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
  • Aaron Harris has more than 25 years of high-tech engineering experience in business applications and software development strategies. From Sage Intacct's earliest days, Aaron has led the company's product vision and technology direction. A pioneer in cloud computing, Aaron helped Intacct build the world's first cloud architecture delivering on-demand financial applications. He regularly contributes to the development of best practices for cloud computing, service-oriented architecture, platform as a service, and accounting and finance technology standards.

    As Sage's Global CTO, Aaron is responsible for Sage's technology and product vision. Aaron is hands-on leading investments in AI/ML, blockchain, and other emerging technologies to transform the way people think and work.

    Aaron holds a Master's degree in information systems and a Bachelor of Science in accounting from Brigham Young University.

    March 23
    Aaron Harris
  • Christopher D. Maher is the chairman and CEO of OceanFirst Bank in Toms River, New Jersey.

    March 23
    Christopher Maher, D&W 1.jpg
  • Ian Cohen as CEO & Founder of LOKKER, provider of data privacy and compliance solutions for the enterprise, Ian is dedicated to providing solutions that empower companies to take control of their privacy obligations. 

    Before founding LOKKER in 2021, Cohen formerly served as CEO for Credit.com, and CPO for Experian, where he focused on consumer-permissioned data.

    March 23
  • Early Warning Services is poised to unveil the name of its new bank wallet, hoping to repeat the branding success of its peer-to-peer payments app.

    March 23
    Zelle app
  • Billions of dollars funneled into the two neobanks after Silicon Valley Bank failed. But fintechs may have to work hard to retain that business.

    March 23
    Silicon Valley Bank - SVB Financial
  • Brian Portnoy is the co-founder of Shaping Wealth, a Chicago-based firm that educates and trains financial advisors, companies and investors on behavioral finance concepts. He has held senior investment and education roles in the hedge fund and mutual fund industries and earned a Ph.D. in International Political Economy at the University of Chicago. An expert on the psychology of money, he is the author of The Geometry of Wealth.

    March 23
  • Chad Witcher is chief operations officer at Synergi Partners.

    March 23
    witcher-chad-synergi.jpg
  • JPMorgan Chase is planning to test new technology that would let consumers pay with their palms or faces at certain U.S. merchants.

    March 23
    Chase ATMs at night
  • Citigroup CEO Jane Fraser said mobile apps and consumers' ability to move millions of dollars with a few clicks of a button mark a sea change for how bankers manage and regulators respond to the risk of depositor panics.

    March 22
    FRASER-JANE-CITI-032223
  • Regional bank shares slumped, dragging down the broader market, after Treasury Secretary Janet Yellen's comments and as Federal Reserve Chair Jerome Powell said he's prepared to keep raising rates until inflation shows signs of cooling.

    March 22
    Treasury Secretary Yellen testifies before Senate Finance Committee