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.

InVest Video Content Hub-01.png
Invest | Direct
  • Consumer Financial Protection Bureau Director Rohit Chopra wants to determine if people are able to get prompt responses from the 175 banks and credit unions with more than $10 billion of assets.

    June 14
    CFPB entrance
  • The digital-only Canadian bank plans to expand throughout the U.S. after acquiring a single-branch subsidiary of Stearns Financial Services.

    June 14
  • Wildly addicted to all things leadership, Cecilia Gorman is a veteran of the advertising industry and the owner of Creative Talent Partners, a training consultancy that specializes in the development of rising managers and their teams. Whether it’s a team offsite, a manager workshop or through her online Manager Boot Camp course, Cecilia’s sole pursuit is adding value to growth-focused employees.

    June 14
  • The hearing would have featured debate on a number of housing bills, along with a measure to block commercial firms from owning industrial banks and new limits on overdraft fees. House Financial Services Committee Chair Maxine Waters has tested positive twice since April.

    June 14
    Rep. Maxine Waters, D-Calif.
  • Mary Elizabeth Elkordy is the founder and president of Elkordy Global Strategies.

    June 14
  • Paul Taylor, one of the company's directors, will become president in anticipation of succeeding Matthew Wagner, who has been chief executive for 22 years and plans to retire at the end of 2023.

    June 14
    wagner-matt-pacwest
  • Sheila Dukas-Janakos, MPH, IBCLC, LE, RLC is CEO and Co-founder of Healthy Horizons Corporate Lactation Programs and Breastfeeding Centers. Healthy Horizons lactation rooms are found in Fortune 500 companies and top workplaces in over 110 cities in North America. Their breastfeeding centers have supported over 100,000 families and counting. 

    Sheila was inspired to start Healthy Horizons after her physician discouraged her from breastfeeding during her first pregnancy and found there was little to no support for breastfeeding at home and in the workplace.  Healthy Horizons was a first-to-market business 30 years ago and continues to be the industry leader in their work for lactation benefits in the workplace today.

    June 14
  • Christine Cooper is CEO at aequum, and a co-managing member at Koehler Fitzgerald.

    June 14
  • Maurice Bell is the head of people ops at Lattice.

    June 14
  • Frank Mengert continues to find success by spotting opportunities where others see nothing. As the founder and CEO of ebm, a leading provider of employee benefits solutions. Frank has built the business by bridging the gap between insurance and technology driven solutions for brokers, consultants, carriers, and employers nationwide.

    June 14