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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  • As a stand-alone company, Worldpay will have more leeway to pursue mergers and acquisitions, FIS CEO Stephanie Ferris says.

    February 13
    Worldpay terminal
  • In a speech on the central bank's regulatory agenda for the year, Federal Reserve Board Gov. Michelle Bowman said the merger-and-acquisition review process could benefit from added transparency.

    February 13
    Michelle Bowman
  • Dr. Dave Rengachary is Senior Vice President and Head of Underwriting for U.S. Mortality Markets at RGA Reinsurance Company, where he has served instrumental roles in setting the risk philosophy for the department, oversight of US Manual development, leadership roles across numerous USMM underwriting initiatives and regulatory engagements.  He previously served as Chief Medical Director for RGA

    Prior to joining RGA in 2013, he was a general neurologist in practice at Missouri Baptist Medical Center where he also served as medical director for their Primary Stroke Center.  Dr. Rengachary attended the Honors Program in Medical Education at Northwestern University. He then completed an adult neurology residency at Washington University followed by a fellowship in Clinical Neurophysiology. He serves on the board of directors of Memory Home Care Solutions and Oasis, non-profit organizations respectively dedicated to Alzheimer's caregiver support and healthy aging.  He has obtained board certification in neurology, insurance medicine,  FALU, and FLMI. Dr. Rengachary recently received his executive M.B.A. through the program at the Olin Business School at Washington University.

    In 2021 Dr. Rengachary accepted a position as chair of ACLI's Risk Classification Committee. He is Past-President of the Midwestern Medical Directors Association; current Deputy Director of the Longer Life Foundation; Medical Consultant for the Academy of Life Underwriting; and a past member

    February 13
  • The agency should be asking why, in today's America, there is anyone who wants a full-service checking account but can't get one.

    February 13
    Mary Dent
    Klaros
  • February 13
  • Mary Dent is senior advisor at Klaros.

    February 13
  • In the aftermath of Louisiana's largest bank failure, Ashton Ryan Jr. was convicted on all 46 counts against him. U.S. Attorney Duane Evans called the case a "theft of epic proportions."

    February 13
    Ashton Ryan, founder and CEO of First NBC.
  • Stacy Miller is a partner, vice president and wealth advisor for Bright Investments in Tampa, Florida. She also served as the chief operations officer and chief financial officer for a national nonprofit honoring the service and sacrifice of the American military.

    Stacy has over 25 years of diverse professional experience leading and advising organizations through strategic, operational and financial success.

    February 13
  • Banks that previously based more of their incentive compensation decisions on loan production are recalibrating this year. It is the latest sign of how competitive the deposit market has gotten.

    February 12
    Bonus pay
  • The New York City Banking Commission will now require banks seeking access to municipal deposits to provide detailed plans about how they are combatting discrimination. The commission is also implementing a public comment process as part of its process for determining which banks are eligible.

    February 10
    New York City skyline