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 co-founder and managing director of BrandCulture, Eric leads BrandCulture's strategy practice. Across his career, Eric has worked with big and small organizations alike to put their respective best feet forward through strategic branding, naming, print and digital media.

    Prior to BrandCulture, Eric served in a variety of client- and agency-side executive positions, including Head of Corporate Affairs and Head of Strategic Marketing for LRN Corporation and Senior Vice President at global branding and interactive media consultancy Siegel + Gale. Earlier, Eric was an attorney with Wilson Sonsini Goodrich & Rosati in Palo Alto, where he specialized in representing technology clients.

    Eric is an honors graduate of Harvard Law School, holds Bachelor's and Master's degrees from Stanford University where he was elected to Phi Beta Kappa. He also studied at St. Catherine's College, Oxford and the University of Urbino in Italy.

    December 15
  • Jon is a pioneer in wedding the disciplines of strategic branding and culture development united in Shared Purpose. From the time he had the prescience to purchase the domain "BrandCulture.com" back in the last Millennium, Jon cultivated the idea of forming a new kind of agency that integrates brand and organizational development as the flip sides of the same coin. With BrandCulture now in its second decade, Jon takes singular satisfaction in finding that the world has, at long last, come around to his point of view.

    Jon has previously held senior strategic and business development roles within Wolfgang Puck, Siegel + Gale, Imagination and Caribiner International, where his clients have included BMW, BEA Systems, Ford, The Coca-Cola Company, Holiday Inn Worldwide, Jiffy Lube, Lexus, Motorola, Philips Electronics and other global organizations.

    Jon serves on the board of the Michael Hoefflin Foundation and holds a BS in Finance from the University of Wisconsin La Crosse and an MS in Real Estate and Urban Affairs from J. Mack Robinson College of Business at Georgia State University.

    December 15
  • In a joint statement, the agencies said the public would have another month to respond to the various questions posed about living wills in October.

    December 15
    Barr Harper Hsu Gruenberg
  • Customer outflows from Binance's cryptocurrency trading platform are slowing, according to blockchain data from two digital-asset analytics firms.

    December 15
    Cryptocurrency Exchange Illustrations As Caution Sweeps Over Crypto
  • Dr. Laura Hambley Lovett is an organizational psychologist, keynote speaker and thought leader on the evolution of work who is based in Calgary, Alberta, Canada. 

    December 15
  • Texas lawmakers pressed finance industry executives they summoned to a remote corner of the state for a hearing Thursday, questioning whether their environmental, social and governance policies are hindering state pension investments.

    December 15
    Republicans’ ESG Fight With Wall Street Clashes in Small Town Texas
  • The National Credit Union Administration board voted Thursday to advance a proposed rule that would loosen existing regulations and allow credit unions to purchase member loans from fintechs.

    December 15
    NCUA Chairman Rodney Hood, pictured during virtual testimony before the Senate Banking Committee in 2020.
  • Bible spent 14 years at BB&T and Truist before announcing his retirement earlier this year. He will replace Darren King, who will remain at M&T in a new role.

    December 15
    M&T Bank
  • Amid testimony from Consumer Financial Protection Bureau Director Rohit Chopra in front of the Senate Banking Committee, Sen. Pat Toomey proposed that the agency should be funded in the congressional appropriations process.

    December 15
    Rohit Chopra
  • First United Bank in Oklahoma developed a personal finance platform with a fintech that appears to be driving a rush of new savings accounts at the bank.

    December 15
    Dan White, director of customer and employee experience program office at First United Bank, left; Parker Graham, founder and CEO of Finotta, right.