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
  • Mike Cagney is the co-founder and chief executive officer of Figure.

    December 21
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  • A handful of banks and credit unions with assets under $3 billion each rolled out or expanded its use of distinctive technologies, including a contactless-payment ring.

    December 20
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  • Rohit Chopra, director of the Consumer Financial Protection Bureau, said the bank is "not making rapid progress" and hinted at the possibility of additional restrictions. But analysts saw positives for Wells in the $3.7 billion consent order.

    December 20
    Rohit Chopra - Wells Fargo
  • ESG

    A shareholder group that is pushing the nation's largest banks to conduct racial equity audits criticized JPMorgan Chase's effort, while giving a more favorable review of a Citigroup report. Banks small and large launched racial equity initiatives in 2020 in the wake of protests sparked by the murder of George Floyd.

    December 20
    JPMorgan Chase 2022
  • The final rule also orders the government-sponsored enterprises to give advance notice of new activities to determine if they are subject to these procedures.

    December 20
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  • The remains of Sam Bankman-Fried's former empire FTX Group are drawing interest from some of the largest names in distressed investing, in a daredevil bet that heavily discounted creditor claims on the bankrupt cryptocurrency conglomerate will ultimately pay off.

    December 20
    Crypto Currency Exchange Binance Drops Plans To Aquire Rival FTX
  • The bill will require the agency to codify the use of desktop appraisals.

    December 20
    Agency Delays $765 Million in Spending for U.S. Veterans' Care
  • As  chief product & technology officer, Jess will lead Duck Creek's product vision to drive value for customers, partners and system integrators.

    Jess is a champion of improving the customer experience and leads with a forward-thinking attitude toward deepening the connection between products. Prior to joining Duck Creek, Jess worked at ZoomInfo Technologies Inc. (NASDAQ GS: ZI), a leading go-to-market intelligence platform, and UKG, a multinational technology company providing workforce and human resource management services, where she led product and engineering teams that delivered innovative multi-channel solutions and thought leadership to customers.

    Jess joined Duck Creek on April 11, 2022 with more than 15 years of experience delivering B2B products at an enterprise scale across multiple industries. Jess has been featured in multiple publications and spoken at events within the software community on the topics of creating product vision, fostering a culture of innovation, improving the employee experience, women in technology, and authenticity in the workplace. Jess earned her Bachelor of Business Administration degree from the University of Massachusetts – Amherst, as well as her Juris Doctorate from the Washington College of Law at American University.

    December 20
  • Recent clashes over how much investors should get paid when borrowers switch to a new benchmark are a small part of a much larger struggle by global regulators to shift markets away from the scandal-tainted London interbank offered rate.

    December 20
    Libor Breaches 1% for the First Time Since Onset of Pandemic
  • Jamie Hale is the CEO and Co-Founder of Ladder, the award-winning life insurtech helping more people get covered in an instant, easy, and affordable way. Rooted in personal experience, Jamie's deep belief that life insurance is a fundamentally good product for families and communities inspired him to build Ladder and close the $16T coverage gap. Prior to co-founding Ladder, Jamie was Partner at Aldenwood Capital and at Jasper Ridge/Oak Hill Investment Management. He also worked at NextCard, pioneering instant credit and the first 'internet enabled' Visa card. Jamie is a graduate of Bowdoin College and Harvard Business School.

    December 20