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
  • The Personal Consumer Expenditures price index climbed to nearly 4% in April, arguably making the Fed's interest rate less restrictive and further complicating the central bank's path toward future rate cuts.

    May 28
    Inflation commerce street scene
  • Mark Rems is a principal and national leader of the KPMG Indirect Tax Technology practice. Based in Philadelphia, he has roughly 25 years of tax and technology experience helping clients improve their indirect tax function. He has led large global tax engine implementation projects for a variety of ERP systems including SAP, Oracle, and MS Dynamics. He also has extensive experience in programming and application development which includes developing custom integrations and standalone programs to assist clients with their indirect tax calculation and reporting processes. He has deep sales and use tax compliance experience and has helped clients centralize and automate their monthly compliance function. He has direct experience working in a number of niche tax technical areas such as motor fuels, excise taxes, telecom taxes and lease taxes.

    May 28
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  • Amit Ringshia is a principal in KPMG's New York Ignition office. He focuses on the design and delivery of technology solutions and has more than 16 years of experience delivering tax technology driven transformations. He is focused on innovating solutions in areas of tax data management, tax process automation and integration, tax analytics, digital labor and tax department collaboration. He is responsible for assisting in technical aspects of projects including solution design, development, infrastructure, governance models, management and migration. He has architected solutions that integrate multiple tax technologies with company technologies to optimize efficiencies for an effective tax function. He leads teams with experience in software development and tax domain. He supports engagements by leveraging his technology and tax experience with project execution and delivery expertise. He has assisted engagement teams and their clients to enhance the utilization of technology in data collection, processing, analysis and reporting. In addition, he has delivered tax technology solutions that span the breath of tax department functions such as planning, compliance, transfer pricing, audits and provisioning for both direct and indirect tax functions. He is an active member of various tax and technology groups in New York City and is a regular speaker at various tax and technology conferences. He also organizes innovative technology sessions and trainings for tax professionals.

    May 28
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  • Greg Ryan is a Bloomberg News reporter in Boston covering the economy and politics of Massachusetts.

    May 28
  • The narrative of fintechs as dramatic disrupters of traditional finance is wearing thin these days. More and more established fintech firms have discovered the value of respectability, and deemed it to be worth the cost.

    May 28
  • The digital bank made its SoFiUSD stablecoin available to all members on Wednesday and plans to launch tokenized deposits in the near future.

    May 28
    sofi ceo anthony noto
  • The trillions being poured into AI is putting pressure on the hyperscalers to produce a return on the investments.

    May 28
    Paul Vigna
    American Banker
  • Even after the passage of federal legislation governing stablecoins, the card network is covering its bases as it pursues more digital asset products.

    May 28
    visualization