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
  • Other banks likely will follow the lead of the Richmond, Virginia, company and tap the equity in their branch networks as alternative sources of capital grow more costly, experts say.

    October 10
  • The Federal Deposit Insurance Corp. issued a proposal requiring larger banks to implement a three-line-of-defense risk management model and increased board independence in response to observed weaknesses in corporate governance during past financial crises and recent bank failures.

    October 10
    FDIC
  • Joshua Beers, partner, head of private equity investments at NEPC, is a member of the firm's Private Markets Research Group, leading the coverage of private equity strategies.

    He is also a member of the firm's Equity Beta Group and Strategic Healthcare Team.

    October 10
    Joshua Beers, NEPC head of private equity
  • Brad Saft is an award-winning entrepreneur, writer, investor and founder of DonorAdvisedFunds.com.

    He has founded several companies including eSpired, an education technology company focused on at-home learning, where he serves as CEO. He is actively involved with a variety of nonprofits, serving on the board of Kids Need Our Love aimed at combating child abuse.

    October 10
    Brad Saft, founder of DonorAdvisedFunds.com
  • The shape it takes could have implications for how Fannie Mae and Freddie Mac price loans for nonbanks and depositories.

    October 10
    FHFA
  • A lack of accurate information about banks' inner workings is meant to protect banks and instill market discipline. But it probably makes everything worse.

    October 10
    John Heltman
    American Banker
  • In a letter to Federal Reserve Chair Jerome Powell, 10 members of the committee demanded answers about how supervisory information was made public.

    October 10
    Jerome Powell
  • Jason Kaminsky is the CEO and co-founder of kWh Analytics. Just prior to joining kWh Analytics, Jason spent more than three years as a vice president of environmental finance at Wells Fargo Bank. As a senior member of the Wells Fargo deal team, Kaminsky originated, underwrote, and financed tax-equity investments during a time when the bank added nearly $1bn of solar assets. Prior to joining Wells Fargo in 2011, he worked at SPG Solar, where he supported the CEO on strategic corporate initiatives.

    Kaminsky received both his B.S. in Mathematics and his B.S. in Atmospheric, Oceanic, and Environmental Sciences from UCLA. He holds an M.S. degree in Environment and Resources from Stanford University, and also completed his M.B.A. at the Stanford Graduate School of Business. He is from Thousand Oaks, California.

    October 10
    Jason Kaminsky, kWh Analytics.
  • Lenders at an American Bankers Association conference this week railed against proposed regulatory requirements they argue could drive up costs, curb credit availability and ultimately hurt borrowers in already fragile economic times.

    October 10
    federal-reserve
  • Peter Eberle is the president and chief investment officer of Castle Funds

    October 10