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
  • Brady Lochte is the founder and financial advisor at Axon Capital Management, a fee-only fiduciary RIA based in Georgetown, Texas.

    November 18
    Brady Lochte of Axon Capital Management
  • The West Reading-based bank has opened three offices in California and two in Nevada, continuing its strategy of establishing a presence in high-growth markets around the country, CEO Sam Sidhu said.

    November 18
  • Award-winning writer and editor Shawn Moynihan is a seasoned insurance journalist, and served as editor-in-chief of both National Underwriter Property & Casualty and Reactions magazine.

    November 18
    Headshot of Shawn Moynihan.
  • Chris Wilmot is chief financial officer of Medius. He has more than two decades of experience in analytics and global business strategy, most recently serving as CFO at Qualitest Group. He also held CFO roles at Clarion Events and BT Global Services, driving rapid development and overseeing financial performance internationally.

    November 18
    Chris Wilmot of Medius
  • Witnesses and lawmakers at a House Financial Services Committee hearing gave a more downcast view of a Senate deposit insurance reform proposal, with many House committee members expressing cost concerns.

    November 18
    French Hill
  • In the company's first earnings report since going public, CEO Sebastian Siemiatkowski offered what analysts called a conservative Q4 outlook while laying out its growth plans that included an expanded distribution network, increasing its long-term installment loan penetration with merchants and becoming a full-fledged neobank.

    November 18
    Klarna, Backers Raise $1.37 Billion In Oversubscribed IPO - NYSE
  • Tammy Hahn is SVP of Product for Ignition, the recurring revenue and billing automation platform for accounting firms to transform their sales, billing, and payment processes. A visionary leader with 20 years of product development and leadership experience, Hahn has won multiple awards for product innovation. 

    November 18
    Tammy Hahn
  • An October staff memo from the Federal Reserve's Division of Supervision and Regulation outlines changes to how supervisory activities will be carried out, including a greater emphasis on relying on examinations conducted by state banking supervisors.

    November 18
    Michelle Bowman
  • The Office of the Comptroller of the Currency issued an interpretive letter Tuesday that would allow banks under its jurisdiction to hold small amounts of network tokens to test and process customer transactions.

    November 18
    Federal Reserve Board Meeting
  • Treasury Under Secretary for Domestic Finance Jonathan McKernan said he is concerned that the traditional bank funding model of taking in low-cost deposits and making more lucrative loans could be set for a shakeup as fintech challengers get more competitive.

    November 18
    MCKERNAN-JONATHAN-FDIC-BLOOMBERG