Stanich, global wealth management offering manager at
IBM;
Richard Steinmeier, head of emerging affluent and the wealth advice center for
UBS Wealth Management - Americas;
Nathan Stevenson, founder and CEO of
Forwardlane; and
Gauthier Vincent, head of the wealth management practice for
Deloitte Consulting.
Big sponsors of the conference include:
Capco, a financial services consulting arm of FIS (which bought SunGard last year);
Fiserv; IBM;
Salesforce; and Vanare. The conference is put on by
Financial Planning and
OnWallStreet parent
SourceMedia. 
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