New SourceMedia Event – In|Vest 2015: Innovations in Investing, Saving & Advice – Achieves Rapid Growth

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Bringing Together a Community of Executives and Digital Entrepreneurs from Across Wealth Management

SourceMedia’s new conference, In|Vest 2015: Innovations in Investing, Saving & Advice, is showing record growth in participation. In|Vest 2015 is the only event that brings together the entire wealth management community to discuss how technology is transforming the way consumers invest, trade, save and track their finances. The event, to take place June 18-19 at the New York Hilton Midtown in New York City, has already surpassed all previous new-event registration milestones and is expected to attract more than 500 wealth management, asset management, bank investment management, venture capital and technology company participants.

“This event is like no other in the market. For the first time, the entire wealth management ecosystem will come together to discuss mutual technology challenges and opportunities,” said John DelMauro, Senior Vice President, SourceMedia Conferences & Events. SourceMedia, a digital B-to-B information, events and marketing services company, is the publisher of Financial Planning and American Banker.

Keynote speakers are a who’s who in wealth management. CEOs on the agenda include:

  • Mike Kane, Hedgeable
  • Hart Lambur, OpenFolio;
  • David Lyon, Main Street Financial
  • Bo Lu, FutureAdvisor
  • Brad Matthews, Trizic
  • Jacqueline Ko Matthews, InvestmentPod
  • Lowell Putnam, Quovo
  • Mike Sha, SigFig
  • Jon Stein, Betterment
  • Alexa von Tobel, LearnVest
  • Hardeep Walia, Motif Investing
  • Jason Yang, Polly Portfolio

Also on the agenda are senior wealth management and bank executives from Fidelity Institutional, Fifth Third Securities, First Republic Private Wealth Management, USAA, Citi Private Bank, Citi Consumer Bank, US Bank Wealth Management, Keybank, Barclays Wealth and Investment Management, SunTrust and E*Trade.

The event will also feature journalists from SourceMedia’s wealth management publications, including Financial Planning, On Wall Street and Bank Investment Consulting.

The rapid growth of In|Vest 2015 reflects the dynamics of this emerging sector. 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.

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.

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Christine Zahn
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