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
  • John King is a partner in the business transformation practice at Lotis Blue Consulting.

    January 25
    John King Lotis Blue Consulting Headshot square.jpg
  • Pat Forgione is the chief technology officer of Ivans.

    January 25
    Pat Forgione, chief technology officer, Ivans.
  • Connie Loveland is the owner and senior consultant at CSL Consulting, an affiliate of The NBS Group.

    January 25
    Loveland (small) (1).jpg
  • Lawmakers criticized the Biden administration's Risk Rating 2.0 effort — which was meant to reduce insurance premiums by developing more refined models — as ineffective, arguing that the program has increased rate premiums in vulnerable areas.

    January 25
    Harvey flooding recovery
  • Even with the 9 basis point rise this week, they have remained at the same level since mid-December, and that should bring people into the market, Freddie Mac said.

    January 25
    California Homes As Sellers Are Pulling Properties Off Market At Record Pace
  • As new CEO Alex Chriss streamlines the payment company's strategy, 2024's first major product rollout stresses data-driven, personalized connections between merchants and consumers.

    January 25
    Chriss-Alex-PayPal
  • Williams, who died this week at age 90, was CEO of SunTrust — one of the banks that would become Truist — for many years. He also served on the boards of several organizations in Atlanta, including Coca-Cola.

    January 25
    SunTrustCEOs
  • Maureen Doyle-Spare is the General Manager of Asset and Wealth Management and Insurance at UST. She has over 25+ years of experience leading teams in the finance sector, delivering innovation that delivers disruptive, problem-solving solutions for clients. Maureen is a results-driven leader focusing on providing value to clients through transformation. Her strong domain consultative approach and deep knowledge of emerging trends, industry best practices, and regulatory mandates allow her to create differentiated solutions and better client outcomes. She has deep experience executing enterprise-scale change management initiatives in business and digital transformations, including adopting disruptive technologies.

    January 25
    Maureen Doyle-Spare
  • Former Federal Deposit Insurance Corp. lawyer Mark Black of Virginia pleaded guilty Tuesday to conspiring to sexually exploit children.

    January 25
    Justice Department seal
  • Anna Garcia is the founder and managing partner of Altari Ventures, a New York-based early-stage enterprise fintech fund focused on data-driven enterprise intelligence, capital markets and asset management technology, CFO tech stack, embedded finance and decentralized/centralized infrastructure convergence. Altari invests primarily in pre-seed and seed stage opportunities. 

    January 25
    Anna Garcia