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
  • Angie Meoli is the SVP of enterprise initiatives at CVS and the vice chair of the Health Care Transformation Task Force.

    December 13
  • Elizabeth McCaul, the first American to serve on the European Central Bank's supervisory board, talks crypto controls, systemic risk and the need for regulators on both sides of the Atlantic to do a better job of harnessing data.

    December 13
  • Emily Brower is the SVP of clinical integration and physician services at Trinity Health, and the chair of the Health Care Transformation Task Force on behalf of the Alliance for Value-Based Patient Care, which involves 300,000 physicians and other clinicians who provide value-based care.

    December 13
  • The payments company has expanded digital-asset management services to Luxembourg, a potential foothold for European Union expansion.

    December 13
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  • Citing "unsafe and unsound practices," the National Credit Union Administration has temporarily taken charge of Richmond City Employees Federal Credit Union.

    December 13
    NCUA HQ (2)
  • Brown has helped the online bank weather the pandemic. His next challenge: a looming economic downturn

    December 13
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  • Karen Abramson is CEO of Wolters Kluwer Tax & Accounting, a global provider of information, software, and integrated workflow solutions for tax, accounting, finance, audit, risk and compliance professionals. As CEO of the global division, she leads Wolters Kluwer tax and accounting operations worldwide, with activities across North America, Europe and Asia Pacific. Previously at Wolters Kluwer, she served as president and CEO of the Medical Research business unit and general manager of the Corsearch business unit. Before her tenure at Wolters Kluwer, Abramson held various leadership positions with MemberWorks, Inc. and Thomson Corporation.

    December 13
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  • Neil brings over 25+ years of business and technical experience in various product and business development roles in technology companies specializing in software solutions for Insurtech, Fintech, Telecoms, Real Estate, Geospatial and Telematics. Neil has held senior management positions in both start-up and corporate entities and is comfortable with merger & acquisition environments. Neil is currently the chief strategy officer for Arturo.ai, a property intelligence company.

    December 13
  • Hanno Berger, a German lawyer dubbed the mastermind of Cum-Ex, was sentenced to eight years in prison for his role in part of a sprawling tax scandal that's robbed billions of euros from government coffers and embroiled some of Wall Street's biggest names

    December 13
    Bankers Should Get Years in Jail for Maple’s Role in Tax Scheme, Court Told
  • Bank of Montreal, which is working to close the largest acquisition in its history, is selling C$3.15 billion ($2.31 billion) in equity to make sure it can meet Canadian regulators' recently increased capital requirements.

    December 13
    Bay Street As Canada Stocks Retreat As Investors Eschew Pot, Shopify Tumbles