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.

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Invest | Direct
  • Shifting from earlier plans, the FDIC has established a special committee to investigate allegations of harassment and a toxic workplace culture at the agency. It will be led by directors Jonathan McKernan and Michael Hsu and may include as many as three nonvoting members from outside the agency.

    November 21
    FDIC
  • Many Democrats' bank-regulatory philosophy is driven in significant part by the premise that banks are too profitable and should retain more of their profits to offset their systemic risks. But there is a danger in pushing that assumption too far.

    November 21
    John Heltman
    American Banker
  • Senior banking leaders are very much aware of and interested in generative AI, but while no one wants to get left behind, there's also no great urgency to be the first mover.

    Microsoft Mulls $10 Billion Investment In ChatGPT Creator Open AI
  • Bankers are hopeful that several factors could strengthen profits next year, including higher loan demand and more stable funding costs as the Fed holds the line on — or even lowers — interest rates.

    November 21
    Bank
  • Alaina Bird, an associate in Glaser Weil's litigation practice group, focuses her practice on commercial litigation, with an emphasis on securities litigation and class actions.

    November 21
  • Elizabeth Sperling, a financial services litigation partner and Glaser Weil's co-office managing partner in San Diego, represents financial institutions in class actions and defends against FCRA lawsuits, business torts, unfair business practices and related consumer protection actions.

    November 21
  • Jeff Heine is the Chief Revenue Officer at Betterview. In his career, Heine has demonstrated strategic leadership within notable Hi-Tech corporations, with previous tenures at Groundspeed Analytics, Adsesnsa (now Coupa), Guidewire Software, and CCC Information Services.

    November 21
    Photo of Jeff Heine
  • Only 65.8% of surveyed households said they would be able to come up with $2,000 if an unexpected need arose within the next month, according to the NY Fed's latest survey of consumer expectations and credit access,

    November 21
    Top view of stressed young woman with hands on head holding credit cards and facing bills
  • The former Trump-appointed Federal Housing Finance Agency head offers insights on the road ahead for mortgage lenders and residential real estate at large.

    November 21
    Mark Calabria on how to make the housing market healthy again
  • Dawn Weddle is vice president at Midwest Business Group on Health, where she oversees membership marketing and communications, provides financial/budget oversight, and leads the development and management of education programs and grant funded employer projects.

    November 21