SourceMedia Launches New Conference – In|Vest 2015: Innovations in Investing, Saving & Advice

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Event Brings Together Traditional and New Players to Envision the Digital Future of Wealth

SourceMedia today introduces In|Vest 2015: Innovations in Investing, Saving & Advice. This new conference will bring together the full spectrum of wealth management market participants to discuss how technology is disrupting and transforming the way consumers invest, trade, save and track their finances.

The event will be held June 18-19 at the New York Hilton Midtown in New York City.

“We expect 400-plus executives from all facets of wealth management, private banking, venture capital, private equity and investing technology to attend this community event,” said John DelMauro, Senior Vice President, SourceMedia Conferences & Events.

In introducing In|Vest 2015, SourceMedia also announced the founding members of the event’s advisory board– a who’s who of the wealth management community. The In|Vest 2015 Advisory Board includes: David Canter, EVP, Fidelity; Sebastian Dovey, Partner, Scorpio Partnership; Jake Fuentes, CEO, Level Money; Chris Ivey, CEO, Rizm; Indy Reddy, CTO, Citi Private Bank; Dan Schatt, CCO, Stockpile; Jon Stein, CEO, Betterment; Gauthier Vincent, Wealth Management Practice Lead, Deloitte and Hardeep Walia, CEO, Motif Investing.

In addition to presentations from many Advisory Board members, Alexa Von Tobel, CEO of LearnVest, will give one of the keynote addresses. The event will feature demonstrations of new technologies likely to disrupt consumer financial behaviors and relationships. Content tracks will focus on developments in investing, saving, advice, analytics and research.

By the end of 2014, global consumers entrusted more than $14 billion to online investment platforms, known as robo-advisors, according to Switzerland-based My Private Banking Research. In|Vest 2015 will bring together traditional wealth management and investment advice providers; new entrants into the market; technology and platform providers and venture capital and private equity investors to explore and debate the future of the industry.

More details and registration information about the In|Vest 2015 conference are available at:

About SourceMedia

SourceMedia, an Observer Capital company, is a diversified business-to-business digital media, marketing services, research, and event company serving senior professionals in the financial, technology, and healthcare sectors. Brands include American Banker, The Bond Buyer, Financial Planning, On Wall Street, Bank Investment Consultant, PaymentsSource, and Mergers & Acquisitions. Information about SourceMedia is available at

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Christine Zahn
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