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
  • Lukasz Strozek serves as Chief Technology Officer at Hippo. He joined Hippo in December 2020 from ecommerce payments firm Bolt, where he was Vice President, Engineering. Prior to that, he co-founded Clara Lending, an online lender with a mission of making homeownership a reality, which was acquired by SoFi. At SoFi, he co-headed Engineering and was responsible for several of the company's new products. Earlier, at Bridgewater, he partnered directly with founder Ray Dalio, translating his vision into technology products. He is a Harvard graduate and holds a Stanford MBA. Lukasz calls Oakland home, together with his wife, daughter and two pandemic cats.

    January 10
  • Mike Becker is CEO of the National Association of Professional Insurance Agents (PIA), one of the largest national trade organizations serving independent agents. As a forward-thinking insurance leader who embraces technology, he has more than 15 years of insurance industry experience. He leads PIA's strategic initiatives, advocacy efforts, and insurance carrier relations as well as oversees all growth initiatives and program launches.

    January 10
  • Nola Morris is the VP of Strategy at Denim Social, leading the SaaS provider's strategy for the insurance industry. A social selling expert, Morris serves as a strategic resource for Denim Social's clients and guides the platform's future. Morris has worked in insurance and tech for more than a decade, and previously led key digital marketing programs for Nationwide and Sprinklr.

    January 10
  • In remarks delivered at a central banking symposium, Federal Reserve Chair Jerome Powell called for changes to money market funds and the Treasury market.

    January 10
  • A Visa executive explains how China's long lockdown held back Asia's travel-spending recovery and why government policies, economic trends and even the hit Netflix series "Bridgerton" caused post-pandemic cross-border travel spending to spike in many parts of the world.

    January 10
    Netflix's Bridgerton
  • Employees of the $11.8 billion-asset institution's South Division Avenue branch organized with the Communications Workers of America in an affirmative vote.

    January 10
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  • The JPMorgan Chase CEO said the Federal Reserve's rate hikes might need to go beyond what's currently expected, but he's in favor of a pause to see the full impact of last year's increases.

    January 10
    Key Speakers At IIF Annual Membership Meeting
  • Janice Stoudemire, CPA, CGMA, ABA, ATA, currently serves as a CPA content specialist for UWorld Roger CPA Review. Reach her at jstoudemire@uworld.com.

    January 10
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  • The credit union has named Michael Sferro as its new president and chief executive. Sferro succeeds Rose Bartolomucci, who retired at the end 2022.

    January 10
  • As customers increasingly do their banking via smartphone apps and online, Santander and Argentine rivals including BBVA Argentina, Grupo Financiero Galicia and Grupo Supervielle, like their global peers, are pushing to close physical locations. But regulators won't let them.

    January 10
    No title provided