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
  • Michael Streit is the president of Ivans. With nearly a decade of experience in private equity operations and an MBA from Harvard Business School.

    June 23
  • Insurance companies are increasingly shifting their assets into offshore vehicles, where they are being used for…what exactly? We don't know, and that's the problem.

    June 23
    A picture of Horseshoe Bay beach in Southampton, Bermuda.
  • Rachel Anderika is chief operating officer and chief trust officer of Anchorage Digital Bank, the first federally chartered digital asset bank in the United States. She previously served as a national bank examiner at the Office of the Comptroller of the Currency. She was recognized in 2025 as one of American Banker's Most Powerful Women in Banking.

    June 23
  • Paul Blowers is partner and CIO at Plante Moran, where he oversees the firm's strategic technology vision. His deep experience in all aspects of IT strategy and innovation enables him to advise on a wide range of issues, including data analytics, enterprise architecture and large-scale business technology transformation.

    June 23
    Paul Blowers of Plante Moran
  • M&A

    After encountering a rough patch in 2023, seller 1895 Bancorp in Greenfield, Wisconsin, hired an investment bank to consider strategic opportunities.

    June 23
    North Shore Bank Bayshore Branch.jpg
  • Loreene Kemperman, Product Owner at Apex HCM by IRIS, brings over a decade of expertise in payroll regulation and compliance across the U.S., making her a trusted advisor in navigating complex legislative environments and their impact on payroll systems. With a strong background in software validation, testing, and system compliance, she excels in ensuring that SaaS and SAP solutions meet regulatory and functional requirements through thorough testing, user acceptance validation, and traceability to key requirements. Loreene's ability to deliver effective training and documentation, combined with her exceptional technical communication skills, enables companies to remain agile and compliant as regulations and technologies rapidly evolve, particularly in today's dynamic regulatory landscape.

    June 23
  • Kasisto developed one of the first conversational AI chatbots for banks, and the deal brings its technology to Backbase's new AI-based bank operating system.

    June 23
    Bald man wearing black glasses and a blue collared shirt sits on beige couch with tall green plant in background.
  • As fintech firms rush to take advantage of a new regulatory attitude toward bank charter applications, their leaders are about to step into a very new compliance environment. They need to understand what they're getting themselves into.

    June 23
  • The Federal Reserve's new chair wants to change the way the central bank communicates with markets and the public. What those changes ultimately amount to could represent a major shift in an agency that has made transparency a guiding light for decades.

    June 23
    Kevin Warsh press conference