In|Vest 2018 Direct

In|Vest 2018: Innovations & Digital Transformations in Wealth brings together the entire wealth management industry – including leaders in retail financial services, advisors and investors, insurers and asset managers, solution providers and consultants. Held in New York on July 10 and 11, 2018, the gathering facilitates honest discussion of the most important issues confronting the wealth management industry as digital transformation comes up against the reality of market execution. Interested in seeing more? Click here for full access to this and other In|Vest sessions.

InVest Video Content Hub-01.png
Invest | Direct
  • Despite further delays, the country has taken two key steps to opening up access to its Real-Time Rail, including allowing payment companies to participate without a bank partner, but it has yet to commit to a date for the project to go live.

    March 25
    Ron Morrow, Bank of Canada; and Brigit Carroll, Wise
  • Ron is a tech entrepreneur who has brought his love for developing empowering products to startups and major international corporations alike. He is the Co-Founder & CEO of Empathy, the world's leading support system for navigating loss. Before launching Empathy in 2020, Ron held roles as a Product Executive at WeWork and eBay. He initially joined eBay after the acquisition of The Gifts Project in 2011, a social-commerce startup where he served as Co-Founder & CEO.

    March 25
  • Shara has spent more than 20 years helping healthcare organizations think differently about how to involve and empower people more effectively in their care and health. She continues in that work as CEO of Carallel, the leading provider of holistic support, guidance and assistance for family caregivers.

    March 25
  • Bankers from Citigroup were partying with clients one night in May 2018 at a downtown Manhattan hot spot called Catch.

    March 25
    Citi sign
  • Specialized large language models should be harnessed to help financial institutions identify and halt fraudulent activity. The best model would involve regulator-approved pooling of anonymized customer data.

    March 25
  • The Justice Department and the CFPB are increasingly relying on emails among employees that contain discriminatory comments to strengthen their hand in cases against lenders.

    March 24
    Department Of Justice Announces Cryptocurrency Enforcement Action
  • ESG

    The two megabanks have agreed to release a ratio that measures their level of financing for low-carbon energy versus fossil fuels. The banks' moves follow pressure regarding climate change from entities associated with New York City's local government.

    March 22
    A Pile Of Coal By Smokestacks
  • Technology executives at financial institutions must strike a balance between jumping on new technologies while justifying their business case for the bank.

    March 22
    Left to right: Sathish Muthukrishnan, the chief information, data and digital officer at Ally Financial. Kristiane Koontz, the director of banking transformation at Zions Bancorporation. Imran Khan, head of TD Invent at TD Bank Group.
  • The Federal Reserve's vice chair for supervision says the board is discussing ways to address the various concerns banks have raised about the capital reform proposal.

    March 22
    Michael Barr
  • Doug Marquis joined Zywave in 2018 as chief technology officer, leading the company's innovative R&D functions. Before joining Zywave, he honed his skills for a decade at Accenture, where he led groundbreaking technology initiatives for Global 1000 companies. He also served in executive roles at venture capital-and private equity-backed SaaS companies, such as SAVO, OpinionLab, Local Offer Network, and RiverGlass.

    March 22
    Headshot of Doug Marquis of Zywave.