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
  • Sens. Cynthia Lummis, R-Wyo., and Kirsten Gillibrand, D-N.Y., said that the bill would address some concerns from various regulators, but will steer clear of addressing access to Federal Reserve master accounts.

    March 2
    Key Speakers At DC Blockchain Summit
  • The Federal Reserve Board of Governors ordered FMB Bancshares to implement significant management changes and capital restructurings in 2009.

    March 2
    Federal Reserve building.
  • Clear Street is bringing on a market maker as a strategic investor as it expands its product set.

    March 2
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  • The specter of an economic downturn looms, but many companies are still in growth mode, according to Donald McCree, head of commercial banking at the Rhode Island bank. "We continue to hear from a lot of companies that they are doing quite well," he said.

    March 2
    Citizens Bank signage.
  • Troy Vosseller is the Co-Founder of gener8tor–a Midwest-based venture capital firm and startup accelerator network. Since 2012, gener8tor has worked with more than 1,000 startups that have cumulatively raised more than $1.4B in follow-on venture capital. Troy came to gener8tor from the University of Wisconsin Law School's Law & Entrepreneurship Clinic, a program providing free legal services to startup businesses and entrepreneurs, where he worked as an Assistant Clinical Professor/Supervising Attorney. As an undergraduate at the University of Wisconsin-Madison, Troy founded the most cliché student startup imaginable–a t-shirt company. It was a success, and today Sconnie Nation continues to market a line of apparel that focuses on celebrating the Wisconsin lifestyle.
    Before discovering his love of startups, Troy held brief stints at Qualcomm and Intuit. He holds a BA, MBA and JD from the University of Wisconsin-Madison.

    March 2
  • The increase reflects the rise in the 10-year Treasury yield, which is back above 4% for the first time since that month.

    March 2
    US Home-Price Growth Decelerates For First Time Since 2021
  • The banks that own Zelle face long odds in displacing Apple Pay and Google Pay, but the effort could help build the infrastructure for a new account-to-account payment system, some experts say.

    March 2
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  • Alex Fuentes has 20 years of experience in start-up and rapid-change environments and is currently Brickeye's Executive Vice President of Strategic Growth and Business Development.

    He provides a deep understanding of infrastructure development and cleantech to Brickeye, having served in senior roles within the energy storage and renewable energy sectors. Alex holds an MBA from the University of Toronto's Rotman School of Management and a Bachelor's degree in mechanical engineering from the University of Waterloo.

    March 2
  • Lena is a startup veteran with demonstrated expertise in propelling business growth for growth-stage fintech companies. In her role as Chief Revenue Officer at leading life insurance technology company Bestow, Lena Chukhno oversees B2B partnership growth for advisor, embedded and enterprise partners. Companies of every size — from startups to public companies — leverage Bestow's software to launch and sell digital life insurance and improve efficiency and profitability by managing the business online.

    Prior to joining Bestow, Lena had a combined role as the General Manager of Student Loan Refinancing and Head of Strategy at Earnest, a mission-driven fintech in San Francisco. Under her leadership, Earnest grew to become the market leader in the education financing space.

    Previously, she led business development and growth strategy for the Multi-Asset Solutions division at JPMorgan and spent time at McKinsey & Company in management consulting.

    A native of Ukraine, Lena earned bachelor's and master's degrees in finance from Kyiv National Economic University, and an MBA from INSEAD.

    March 2
  • In the starkest warning yet by a U.S. bank catering to the sector, Silvergate said it needs more time to assess the extent of damage to its finances stemming from last year's crypto rout — including whether it can remain viable.

    March 2
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