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
  • Bank of Marin Bancorp in Novato has sold a big chunk of low-yielding securities, replacing them with investments that should produce significantly more income.

    November 25
    The Golden Gate Bridge in San Francisco
  • Mark McDonald is president of Visual Lease and CoStar Real Estate Manager (formerly Virtual Premise), a wholly-owned subsidiary of CoStar Group. McDonald joined Virtual Premise as a member of the professional services team during the company's start-up phase. He also served as the leader of the field sales team during a multi-year period of hyper-growth, worked to establish implementation partnerships with the Big Four, and has guided numerous Fortune 500 companies through the digital transformation of their real estate portfolios and lease accounting compliance. He currently leads CoStar Real Estate Manager's overall strategy development and operations.

    November 25
    Mark McDonald of CoStar Real Estate Manager
  • Csaba Farkas joined TMF Group in March 2021 as the head of accounting and tax consultancy services. He is an ACCA-qualified professional with several years of experience at professional services organizations in Budapest and London. He has a strong technical accounting background and, having worked as an interim financial controller in multiple engagements, has significant experience in implementing new enterprise resource planning systems in finance functions and in optimizing finance processes.

    November 25
    Csaba Farkas of TMF Group
  • The Supreme Court won't consider Todd Harper and Tanya Otsuka's case alongside a similar one involving the Federal Trade Commission when it hears oral arguments in early December.

    November 25
    NCUA Chairman Todd Harper
  • The Federal Reserve, Office of the Comptroller of the Currency and Federal Deposit Insurance Corp. issued a final rule Tuesday that softens leverage demands for the biggest and most systemically risky banks and lowers the community bank leverage ratio to 8%.

    November 25
    Travis Hill
  • Scott Susin is the founder of the Center for Mortgage Access. Previously, he served as an economist at the Federal Housing Finance Agency.

    November 25
  • AML

    New guidance from the Office of the Comptroller of the Currency released Monday afternoon would streamline Bank Secrecy Act exams for community banks. The agency issued a separate request for information on consolidation and contracting power among core service providers.

    November 25
    Jonathan Gould OCC
  • Tariffs and inflation are pressuring consumers' wallets, but that's not deterring them from spending. It is pushing purchases earlier into the shopping season.

    November 25
    Shoppers In California Ahead Of Retail Sales Figures
  • Saul Van Beurden, Wells Fargo's consumer banking CEO and former head of technology, will lead the way on harnessing artificial intelligence.

    November 25
    Charles "Charlie" Scharf